D O C U M E N T  P R O D U C T I O N  S T R A T E G I E S

In an environment where documents are often long, complex and must adhere to regulatory guidelines, a well-articulated and executed document production strategy is the most effective way to maintain a stable, usable document population. In some industries this now goes without saying. Legal firms and financial institutions have had formal document production guidelines for years. The pharmaceutical and biotech industries are beginning to recognize the need as they enter the age of electronic submissions.

Microsoft Word on the Desktop
The successful use of Microsoft Word in a document-intensive environment requires thoughtful configuration and deployment of a standardized environment. We will help you implement Microsoft Word in a way that meets the specific needs of your organization and work product while easily enabling users to apply best practices. We recommend ways in which to modify, customize and configure installation components and options, as well as registry settings that impact how Microsoft Word performs. If you are using a document management system (DMS) such as iManage or Documentum, we ensure that all the proper hooks between Word and the DMS are in place. Knowing that your company’s template strategy is a key element in the successful use of Word, we take a look at how you are developing and distributing templates to your on-site and off-site users.

Document Discovery and Analysis
The first step in stabilizing the document population
The initial step in devising a document production plan is to take a look at the existing document population, templates and formatting standards. We evaluate your current documents, templates, styles and macros and provide you with a detailed report. This report can stand on its own as a record of your current practice, or it can act as the starting point for a new document production plan.

Process Analysis
A process analysis is an evaluation of your existing systems, policies and procedures in order to gain a greater understanding of how people in your organization create, edit and maintain documents. This will help in shaping a document production strategy that has the greatest impact on cost and productivity with the least resistance by employees, consultants and outside contributors.

Education and Support
Training and supporting everyone involved in document production, from the writers to the document specialists, is an on-going pursuit. We will help develop a training and support strategy that addresses the initial changes in policy and performance and provides for on-going education and support.

 

 
The consultants at Polestar Solutions have helped hundreds of organizations initiate and update their document production strategies. We will guide you through the steps necessary to define and implement a consistent environment, a stabile document population and an educated user base.