Document management system

What is it?

Document management refers to systems or platforms designed to:

• Create, store, and organise electronic documents.
• Share and protect documents efficiently.

These tools allow companies to:

• Manage large volumes of information.
• Optimise workflows.
• Ensure regulatory compliance.
• Improve access to data.

The main objective of a document management system is to:

• Centralise and structure organisational documents.
• Facilitate access and usability.
• Improve collaboration.
• Reduce reliance on manual or paper-based processes.

Why filter companies by their usage?

Segmenting by document management system usage allows sales teams to tailor strategies:

• Mature companies: Help them optimise existing processes.
• Companies without tools: Guide them towards digitalisation and better document management.

Companies that do use it

These companies have already adopted document management platforms and are likely interested in:

• Integrations with other enterprise systems.
• Optimisation to improve efficiency and automation.
• Additional services, such as compliance audits.

Your sales team could offer:

• Customisation services to adapt systems to specific needs.
• Compliance audits to ensure security and regulatory adherence.
• Advanced workflow automation solutions.

Companies that do not use it

These companies may be storing documents:

• Decentralised, for example in local folders or on paper.

This makes it difficult to:

• Manage documents efficiently.
• Access information quickly.

Your sales team could offer:

• Initial consulting to evaluate needs and recommend tools.
• Implementation of a document management system to digitalise and centralise information.
• Digitisation of physical archives to reduce paper usage and modernise operations.

Examples