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Document Management and Retention for Professional Services Using the Microsoft Office System

Client information in professional services organizations is often held in unstructured forms such as text files, graphic files, and e-mail. This information must be controlled to reduce organizational risks, but it should also be readily accessible to client engagement teams. A professional services document management and retention solution, part of the Microsoft focus on Service Delivery Management for Professional Services, can help enforce an organization's records management policies while enabling client teams to easily store, retrieve, and share diverse information related to client engagements.


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  Challenges
  Why Choose the Microsoft Office System?
  Microsoft Office System Products


Challenges

Today, there are a number of technical challenges associated with document management and retention for professional services organizations:

A growing volume of engagement data, in a wide variety of formats, is stored in different repositories

Multiple systems and applications involved in document management processes and storage

Increasing security risks and challenges related to protecting valuable corporate knowledge and intellectual property

Stringent legal and regulatory requirements regarding document retention and records management


Why Choose the Microsoft Office System?

To address the challenges of document management and retention, it is critical to choose a platform that is familiar to information workers, has deep development tools support, and a broad partner network.

The Microsoft Office System is an ideal platform choice for a document management and retention solution because it provides the following benefits:

Provides a secure, high-performance, and scalable solution that interoperates with other systems using XML and Web services.

Minimizes development costs and implementation time by building on existing infrastructure and connecting with multiple back-end systems.

Reduces cost of training because of the familiar Office experience that is well-understood by information workers.

Deploys quickly with minimal IT impact.

Adapts easily to business needs with a highly flexible system (compared to older, existing back-end systems).

Lowers costs of by taking advantage of existing investments in Microsoft software products.

Offers reliable and proven Microsoft technologies and partner implemented solutions for a successful deployment.


Microsoft Office System Products

The Microsoft Office System is an integrated set of products, technologies, services, and solutions that enable customers to increase their organizational, team, and personal productivity. For a document management and retention solution, these are the common technologies that could be used:

Microsoft Office Professional Edition 2003

Microsoft Office InfoPath 2003

Microsoft SharePoint Products and Technologies


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If you have a solution based on the Microsoft Office System, learn more about opportunities to showcase your solution with Microsoft.

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