Best Practices in Document Management

Develop your cost-effective and future-proof documentation strategy
Best Practices in Document Management
File Size :
1.23 GB
Total length :
1h 25m



Tish Chungoora


Last update

Last updated 2/2022



Best Practices in Document Management

What you’ll learn

Identify the causes of inefficient documentation
Apply a set of best practices to roll out a cost-effective and future-proof corporate strategy for documentation
Champion change management processes related to documentation, from an enterprise analysis perspective
Speak the lingo of technical publications at a conceptual level

Best Practices in Document Management



Documentation is nowadays regarded as an integral part of selling a product or service to customers. You might have at your disposal the best technological systems, publishing applications and the related tools for working and editing your content, but without the proper best practices in place, chances are the processes you implement for taking care of the life cycle of your documentation will not be planned and managed adequately, which means that you will be less successful in your operations.You need best practices for several reasons – for example, they allow you to plan the delivery of your documentation in a more rigorous manner, allow you to cut down on costs, have more visibility of your processes and be able to manage your human and technological resources in a better way, among other benefits. The great thing with best practices is that they allow you to implement your systems, processes, and roles within a framework that is future-proof and that you can reconfigure as, and when required.This course is all about these best practices and is an invaluable reference for anyone wishing to take document management to the next level. You will gain awareness of all the fundamental considerations for turning documentation into, not only a corporate-wide function, but also to improve the way you think about the delivery of your documentation at a personal level. Furthermore, while this course is primarily focused on document management, it is by no means limited to that – meaning you will find it really helpful in any environment where building a successful strategy for the delivery of content is required, whether that be finance, legal, engineering, software and many more. So, dive in and unleash the full potential of your content by adopting these best practices in document management!


Section 1: Introduction

Lecture 1 Welcome to the course!

Lecture 2 Audience and learning outcomes

Lecture 3 Checkpoint: Will this course meet my needs?

Lecture 4 Causes of inefficient documentation: Part 1

Lecture 5 Causes of inefficient documentation: Part 2

Lecture 6 Causes of inefficient documentation: Part 3

Lecture 7 Summary of Section 1

Section 2: The best practices

Lecture 8 Best practice framework

Lecture 9 Single source publishing

Lecture 10 Modular documentation

Lecture 11 [Activity] DITA and modular writing basics

Lecture 12 [Solution] DITA and modular writing basics

Lecture 13 Roles and responsibilities

Lecture 14 Workflows

Lecture 15 Style guides

Lecture 16 Naming conventions

Lecture 17 Document metadata

Lecture 18 Shared glossary

Lecture 19 Location

Lecture 20 User analysis

Lecture 21 Knowledge management

Lecture 22 Summary of Section 2

Section 3: Applying the best practices

Lecture 23 Overview

Lecture 24 Vendor selection

Lecture 25 Document management architecture

Lecture 26 Summary of Section 3

Section 4: Course wrap-up

Lecture 27 Conclusion

Lecture 28 Best Practices Poster

Lecture 29 Acknowledgements and more

Anyone who is directly or indirectly impacted by documentation,Individuals wishing to gain knowledge of how to plan and manage the documentation cycle,This course is not intended for those who already have extensive knowledge of document management

Course Information:

Udemy | English | 1h 25m | 1.23 GB
Created by: Tish Chungoora

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