Document Management System.
We set up a document management system that gives your key documents version control, approval workflows, metadata and an audit trail. We usually build it on SharePoint or Google Drive, which you may already pay for, and design it around the documents you must keep and retrieve, such as contracts, statutory records, vouchers and HR files.
Typically 3–6 weeks. The number of document types and workflows, and the volume of documents to migrate, drive the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Businesses managing contracts and approvals through email attachments
- Companies that must retrieve records quickly for audits, assessments or due diligence
- Teams needing approval steps and version history on controlled documents
What you receive at the end.
- 01Configured DMS with libraries, metadata and permissions
- 02Approval workflows
- 03Retention schedule for each document type
- 04Migrated documents
- 05User and administrator guides
Document Management System, step by step.
Typically 3–6 weeks. The number of document types and workflows, and the volume of documents to migrate, drive the time.
- 1
Document inventory
We list document types, owners, approval steps and how long each must be kept.
- 2
Platform choice
We confirm whether SharePoint, Google Drive or a dedicated DMS fits, based on workflow, audit and access needs.
- 3
Library and metadata design
We define libraries, metadata, naming, permissions and retention for each document type.
- 4
Workflow build
Review and approval workflows are configured and tested with users.
- 5
Migration and rollout
Existing documents are classified and migrated, and users are trained.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- List of document types and their owners
- Approval and retention requirements
- Admin access to the chosen platform
- Location of existing documents
- Users and their roles
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Document Management System.
Ready to discuss Document Management System?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.