DMS versus Collaboration Tools

“All of which brings me back to my meeting with the retail bank. When asked about the relationship between DMS and collaboration tools, what I said was that some of the content in a typical DMS really belongs there. These are the documents associated with highly regulated processes. But most of the content in a typical DMS–to-do lists, meeting notes, press clippings, conversations, working papers, personal observations–doesn’t really belong there. It’s in the DMS because there was no good place to put it. That’s where a collaboration suite can do a much better job. A good collaboration suite can liberate that content from the tyranny of documents and nested folders, and will encourage people to use it for actual working materials.

In many cases, you will want to integrate the two. Law firms, for example, are absolutely dependent on their document management systems to manage their filings and other legal documents. But we’re increasingly seeing them set up collaboration suites to capture all the discussion around the documents, how to use them, what they mean, and so on. The two systems are integrated with links from the collaboration suite into the corresponding DMS records.

What I’m saying amounts to this: Use your document management system to manage documents, and use your collaboration suite to collaborate.”

Michael Idinopulos DMS and Collaboration Suite: Friends not Foes


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