Advice Centre

At Margolis, we understand the process of moving data and resources into a Document Management System (DMS) is a big evolution for any business. That’s why we pride ourselves on offering comprehensive advice and support throughout the process.

We’re able to confidently guide our clients through the transition from physical to Electronic Document Management (EDM). We’ll also advise on the cost implications, security and of course, the features and benefits of an effective DMS.

Our considerable experience in the DM industry means we’re always on hand to offer expert guidance, but be sure to explore our Advice Centre first as you may well find the answer to your questions there.

What is Document Management?

Document Management is the use of a computer system and software (desktop or cloud-based) to securely store, manage and track electronic and physical documents… Read more

What is Content Analytics?

Here we’ll be distilling content analytics into a clear definition to further your understanding of the technique and its applications within your business… Read more

What is Information Governance?

As the importance of data and information management increases, more businesses are turning to Information Governance. But what exactly is Information Governance? Read more

What is Business Process Optimisation?

Core business processes require a timely and accurate flow of information and documents to maximise efficiency, enhance customer service and avoid costly delays… Read more

What is Document Indexing?

Indexing is done via meta-data. Meta-data summarises basic information about other data, which makes finding and working with particular instances of data easier… Read more

What is Document Archiving?

Most Document Management Systems enable one-click data archiving and retrieval, while indexing documents with keywords and keeping a record of changes… Read more

How Does Data Integration Work?

Automating the capture, integration and management of documents and data helps reduce business risks, enhances customer service and increases efficiency… Read more

Why is Secure EDM Vital?

One of organisational benefits of a DMS is the improvement made to security. Lost, misplaced or damaged files can limit productivity and profitability… Read more

How Does EDM Reduce Costs?

Document Management Systems offer significant organisational benefits, which save time and improve productivity, but there are also very favourable cost implications… Read more

What are the Key Benefits of Document Storage?

Electronic Document Management (EDM) presents a whole host of benefits to businesses with storage problems, security issues or management nightmares… Read more


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Key Benefits

  • Reduce costs
  • Save time, improve efficiency
  • Improve collaboration
  • Comply with regulations
  • Security and disaster recovery
  • Improve staff productivity
  • Automate business processes