This document discusses document management systems (DMS). It outlines 6 basic components of a DMS including capture, storage, indexing, distribution, security, and audit trails. A DMS provides benefits such as being a centralized information source, improved security and workflow, and cost savings. Key sectors that could benefit from a DMS are identified as insurance, telecom, and government. Challenges of document management like adapting to new technologies and disaster preparedness can be addressed through a DMS.
This document discusses document management systems (DMS). It outlines 6 basic components of a DMS including capture, storage, indexing, distribution, security, and audit trails. A DMS provides benefits such as being a centralized information source, improved security and workflow, and cost savings. Key sectors that could benefit from a DMS are identified as insurance, telecom, and government. Challenges of document management like adapting to new technologies and disaster preparedness can be addressed through a DMS.
This document discusses document management systems (DMS). It outlines 6 basic components of a DMS including capture, storage, indexing, distribution, security, and audit trails. A DMS provides benefits such as being a centralized information source, improved security and workflow, and cost savings. Key sectors that could benefit from a DMS are identified as insurance, telecom, and government. Challenges of document management like adapting to new technologies and disaster preparedness can be addressed through a DMS.
6 BASIC COMPONENTS OF DOCUMENT MANAGEMENT SYSTEM Capture of documents for bringing them into the system
Storing and archiving methods
Indexing and retrieving tools for document search
Distribution for exporting documents from the systems
Security to protect documents from unauthorized access
Audit trails
by AULIA PUSPANING GALIH, S.IIP., MS
WHY IS DMS EFFECTIVE? Centralized source of • Flexible retrieval of documents and information they contain • Improved, fast and flexible search for information and data information • Controlled and improved document distribution
• Administratively controlled access to data
Improved Security • Disaster recovery
• Reduced or eliminated document storage costs
Cost-effectiveness • Improved cash-flow
• Improved internal operations and communications
Improved workflow • Easy administration of information and data • Preserved intellectual capital
Maximized customer • Easier and fasted access to customer-related data
• Faster and more effective customer service satisfaction by AULIA PUSPANING GALIH, S.IIP., MS DMS: CENTRALIZED SOURCE OF INFORMATION ◦ Easy Retrieval ◦ It is possible to retrieve any documents stored in the system at any time and in as many copies as needed. ◦ Flexible Search ◦ DMS provides flexible search tools that enable defining criteria according to the actual needs. The documents can be searched by title, author, or keywords found in the name or the content of the document. ◦ Improved Distribution ◦ The system is integrated with the organisation’s software suite what enables sending documents using emails or other commonly used communication tools.
by AULIA PUSPANING GALIH, S.IIP., MS
DMS: IMPROVED SECURITY ◦ Administrative control ◦ The DMS allows introducing changes to the system only to the authorized users. Only those with valid password and login can retrieve information from the documents what makes the system a secured place for confidential and fragile data. ◦ Disaster recovery ◦ All files are scanned, stored and backed-up in the electronic version what protects them from physical damage.
by AULIA PUSPANING GALIH, S.IIP., MS
DMS: COST-EFFECTIVENESS ◦Reduced document storage costs ◦In DMS, all the documents are stored in the form of electronic files on a server. This format eliminates the maintenance cost of cupboard archives. ◦Improved cash-flow ◦More effective processing of documents like invoices, debt collection and other cash-related documents helps to control the flow of cash in the organization.
by AULIA PUSPANING GALIH, S.IIP., MS
DMS: IMPROVED WORKFLOW ◦ Improved internal communication ◦ By facilitating access to all information contained in documents within the company, the managerial processes become more effective and the workflow is smoother. ◦ Easy administration of information ◦ Easy access to information stored in diverse documents facilitates the workflow because it enables the retrieval of necessary documents in as many copies as needed. ◦ Intellectual Capital ◦ As all documents are in electronic versions it is easy to share them within other coworkers and therefore pass the knowledge and improve the workflow.
by AULIA PUSPANING GALIH, S.IIP., MS
DMS: MAXIMIZED CUSTOMER SATISFACTION ◦ Access to customer-related data ◦ In DMS all the information is stored in a centralized repository and therefore is easily accessible. The customer service is therefore smoother and much more effective. ◦ Effective customer service ◦ In certain sectors the customer service is based on application and form filling. Easy access to the necessary documentation speeds the process of customer service and maximizes their satisfaction.
by AULIA PUSPANING GALIH, S.IIP., MS
DMS – WHICH SECTORS ARE LIKELY TO USE IT? ◦ Insurance ◦ to store applications, quality documentation, diverse documents involved in the claim process (pictures, document copies, etc.) and policy documentation ◦ Telecom ◦ to store applications for different packages and subscriptions and documentation relevant to contracts ◦ Governmental (on the example of Passport and Immigration Office) ◦ to store all documentation regarding citizens: passport, visa and identification card applications and copies
by AULIA PUSPANING GALIH, S.IIP., MS
DMS IN INSURANCE SECTOR ◦Insurance organizations archive different types of documents relevant to policy and claim application and documentation processes. ◦Similarly to governmental organizations, they store confidential data and need to apply high security standards to protect their customers. ◦As the insurance sector is strictly controlled by law, the DMS has several features to authenticate the validity of all stored information in order to demonstrate compliance with governmental regulations.
by AULIA PUSPANING GALIH, S.IIP., MS
DMS IN TELECOM SECTOR ◦The use of a reliable DMS in the telecom sector helps dealing with all sorts of documentation relevant to contracts and applications. ◦The system provides an easy access to application forms for packages and subscriptions and serves as a document archive. Therefore, it improves customer service and the workflow of telecom company’s employees.
by AULIA PUSPANING GALIH, S.IIP., MS
DMS IN GOVERNMENTAL SECTOR ◦Governmental organizations store documents containing confidential information about citizens. Passport and Immigration Services, that Converse cooperated with, handles information about citizens from different countries: their names, passport numbers, visa applications, etc. ◦A reliable solutions to store and to protect this data from unauthorized use in indispensable. Moreover, when dealing with a lot of customers on a daily basis, DMS improves the workflow and customer service in the offices, i.e. in the airports.
by AULIA PUSPANING GALIH, S.IIP., MS
Challenges of Document Management ◦Money ◦Man: It is the toughest task to make people abandon there old working and to adapt to new working ways ◦Computer Malfunctioning ◦New Technologies ◦Backup in different Media ◦Disaster Management: We can store backup data in different Seismic Zone by AULIA PUSPANING GALIH, S.IIP., MS HOW DOCUMENT MANAGEMENT CAN SOLVE THESE MATTERS BELOW? ◦ Disaster Management/Preparedness ◦ Efficiency of working ◦ Mobile Working Environment
WHICH SECTORS ARE LIKELY TO USE
DMS, BESIDE THE 3 MENTIONED BEFORE? by AULIA PUSPANING GALIH, S.IIP., MS AULIA PUSPANING GALIH, S.IIP., MS