“I put it in a folder on the S drive?” “It is in the Document Server” Document Management Moving From: “I put it in a folder on the S drive?” “Who moved my folder?” To: “It is in the Document Server”

How Do We Get Information To Flow? Document Management How Do We Get Information To Flow? Questions to understand your needs Using iterative methods for success Questions

Understanding Your Requirements What Do We Need Our Documents To Do? What: What are the key documents? Where: Where are they now? Access: Who can access? Ownership: Who is responsible?

What Are My Key Documents? Know Your Universe What do we need to track? What needs to be known about the document? How long must a document exist?

A Place For Everything And Everything In It’s Place Where Are They? A Place For Everything And Everything In It’s Place Where do your key documents reside? Is that where they should be? Are key document easy to find? Set the place for the single source of the truth.

Who And How? How do users access key documents? Know Your Users. How do users access key documents? Who as accessed/modified key documents? What are the pain points?

Form Must Follow Function. Ownership? Form Must Follow Function. What business processes create the documents? Who owns the documents? Does the culture support properly managing the documents?

“Do the difficult things while they are easy and do the great things while they are small. A journey of a thousand miles must begin with a single step.” Loa Tzu 601-531 BC

Now what? Define your MVP Makes the correct path the easy path. Iterate to Success Define your MVP Makes the correct path the easy path. Align investments to grow with the process. Invest in constant small improvements over time.

Questions Michael Matthews VP, Application Development Congressional Bank E:mmatthews@congressionalbank.com