PD ISO/TR 22957:2018

This standard PD ISO/TR 22957:2018 Document management. Analysis, selection and implementation of enterprise content management (ECM) systems is classified in these ICS categories:

• 37.080 Document imaging applications

This document gives guidelines for a set of procedures and activities to be considered and/or performed by organizations when planning, designing and implementing various enterprise content management (ECM) technologies. The aspects or project phases range from initial business analysis through to vendor/integrator selection and technology implementation. The implementation of processes to manage electronically stored information (ESI) requires significant participation from the affected business units, if the content is stored and managed when created/received and controlled through the information life cycle following organizational policies and/or records retention and control policies are applied. As these efforts require multiple people with different disciplines, including technical teams, records managers and organizational management, this document has been prepared taking those perspectives into account.

This document is applicable to both in-house and outsourced systems, including cloud solutions. It can also be useful when dealing with specialized business systems. The term “enterprise content management (ECM)” (or “document management”) used throughout this document is intended as an all-encompassing term referring to capture technologies [scanning, indexing, optical character recognition (OCR), forms, digital creation, etc.], management technologies (document services, workflow and other work management tools), and storage [primarily non-alterable or write once read many (WORM) technologies]. This document provides information to users related to the technical reports, guidelines and standards that have been developed for technologies commonly available in ECM systems.

This document is not intended to be an all-inclusive paper on electronic document or content management and does not attempt to influence any single technology or provide legal guidance or legal opinions. While there are storage technologies other than optical/magnetic currently available (i.e. microfilm, microfiche and hybrid storage systems) that are not included in this document, those technologies can be reviewed if determined to be appropriate by the end-user organization.

PD ISO/TR 22957:2018 - Document Management: Analysis, Selection, and Implementation of Enterprise Content Management (ECM) Systems

Standard Number: PD ISO/TR 22957:2018

Pages: 68

Released: December 11, 2018

ISBN: 978 0 580 51166 0

Status: Standard

Overview

In the rapidly evolving digital landscape, managing documents efficiently is crucial for any organization aiming to maintain a competitive edge. The PD ISO/TR 22957:2018 standard provides comprehensive guidance on the analysis, selection, and implementation of Enterprise Content Management (ECM) systems. This standard is an essential resource for organizations looking to streamline their document management processes and enhance their overall operational efficiency.

Why Choose PD ISO/TR 22957:2018?

This standard is meticulously designed to assist organizations in navigating the complexities of ECM systems. It offers a structured approach to understanding the various components and functionalities of ECM systems, ensuring that organizations can make informed decisions when selecting and implementing these systems. By adhering to the guidelines set forth in this standard, organizations can achieve a seamless integration of ECM systems into their existing workflows, thereby optimizing document management processes.

Key Features

• Comprehensive Analysis: The standard provides an in-depth analysis of ECM systems, covering all critical aspects that organizations need to consider.
• Guidance on Selection: It offers clear criteria and methodologies for selecting the most suitable ECM system tailored to an organization's specific needs.
• Implementation Strategies: The standard outlines effective strategies for the successful implementation of ECM systems, minimizing disruptions and maximizing efficiency.
• Best Practices: It includes best practices and case studies that illustrate successful ECM system implementations, providing valuable insights and lessons learned.

Benefits of Implementing ECM Systems

Implementing an ECM system as guided by the PD ISO/TR 22957:2018 standard can bring numerous benefits to an organization, including:

• Improved Document Accessibility: ECM systems centralize document storage, making it easier for employees to access and share information.
• Enhanced Security: With robust security features, ECM systems protect sensitive information from unauthorized access and data breaches.
• Increased Efficiency: Automating document management processes reduces manual tasks, allowing employees to focus on more strategic activities.
• Regulatory Compliance: ECM systems help organizations comply with industry regulations by ensuring proper document retention and audit trails.
• Cost Savings: By reducing paper usage and storage costs, ECM systems contribute to significant cost savings over time.

Who Should Use This Standard?

The PD ISO/TR 22957:2018 standard is ideal for a wide range of professionals and organizations, including:

• IT Managers: Responsible for overseeing the implementation and maintenance of ECM systems.
• Document Management Specialists: Focused on optimizing document workflows and ensuring efficient information management.
• Compliance Officers: Ensuring that document management practices adhere to regulatory requirements.
• Business Executives: Looking to enhance organizational efficiency and reduce operational costs.

Conclusion

The PD ISO/TR 22957:2018 standard is an invaluable tool for any organization seeking to improve its document management capabilities through the effective use of ECM systems. By following the guidelines and best practices outlined in this standard, organizations can achieve greater efficiency, security, and compliance in their document management processes. Embrace the future of document management with confidence and ensure your organization is well-equipped to handle the challenges of the digital age.