EDMS Project Plan

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For any new undertaking into EDMS implementation it is recommended that the organization establish a pilot plan. An area or department which would benefit from EDMS can be used it as the pilot. In addition, the organization should select a department that wants to participate, as trying to impose a pilot on unwilling and therefore uncooperative employees may hinder the effectiveness of the pilot plan. The main idea is to choose a manageable area within the department of choice and refine the practices and procedures before going company or enterprise wide. The organization will also use this time to determine how best to configure the various EDMS products to meet unique requirements. Of most importance is to configure, not change the way in which people work. The EDMS product set should be both highly configurable and extendable and in most cases will contain a superset of the functionality the organization will require. The following is not meant to be a complete procedural list, as it is meant to be indicative of the major parts of any EDMS project plan. This project plan can be considered a top level approach. A project manager following Project Management Institute (PMI) standards should be hired in order to establish a complete set of project management standards. This will most likely provide a better chance of success in the areas of time, costs, and desired results. Executive approval is the first step. If the project manager does not have the approval and buy-in of senior management, the organization will be wasting time, money, and other resources. The selection of the pilot area needs to be established as both needy and willing and one which can demonstrate immediate benefits of an EDMS implementation. The selecti... ... middle of paper ... ... done with a sample set of data and the project team reviews the results. This process continues until everyone is satisfied. At this stage, all the EDMS components are installed, configured, extended, and tested. A date is set for the ‘go live’ date and the existing ‘old’ data is captured and processed by the conversion program/process. The converted data is validated, signed off, and adjustments are made if necessary. The final fruition of all the stages for the EDMS project is complete and is time to roll it out and go live. The now fully trained users begin using the system. At this point, team members should be aware that daily meetings for the first week. then weekly for the next three weeks, and then again in three months time may need to be included in the budget in order to review progress and to see how well the EDMS meets the organization's objectives.

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