Shared drives are a necessary evil for many businesses. They’re good for providing a spot where your employees can store files. They’re bad for pretty much everything else.
Why Shared Drives Are Bad for Your Documents
That’s because shared drives are used for purposes they weren’t exactly built for. As your business and business documents grow, shared drives struggle to scale. And it’s not all about storage space either.
Between folder hierarchies, naming conventions, and duplicate content, shared drives get messy fast. And when they spiral out of control, shared drives become impossible to navigate.
In the end, shared drives provide more frustration than usability.
How to Make Your Shared Drive Work
There are a few steps you can take to make your shared drive work better for your business. It might not solve all of your problems, but it will help you get a little bit closer to sanity.
1. Create Guidelines
First, you need to create guidelines on how to use the shared drive for document management. Be sure to answer questions like…
Where should documents be saved?
There needs to be a rhyme and reason to how documents are saved. Outline the folder and subfolder hierarchy, so your users know where to save them. If you can, put controls in place to limit the creation of new folders.
How should they be named?
Establish naming conventions to make it easier for users to save documents the right way. Consider incorporating dates in the prescribed naming conventions. And create version control by including version number, too.
How long should they be retained?
Create a document retention schedule for your organization. Outline your company’s requirements for document retention. These will likely be specific to certain types of documents, like legal documents or accounts payable documents. And they’ll probably be related to compliance requirements.
Covering these bases with your guidelines will help users know what to do when it comes to managing documents.
2. Train Employees to Use It Properly
But the best way to get your users on board is to train them on how to use the shared drive properly.
Without any training, things can easily go awry.
When you come back to it the next day, there might be a wonky document floating loose called “report1_v2_2017_draft_2016_final(7).docx”. You have no idea what this document is or where it should be.
A day after that, you discover that someone created an “AP” folder in the “IT” folder. So now AP documents are being loaded into the original “AP” folder and the “AP” folder within the “IT” folder.
Fast-forward a month, and the documents have gotten out of control. No one wants to remove a document in case it’s needed. But no one has checked the document retention schedule in the guidelines. So it’s as though it doesn’t exist.
Instead of letting this happen, train your employees on how to use the shared drive.
Walk them through the folder hierarchy. Outline the proper naming convention. And share the document retention schedule.
3. Put Someone in Charge
To make sure the shared drive is a success, you should select an administrator to oversee it.
Your administrator can keep an eye on the folder hierarchies and ensure that documents are saved properly. And appoint this administrator right away. Otherwise you risk tens of thousands of documents floating around in chaos in the shared drive.
How to Get Your Documents Off the Shared Drive
Making a shared drive serve as a document management system might work. But, unless you’re willing to put in the manual upkeep, it probably won’t. And let’s face it. Who has the time to manually monitor a shared drive?
So you have to decide, where’s the next best place to store your documents? Should you invest in a document management system? Is there another way?
There are options out there that provide more flexibility than a shared drive.
Some organizations have turned to Microsoft’s SharePoint. It provides the basics of document management—check-in and check-out. But SharePoint can turn into a document graveyard just as easily as your shared drive can.
That’s because SharePoint is used for too many purposes—it’s a platform for intranet, documents, collaboration, extranet, websites, and business intelligence. So SharePoint has a lot of the same issues as shared drives. Folders can get out of control. Naming conventions can break standards.
The best way to get your documents off the shared drive and get them under control is by using an enterprise document management system
Find out if it’s time to leave your shared drive behind. Answer nine quick questions about how you’re managing documents today and get tips to improve it down the line.