Optical Image Technology, Inc.

content management, BPM, and workflow software

Your ECM system can help you do one of two things. Stop being as productive. Or go in the direction of workflow, BPM, data utilization, and BI. Stop or Go? Choose Wisely.

DocFinity Take Five Newsletter

Getting the Most from your ECM Implementation

8 Ways to Know if your ECM Project Needs Help

As the famous saying goes, there’s always room for improvement. That’s definitely true for ECM projects. You can generally find ways to improve, even with the best ECM installation. So, for those implementations that are less than stellar, imagine all the possibilities to improve your return on investment.

The article, 8 Signs of a Lackluster ECM Implementation, features 8 indicators that your ECM project has some room for improvement:

  1. Is your organization paperless, but not automated? It’s a great step that you have your documents stored electronically, but make sure you are efficiently flowing them between staff.
  2. Are you getting data into your ECM system as soon as you receive it? Capturing information electronically upon receipt accelerates its processing, and increases system efficiency.
  3. Are staff members spending time on repetitive tasks? One benefit of a good ECM implementation is that it frees employees from manual tasks in order to focus on things that will propel your company forward.
  4. Do you offer self-service options? By using electronic forms as part of your ECM project, you can allow your customers to submit information that will update the system immediately and without manual staff intervention.
  5. Are you thinking big? Ensure that you are using your ECM solution in every department and with every process that can benefit from it. Even if you have to start small, remember to keep the big picture in mind for the future.
  6. Is your system playing well with others? A good ECM system integrates with line of business applications and legacy systems to help improve efficiency across the enterprise.
  7. Did you set up your installation with business objectives in mind? It’s important to ensure that your system follows your organization’s business rules and strategy.
  8. Do you have a plan in place to handle exceptions efficiently? Make sure your system includes a strategy to manually process documents when you come across an exception to your normal business processes.

Bottom line:

There’s always room for improvement. Read the full article for ideas on enhancing your ECM implementation and usage.

Talk with us:

If you're ready to move forward with your ECM implementation or are considering switching to a new system, contact us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it. or call 800-678-3241. We specialize in helping you get the most from your ECM installation.

For more information or to schedule a demonstration, please Contact DocFinity now.

Take Five Newsletter
Subscribe Now!

/news-a-events/newsletter/take-five-archive/462-getting-the-most-from-your-ecm-implementation