PleaseTech blog

We aim to provide useful, pertinent and sometimes fun insights into the world of document collaboration and the workings of a technology company

Review scenarios – PleaseTech explores the options

Posted by Sarah Holden on 5. March 2015 10:20

Half of the PleaseTech marketing team.


As we have mentioned in previous blog posts, document review is an experience most of us are familiar with and, especially in the workplace, are required to work with others to get it done (think product specs, requirements documents, regulatory submissions, marketing material, proposals etc.).  We may simply send said document out by email for review and editing, or share it with others via a shared workspace, sit around a table and thrash it out…you have probably tried a bit of everything. A recent whitepaper we have published found that amongst a specific business user community we surveyed¹, the majority (62%) rely on email. We also know from earlier research² that people using email as a means of sharing documents for review experience issues as outlined below:

 

Of course not everyone will experience the frustrations highlighted in the table above and the use of email will suit their review requirements perfectly, but there are lots of people reading this who will identify with many of the issues.  There are different review scenarios to suit different user needs, which should be considered. These range from an uncontrolled process (e.g. using email or Google Drive) through to a highly restricted one (such as PDF annotation technology). It is important to find the one that suits you, as carrying on with a ‘make do’ solution affects performance, causes frustrations, wastes time and ultimately impacts the quality of the final document. 

This infographic demonstrates some of the features of each review scenario (please click on the image to see it larger).

And if you are feeling a slight degree of dissatisfaction with your process, or are simply curious, have a go at our questionnaire (results are totally anonymous) and see where you fit on the review spectrum.

 

 

¹Survey conducted amongst Oracle users, October 2014

²Survey conducted amongst Oracle users, October 2013

 

 

 

Not another email attachment to review (the options)

Posted by Sarah Holden on 19. August 2013 12:00

Half of the PleaseTech marketing team.


How much effort does it take to produce all the documents that you work with? It’s a question I had rarely considered before joining PleaseTech. But faced with the mass of documentation businesses produce: policies, procedures, manuals, reports, product specs, proposals, marketing collateral (you get the drift)… and then understanding that creating these usually requires significant editing and review before final publication - usually with the input of multiple people – I now ’get’ the need for PleaseReview. 

Previously, as an independent marketing consultant, I used the ‘traditional’ manual review methods. Whilst tradition is a wonderful thing in some circumstances, in this case it is inefficient and costly. Email and tracked changes is fine if it's a ‘one-to-one’ situation. But, as soon as there are more than two people involved it becomes ‘tricky’, if not downright challenging.

Here I consider some of the alternatives available for the collaborative editing and reviewing of business documents and put forward the case that you should use the right tools if you want the job done properly - and as a result, get a better return in terms of money and time saved.

The typical document production process is a workflow that involves a few individuals or at times teams of participants. It goes something like this:

After the document has been drafted, it’s made available to one or more persons for editing (co-authoring) and review. The more extensive the document, the more people that typically become involved. This collaborative process may be repeated several times before a document is considered final. 

Organizations will typically use one of the following methods to carry this out:

Manual – Our research confirms most organizations use manual processes for document review. They muddle through by managing email attachments, copying and pasting edits into original documents, undergoing multiple review cycles, working with several document versions and may even attend several review meetings. 

Time consuming. Frustrating. Unproductive.

Generic online approaches  These are readily available and a step beyond email attachments. Examples include: Adobe Acrobat's shared PDF review and Google Drive. People can access the document online, at the same time which means time saved and fewer review cycles required.

However, solutions such as these have multiple drawbacks.  Things to look out for: do changes still have to be manually incorporated into the original document? Are users able to overwrite others' changes? Are metrics and other review activity captured in a report? Is there any review management? Does it support Word formatting and styles (the most popular document type) and are there any document confidentiality issues (as the document is hosted in the cloud)?

PDF is very popular, but annotations are extremely visual and could overwhelm the document owner:

Business collaboration platforms  These include systems such as Microsoft SharePoint (read our whitepaper), Open Text Content Server and EMC Documentum. Whilst providing a broad range of business collaboration tools, they cannot be expected to meet all the criteria required for a fully functioning, controlled collaborative editing and review solution. Co-authoring is an ‘after you ….. no, after you, I insist’ situation based on 'check-in, check-out', whilst review is typically PDF based. In our experience, document authors and reviewers quickly develop manual workarounds which take us full circle back to email attachments!  

Then there is PleaseReview. After three years at PleaseTech I understand why PleaseReview flourishes. It takes a specialist approach to the issue. Recognizing that many organizations have to meet strict regulatory, compliance or corporate standards it is designed specifically to control and manage the entire review process. It does this by:

  • making the document available in a secure, controlled and collaborative environment 
  • providing owner management and control
  • delivering specialist functionality including automatic change consolidation, easy reconciliation of comments and comprehensive reporting
  • catering for various document types such as Microsoft Word, Excel, PowerPoint and PDF 
  • offering offline and tablet review. 

The associated benefits can be summarized by improved performance – such as reduced review costs, increased time savings, greater employee efficiency and accountability, better quality documents and high user satisfaction. 


For more information on PleaseTech's collaborative review and co-authoring solution, visit: www.pleasetech.com

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