Document management is a universal problem of businesses of all sizes. A single customer may have files in multiple locations, and their file might be touched by multiple departments.
For example, let’s consider the information flow as a customer’s file moves from sales to operations to accounting.
Each department has different information they collect and store to do their job, but it’s not critical or necessary to give every department access to the entire record. Why would the operations department need access to a customer’s payment information?
Without an effective, uniform management system in place, each department will attempt to build a system independent of other departments to help them manage their documents and workflow more efficiently.
Very little effort is given to proper document management and integrating the various systems. This causes compatibility issues with how data is stored, and exacerbates the issue of multiple records for one customer.Details