Electronic document and records management systems

An electronic document and records management system (EDRMS) is an automated software application.

An EDRMS helps with information:

creation
management
use
storage
disposal

An EDRMS may also:

automate processes such as workflows and approvals
integrate into other business systems

Implementing an EDRMS – Guidelines

The guidelines below can help you develop a business case for introducing an EDRMS to your organisation.

Key considerations

Lessons from agencies

Checklist

Information for Senior Management

Implementing an EDRMS - case studies

Geoscience Australia case study

This case study highlights strategies for a successful EDRMS upgrade.

It shows the importance of:

visible CEO commitment
a change-over plan to address conversion, migration and integration issues
regular updates for key stakeholders
a pilot project to test technical capabilities

Download the case study document

Geoscience Australia Case Study – upgrading an unreliable EDRMS and strategies to gain user acceptance (pdf, 291kb)

Department of Parliamentary Services case study

This case study demonstrates the value of undertaking a post-implementation review.

It highlights:

a practice 'sandpit' environment
a phased approach including a pilot and a proof of concept period
an innovative training strategy used for change management

Download the case study document

Department of Parliamentary Services Case Study – the importance of measuring success (pdf, 300kb)