Understanding the Document Journey

Understanding the journey of documents in your business is vital to measuring value and analysing risk.

Documents are the conduit by which you communicate with your customers.

Do you do this well?  Do you do this consistently? What is the experience like to receive documents from your business?

At Mosmar we focus on understanding the journey of documents in your business to guide you to:

☐ Correctly represent your business brand

☐ Ensure accessibility (easy for staff to find, easy for staff to use)

☐ Guarantee accuracy

Revealing your Blind Spots

Are your document journey and communication processes holding you back?

You don’t know what you don’t know!  Complete this short Q&A form and we’ll give you a brief summary of your digital communication processes.

Here are some sample questions you’ll be asked:

  • What methods do you use to communicate with your clients and customers?
  • What is the purpose of your communications?
  • Do your staff use templates or do they “work their own way”?

As a bonus, we’ll email you our Communications Playbook – our tips and tricks on reducing risk and adding value to your business.

How we help with your Document Journey?

We ask the right questions

Our senior consultants have all worked internally at law firms and in professional services and know the right questions to ask to learn the ins and outs of a business’s communication processes.

We link your document journey

Connecting critical steps in the communication process can mitigate risk and add significant value and efficiency to your business.

We analyse and advise

We are interested in your challenges and your situation, not just any problem. Our advise and recommendations are singular to your business.

We are problem solvers – it’s what we do, and we do it very well! 

By understanding your business, your document journey and your pain points, we holistically solve your problems in a way that aligns with your business’s direction, budget (this is important!) and technology strategy.

We have worked within the document creation and journey space for over 15 years.  This is our thing.  Trust us.

What is a Document anyway?

Once upon a time, a document was something typed on a typewriter, folded neatly into an envelope and sent on it’s way. Then we progressed to using Microsoft Word to digitally type our document and a process like Microsoft Outlook to send it on it’s way.

The world has moved forward, and with this move the definition of a document has changed. In this digital and modern age, the definition of a document has expanded to include electronic forms of communication and information. For instance, an email typically contains written text, possibly with attachments, and serves as a record of communication or information exchange. It can be stored, shared, and referred to as a document in various contexts, such as legal proceedings, business transactions, or personal records.

So, while traditionally a document may have referred to a physical paper-based item, the term has evolved to encompass electronic formats like emails as well. 

Document Journey Workshop

If you answer NO to any of these questions, then we feel you could benefit from us running a Document Strategy Workshop.

  • Do all your documents comply with your brand and marketing?
  • Are all your documents/ templates up to date in terms of legislation and any legal requirements?
  • Is your content categorised to make it easy to review?
  • Are there processes in place to check content regularly?
  • Do all your staff know where to find the correct content to use?
  • Do all your staff know how to use the content correctly with styling and formatting?
  • Are all your staff being compliant in how they’re using it?
  • Are your documents uniform in output?
  • Are you staff consistent with messaging and formatting when using email systems as opposed to producing formal documents?

Would you like a meeting to discuss how our services could assist your business?

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