Group items tagged

Document management is all about workflow, control, and risk mitigation. Its objective is summarized perfectly by the two words in its name: "documents" and "management". It got its start in the legal departments of pharmaceutical companies, who were concerned to make sure that their companies were producing documentation in full compliance with regulatory requirements. A DMS thrives where there are a) documents already being created as part of a business process; and b) those documents need to be closely checked in, checked out, supervised, edited, approved, and stored following a consistent and audit-proof process.

Collaboration, by contrast, is all about people working together to share ideas, notes, questions, comments, etc. Collaboration does not typically follow a standard process; it is much more free-form and free-flowing. Documents are not typically the format of choice. Asking a question or creating a meeting agenda or to-do list doesn't require a document; it just requires typing some words and putting them where other people can see and edit them. That's why so many people simply fire off an email when they collaborate; it spares them the unnecessary step of creating a document.

When asked about the relationship between DMS and collaboration tools, what I said was that some of the content in a typical DMS really belongs there. These are the documents associated with highly regulated processes. But most of the content in a typical DMS--to-do lists, meeting notes, press clippings, conversations, working papers, personal observations--doesn't really belong there. It's in the DMS because there was no good place to put it. That's where a collaboration suite can do a much better job. A good collaboration suite can liberate that content from the tyranny of documents and nested folders, and will encourage people to use it for actual working materials.

In many cases, you will want to integrate the two. Law firms, for example, are absolutely dependent on their document management systems to manage their filings and other legal documents. But we're increasingly seeing them set up collaboration suites to capture all the discussion around the documents, how to use them, what they mean, and so on. The two systems are integrated with links from the collaboration suite into the corresponding DMS records.

What I'm saying amounts to this: Use your document management system to manage documents, and use your collaboration suite to collaborate.

unfortunately SocialText is not very good at linking to the documents in the obvious place (attachments).

John outlined some specifics of the firm’s KM Strategy. The three primary prongs of their plan were an effective Document Management System (DMS); a way to manage precedents; and good DMS search.

They chose Interwoven for their DMS and adopted a unified “folder structure” as a way of fostering collaboration between practice groups.

For their search, they used comments from focus groups and the strategic plan to develop a 100-feature set of requirements, with each of the requirements weighted ranking from 1-5. Despite the extensive quantitative work, the two competitors, Recommind and Interwoven Universal Search (IUS), came out with an identical ranking. They went with IUS because of its tighter integration with Interwoven. John mentioned that Recommind did a better job of expertise identification, but that this feature was less important to them as a one-office shop.

In summary To give a clear overview of the different solutions, we summarize their commonalities and differences in the table below.