Project Management Support for Reorganization of the Shared Drive

Depositphotos_1306891_xsTaking on the task of reorganization and structure of the shared drive can be daunting. It is important to choose the right internal person to assist and manage this type of project. This type of project requires someone or a team to create user-friendly, standardized, comprehensive, and extensive file structure, taxonomy and data/record management guidelines.

Sometimes an organization delegates the project to entry level or administrative staff. However, with limited decision-making authority, these individuals are often hesitant to change, alter, move, or remove files and documents from the shared drive network. Further, without buy-in from all employees, revised structures developed by one staff often can end up to be a short-term solution and not long lasting.

It is important for organizations to train internal personnel, engage a team, or hire consultants who have IT knowledge and understanding along with a clear process of how to facilitate groups to develop guidelines and an electronic file structure that can last into the future. These project managers or consultants are essentially in organizing the project, facilitating the process and providing counsel on data management best practices.

It is recommended in choosing internal personnel as project managers or project team participants to have the following skills;

  • A good understanding of server Happy team. Isolated.systems and shared drive networks
  • Excellent group facilitation skills; with the ability to foster dialogue and gain group consensus
  • Strong organizational skills and the ability to create file hierarchical systems and taxonomy
  • Strong skill in navigating and using functions and tools in Microsoft Office, and in particular Windows Explorer
  • Good knowledge of file extensions.

Information management, technology and professional organizing consultants can provide the service that offers the expertise needed to develop shared electronic file guidelines and structure. To learn how to organize electronic files on the shared drive, download the report How to Organize Electronic Documents on Shared Drive Networks. Or you are welcome to contact us and we can assist you.

The Benefits of Document Management Systems

Document or content management systems (DMS) are separate cloud-based systems that specifically manage electronic data and records. DMS systems are not only for large companies. Even in smaller offices, DMS systems can effectively help organizations file, store, search and collaborate on documents that need modification and/ or tracking. Although organizing the shared drive with an electronic file hierarchy structure and establishing clear guidelines is valuable, it does require more work to manage and maintain versus having data stored in a document/ content management system.

DMS systems have more robust functions of input, storage, search, and access of data than the mere file management tools that come on computers such as Windows Explorer. DMS systems allow users to find data not only through a file hierarchy structure. These systems have additional information related to a document such as keywords, categorization, and indexing, all of which make searching and finding data much easier. It also compresses data so that it has the ability to store significant numbers of documents in a smaller amount of space, increasing server efficiency. DMS systems also have auto-archive and auto-delete functions that make adhering to record retention and compliance guidelines instantaneous.

A common file repository in a document/content management system is an opportunity to create a consistent records management system that will provide the following benefits;

  • Create ease and simplicity for users to have one centralized system to manage official records and documents.
  • Improve accessibility permissions and ease of filing electronic documents and records through one centralized system that is cloud-based and accessible via mobile devices.
  • Documents and records are automatically indexed and increased searching functionality will be available.
  • Easier access to shared information and documents within the entire organization.
  • Easier management of records retention through increased system functionality and centralized data location to manage data.
  • Easier access to collaborate on documents, manage version control and access important information quickly through one centralized access point.
  • Lays the foundation for a paperless office by reducing official paper files and increase reliance and trust on one centralized electronic system.

It is important to organize documents on the Shared Drive before being uploaded to a document management system. To learn how to organize electronic files on the shared drive, download the report How to Organize Electronic Documents on Shared Drive Networks. Or you are welcome to contact us and we can assist you.

Becoming a Paperless Office: Create a Clear System to Manage Electronic Documents

According to a study by the CAP Venture Group, it is estimated that 80% of information is still retained on paper even though more than 80% of the documents we work with are already in a computer somewhere. According to Xerox, approximately 30% of printed documents are for one-time use only and further studies found that about 45% of documents printed in a typical office are thrown away within 24 hours. Another Gartner study called “Electronic Document Management” revealed that the average document was copied between nine and eleven times.

One of the keys in gaining efficiencies in data management and increasing productivity is to reduce the paper workers manage. A key component to creating a paperless office is to create user trust in finding and accessing data electronically. Employees are inundated with data in multiple formats and finding it more and more difficult to manage the amount of data and be effective and efficient at their job. Without a consolidated system to manage data along with sound file structure and data management guidelines users will tend to keep a ‘backup’ copy of data and records in paper. Although paper does have its uses for work purposes such as reading, reviewing at meetings or processing data, it is not the optimal format to archive, store and file records and documents. When moving towards a paperless office it becomes even more vital that file structures, whether on a Shared Drive network or in a cloud-based system, is well-organized. It is also important that there is a clear and designated location to store data when there are multiple document and record systems available to users. Finally, data management practices need to be clearly defined such as document naming conventions, versioning, and data conventions.

To learn how to organize electronic files on the shared drive, download the report How to Organize Electronic Documents on Shared Drive Networks. Or you are welcome to contact us and we can assist you.

Desktop Search Tool Recommendations

Desktop search tools or systems are becoming more important for users to easily find data that is in multiple formats and systems. The search function in Windows Explorer is very slow and cumbersome. To help users find information more quickly, organizations could invest in a desktop search tool, such as one of the following available desktop tools.

Google Desktop: This is a free desktop search tool. It will perform searches on multiple hard drives, email programs, and the Internet. The challenge of using Google Desktop for most companies is the access it provides to Google’s server. For security and privacy-based purposes, most companies opt out of using it.

Copernic: One of the leading desktop search tools available, it has individual and enterprise-wide applications available. Prices are under $60 per user.

Brainware: An extremely robust enterprise-wide search and indexing software, Brainware is intended for large organizations and data files.

ISYS Search Software : Another search tool for enterprise systems, ISYS interfaces with systems often used by larger organizations such as Lotus Notes, Oracle, and SAS systems.

To learn more how to organize computer documents, download the free report How to Organize Your Computer Documents.

Application Recommendations to Manage Contacts and Business Cards

A given individual today might have four or more phone numbers; two to three email addresses; as well as separate mailing addresses for home, work, and one or more satellite offices. It can be difficult to track all this data on a business card or in a paper format. It is recommended to have an electronic system or application to manage contacts and relationships. 

 Electronic systems offer a number of benefits over collecting and filing business cards. Often when we receive business cards, they end up scattered in a desk drawer or consolidated into a big stack. When we need that data, it is difficult to access or use. Relationships are a powerful tool in today’s business world. Utilizing your contacts as resources and potential sales maximizes your business potential. After you enter business and contact information into an application, you have the power to market and utilize these contacts fully through mailings and email.

 

Here are some contact management application and app recommendations:

 Productivity Applications

  • Microsoft Outlook: Most workers already have Microsoft Outlook installed on their systems. The folder ‘Contacts’ is where contact information can be entered to sync with most mobile devises.
  • ACT! : One of the market leaders for small and medium sized businesses, this productivity tool, was designed around contact records that manages calendar and tasks lists as well.
  • Mac Address Book: Mac has their own internal contact management application that syncs seamlessly with all other apple products.
  • Gmail Contacts: Google’s application to manage contact and business cards. The beauty with Google is that it syncs with almost all mobile devises and is cloud-based accessible. Easy to use but not a lot of contact management functionality.

Outlook 3rd Party Tools

  • Copy2Contact: This is a third party Microsoft Outlook plug that converts signatures into new contacts automatically.
  • Duplicate Contacts Eliminator: Scans Outlook Contacts and eliminates and/or merges duplicate records.

 Card Scanning

  • CamCard: This mobile devise application takes a picture of a business card and then translates into text and exports into Excel, Outlook or the primary address book on the mobile device.
  • CardScan: The leading card scanning equipment and software in the market. The system scans in business cards and then exports them into a wide variety of productivity and contact management systems. Great, system for those individuals who have lots of business cards that need to get entered electronically.

 Contact Sync

·         Plaxo: A web-based contact management tool that has been in the market place for awhile and now interacts with other platforms such as Outlook, Apple and Gmail. It will email your contacts for updated contact information usually annually or per request.

·         Companion Link: This application syncs contacts, calendar, tasks, notes from application to application and mobile devise to mobile devise.

A given individual today might have four or more phone numbers; two to three email addresses; as well as separate mailing addresses for home, work, and one or more satellite offices. It can be difficult to track all this data on a business card or in a paper format. It is recommended to have an electronic system or application to manage contacts and relationships.

 

Electronic systems offer a number of benefits over collecting and filing business cards. Often when we receive business cards, they end up scattered in a desk drawer or consolidated into a big stack. When we need that data, it is difficult to access or use. Relationships are a powerful tool in today’s business world. Utilizing your contacts as resources and potential sales maximizes your business potential. After you enter business and contact information into an application, you have the power to market and utilize these contacts fully through mailings and email.

 

Here are some contact management application and app recommendations:

Productivity Applications

 

  • Microsoft Outlook: Most workers already have Microsoft Outlook installed on their systems. The folder ‘Contacts’ is where contact information can be entered to sync with most mobile devises.

 

  • ACT! : One of the market leaders for small and medium sized businesses, this productivity tool, was designed around contact records that manages calendar and tasks lists as well.

 

  • Mac Address Book: Mac has their own internal contact management application that syncs seamlessly with all other apple products.

·         Gmail Contacts: Google’s application to manage contact and business cards. The beauty with Google is that it syncs with almost all mobile devises and is cloud-based accessible. Easy to use but not a lot of contact management functionality.

Outlook 3rd Party Tools

  • Copy2Contact: This is a third party Microsoft Outlook plug that converts signatures into new contacts automatically.

 

 

Card Scanning

  • CamCard: This mobile devise application takes a picture of a business card and then translates into text and exports into Excel, Outlook or the primary address book on the mobile device.

 

  • CardScan: The leading card scanning equipment and software in the market. The system scans in business cards and then exports them into a wide variety of productivity and contact management systems. Great, system for those individuals who have lots of business cards that need to get entered electronically.