Taxonomy Services

Expert Taxonomy for Seamless Search and Workflow

If you have a Content Management solution that isn't easy to use - difficulty searching or retrieving documents, lack of retention or purge policy, challenges with workflow automation - it might be time to evaluate your document taxonomy.

Our ECM Taxonomy Services provide a granular analysis of how your organization is currently organizing documents and data, what's working and what's not, and how it can be changed to optimize the platform.

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Optimize document search, improve compliance, and streamline your workflow by updating your document taxonomy.

Can our Taxonomy Services help you?

Do you have an Enterprise Content Management solution in place?

  • DocuWare
  • OnBase
  • Nautilus or Director
  • Jack Henry Synergy
  • Other ECM

Do you have any of these common ECM issues?

Document Type Duplication

Storing the same type of document to different document types based on naming preference or lack of visibility/access to the other document types configured in the ECM.

Poor Data Entry

Lack of enforcement of required keywords or not providing keyword data sets for fields that should have a fixed set of values. This makes it difficult to search for documents.

Duplication of Keyword or Indexing Values

Multiple versions of the same keyword/index value such as Name vs. Customer Name or Account Number vs. Account # resulting in mis-use of keywords can make it difficult to search for a document.

Lack of Document Retention or Purge Policy

Potential negative impacts include: added document storage cost, exposure to liability from having documents you're no longer required to keep, regulatory non-compliance.

Why does good Taxonomy matter?

Good taxonomy can provide organized & structured document management, improved search & retrieval efficiency, enhanced compliance & audit readiness, consistency across departments, optimized workflow & automation, scalability for future growth, cost savings & operational efficiency, data accuracy & integrity, seamless integration with ECM & other systems, supports business intelligence & decision-making.
Bring Order to Your ECM

Key Focus Areas of Taxonomy Services

Taxonomy Services may include any combination of these: document type group review, document type standardization, keyword & indexing enhancement, user groups & permissions audit, metadata cleanup & optimization, document retention, document organization, custom searches, audit trail & compliance reporting, recommendations & documentation.

What We Provide

Document Taxonomy

We document your current taxonomy and pinpoint needed changes.

Change Recommendations

Actionable steps that you can apply independently or engage us to do.

Impact Summary

List of change types and a count of documents affected.

Taxonomy Services FAQ

Struggling with document chaos?

If you suffer from frustrating searches, lack of retention policy, or workflow challenges  your document taxonomy needs updated. Let us help you clean up, standardize, and optimize your ECM taxonomy for better performance, AI-readiness, and peace of mind.

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