Our Solution – Document Management Plan

Mango Leadership’s Document Management Plan (DMP) addresses these problems in a unique way by developing a document management methodology which matches the way you do business. The DMP allows you to get control of your electronic documents, reduce information ‘clutter’ and improve business document management processes without requiring expensive infrastructure upgrades or eDMS software.

The DMP provides you with a snapshot of your current document management practices, a best practice/best fit solution that will improve your business processes, and a simple, practical, step-by-step road map to get from where you are today to where you want to be.

Document Management Plan Components

We engaged Mango Leadership to help us develop a Document Management Plan. The Mango team invested the time to understand our business and created a new process for handling documents that worked for everyone. This helped both staff and management to understand the problem, and see the benefits of an implemented Document Management Plan. With the plan agreed we continued to work with the Mango team through the implementation process and were impressed with their ability to provide workable solutions to any issues we came across, provide tailored training to groups and individuals and to adapt to the situation to address the specific “hurdles” while maintaining the focus on the overall outcome. The result has been a reduction of over 75% of the number of electronic files stored, an increased efficiency in storing and retrieving information and less staff frustration. I don’t think we could have achieved such a fantastic result without Mango Leadership and I would (and have) recommend their services to others” Sarah Maguire, Assistant to the General Manager, AMC Management (WA) Pty Ltd

Once the Document Management Plan is implemented, a business can:

• effectively work with their existing IT infrastructure or
• choose a software product (EDRMS) that supports their new business practices knowing that it will now be more effectively integrated (hence increasing the return on investment and reducing time required for implementation).

Our approach includes:

• Engaging the whole business in the process (change management)
• Current folder structure audit
• Focus-groups & 1:1 interviews
• Online pre and post-implementation document management survey 
• Draft and final Document Management Plan reviews with allocated Project Team 
• Executive presentation and communications support throughout the project

Next Steps

To discuss your specific needs or to book a course, call our office on 9200 6000 or click here to email us.