EDMS Pre-audit
Effectively prepare your Electronic Document Management project with a complete diagnosis of your needs, processes and existing data.
What is an EDMS pre-audit?
The EDMS pre-audit is a preparatory study that analyzes your document processes, data volumes and business needs to define the optimal specifications for your future EDMS.
Why conduct an EDMS pre-audit?
5 good reasons to prepare your EDMS project
Frame the project
Precisely define the scope and objectives
Optimize the budget
Avoid extra costs and unnecessary features
Save time
Reduce deployment time
Team buy-in
Involve users upstream
Secure investment
Choose the most suitable solution
Anticipate migration
Prepare data and cleaning
What we analyze
A complete diagnosis to prepare your EDMS
Process analysis
- Document flow mapping
- Validation circuits
- Blockage points and inefficiencies
- Inter-service interactions
Data analysis
- Document volumetry and typology
- Data and metadata quality
- Duplicates and obsolescence
- Format and media
Functional needs
- Search features
- Version management
- Validation workflows
- Electronic signature
Technical constraints
- Integration with existing IS
- Hosting (Cloud/On-premise)
- Security and compliance
- Mobility and external access
Our EDMS pre-audit methodology
A collaborative approach in 5 steps
Business interviews
Gathering needs from each department
Process audit
Observation and flow mapping
Document analysis
Sampling and document typology
Specifications writing
Functional and technical specifications
Recommendations
Solution recommendations and costing
EDMS pre-audit deliverables
All elements to serenely launch your EDMS project.
Benefits of an EDMS pre-audit
Cost reduction
On total EDMS project budget
Deployment time
Thanks to optimal preparation
Success rate
Of prepared EDMS projects
Ready to prepare your EDMS project?
Benefit from a free 2-hour pre-diagnosis.