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This undermines the organisation’s investment in those systems, and means users can’t fully trust the content stored there – ie whether they are looking at the latest content or related information.Įqually, users will be missing out on MS 365’s inherent document collaboration capabilities – if these haven’t been rubber-stamped as an approved vehicle for everyday content exchange. Otherwise, firms end up with multiple, siloed emails and documents – strewn across hard drives, Exchange, and document management applications.Īt the same time, this chaotic approach to content management can result in preferred document repositories such as SharePoint or specialist document management systems suffering low adoption. If Microsoft Outlook is the favoured way of communicating, why try to force users to switch to other applications to manage content? It will feel unnatural, and could interrupt workflow.īut, even if Outlook serves as the default window to content, there does need to be some control over where the latest versions of documents and related correspondence are filed. Sometimes it’s easier to accept that this is the way that works best for users, than to try to change people’s entrenched behaviour. How to get users to adhere to a standard, agreed way of managing content across the lifecycle of client engagements, legal matters or other projects.Įven today, co-workers tend to default to email as their primary means of discussing, circulating and collaborating on documents and related status information. It’s the age-old problem, which was magnified a thousand-fold during the lockdown. Engage users in compliant content filing, however and wherever they discuss and collaborate with documents