CONSULTANCIES AND AGENCIES
Keep project documentation under your consultancy’s control.
Consult internal knowledge and prepare proposals within an environment with defined access.
Everyday applications
- Find authorised methods and project precedents.
- Structure proposals from templates.
- Summarise documents and review briefing requirements.
A focused pilot
Separate collections by project and client. Define access, retention and removal at the end of an engagement. Possession of a document does not establish permission to reuse it.
Review and permissions
Your team must review facts, figures, usage rights and suitability for the brief. The pilot should include representative formats and vocabulary without needing to begin with confidential information.
Information for sizing
- Users and expected concurrency.
- Formats, volume and document updates.
- Access rules and source separation.
- Isolation, support and continuity requirements.
- One task with measurable acceptance criteria.