Document audit
A complete diagnosis of your document management system to identify areas for improvement, risks and optimization opportunities.
What is a document audit?
A document audit is an in-depth analysis of your entire document management system, whether physical or digital.
Our document audit expertise
Six angles of analysis, carried out separately or together depending on your needs
Compliance Audit
Verification of compliance with regulations (GDPR, ISO, etc.)
- Verification of compliance with GDPR and data protection laws
- Compliance with ISO standards (9001, 27001, 30300...)
- Respect of legal retention periods
- Document traceability and integrity
Security Audit
Analysis of vulnerabilities and document risks
- Analysis of physical and digital vulnerabilities
- Evaluation of access controls and authentication
- Verification of access traceability
- Detection of potential data leaks
Performance Audit
Optimization of costs and document processes
- Analysis of direct and indirect document management costs
- Measurement of processing and search times
- Identification of waste and duplicates
- Sector benchmark and best practices
EDMS Pre-audit
Preparation for implementing an Electronic Document Management System
- Analysis of existing document processes
- Identification of functional needs by business area
- Evaluation of document volumes and typologies
- Definition of flows and validation circuits
Archiving Audit
Optimization of physical and digital preservation
- Inventory of physical and digital archives
- Analysis of legal retention periods
- Assessment of storage and preservation conditions
- Identification of documents eligible for destruction
Migration Audit
Preparation for dematerialization or system change
- Analysis of volume and typology of data to migrate
- Evaluation of data and metadata quality
- Identification of obsolete data to purge
- Definition of transformation rules
What we analyze
A complete audit covering all aspects of your document management
Volumetrics
- • Number of documents
- • Linear meters
- • Annual growth
Processes
- • Validation circuits
- • Processing times
- • Blockage points
Compliance
- • Legal durations
- • GDPR
- • Sector standards
Costs
- • Storage
- • Personnel
- • Supplies
- • Outsourcing
Organization
- • Roles and responsibilities
- • Skills
- • Training
Security
- • Access rights
- • Traceability
- • Confidentiality
Accessibility
- • Search time
- • Availability rate
- • Satisfaction
Performance
- • Key indicators
- • Benchmark
- • Opportunities
Our audit methodology
A structured approach in 5 phases
Phase 1
Preparation
Collection of existing documentation, scope definition, planning
Phase 2
Interviews
Stakeholder interviews: management, users, departments
Phase 3
Field analysis
Site visits, process observation, sampling
Phase 4
Diagnosis
Synthesis of findings, identification of gaps and risks
Phase 5
Recommendations
Prioritized action plan, costing, deployment roadmap
Concrete deliverables
You leave with operational documents to take action.
Benefits of an audit
Cost reduction
Average after optimization
Productivity gain
On document search
GDPR compliance
Risks identified and treated
Ready to know the health of your document system?
Benefit from a free 2-hour pre-diagnosis.