Wondering about the benefits of good electronic document filing? With the acceleration
of communication and the multiplication of information-sharing platforms, companies are managing ever-increasing volumes of documents.
At
the same time, valuable
time is often lost in searching, or due to the
confusion generated by the duplication of
information. All this generates
significant costs for companies. However, solutions do exist! Would you like to learn more about good practices for document accessibility and classification? Soluqual can shed some light on
the subject.
Records classification is the process of adding attributes or metadata to a
record based on its
content, context, utility, etc.
A
company's records and information management are
essential to the effective functioning of a business.
The way in which an organization classifies, classifies and organizes
its documentation has a strong
influence on the efficiency of the teams that work on the basis of it.
According to Dynamic Signals, 85% of employees
lose 1 to 2 hours a day searching for information. And in most
cases, overtime is also lost by duplicating this information. In this context, a thoughtful and
efficient document classification method becomes essential to meet
business needs and ensure productivity.
Indeed, fast, secure and
efficient access to data ensures
better document management as well
as the fluidity of exchanges. Moreover,
this improved management actively participates in its growth! However, many
companies still operate with traditional
methods of filing documents
that no longer meet their needs and slow down their productivity.
Traditionally, many organizations
used a file server to file their documents, and any decision on filing was left to individual
employees based on their experience, preferences and knowledge. This particularly affects
the accessibility of documents, in addition to posing information security risks.
These methods of classifying
and archiving documents resided
in the implementation of a directory structure. Some very large and others simpler, this structure varied considerably according to staff turnover. It became
extremely difficult for
people who were not the authors of the structure or for new staff members to find their way around.
This also greatly increased the risks and costs associated with staff turnover.
Let's take a concrete
example of traditionally archived and filed documents. Our
organization creates an
administrative document for the preliminary analysis of a project to implement a new ERP system for a client. This document could be classified
as follows:
● Classification by customer : the first stage includes a customer directory, let's take the example of the "Plomberie d'à
Côté" customer, it
will be classified
as such:
\\Clients\Plomberie-d'à-Côté
● Classification by year : when there are a large number of projects for the client, the organization
or employee may decide to rank the projects by year. For 2020, this would take
the form of: \customers-- Plumbing-Side2020
● Classification by project : then a
directory for the project as such
is created: \customers--
Plumbing-Side\2020\Implementation
ERP System
● Creation of sub-directories : a major project
will generate a large number of documents, which will involve the creation of sub-directories to classify this information (pre-sales, analysis,
communication, deliverables...). This will take the form
of : \customers-Side Plumbing Implementation ERP System\Analysis
To retrieve
this information, an employee
must know the entire path. First, he
needs to know the name of
the customer, which should be fairly
easy. Second, he will need to know the year in which the project was classified.
This part can already be a
challenge, especially if the project
started several years ago.
Let's assume in this example that our
collaborator was trying to locate the preliminary analysis document or
to file another analysis
document. Believing that
the project was started in 2019, he would, therefore,
enter the 2019 directory rather than
the 2020 directory. Since the project
he was looking
for is under the 2020
directory, he will not find the information he was looking for.
He
could then choose to :
Finally, if the collaborator finds the project, it is possible that a preliminary analysis document has been produced
before the file is sold. It then becomes
difficult to know whether
the document is in the "presale"
or "analysis" file. Once again, in addition to wasting
time locating the document, the collaborator may hesitate about which file to file new information in, ultimately
duplicating the information.
As
you will have understood, the risk of error and the loss of time to find the information can result
in significant costs for the company, as well as a risk of error that
can be very costly when it
comes to important documents or documents with legal implications.
Records
classification by metadata is
simply the
application of metadata or properties
to electronic information and records. Records
classification is rarely used alone. It is used in conjunction
with a classification structure and helps to simplify the
classification structure.
First,
it is important to know that the goal is not to eliminate the classification structure. The filing structure can still be very useful.
For example, many systems do not allow two documents with the same name in the same directory and managing
permissions per directory is often
much simpler than per document.
For
example, the "client\project"
structure can be retained
and then create different metadata for the year or other categories
relevant to the project. Using
our previous example, the preliminary analysis document could be deposited directly
into the directory \Customers-Side Plumbing ERP System Implementation.
In
this case, a preliminary analysis document could have two properties such as "presale" and "analysis".
It, therefore, has the advantage
of being easy to classify and locate by a collaborator who is familiar with
the project information.
Let's go back to our example where our
collaborator wants to locate our preliminary
analysis document:
● He will
first have to find the client's directory, but in this case, he will no longer have to know or
guess the year in which the project started,
● If there
are a large number of projects,
it will be
able to use the metadata of the year
to filter all projects
started between 2018 and
2020 for example,
● Finally, it will be able to locate the preliminary analysis document
directly under the project.
If there are a very large number of documents, he could filter the documents
according to the classification he
wants, such as "Analysis" or "Pre-sales"
for example. The subtle advantage, in this case, is that the user can choose one or the other filter based on his knowledge of the project and find the right
information. For example, a collaborator
doing a search via the
"Pre-sales" filter,
without knowing that an analysis has been made, will be able to find the "Analysis"
document by this means.
The
key is that it is no longer necessary for the user to know all the information to find the document, but some of
the information is sufficient.
This method also allows new functionalities such as "horizontal" searches,
where it would be possible to find all the analysis documents
for the same client, regardless
of the project, which would have been a laborious task in the first scenario.
As
you can see, no matter which filter
you choose, our employee will
now be able to retrieve the information quickly.
In such a simple structure, the nuance between the two approaches may seem insignificant. However, it can make a major difference between a well-executed project and a project with costly errors.
Moreover, these errors tarnish the image of an organization.
Of
course, whichever approach you choose, you will always need to consider information governance, change management and training of your employees to optimize your productivity
and reduce the risk of errors.
Soluqual develops process automation, information
and documentation management solutions for companies.
Would you like to learn more about document management and classification in companies?
Take advantage of our resources and articles on enterprise automation and document management or learn more about our process automation
services.
Seize
the opportunity to increase
your growth, productivity, and reduce your margin of error! Do
not hesitate to contact a member
of our team to tell us about your projects. It will be our
pleasure to work with you to find
a durable and solid classification solution.