Document and content management
The right document, linked to the right record.
Contracts, policies, invoices and specifications hold data your systems don't. Document and content management makes them findable, current and linked to the customer, supplier or product they belong to, with access that matches who may see them.
01 / Symptoms
What it looks like.
- Contracts in shared drives with no metadata.
- Several versions of a policy and no way to tell which is current.
- Documents keyed by hand because they won't match a record.
- An assistant that finds a document the user shouldn't see.
02 / What we do
Metadata and links, not another repository.
- A document inventory and classification.
- Metadata standards and retention rules.
- Links from documents to mastered entities.
- Version control and ownership.
- Access rules that follow the record.
- Preparing documents for search and AI retrieval.
03 / How it connects
Why documents start with master data.
A document is only useful when it attaches to the right record. That's a master data question first, which is why we start there.
Where it shows up
Questions
Isn't this an ECM software project?
Sometimes. More often the content system exists and the problem is metadata, ownership and links to the records the business uses.
Start with 30 minutes.
Tell us the symptom. We'll tell you plainly whether we can fix it.