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Welcome to the Document Management & Workflow Forum!  If you're in the industry, come rub shoulders with some of your expert colleagues.  If you're new to this topic, this web site can provide you with a good primer on electronic document management and workflow systems. 

A few tips on maximizing the value of this resource to you:
  1. You may want to refer back to this site, if so bookmark: http://www.dmwforum.com
  2. If you're considering implementing a Document Management system there are several useful resources on this site: a document management guide / primer, a template RFP that you may distribute to vendors and a variety of product reviews.
  3. Register on the site.  It's free, and you'll be able to view the full product reviews and use the forum to ask questions, chime in or promote your company.  You'll also get a periodic newsletter on what's new on DMW.  We don't spam or sell email addresses.
  4. Please use the "Questions, Comments?" page the contact me - I'm reading all the emails!
  5. I have some brief thoughts on Fujitsu scanners that I've worked with in the past. They're listed below in the "Battle tested Scanners" section. 
  6. Google has thoroughly mined this site for content and matched each article with relevant vendor ads on the right. Those links may be of value to you, however, you should be aware that they're not under my control.
Notice: All articles and text in this blog are Copyright (c) of DMW Forum. You may not reproduce and post them elsewhere without permission.

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 Recommended Readings Minimize


1. Implementing Electronic Document and Record Management Systems

The global shift toward delivering services online requires organizations to evolve from using traditional paper files and storage to more modern electronic methods. There has however been very little information on just how to navigate this change-until now. Implementing Electronic Document and Record Management Systems explains how to efficiently store and access electronic documents and records in a manner that allows quick and efficient access to information so an organization may meet the needs of its clients. The book addresses a host of issues related to electronic document and records management systems (EDRMS). From starting the project to systems administration, it details every aspect in relation to implementation and management processes. The text also explains managing cultural changes and business process re-engineering that organizations undergo as they switch from paper-based records to electronic documents. It offers case studies that examine how various organizations across the globe have implemented EDRMS. While the task of creating and employing an EDRMS may seem daunting at best, Implementing Electronic Document and Record Management Systems is the resource that can provide you with the direction and guidance you need to make the transition as seamless as possible.

2. Designing a Document Strategy

Designing a Document Strategy, by Kevin Craine, MBA, is a book for managers, technicians and consultants who want to implement a document strategy for a large organization. The book describes a five-phase process that will guide readers through the design of document strategy tailored to their particular situations. Cause-effect diagrams, flow charts, and return on investment are presented in easy to understand terms. Case examples demonstrate how the methods in the book can be applied in the real world. As a result, readers are better prepared to take meaningful and informed action. Whatever decisions and recommendations readers ultimately make, they will be more likely to bring about real-world, bottom-line benefits. There is no better educational resource on designing a document strategy than this book.

3. Document Strategy Design Workbook

The Document Strategy Design Workbook is the perfect companion to Kevin Craine's Designing a Document Strategy. The workbook provides the forms and exercises that help you to build an effective and successful document strategy for your enterprise.

4. Document Control

They’re supposed to be useful tools, but whether they’re printouts, computer files, flowcharts, or forms, documents can often give more headaches than help. And yet without them, most organizations couldn’t function. ISO 9001:2000 and other quality management systems place great emphasis on documents, and for good reason. Documents aren’t individual, stand-alone elements of the management process. They’re interrelated, formatted in different media, and controlled by various and distinct functions. Keeping critical information current and in the right hands requires more than just signing off on procedures. Document control is essential, but where should you begin?

5. The Myth of the Paperless Office

Over the past thirty years, many people have proclaimed the imminent arrival of the paperless office. Yet even the World Wide Web, which allows almost any computer to read and display another computer’s documents, has increased the amount of printing done. The use of e-mail in an organization causes an average 40 percent increase in paper consumption. In The Myth of the Paperless Office, Abigail Sellen and Richard Harper use the study of paper as a way to understand the work that people do and the reasons they do it the way they do. Using the tools of ethnography and cognitive psychology, they look at paper use from the level of the individual up to that of organizational culture.

6. Document Management for the Enterprise: Principles, Techniques, and Applications

In Document Management for the Enterprise, Michael Sutton clearly defines and simplifies the principles of document engineering and management. He arms you with a set of proven techniques and methods for planning, building, and maintaining automated systems for fast and efficient storage and retrieval of documents and forms. And, with the help of numerous case studies, he shows you how to avoid common pitfalls and how to overcome frequently encountered obstacles. The most up-to-date, comprehensive, hands-on guide to the engineering and management of enterprise document management systems, Document Management for the Enterprise.

7. Document Management for the Enterprise: Principles, Techniques, and Applications
In Document Management for the Enterprise, Michael Sutton clearly defines and simplifies the principles of document engineering and management. He arms you with a set of proven techniques and methods for planning, building, and maintaining automated systems for fast and efficient storage and retrieval of documents and forms. And, with the help of numerous case studies, he shows you how to avoid common pitfalls and how to overcome frequently encountered obstacles. The most up-to-date, comprehensive, hands-on guide to the engineering and management of enterprise document management systems, Document Management for the Enterprise.

8. Scanners for Dummies
Flatbed or sheet-fed? USB or FireWire? And what the heck is a dpi, anyway? This handy guide tells you all that and more – everything you need to know to get the most use, and fun, out of your scanner. Choose the right image editing software, share photos online, even get the scoop on tricks the experts use.

9. Introduction to Document Image Processing Techniques
Text for graduate and undergraduate students in electrical engineering, computer engineering, imaging science, and computer science who desire a course in document image processing (DIP). DLC: Document imaging systems.

10. Professional SharePoint 2007 Development (Programmer to Programmer)
If you're a .NET or Microsoft Office developer, this book gives you the tools to utilize the entire SharePoint platform. It offers practical insights that will help you take advantage of this integrated suite of server capabilities along with specific examples of how to implement classes of solutions on top of the platform. You'll be able to apply this information in order to create a collaborative environment and build web-based applications.

11. Microsoft® Office SharePoint® Designer 2007 Step by Step
The smart way to learn Office SharePoint Designer 2007 one step at a time! Work at your own pace through the easy numbered steps, practice files on CD, helpful hints, and troubleshooting tips to master the fundamentals of building customized SharePoint sites and applications. You ll learn how to work with Windows® SharePoint Services 3.0 and Office SharePoint Server 2007 to create Web pages complete with Cascading Style Sheets, Lists, Libraries, and customized Web parts. Then, make your site really work for you by adding data sources, including databases, XML data and Web services, and RSS feeds. You'll even learn how to create workflows and applications with custom forms, templates, and dashboards to enhance your team s productivity. With STEP BY STEP, you can take just the lessons you need or work from cover to cover.

12. Electronic Document Management Systems: A User Centered Approach for Creating, Distributing, and Managing Online Publications
Today's businesses are becoming overwhelmed by the increasing number of electronic documents and must develop fail-safe ways to manage this online “paperwork” and streamline business processes. Electronic Document Management Systems provides the concepts, technologies, methodologies, and select vendor profiles that will empower enterprise managers, document designers, online publishing personnel, and information system professionals to meet the demands of this ever-expanding electronic publishing workplace. Guaranteed to keep you current, the book is also linked to a permanent Web site that updates the methodology and vendor-related information as necessary.


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 Battle Tested Document Scanners Minimize

There are a bunch of document scanner manufacturers out there (including Canon, HP, Bell&Howell, Kodak). Over the years, I found that Fujitsu produces some of the most reliable machines in the business. It's no surprise therefore, that it is also the leader in this industry with over 40% market share.

Better yet, most Fujitsu scanners come already packaged with a Adobe Acrobat Standard (typically $250) and Kofax Virtual ReScan (typically $900 if purchased separately.)

1. Fujitsu ScanSnap S510 Instant PDF
This is a low volume, quiet scanner that can be placed right next to a keyboard or laptop. Don't plan on scanning more than 2k-3k pages per month with it. Fujitsu's ScanSnap main limitation is that it scans directly to PDF - it won't integrate easily with your existing applications that use scanners (i.e. no TWAIN driver). About $425.

2. Fujitsu FI-5120C
A step up from the above scanner. It's a little faster and doesn't have the TWAIN driver limitation, so it can be used wth any scanner application. About $830.

3. Fujitsu FI-5220C
Same as the above scanner, except the scanner also contains a flat bed. A flatbed scanner is generally useless for scanning business documents, but if you need to scan some photos or magazines - this is a great combo scanner. About $1,270.

4. Fujitsu fi-5530C
Probably the lowest-end scanner you want to purchase if you have a decent amount of documents to be scanned. This machine is rated at 47 pages per minute and can scan page sizes up to 11" x 17". It doesn't have flat bed, so it's still very compact. About $2,700.

5. Fujitsu fi-5650C
A step up from the above scanner, it's faster, more robust and can handle a consistent volume of several thousand documents per day. This is the gold standard for departmental scanners. About $4,400.

6. Fujitsu fi-5900C
The BMW of production scanners - will eat through paper as fast as you can pile it on the motorized document feeder tray. About $20,350.

7. Fujitsu ScanAid scanner consumable kit
While the scanner is usually connected to a PC, don't forget that it is a machanical machine that needs to be cleaned and serviced regularly. For example: the rubber rollers that feed the pages into the scanner typically wear out after 100,000 pages. About $79.


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