Is it really document mgmt? I don't know what I need, so here's the problem....

Hi everyone.

Here's the situ: I work for a health insurance company in the mid
south, and I work in a small group of 6 people that together comprise
the Executive Development/Succession Management function. Our work is
info/document/data intensive.

We are all using the MS XP/Office Professional programs like
Powerpoint, Excel, Access, Word, and also use Lotus Notes (a seperate
problem) for email and database. We all have our own C: drives with
limited space, our own personal accounts on a server, and a secure
common shared server for saving our files. We use ALL the MS software,
so we have tons of Word files, Excel files, etc.

The problem: we usually save our files to the common share drive and
then all hell breaks loose. No one uses any common way of naming files,
we have multiple versions of the same file out there, or even worse,
multiple copies with minor changes, and on and on. You can see where I
headed by now.

We need a simple and cheap way to manage our files and something that
everyone in the group can use, and at the same time. I'd like to find
something that creates and saves versions olf documents, creates a
naming protocol and then enforces it, gives iknfo about who created a
file, when, why, and who has changed/updated. I looked at DocuCabinet a
little, but it seems to be geared for scanned images rather than a MS
Office environment.

Can anybody give me some direction....
- Is this "document management"? Terms are important because I have
searched the web and haven't come up with much.
- Is there software out there that would help?
- Is it fairly inexpensive?
- Are there resources beyond software? Like Consultants, books,
articles, sharable knowledge and experience?

.

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