Project guide //

Successful Introduction of Digital Dossiers in 3 Phases

Three steps to the finish line.

In the project guide “Successful Introduction of Digital Dossiers in 3 Phases”, you will learn the process for introducing digital dossiers—from the preparation phase to implementation and establishment in the company. 

After 20 pages of valuable reading, including practical tips and checklists, you will be ready to start implementing digital dossiers in your company! 

Table of contents

Preparation and analysis phase

  • Taking stock & defining goals
  • Key figures
  • Filing structure
  • Digital dossier plans
  • IT infrastructure

Introduction phase

  • Scanning & classification
  • Organization into digital dossier plans
  • Working with digital dossiers

Establishment phase

  • Change management - Focus on the employee
  • Be smart. You can make adjustments at any time!
  • Digression: Workflow expansion stage

Download the project guide