Taxonomy Services

DocuXplorer’s Taxonomy Services division is available to assist clients with industry- leading workflow solutions related to its document management.  Taxonomy is a practice in which objects are arranged and classified to provide order; something that is now being utilized within document management solutions to streamline an organization’s workflow.  The term ‘taxonomy’ comes from the Greek, and it literally means ‘arrangement method.’  The taxonomy division of DocuXplorer’s Consulting Services unit was established in January of 2011 in response to overwhelming client demand for help in designing the most effective organization of DocuXplorer’s cabinet structure.  Its consultants, with over two decades of experience in taxonomy, are equipped with the skills necessary to design and implement solutions to DocuXplorer client concerns and to help clients optimize their document management strategy.

While our taxonomy consulting services are customized to meet the unique needs of each client, the following are examples of the types of consultations we offer.

Customized Set-Up:

DocuXplorer’s virtual cabinets and folders are pre-configured to conform with your firm’s organizational structure and workflow procedures, before you begin to import documents.   Based on your needs, a file structure can be set up for an entire firm or for an individual function or department to facilitate finding the right information at the right time. 

Diagnostic:

Your current library configuration and indexing practices are analyzed to determine if you are getting the most out of the system.  Recommendations focus on suggestions for facilitating document input and improving search results.

Search Clinic:

Learn more about how search works within DocuXplorer and what can be done to enhance search results throughout your firm. Current indexing practices are reviewed against a sampling of actual searches.  Recommendations are formulated to suggest adjustments which will enhance search precision.

Records Management:

Use DocuXplorer to facilitate compliance with your firm’s records retention guidelines. Have the DocuXplorer index sets updated so they can be used to track key review and action dates dictated by your records management policy.

Training:

• Customized employee training modules developed and delivered on any aspect of DocuXplorer usage, including:
• Setting up new file structures
• Modifying existing file structures
• Managing index sets
• Searching more effectively
• Setting up and maintaining information access controls. 

For more information about our services, contact a member of our sales team at sales@docuxplorer.com or call toll free to +1 (888) 246-9696.