Mistake #1: Making Things Too Complex
Keep it simple. In fact, 99% of employees just want to get their work done and are not interested in filling metadata or handling workflow tasks if there’s no added value for them.
Mistake #2: Rolling Out the Program Too Early
Of course, you're anxious to put your new document management program to work, but we recommend holding off on giving new users access until you have folders and files set up. If new users see nothing when they log in, they may be less likely to use the program in the future because they don't immediately see its value or must wait to start taking advantage.
Mistake #3: File Clutter and/or Poor Organization
The second mistake often made is becoming cluttered with out-of-date files. This creates a few problems, including bloated folders, potential file loss, and security issues (not to mention the distractions caused by searching for the right file for the looming task ahead). One of the main reasons you decided to move to a document management system was to make finding documents easier. Also, one of the biggest mistakes you can make with your new system is neglecting to establish a common naming scheme and folder descriptions so users can understand what they will find in each folder. A straightforward naming convention will make it even easier to navigate the system.
