TRaVIS - Documentation Management for Small Businesses

Published On:
October 23, 2020
Authored By:
Michael Scarchilli, Advanced Industrial Machine Solutions
Member Only Content:
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As a startup company, Advanced Industrial Machine Solutions needed to manage its documents but had little time to design a document management system. In this session, Michael Scarchilli shares how he leveraged APQC's Process Classification Framework (PCF)® to develop a cloud-based, low-cost document management solution called TRaVIS (Total Records and Veracious Information System). TRaVIS provides a means to record, file, and access company documents. 
Download this session to learn how to:

  • leverage the PCF structure for document management, 
  • create a spreadsheet-based document management system, and 
  • create a naming convention and an object numbering system to account for any type of document your company needs to manage.

This is a recording of the session; click here for a copy of the presentation slides or here for an overview of the session.