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June 2009

Three Keys to a Successful Document Management Implementation

Paper is the life blood of an organization. If you want to understand any process you follow the paper. Whenever decisions are made there are paper documents to trigger action and demonstrate approval. Over the past few years organizations of all sizes have been trying to improve processes by cutting out the paper and replacing it with document management solutions. On the surface, one would expect putting in document management to be relatively simple (instead of printing paper you just file it) but the challenge has been to recreate the flow of paper within the electronic system to ensure that key processes continue to operate. If you miss a link then the paper will continue to get printed and support for the document management solution will fade.

Lessons From an Impromptu Software Audit

Last week I embarked on a seven and a half hour road trip with Steve Ecclestone (Jonas's VP of Product) to pay a visit to one of Jonas’s stronger reference accounts. This long time plumbing and HVAC contractor is one of the most engaged and knowledgeable clients on the Jonas solution. Steve and I had proposed the meeting to get some feedback on some elements of the system that we are considering changing and to show them a new mapping application that they are planning to beta test for us, but, upon our arrival we found that the client had a slightly broader agenda for us. In addition to our discussion points the client had organized meetings with each of their key Jonas users to ask questions and provide feedback on any challenges that they were facing.