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  • Guidelines for Document Management

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Overview

Guidelines for Document Management

The production of guidelines for document management processes details the key steps that need to be executed for the classification of information.

In this work, it explains how each responsible part of document management should function, the necessary protocols, and how to perform the analysis of document collection, handling, and retrieval.

Ikhon has a specialized team in the development of document management processes. We provide a comprehensive guide that helps our public and private clients handle the daily routines of information classification.

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BENEFITS

Advantages provided by the Production of Guidelines for Document Management

Detailed document management processes ensure greater efficiency in the sector's work, in addition to the following benefits.

  • Comprehensive Delivery

    We produce a set of materials that assist in all stages of the document management process. This allows for the completion of all existing routines for creating instruments.

  • End-to-End Process

    We produce guides that address everything from the collection analysis to document retrieval, covering all necessary routines.

  • Customized Production

    Before starting the development of processes, we conduct an analysis of the organization’s structure and specific characteristics. Based on this preliminary study, we adapt document management routines to fit the client’s reality.

  • Methodology Understanding

    We extensively explain all the methodologies we use to develop document management processes within the organization. This provides clients with insight into the framework we use for creating materials.

  • Detailed Content

    We create concise instructions for the stages related to the production of archival instruments. In the end, these materials guide the work of those responsible, even if they have no prior experience in document management.

  • Global Standards

    In addition to complying with the key document standards of the National Archives Council (ConArq), we also follow the regulations of major ISO standards related to document management.

  • Law Compliant

    All process development we undertake takes into account both the laws related to document management and specific local regulations that govern the institution’s/client’s processes, when applicable.

  • Auditable Results

    Because we follow a transparent methodology, adapting our work in line with current legislation and quality standards in document management, our deliveries are compliant with auditing processes.

  • Long-Term Use

    With personalized and legally compliant deliveries, the work provided is 100% suitable for the company’s reality and industry. Therefore, it can be used for years without major structural changes.

ADVANTAGES

How does Ikhon stand out in the development of guidelines for document management processes?

  • Use of International Methodologies

    Use of International Methodologies

    In addition to complying with ConArq standards and regulatory agencies, we also adopt classification standards created by international norms, such as ISO 15489 and ISO 30300.

  • Custom Archival Production

    Custom Archival Production

    Our team immerses itself in the client’s environment, understanding both their legal personality and local practices, adapting the production of archival instruments to align with the institution’s reality and ensure they are genuinely useful.

  • Technical Reference

    Technical Reference

    We have been operating in the document management sector for over 20 years, with a team of specialized archival professionals producing archival instruments for public and private organizations in various sectors.

  • Optimization of Collections

    Optimization of Collections

    We have experience in organizing, digitizing, and archivally indexing collections, resulting in faster information retrieval.

  • Accelerated Implementation

    Accelerated Implementation

    Our work model prioritizes continuous execution, delivering results early in the process.

  • Comprehensive Solution

    Comprehensive Solution

    We organize and enhance the entire information management journey, creating processes to classify information, transferring physical document collections to a web platform, and automating tasks to offer services digitally that were previously only available in-person.

FAQ

Questions and Answers about the Development of Guidelines for Document Management Processes

  • What is the development of guidelines for product management processes?

    The development of document management processes was created to help companies that lack experience in organizing archives.

    We create a series of support materials on the main routines and best practices of document management, serving as a guide for professionals to correctly structure the company’s informational history.

  • How is this service carried out?

    After understanding the needs and particularities of the organization (whether it is public or private), we develop materials that explain in detail all the steps for the production and maintenance of document management instruments.

    This way, employees have a guide that they can use both to learn the fundamentals of document management and to clarify any doubts.

  • What types of materials can be delivered in this service?

    Some examples of guides that can be produced by our archival team are:

    • A guide on how the archival department functions
    • A guide on how the archival committee operates
    • A guide on the analysis of document collection and document retrieval

    It’s worth noting that the scope of work is defined on a customized basis, as the goal of the process development service is to address the specific needs of the client, whether it is a public or private entity.

  • What are the advantages provided by this service?

    The hiring of this service makes a significant difference for departments that need to adapt the archival management of their location but lack experience in performing the process.

    With it, departments have a manual of processes created with the client’s legal personality in mind, observing all industry-specific regulations and norms. Therefore, the department can be confident it is correctly following all document management protocols and can refer to the support material whenever there are questions.

     

  • Is it possible to hire this service from Ikhon even if the production of archival instruments was carried out by another company?

    Yes, it is possible. Our team adapts to the archival situation of the company and develops document management processes according to each client’s scenario.

  • Why hire Ikhon to perform this service?

    With over 20 years of experience in document management, Ikhon is an expert in producing archival instruments. Our technical team has extensive experience in creating processes and documents for companies of various sizes and industries.

    By hiring the document management process development service, your department will have access to comprehensive content that is adaptable to the institution’s legal personality, allowing employees to perform document management routines with clarity and efficiency in results.

Questions?

Our specialized team is ready to answer all your questions about the production of Guidelines for Document Management Processes‘ services and help you understand how this engagement can bring tangible benefits to your business challenge.

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