Many organizations face the same problem. Information is growing faster than the ability to manage it. Documents are stored in different places, structures differ between departments and employees find it difficult to find what they are looking for.
When Skellefteå Municipality began its work to bring order to its information management, it was dealing with around 27 million documents. The lessons learned from their journey show that successful document management is about much more than technology.
Here are five key lessons learned.
1. document management is not an IT project
One of the key insights is that document management is fundamentally a business issue.
Information is used by the business, owned by the business and needs to follow the business processes. Therefore, clear management support and a common vision are required for the change to have an impact.
Organizations that view document management as a technical project risk missing out on the changes in working practices required to create long-term impact.
2. Processes last longer than organizations
Many organizations build their information structures based on organizational units. The problem is that organizations change. Departments merge, new activities emerge and responsibilities shift.
Processes, however, change much more slowly. Organizing information based on business processes instead of organizational silos creates a structure that is more sustainable over time and easier for users to understand.
3. metadata is the basis for control
When document volumes become large, folders are no longer sufficient.
To be able to find information, automate deletion, control permissions and reduce the number of duplicates, metadata is required. Metadata makes it possible to describe information based on content, context and business process instead of storage location.
It is also metadata that creates the conditions for efficient search, automation and future AI solutions.
4. Make it easy to do the right thing
Users rarely want to manage metadata or think about information governance.
Therefore, systems need to help the user by automatically filling in metadata, suggesting the right structures and ensuring that information is in the right place from the start.
The less the user has to think about document management, the more likely it is that the structure will actually be used.
5. AI starts with organizing information
Many organizations today focus on AI, Copilot and intelligent automation. But AI will never be better than the information it has access to.
If documents lack structure, metadata and clear ownership, even the most advanced AI solutions will struggle to deliver relevant answers.
Organizations that invest in information infrastructure today are therefore not only creating order and control – they are also building the foundation for the AI-driven ways of working of the future.
Executive summary
The work of Skellefteå Municipality shows that intelligent document management is about combining structure, processes, metadata and changing ways of working. Technology is a key enabler, but the real success comes when the organization gains control of its information and can use it as a strategic asset.
As information volumes grow and AI becomes an increasingly important part of business, the ability to manage information is likely to become one of organizations’ key competitive advantages.
Do you need help to review and strengthen your information structure?