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The right customer relationship management software can help organizations communicate with customers and foster a healthy, long-lasting relationship.
However, before purchasing CRM software, an organization must understand the differences between the three main types — operational, analytical and collaborative — and how to determine which is the right choice.
A CRM system manages and analyzes customer data and interactions to improve customer service, aid in retention and drive sales growth. Over time, the number of tools and functions of a CRM system has expanded to cover every period in the customer lifecycle. But how does an organization know which of the three types of CRM system is right for it?
The three types of CRM systems include the following:
An operational CRM system is the most common type and covers the broadest range of functions. It blends all business processes, such as customer service, marketing and sales, into one within a company. Its primary goal is to help streamline business operations, centralize customer interactions and sales, marketing processes, and service and support efforts in one place. Further, it stores information on customers, leads and employees using a shared platform to better support existing and potential customers.
An operational CRM system captures customer details and uses them to provide service across the customer lifecycle, including marketing, sales and service automation.
An operational CRM can improve organizational efficiency leading to improved processes, internal cohesion and overall customer satisfaction. However, as with each type of CRM, it is dependent on proper data entry to achieve its full effect, which can be a time-consuming process — especially for small or mid-sized organizations.
Operational CRM systems are ideal for helping teams work better to understand customers through the capture and nurture of customer relationships and improve the perception of customers and sales for the company.
The primary goal of analytical CRM is to leverage customer data into trends and actionable insights the organization can use to improve the customer experience. Data from an analytical CRM can include customer preferences, channels, touchpoints, trends, forecasting and more.
Analytical CRM systems excel at helping organizations parse large amounts of data and develop strategies to develop new leads, increase customer retention and create efficiencies for the sales and marketing departments.
However, while analytical CRM systems can help understand a large amount of data, they can also be more technical and difficult to understand without dedicated staff. Additionally, the insights gleaned from the data are only as good as the data entered, and inconsistent entries can skew the results.
Analytical CRM systems are best for mid-size and large organizations that gather large amounts of data and want to distill that data into trends and insights.
Many analytical CRM systems exist, but two standout options include the following:
A collaborative CRM, also known as strategic CRM, enables different teams or functional areas in an organization to share customer data. The result is that everyone uses the same knowledge base about the customers to make decisions, creating a holistic approach to managing customer relationships. While operational CRM tools often focus on marketing and sales, collaborative CRM systems focus primarily on customer service.
A collaborative CRM system has two components: interaction and channel management. 
This type of CRM system strives to improve the information shared between the sales, marketing and customer support departments. Because these teams work separately, a collaborative CRM tool can help break down those silos to address customer needs and manage customer relationships effectively.
However, given this system’s interdependent, collaborative nature, it’s essential to use it correctly. Otherwise, the connection between touchpoints could break down, and the customer experience will suffer.
Organizations that operate across multiple locations or work in siloed teams can use a collaborative CRM system to streamline how they gather customer information and communicate with them.
Top 4 CRM systems comparison
Part of: Guide to choosing a CRM system
Sales and marketing terms are like alphabet soup, and the different acronyms can get confusing. Find out the difference between three major platforms: CRM, CDP and DMP.
CRM platforms can boost CX with business insights if sales agents use them properly. Sales leaders should know the benefits and challenges of these platforms before purchasing.
To get the most out of a CRM system, organizations must decide whether an operational, analytical or collaborative CRM system is right for them.
Choosing the right CRM software can be daunting for organizations. Follow these five steps and best practices to ensure the search, adoption and deployment processes go smoothly.
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by DP Taylor | Updated Aug. 5, 2022 – First published on May 18, 2022
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We’ve been all there: You need to find a file with critical information on it, and you have no idea where it is. You look through folder after folder. Nothing. You try a different computer. Still no luck. Where the heck is that file?
Unfortunately, if you don’t know what the name of the file is, you’ll be looking for a needle in a haystack. It’s probably named something like 2jfepzbmq238.doc. Only sheer blind luck and hours of digging through files are going to save you now.
As an organization, you don’t want that. Not only does that lead to critical files going missing, but even when your staff is successful in finding the file, cumulatively they’ve wasted hours of work time in the search. And that makes everyone less productive as a whole.
It does no good to have a document management system if you don’t also have a file management system. Here’s what you must know about file naming conventions and how to create your own.
A naming convention for files is a stipulation that files be named in a specific way when doing document archiving in order to keep them organized and findable in your database. A file naming convention ensures that the document is not only easy to find but that a person can also identify the contents of that file by simply reading the file name.
It also explains the relationship of different files to each other. Organizations must have a file naming system in place to avoid lost files and lower staff efficiency.
So why should you have a file naming convention at your business? No matter how small your company is, you probably have a lot of files to juggle. Using file naming best practices in your electronic filing system has three main benefits.
When you have a clutter of files in a folder with no naming convention, it’s impossible to easily identify what files you need access to, resulting in the user opening a multitude of files. This is a tremendous waste of time and can be rectified with a naming convention. You may include the author’s name, the project name, the date, the version of the file, or other info in the file name depending on how you want to organize your files.
Without a naming convention, the search function in your database has limited use. But if you know how files are named, you can quickly bring up the file by searching for a name, a date, or even a file type.
Without a naming convention, your best bet for finding the right file is to use the computer on which the file was originally created. But by having a naming convention in place, it won’t matter whether you’re on a desktop computer, a tablet, or your smartphone — you can bring it up instantly by looking for a specific file name.
So what exactly is the best way to name files? It varies depending on what industry you’re in and how you want to organize your files in your records management system. In general, however, you should take the following steps when naming your files.
Starting your file name with the date the file was created is an easy way to sort your files. For example, you may use “20210115” at the beginning of the file. This indicates the year (2021), month (01 or January), and the day (15th).
Then, you can simply sort by name to organize the files by the date of creation. Starting with the year is best because then you don’t have a situation where multiple files created on Jan. 15 but in different years appear at the top of your results.
Another good identifier to put in the file name is the project description. For example, you could use “MarketingPresentation” to clearly identify it as marketing materials and differentiate it from, say, a sales presentation created on the same date.
If there are multiple versions of the marketing presentation created on the same day and you want to track all of them, add something like “V2” (version two) to the file name.
If you want to make the file name even more specific, use the author’s name in the file. Generally you should limit it to a last name so the file name doesn’t get too long, but use your best judgment — whatever works best for your business.
Once all these elements are identified, create the file name and separate each element with a hyphen or an underscore. So the final file name for the above example could be: “20210115_MarketingPresentation_V2_Smith.pdf.”
Do you have to go with the above example? Of course not! The naming system is up to you. After all, you’ll be the one who uses it. If you want to modify the above naming convention, observe the following three best practices.
Naming conventions must be consistent. If you’re constantly changing them up, it may be better than nothing — they should at least be searchable — but you will still be dealing with an unorganized mess. By staying consistent, your team will know exactly what to look for and all the files will be neatly organized when you sort them. Train staff to use your naming convention to the letter.
Whatever naming convention you go with, it should be descriptive. Even if you’re not concerned with organization, you and your team will save a lot of time by understanding what is in a file without having to open it. Don’t worry too much about an arbitrary length for your file name — it shouldn’t be ridiculously long, but being descriptive is more important than hitting a certain character length.
Generally you want to identify each version of a file and keep the old versions around. Sometimes you may want to go back and look at previous versions of a document, and it costs nothing to keep the old files around. This helps you properly track progress on a project and ensure you are using the latest version available.
People don’t think much about document control until when they need it. But instead of being reactive, be proactive and intelligent about going paperless. Set aside time this week to create document naming conventions and develop a new system for document control at your organization.
Then, explore document management software. These applications will help you not only with naming your files but also with all of the elements of carefully managing your files.
They’ll keep track of a document’s history, showing who accessed files and when. They’ll improve the security of your files to keep them safe from hackers and other unauthorized users. And they’ll make you more efficient, freeing up staff time for other tasks.
Cash back, travel rewards, 0% intro APR financing: all of these can be great credit card perks for business owners. But how do you find the right business credit card for you? There are tons of offers on the market today, and sifting through them to find the right one can be a big hassle. So we've done the hard work for you.
Get started with one of our top business credit card picks of 2022 today.
DP Taylor is a business software expert writing for The Ascent and The Motley Fool.
We’re firm believers in the Golden Rule, which is why editorial opinions are ours alone and have not been previously reviewed, approved, or endorsed by included advertisers. The Ascent does not cover all offers on the market. Editorial content from The Ascent is separate from The Motley Fool editorial content and is created by a different analyst team.
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According to the Regional Research Reports, the Global Security Compliance Software Market size was estimated to grow at a CAGR of 10.8% during the forecast period. Security compliance software helps companies document their compliance with cyber security frameworks in order to pass security audits. These tools enable information security or compliance teams to evaluate and manage their security processes. This helps ensure they comply with internal controls and industry or regulatory security frameworks such as SOC2, PCI DSS, ISO 27001, ISO 27002, FedRAMP, NIST 800-171, NIST 800-53, and NIST Cybersecurity Framework, among others. These tools enable security and compliance analysts to assess company systems and policies and document or identify areas of compliance and noncompliance.
Undergoing a security audit can be both a time-consuming and an internal resource-intensive endeavor. This software can ensure gathering compliance information is collaborative, correct, complete, and in the format required by auditors.
Get Full PDF Sample Copy of Report @ https://www.regionalresearchreports.com/request-sample/global-security-compliance-software-market/ICT-964
The report analyzes the current trends and future estimations of the global Security Compliance Software market. The report also includes the drivers, restraints, opportunities, and challenges faced by the vendors operating in this market. In addition, the report analyzes the impact of these factors on the growth of the market over the forecast period. To evaluate the market size, the global market research report considers the revenue generated from the sales of Security Compliance Software products. In addition, the market breakdown data for each component, deployment model, organization size, industry, and regional market is provided in the report.
The Security Compliance Software market report thoroughly analyzes detailed macro-micro economic factors as well as segmental and regional market attractiveness. The report will include an in-depth quantitative and qualitative assessment of the segmental/regional market outlook considering the market players’ presence in the respective region/country and segment. The finalized version of the research report also includes the conclusion and recommendation section specific to the buyer of the report.
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August 30, 2022 02:05 ET | Source: Absolute Reports Pvt Ltd Absolute Reports Pvt Ltd
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Pune, Aug. 30, 2022 (GLOBE NEWSWIRE) — Intelligent Document Processing (IDP), a form of Intelligent Automation, is a new system of data recognition and extraction from complex documents. IDP systems use traditional document scanning technology, primarily OCR software, and other machine learning tools to scan, categorize, extract, and analyze data from semi-structured or unstructured documents. IDP systems allow users to seamlessly integrate the data into workflow automations.

Intelligent Document Processing (IDP) market research report is an expert’s analysis that mainly includes companies, types, applications, regions, countries, etc. Also, the reports give analysis on sales, revenue, trade, competition, investment, forecast. Intelligent Document Processing (IDP) market research covers COVID-19 impacts on the upstream, midstream and downstream industries. Also, this study offers detailed market estimates by emphasizing statistics on several aspects covers market dynamics like drivers, barriers, opportunities, threats, and industry news & trends.
Get a Sample Copy of the Report at – https://www.absolutereports.com/enquiry/request-sample/21080817
Market split by Type, can be divided into: –
Market split by Application, can be divided into: –
Market segment by Region/Country including: –
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Leading players of Intelligent Document Processing (IDP) including: –
Key Developments in the Intelligent Document Processing (IDP) Market: –
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Detailed TOC of Global and United States Intelligent Document Processing (IDP) Market Report & Forecast 2022-2028
1 Study Coverage
2 Intelligent Document Processing (IDP) by Type
3 Intelligent Document Processing (IDP) by Application
4 Global Intelligent Document Processing (IDP) Competitor Landscape by Company
5 Global Intelligent Document Processing (IDP) Market Size by Region
6 Segment in Region Level & Country Level
7 Company Profiles
8 Research Findings and Conclusion
9 Appendix
9.1 Research Methodology
9.1.1 Methodology/Research Approach
9.1.2 Data Source
9.2 Author Details
9.3 Disclaimer
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The study on Global Marketing Resource Management Software Market focuses on the analysis of the present trends in the global market. The objective of MarketandResearch.biz is to provide a comprehensive view of the market to the clients and help them build growth strategies. The Marketing Resource Management Software provides a forecast for a period of 2022-2028 based on an in-depth and expert observation.
The document provides a detailed evaluation of main market players in the global Marketing Resource Management Software marketplace, consisting of product offerings, business overviews, nearby presence, business strategies, mergers & acquisitions, SWOT analysis, latest developments, and significant financial information.
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The study has thoroughly examined crucial factors which include drivers and restraints, opportunities, production, market players, and competition. Important industry trends, market size, market proportion estimates, and profiles of the top industry competitors are all discussed on this document.
The income projection is based absolutely upon the modern performance of the phase.Report emphasis on assessment of nearby phase:
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The segmentation analysis includes a descriptive assessment of the segments, presentation of the market stocks constituted by each section, increase rate of every section, and attractiveness of the segment in terms of revenue.
The producers worried in the marketplace include
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BMC Public Health volume 22, Article number: 1929 (2022) Cite this article
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In Australia, the collaborative involvement of stakeholders, especially those with lived experience in mental health and suicide prevention, has become important to government policy and practice at Federal and State levels. However, little is known about how governments translate this intention into frameworks of co-creation for policy, funding programs, service improvement, and research and evaluation. We investigated the extent to which publicly available government policies refer to collaborative practice using an established translation model.
An exploratory directed and summative content analysis approach was used to analyse the contents of Federal (also known as Commonwealth), State and Territories policy documents on mental health and suicide prevention published in Australia between 2010 and 2021. The data was extracted, compared to an existing translation model, and summated to demonstrate the evidence of co-creation-related concepts between government and stakeholders.
40 policy documents (nine at the Federal and 31 at the State and Territory level) were identified and included in the analysis. Only 63% of policy documents contained references to the concept of co-design. Six of the State policies contained references to the concept of co-production. Across all policy documents, there were no references to other concepts in the model adopted for this study, such as co-creation, co-ideation, co-implementation, and co-evaluation.
Although the government at Federal, State and Territory levels appear to support collaborative practice through partnership and co-design, this study suggests a narrow approach to the theoretical model for co-creation at a policy level. Implications for both research and practice are discussed.
Peer Review reports
In Australia, mental ill health and suicide cost the community between $43 billion and $70 billion annually [1, 2], while the estimated national expenditure on mental health services in 2018–2019 amounted to $10.6 billion [3]. Meanwhile, annual deaths from suicide in Australia stand at 12.1 per 100,000 people [4], with rates of attempted suicide and suicidal ideation on the rise [5]. Suicide and suicidal behaviour remain significant economic and epidemiological burdens in Australia, leading researchers, organizations, and government agencies to seek innovative approaches and practical solutions when addressing these ongoing mental health and suicide issues. One creative strategy involves governments and researchers engaging with consumers and carers to develop mental health policy and improve how services are delivered. The promotion of user involvement or a person-centered approach comes from the “nothing about us without us” [6] and the “sit beside me, not above me” [7], both of which promote greater carer and consumer involvement in the decision-making process. Alongside the increased participation of users in the planning and delivery of mental health and suicide prevention services, multisectoral collaborations between government, researchers, service providers, and users are also becoming increasingly significant. It is argued that multisectoral collaborations may resolve complex issues such as suicide prevention more effectively than researchers alone [8]. For instance, translation frameworks such as co-creation of new knowledge are a current example of how stakeholders (researchers and other stakeholders, including those with lived experience) may collaboratively engage in program evaluation through four collaborative processes, that is, i) generating an idea (co-ideation); ii) designing the program or policy and the research methods (co-design); iii) implementing the program or policy according to the agreed research methods (co-implementation), and iv) the collection, analysis and interpretation of data (co-evaluation)” [9]. For governments, several benefits come from increased stakeholder participation in research and service delivery. For instance, engaging stakeholders in the design phase may result in mental health and suicide prevention services meeting the needs of stakeholders [10].
Additionally, involving stakeholders in the research process will increase stakeholders’ participation, particularly if the research impacts policies that directly affect them [11]. Collaborations between researchers and consumers may also improve service quality and outcome effectiveness by evaluating suicide prevention programs. In turn, this can enhance the development of sustainable research and innovation [12, 13]. Despite such promises, it is unclear whether mental health and suicide prevention policies reflect ideas on person-centered participation and multisectoral collaboration. Remarkably, there is little clarity about whether collaboration between stakeholders impacts research outcomes and funding and how it is measured. Optimising the impact of collaboration is critical, given that policy and funding remain primary drivers in the development of mental health and suicide prevention strategy and the services delivered through community organisations [14]. Identifying any gaps in policies that may limit the implementation of effective collaborative practices will improve understanding of how the existing policies and their scope for action are likely to be used.
A complete examination of Federal, State and Territory policy documents is needed to understand how collaborative processes involving stakeholders, especially those with lived experience, are represented through mental health and suicide prevention policies. The study will reference an existing peer-reviewed theoretical framework, “co-creation of new knowledge,“ to compare critical elements associated with collaborative processes within the research cycle [9]. Our knowledge indicates that no published research has previously examined mental health and suicide prevention policies in co-creation or collaborative processes.
The following aims were formulated in conjunction with the authors, who identify themselves as either a researcher, service provider, a person with lived experience, or a combination of roles. Specifically, the study has four aims: (1) identify mental health and suicide prevention policies published between 2010 and 2021; (2) capture the frequency of keywords and compare them across identified policy documents (3) describe links between mental health and suicide prevention funding and the principles of co-creation and; (4) assess how policies prioritise four co-creation related activities (co-creation of new knowledge), and other collaborative activities. This study addresses the critical debate on the gap.
The research questions were addressed using content analysis methodology. By definition, content analysis is a qualitative descriptive methodology used to make “valid inferences from verbal, visual or written data in order to describe and quantify specific phenomenon“ [15] (p.18). It is beneficial for studies where the purpose is not to collect rich descriptions of the findings but to detect patterns or outliers within qualitative data [16].
For this study, we chose a combination of directed and summative content analysis, two well-known approaches used in content analysis. This approach has been commonly used for the research of documents requiring a low level of interpretation [17], such as health guidelines [18] and policy documents [19]. Specifically, a directed content analysis involves using a set of pre-defined codes (deductive coding) created from an existing theory or framework to categorise data [20]. The application of deductive coding increases the likelihood that both manifest content (observable and direct representation of specific words) and latent content (underlying representation and interpretation of concepts) are captured [21]. Meanwhile, for summative content analysis, the frequency of specific words appearing in the text are counted and compared across coding categories, followed by further analysis to interpret the context of the frequency of words [20]. A directed content analysis was used for Aims 2 and 3, while a summative content analysis was used to address Aim 4.
We defined health policies as documents meeting the following three principles: (1) authored by a governing body ( elected to exercise authority), (2) a document that outlines the objectives, strategies, or goals, and, (3) includes the planning, organisation, delivery or improvement of services, programs or strategies [28]. In Australia, policy documents are labelled using a variety of terms, including “strategy”, “policy”, “strategic plan”, “plan”, “strategic framework”, “action plan”, “framework” and, “report”. To identify relevant mental health and suicide prevention policy, we used the following inclusion criteria: (1) satisfy the definition of a policy document where an Australian governing body authors documents at the Federal, State or Territory level, (2) policy documents had to have a primary focus on issues relating to mental health and/or suicide prevention, and (3) policy documents were limited to those published after January 2010. The period of January 2010 to October 2022 was determined following a pilot search of the literature where co-related type terms (e.g., co-design, co-production) began appearing in the academic literature alongside suicide prevention and mental health.
From 1 to 2021 to 15 October 2021, we completed three discrete rounds of searching to identify publicly available and relevant policy documents on mental health and suicide prevention. The first round targeted Australian government health websites at the Federal, State and Territory levels. The second round involved a title and abstract search of Trove, the National Library of Australia (NLA’s) [22] online library database aggregator, along with a grey literature search using Google and Google Scholar. These two searches were optimised by a third manual search of policy documents. This third process involved scanning policy documents retrieved in the first and second rounds of searching for references to additional policies. Keywords used to search the databases and websites included “mental health” and “suicide” with searches limited to those publications published after January 2010 and websites using Australian government domain names “.gov.au”.
Our quality assurance process included checking all identified policies against Mindbank, a database maintained by the World Health Organization [23], which lists health policies by country and specialty, including suicide prevention, and asking three experts to review the final list and identify any missing policies.
All identified documents retrieved from online searches were imported into Endnote X9, where a reference library had been created to allow storage and management of full-text documents. Following this step, the full-text versions of identified documents were then exported to NVivo 12 Pro QSR, a qualitative analysis software.
For the deductive analysis, we chose to analyse manifest and latent representations of terms relating to the co-creation of new knowledge framework. As briefly described in the introduction, co-creation of new knowledge is a translation model which works alongside the delivery of health interventions such as suicide prevention programs [9] and relies on the collaboration between researchers, third sector organisations, and those with lived experience to generate new knowledge. Through this process, stakeholders engage in five collaborative processes these being co-creation, co-ideation, co-design, co-implementation, and co-evaluation. Since the aim was to identify the usage of these “co” processes within policy documents, the co-creation of new knowledge framework, as presented in Table 1, guided the makeup of categories used in NVivo 12 Pro QSR.
To expedite the data analysis process, we used the text search function in NVivo 12 Pro QSR to search policy documents for the five co-related processes.
We used a manual open coding process for the inductive analysis to identify the five co-creation-related domains. This process involved the lead author becoming familiar with the data through careful reading and re-reading of the documents and manually coding text relating to the co-creation process by highlighting manifest or latent phrases or segments of data. During the manual coding process, the data was categorised into themes and subthemes, which, over time, were reviewed and refined to represent ideas and patterns of meaning. Emerging themes and sub-themes were discussed with authors KM and SW and were further refined through this discussion. Data on the coverage or frequency of terms was collated using NVivo 12 Pro QSR and converted into a heat map using Microsoft Excel. The coverage of terms indicates how often categories of co-creation and related concepts were cited across mental health and suicide prevention policy documents. Coverage data provides insight into the significance of specific terms. Therefore, the higher the level of coverage of a concept or term, the higher the rate of interest in or discussion of that term across the documents. For terms appearing in multiple policy documents published in the same year, the average of the coverage rate was reported. In addition to the coding process and the coverage data, a data extraction form was developed in Excel to capture critical information on policy characteristics, including the name of the policy, year, level of government (Federal, State or Territory), and policy focus (mental health or suicide prevention).
Trustworthiness.
The trustworthiness of the content analysis was evaluated using Lincoln and Guba’s [24] four standards (credibility, dependability, transferability, and confirmability) evaluation criteria. Credibility was achieved by including sufficient detail about the data analysis process and using a process of systematically comparing categories to ensure consistency of the data had been maintained. Dependability was demonstrated by maintaining clear documentation about the process used to collect data, and the development of the coding frame was reviewed by three of the co-researchers. Meanwhile, transferability was reached by ensuring all relevant Federal, State or Territory policy documents on mental health and suicide prevention were included. At the same time, the data was confirmed through feedback from several co-authors, all of whom are experts in mental health and suicide prevention. In addition, confirmability was further attained through an audit trail whereby tables and results demonstrate transparency of the data collection and analysis.
We searched the literature and identified 40 unique mental health and suicide policy documents meeting the study inclusion criteria. Nine related to Federal policies [2, 8, 25,26,27,28,29,30,31] while the remaining 31 documents represented the following Australian States and Territories: New South Wales (NSW) (n = 8) [32,33,34,35,36,37,38,39]; Northern Territory (NT) (n = 4) [40,41,42,43]; Queensland (QLD) (n = 4) [44,45,46,47]; Western Australia (WA) (n = 4) [48,49,50,51]; South Australia (SA) (n = 4) [52,53,54,55]; Tasmania (TAS) (n = 4) [56,57,58,59]; Victoria (VIC) (n = 2) [60, 61], and Australian Capital Territory (ACT) (n = 1) [62]. The field of mental health was the focus of one Federal policy [27] and 12 State policy documents [32, 37, 39,40,41, 44, 46, 48, 52, 53, 58, 60], while four Federal [8, 25, 26, 31] and 17 State and Territory policy documents [33,34,35,36, 38, 42, 43, 45, 47, 49,50,51, 54,55,56,57, 61] were solely dedicated to suicide prevention. The remaining six policy documents (Federal n = 5; Territory n = 1) covered mental health and suicide prevention [2, 27,28,29,30, 62].
Table 2 provides the results of the deductive and inductive analysis, including the number of references for each term and exemplar quotes to demonstrate the results presented. Of the group of terms relating to the co-creation framework listed in Tables 1, only “co-design” was cited. Meanwhile, domains identified through inductive coding generated an additional six categories of terms frequently used in conjunction with co-creation of new knowledge. These included “collaboration”, “funding”, “research and evaluation”, “stakeholders (including lived experience)”, “Third Sector Organisations” and “co-production”. The most frequently cited terms were “collaboration” (n = 637) and “funding’ (n = 628). The next most frequently cited terms were “stakeholders” (including Lived Experience)” (n = 408), “research and evaluation” (n = 350) and, “Third Sector Organisations” (n = 236). Co-production was cited the least across all policy documents.
Across 25 Australian policies, six Federal [2, 25, 27, 29,30,31] and 19 State and Territory documents [32, 33, 35,36,37,38,39, 41, 45,46,47, 49,50,51, 53, 57, 60,61,62], there were 107 references to the word “co-design” (and its variants including co-designed and co-designing). Overall, nine policies [2, 25, 27, 30, 32, 35,36,37, 60] offered definitional descriptions of co-design, with one NSW policy [32] perceiving the concept as a tool for services where co-design is used: ”to work collaboratively with staff, consumers, families and carers on redesigning mental health services to prevent suicides among people under care” (p.17), and as an approach to assist “services to deliver person-centred care through considering consumer, carer, staff and other stakeholder perspectives in planning and service delivery” (p.129). The same policy also chose to describe co-design in terms of the individuals involved and benefits, for example:
“Co-design…..brings together the expertise of people with a lived experience of a suicide attempt or who have been bereaved by suicide, families and carers, service providers, key stakeholders and community groups to produce an outcome which is mutually valued across the community” [32] (p.21).
Meanwhile, the NSW Aboriginal and Mental Health and Wellbeing Strategy 2020–2025 [37] defined co-design in the context of health services as “a collaborative approach…to improve health services. In co-design, the people who use and deliver health services are deliberately engaged to share experiences and collectively imagine and create solutions that innovate, change and improve health services” (p.13). In analysing co-design, the authors observed no discernible trend in discussions about (i) co-design in connection with policy aims; (ii) how organisations, such as TSOs, might engage in co-design; or (iii) guidance on the potential benefits or challenges of such a collaborative process. According to the documents, co-design is a best practice model for developing tailored mental health and suicide prevention services that meet the needs of individuals and their families. Meanwhile, co-production appeared in six policy documents [32, 49,50,51, 53, 60], wherein co-production was used as a synonym for co-design. For example, an extract from Victoria’s 10-year mental health plan [60] describes co-production as a collaborative process where:
“government will co-produce policy and services with people with mental illness, their families and carers, and clinicians and other mental health workers. People will have a genuine say about how the system works, how services work and how they are treated. The result will be services that work much better for the people they serve” (p6).
The concept of collaboration was the most commonly used co-creation-related term across all 40 policy documents, with 637 manifest or latent references identified. In 12 documents [29, 31, 34,35,36, 39, 41, 42, 52, 56, 60, 62], references to collaboration were made in the broader context of a “whole of government” or a “whole of community” approach. These approaches characterise the forming of strong, co-ordinated partnerships between all sectors of government, and stakeholders, including researchers, TSOs, carers and consumers, to strengthen communities and improve suicide and mental health initiatives. For instance, at a Federal level whole of government approach is seen to “unlock the potential of a whole of government delivery model by ensuring each individual agency has strong processes and accountabilities for delivering agreed suicide prevention initiatives, and linking into broader collaborative efforts across government” [31] (p24). Meanwhile, policies view “a whole of government, whole of community approach” [35] as a formal linking of activities “that places greater emphasis on integration and collaboration between all levels of government, individuals and communities, the non-government and private sector, and people with lived experience” [35] (p2). Across policies, collaboration was generally described in favourable terms espousing the benefits partnerships provide towards improving suicide and mental health outcomes. For instance, “The role of carers and consumers in supporting and informing intersectoral collaboration will be essential at all levels of policy, planning, research, service development and delivery in order to ensure the best possible health outcomes” [52] (p14) and, “growing body of evidence shows that services designed in collaboration with those who use them are more efficient and less expensive” [39] (p47). A strong emphasis was also placed on collaboration and equity by one state policy wherein: “Research shows that giving people an equal voice as active partners in healthcare improvement can lead to better experiences and outcomes for all. A key to improving outcomes is respecting the expertise of consumers, carers and staff in guiding individual recovery as well as co-design” [32] (p82). Latent examples relating to the idea of collaboration between consumers and carers used terms such as consultation and engagement to describe the collaborative process between consumers and carers “Supporting consumers and carers to effectively engage and participate will remain a key focus of the NMHC’s work. This will include consultation and engagement on a range of issues, from an individual accessing mental health services, to the contribution of consumers and carers to mental health service planning, delivery and engagement on mental health reforms” [2] (p9).
The term “stakeholders” includes references to “lived experience” (also known as consumers or peer workers), featured in 34 policy documents with 408 manifest or latent mentions. In all of the documents, the concept of stakeholders extended to include individual groups such as “those impacted by suicide, researchers, non-government service providers and State Government agencies” [47] (p3), with their role defined as working “collaboratively to ensure a comprehensive and coherent approach to legislation, policy, planning, funding and service delivery” [46] (p16). References to stakeholders were significantly focused on establishing “equal partnerships” [46] between stakeholders and mental health consumers. In this context, those with “lived experience” were seen to have “a valuable, unique and legitimate role in suicide prevention” [49] (p10) and an essential factor in creating change through research and practice “we must position lived experience knowledge at the forefront of research, policy and practice. Without it, our reforms and service improvements will fall short of what people need and what they deserve” [8] (p2). In 13 policies [25, 27, 32, 33, 35, 37,38,39, 45, 50, 51, 53, 60], the role of mental health consumers shared a strong connection with co-creation related activities such as “co-designing” programs and services, as evidenced by statements such as “the development and implementation of suicide prevention strategies must include their voices, and activities should be co-designed with people with a lived experience” [50] (p2). There were eight policies [8, 25, 26, 31, 39, 46, 50, 51] referencing the integral participation by Indigenous or cultural groups as stakeholders in the planning of programs and services “Governance must also incorporate early input from the portfolio’s priority populations to ensure approaches are relevant, respectful and effective. This includes cultural governance inclusive of Indigenous people and integrating people with lived experience into planning and advisory stages” [31] (p27) and “The insights of people with lived experience of suicide; traditional forms of knowledge, such as from Aboriginal people and unique cultural perspectives, can form part of the evidence base for effective suicide prevention. Continual development, implementation and evaluation of existing and future initiatives is crucial” [50] (p11). Meanwhile, other examples highlighted the importance of Indigenous involvement in co-design and service delivery but failed to explain how such an approach might work. For instance,
“Aboriginal people are experts in Aboriginal communities and needs, and that improvements in the coordination of services and in the quality of service delivery and planning will need to start in genuine co-design processes, led by Aboriginal people. Person centred and culturally safe services acknowledge the strength and resilience of Aboriginal people, families, and communities” [37] (p10).
The concept of “Third Sector Organisations” and related terms such as “non-government” and “non-profit” appeared in 236 references across 34 policy documents. In one suicide prevention strategy document, TSOs were identified as a type of stakeholder who worked collaboratively with other actors: “Suicide prevention is complex – and it is everyone’s business. A coordinated, well-integrated and compassionate approach is required across all levels of government and from the community, including individuals, families, schools, researchers, community groups, non-government services and the private sector” [35] (p7). While there was evidence of government support for the contribution TSOs make, for instance, “Government also recognises the significant achievements of the non government sector in suicide prevention to date, and acknowledges that building stronger partnerships between government and non government organisations is critical to supporting those at risk of and impacted by suicide” [34] (p1). There was also explicit pressure on TSOs to demonstrate effectiveness and performance measures, where it was suggested, “Tie receipt of ongoing Australian Government funding for government, NGO and privately provided services to demonstrated performance” [2] (p53). Only three policies mentioned TSOs and participation in research [26, 34, 51] with strategies proposing the development of “options for prevention research partnerships between the community sector, non-government organisations and research and training sectors to build capacity in suicide prevention” [26] (p38). Surprisingly, besides a brief mention of TSO participation in a co-design workshop [35], policies contained no explicit or implicit references connecting TSOs and engagement in co-creation-related-activities such as “co-design”.
The terms “research” or “evaluation” appeared in 39 of the 40 policy documents, generating 350 references. Notably, manifest or latent references to co-creation activities such as co-design or co-production were infrequently discussed in close proximity to concepts of research and/or evaluation (n = 14) [25, 27, 30,31,32, 37, 40, 41, 45, 47, 52, 54, 56, 61]. In these cases, co-design (or co-production) was only described in general terms and there were no explicit or implicit references on how co-design could be incorporated into research and evaluation. For instance, when referring to reforming the mental health system, one policy implicitly stated:
“Collaborative partnerships with consumers and carers are integral to successfully implementing changes that improve outcomes for people with, or at risk of, mental illness and/or suicide. Examples of supporting ongoing and active involvement of consumers and carers include collaboration on design and planning, implementation, monitoring and evaluation” [27] (p49),
while a Federal policy referencing a national person-led system asserted, “The system will include capacity building and tools for modelling, need analysis, co-design, implementation and evaluation” [30] (p21).
A search of all included policy documents revealed no discernible evidence of government declarations of support for research and evaluation of co-creation-related activities. However, among the manifest references where co-design was associated with funding, we identified two references: “Funders need to ensure they are supporting the ACT mental health workforce, including they are engaged in co-design of system reform” [62] (p32), and “$1.1 million to the Black Dog Institute to work with the Aboriginal and Torres Strait Islander Lived Experience Centre, supporting the inclusion of people with lived experience in the co-design, implementation and evaluation of suicide prevention activity” [25](p19). Overall, funding-related references were associated with the funding of services [62], how funding was sourced [27], and funding models [53]. In other examples of discussions around funding, there was criticism of how the failure of evaluation and funding leads to poorly planned assessments of interventions. For instance, in a strategic plan published by the Mental Health Commission of NSW [39], it was stated: “While all funded initiatives are required to have an evaluation component, evaluation requirements are not always rigorous enough and funding is not always sufficient for meaningful evaluation, which limits their contribution to the evidence base” (p 37). References emphasising the importance of research and evaluation could be found in a list of Federal standards and quality in suicide prevention for Aboriginal and Torres Strait Islander communities [26], where it was noted that,
“Provision for evaluation can be significantly improved in funding arrangements under state and Commonwealth contracts. There are currently very few evaluations conducted that contribute to the evidence base in any way. Aboriginal and Torres Strait Islander community services benefit from evaluations of programs that demonstrate their effectiveness and that provide information for practice development, policy and planning” (p44).
In the same document, emphasis is put on ensuring that “suicide prevention principles are embedded in systems of quality improvement for social and emotional wellbeing and mental health care” [26] (p44) while failing to include the embedding of rigorous research methods or data collection into service delivery. Meanwhile, of all State policies, the South Australian Suicide Prevention Strategy 2012–2016 [54] was the most explicit in its approach stressing the importance of linking funding with evaluation: “State funded programs to be evaluated prior to funding renewal” and “All suicide prevention programs be properly evaluated with at least 15% of all funding allocated to suicide prevention programs being spent on evaluation.” (p44).
The density of coverage (darker shade represents greater frequency) of terms across Federal, State, and Territories (Table 3) by publication year are depicted as heat maps. Coverage of co-design, for instance, was strongest in 2020, while the use of terms relating to “collaboration” peaked in 2018. In 2012, across both Federal, State and Territory policies, the term “research” attracted the most coverage, while discussions relating to stakeholders were most prominent in 2020. While references to TSOs were highest in 2010, there was a drastic decline in discussions of TSO in suicide prevention, suggesting interest by the government in TSO-led suicide prevention services had waned over the following decade.
This study identifies a gap between publicly espoused policy directions and actual practice. Specifically, we found that the main focus for suicide prevention policy was on co-design and, to a lesser extent, co-production as a form of collaborative practice between stakeholders. The government views these two constructs as the driving factor in the collaborative planning, design, implementation, and evaluation of mental health and suicide prevention projects. The government considers co-design a tool for bringing relevant groups of people together to make the design of programs and services more efficient and effective.
However, no terms relating to co-creation were identified apart from co-design, with co-production being a term that sits outside of the co-creation model. This is an important detail as co-creation of new knowledge represents a translation model which works to ensure investment by stakeholders in the research process. Furthermore, there was no evidence of discussion around the use of robust or rigorous research methods in these collaborative activities. Perhaps this represents an assumption on behalf of the government that rigorous evaluation will be incorporated into practice without it being explicitly stated in policy. However, as evidenced by a report on the evaluation of Indigenous programs, only 6% (3/49) of programs utilised rigorous methods, and of those, none met the criteria of gold standard (Randomised Control Trials (RCTs) [63].
Second, our analysis of references to “third sector organisations or non-government organisations” shows the intent to describe the role of TSOs in mental health and suicide prevention using broad, sweeping statements. Across the 40 documents, there is no substantial evidence of a link between TSOs and the concepts of co-creation. It is clear that TSOs are essential in delivering support services and collaborating with a wide range of stakeholders, including those with lived experience, primary health networks, and government agencies. However, no description of how this collaboration will be managed or how it looks from a practical standpoint is provided. For policymakers, TSOs’ roles were defined in terms of service delivery rather than equitable participation in research. Consumers, carers, and people with lived experience, however, were seen as integral to research and evaluation. With an inherent lack of activity and broad references to collaboration, the inclusion of TSOs could be interpreted as tokenistic.
We uncovered three critical disconnects. First, besides offering definitions and characteristics of co-design, policies offered little guidance on how communities, like TSOs and those with lived experience, might implement co-design into suicide prevention initiatives. Policies presented no monetary encouragement for communities and organisations to engage with collaborative processes like co-design (even though throughout all of the policies, collaboration between carers, consumers or lived experience, TSOs, and other stakeholders, were strongly promoted). Second, there were no explicit or implicit references regarding the role of researchers when collaborating with those with lived experience or TSOs, even though keywords such as research and evaluation were frequently mentioned throughout the included policy documents. Third, the policy research gap remains an ongoing challenge. Although this paper’s findings indicate support for collaborative practice and co-design, a recent systematic review observed no discernible trends relating to multisectoral collaborations or co-creation-related activities, including co-design in suicide prevention interventions [64]. These disconnects in policy implementation arguably impact how effective and appropriate collaboration can be undertaken between researchers and other stakeholders. The benefits of multisectoral collaboration should be considered, given the high emotional, social, and economic costs of suicidal behaviours and the need to ensure that the prevention and intervention services provided can support the communities they claim to target.
In synthesising our findings, there are two key considerations for future policy development should collaborative practices continue to be espoused as important to service development funded through government avenues. First, linking funding to the co-creation activities, specifically by including people with lived experience, TSOs, and researchers throughout the cycle. For this to be fully embedded in policy, funding and reporting must be linked to these activities. Second, inconsistent terminology leads to confusion about the importance of different tasks. The issue of “conceptual ambiguity” around co-related terms makes it “difficult for service providers and policymakers to engage in co-creation activities because they are being asked to engage in a process that either lacks clarity or is highly variable across different researchers and disciplines” [9]. For planning, describing, and evaluating, it is therefore essential that universities and industry, e.g., researchers and TSOs, distinguish between co-creation and co-design.
At the time of writing, the research team is unaware of other published studies examining the presence of co-creation in policies on mental health and suicide prevention. Examining how these practices are, or are not, embedded within the policy sphere is a way of understanding the importance placed on these activities by the main funding bodies of health and human services in Australia. A further strength is using both summative and directed content analysis to collect manifest and latent data as frequency counting of keywords. This approach provided a holistic approach to interpreting the issues specific to mental health and suicide prevention policy documents [65].
Among our limitations were the eligibility criteria and the definitions of policy documents. Most of the documents included in this study represent early-stage policy documents or plans. Therefore, they are not manifestations of policy action or implementation. A further limitation is our sole reliance on policy documents, whereas we could have supplemented our understanding of policy context by introducing alternative perspectives through qualitative interviews with government representatives.
An examination of 40 mental health and suicide prevention government policies over a 10-year period have revealed continuous commitment by the Australian Federal, State and Territory governments to include concepts such as lived experience and co-design in suicide prevention. However, a detailed examination of these policies reveals that lived experience and co-design are oversimplified terms that fail to capture the complexity of implementing and evaluating these programs and what they mean in the context of suicide prevention. The importance of a comprehensive approach to the co-creation of new knowledge is yet to be realised. While the broad policy intent around collaboration is welcomed, if this is not reinforced through policy references to the range of processes and practices surrounding co-creation, there will not necessarily be the depth and range of stakeholder, lived experience, researcher and community involvement required for success. This narrow policy orientation around co-design and co-production may restrict the potential for policy, program, and service improvements in mental health and suicide prevention.
The data used to support the findings of this study are available on request from the corresponding author.
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Government of NSW, Mental Health Commission of New South Wales. Living well: A strategic plan for mental health in NSW 2014–2024. Sydney, NSW. Mental Health Commission of New South Wales; 2014. Report No.: 0992306566 Available from: https://www.nswmentalhealthcommission.com.au/report/living-well-strategic-plan-mental-health-nsw-2014-2024.
Government of Northern Territory, Department of Health. Northern Territory mental health service strategic plan 2015–2021. Northern Territory: Northern Territory Government; 2015. Available from: https://digitallibrary.health.nt.gov.au/prodjspui/bitstream/10137/7737/3/NT%20Mental%20health%20strategic%20Plan%202019_2025.pdf.
Government of Northern Territory, Department of Health. Northern Territory mental health strategic plan 2019–2025. Northern Territory: Department of Health; 2019. Available from: https://digitallibrary.health.nt.gov.au/prodjspui/bitstream/10137/7737/3/NT%20Mental%20health%20strategic%20Plan%202019_2025.pdf.
Government of Northern Territory. NT suicide prevention strategic action plan 2015–2018. Darwin NT. 2015. Available from: https://digitallibrary.health.nt.gov.au/prodjspui/bitstream/10137/1036/1/Northern%20Territory%20suicide%20prevention%20action%20plan%202015-2018.pdf.
Government of Northern Territory. Northern Territory suicide prevention strategic framework 2018–2023. Darwin NT. 2018. Available from: https://health.nt.gov.au/governance-strategies-committees/nt-health-strategies/suicide-prevention-strategy-review.
Government of Queensland, Queensland Health. Queensland health Aboriginal and Torres Strait Islander mental health strategy 2016–2021. Brisbane, QLD: Queensland Government; 2016. Available from: www.health.qld.gov.au.
Government of Queensland, Queensland Mental Health Commission. The Queensland suicide prevention plan Every life 2019–2029. 2019. Available from: https://www.qmhc.qld.gov.au/sites/default/files/every_life_the_queensland_suicide_prevention_plan_2019-2029_web.pdf.
Government of Queensland, Queensland Mental Health Commission. Shifting minds: Queensland mental health, alcohol and other drugs strategic plan. Brisbane, QLD: Queensland Mental Health Commission; 2018. Available from: https://www.qmhc.qld.gov.au/2018-2023-strategic-plan.
Government of Queensland, Queensland Mental Health Commission. Reducing suicide and its impact Queensland suicide prevention action plan 2015-17 Summary. Brisbane, QLD; 2015. Available from: https://cabinet.qld.gov.au/documents/2015/Sep/SuicidePrevPlan/Attachments/Summary.PDF.
Government of Western Australia, Mental Health Commission. Mental health 2020: making it personal and everybody’s business : reforming Western Australia’s mental health system Perth, Western Australia; 2012. Available from: http://www.mentalhealth.wa.gov.au/Libraries/pdf_docs/Mental_Health_Commission_strategic_plan_2020.sflb.ashx.
Government of Western Australia. Suicide prevention 2020: Together we can save lives. Perth, WA: Western Australian Government; 2020. Available from: https://www.mhc.wa.gov.au/media/1220/suicide-prevention-2020-strategy-final.pdf.
Government of Western Australia, Mental Health Commission. Western Australian suicide prevention action plan 2021–2025: consultative draft October 2019. Perth, WA; 2019. Available from: https://www.mhc.wa.gov.au/media/2718/draft-suicide-prevention-action-plan-2021_2025.pdf.
Government of Western Australia, Mental Health Commission. Western Australian suicide prevention framework 2021–2025. Perth, WA: Government of Western Australia; 2020. Available from: https://www.mhc.wa.gov.au/about-us/news-and-media/news-updates/western-australian-suicide-prevention-framework-2021-2025/.
Government of South Australia. South Australia’s mental health and wellbeing policy 2010–2015. Adelaide, SA: Government of South Australia; 2010. Available from: https://www.sahealth.sa.gov.au/wps/wcm/connect/public+content/sa+health+internet/resources/policies/south+australias+mental+health+and+wellbeing+policy+2010+-+2015.
Government of South Australia. South Australian mental health strategic plan 2017–2022. Adelaide, SA: Government of South Australia 2017. Available from: https://samentalhealthcommission.com.au/wp-content/uploads/SA-Mental-Health-Strategic-Plan-2017%E2%80%932022.pdf.
Government of South Australia. South Australian Suicide Prevention Strategy 2012–2016. Adelaide SA. 2016. Available from: https://www.sahealth.sa.gov.au/wps/wcm/connect/public+content/sa+health+internet/resources/south+australian+suicide+prevention+strategy+2012-2016.
Government of South Australia. South Australian suicide prevention plan 2017–2021. Adelaide SA. 2020. Available from: https://www.sahealth.sa.gov.au/wps/wcm/connect/public+content/sa+health+internet/about+us/publications+and+resources/plans/south+australian+suicide+prevention+plan+2017-2021.
Government of Tasmania, Department of Health and Human Services. Tasmania’s Suicide Prevention Strategy 2010–2014. A Strategic Framework and Action Plan. Hobart, Tasmania: Tasmania Department of Health and Human Services; 2010. Available from: www.dhhs.tas.gov.au.
Government of Tasmania, Department of Health and Human Services. Tasmanian suicide prevention strategy (2016–2020) Hobart, Tasmania: Department of Health and Human Services; 2016. Available from: https://www.dhhs.tas.gov.au/__data/assets/pdf_file/0014/214412/151152_DHHS_Suicide_Prevention_Strategy_Final_WCAG.pdf.
Government of Tasmania. Rethink mental health. Better mental health and wellbeing: A long-term plan for mental health in Tasmania 2015–2025. Hobart, TAS: Tasmanian Government; 2014. Available from: https://www.health.tas.gov.au/sites/default/files/2021-12/Rethink_2020_state_plan_2020-25_DoHTasmania.pdf.
Government of Tasmania. Youth suicide prevention plan for Tasmanian (2016–2020). Hobart, Tasmania; 2020. Available from: https://www.health.tas.gov.au/sites/default/files/2021-12/Suicide_Prevention_Strategy_2016-20_DoHTasmania2016.pdf.
Government of Victoria, Department of Health and Human Services. Victoria’s 10-year mental health plan. Victoria: Victoria State Government; 2015. Available from: https://www.health.vic.gov.au/priorities-and-transformation/victorias-10-year-mental-health-plan.
Government of Victoria, Department of Health and Human Services. Victorian Suicide Prevention Framework 2016–25. Melbourne, VIC; 2016. Available from: https://www.health.vic.gov.au/publications/victorian-suicide-prevention-framework-2016-2025.
Australian Capital Territory. Australian Capital Territory mental health and suicide prevention plan 2019–2024 Part A The Framework. Canberra: Capital Health Network; 2019. Available from: https://www.chnact.org.au/wp-content/uploads/2020/02/CHN-Mental-Health-and-Suicide-Prevention-Plan.pdf.
Hudson S. Mapping the Indigenous program and funding maze. Centre for Independent Studies Sydney; 2016. Report No.: 1922184721 Available from: https://www.cis.org.au/app/uploads/2016/08/rr18-Full-Report.pdf.
Pearce T, Maple M, Wayland S, McKay K, Woodward A, Brooks A, et al. A mixed methods systematic review of suicide prevention interventions involving multisectoral collaborations. Health research policy and systems; 2022.
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Tania Pearce, Myfanwy Maple & Sarah Wayland
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National Drug and Alcohol Research Centre, University of New South Wales, Randwick Campus, 22-32 King Street, 2031, Randwick, NSW, Australia
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Firm Management
The new update enables accountants to reap the benefits of an all-in-one platform with enhanced flexibility to deploy on premise or migrate to the cloud at their own pace.
Isaac M. O’Bannon
Aug. 16, 2022
IRIS Software Group (IRIS), a leading global software provider of accountancy solutions, is today announcing the expansion of Doc.It By IRIS capabilities to include cloud-based document management. The new update enables accountants to reap the benefits of an all-in-one platform with enhanced flexibility to deploy on premise or migrate to the cloud at their own pace.
The announcement comes in response to the growing demand for automated systems offering flexibility and scalability. Doc.It provides customers with exceptional benefits for both on-premise and cloud solutions. The enhanced platform streamlines document management processes to drive efficiencies, foster growth and focus on expanding service offerings for customers. 
The new electronic signature integration with DocuSign and enhanced PDF editor capabilities allows users to streamline document processes and eliminates the need to deploy solutions from multiple providers and purchase multiple licenses. Firms can also auto file non-PDF documents and use automated email notifications to improve productivity, all while leveraging added Multi-Factor Authentication (MFA) capabilities to gain full confidence their sensitive data remains secure on the platform. 
The expanded features are available for both on-premise and cloud deployments, which offers firms the same functionality and service offerings with 100% parity. All IRIS solutions are designed to give customers the flexibility to choose their deployment option and migrate to the cloud at their own pace. 
“Our team is thrilled about the latest release from a security perspective, but it also supports other long-term objectives like flexible working options,” said Matt Sharp, Office Manager at Fates Bodily and Parker. “Furthermore, the DocuSign integration saves our team two to three minutes per document by reducing upload and send times which is critical when working with large document sets.”
“Efficient document management is essential to running a successful accounting firm, and every firm has different needs based on their clients’ requirements, current technology solutions and future growth plans,” said Don Emery, general manager for Doc.It By IRIS.
“We are excited to introduce these new document management capabilities to offer firms expanded scalability through cloud software. IRIS is committed to taking the pain out of processes, and these new features will allow firms to decrease time spent on document management and increase focus on delivering valuable services to their clients to further drive growth.” 
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by Justin Guinn | Updated Aug. 5, 2022 – First published on May 18, 2022
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Document management systems have become essential tools for businesses to create, secure, and share critical documents. There’s no reason to be doing business via paper anymore.
And businesses that have adopted and implemented document management software have a clear advantage over organizations that have delayed going paperless.

Get all your documents and records into one organized location. (via Tech Radar) Image source: Author
But not all document management systems are created equally, nor are the needs of every organization the same. It’s important to understand exactly which business metrics you’ll need your document management solution to impact.
Document management systems empower you to digitally record, secure, store, organize, and share critical business documents. Documents management solutions are the modern filing system, rendering filing cabinets and drawers of paper documents costly and unnecessary.
You can access any document you need via secure login on your business website.

Your business’ document management system is a secure, organized, online repository. (via Soda PDF) Image source: Author
Document management systems offer numerous benefits to businesses of all types, regardless if you’re document light or document ladened. Here are five key benefits your document management system provides.
Imagine being able to access any document from any filing cabinet or local computer across your entire organization. That’s the power document management solutions provide. These tools empower you to create a centralized, searchable repository of all your documents.
You can find anything you need to reference in a single, easy-to-use system. And there’s no risk of losing, misplacing, or accidentally spilling coffee on the document. These systems provide full documentation retention, similar to your content and creative on your website management platform.
Centralizing all your documents into one digital location allows you to control who can access which documents. You’re not limited to one catch-all login and password.
Document management users can set up file management software to put unique protocols and access requirements on individual documents. These requirements can help you ensure employees and clients have access to everything they need to access without giving them access to everything.
Placing all your documents into a single digital repository makes it incredibly easy to share. You can search your document management systems to find and download documents and send them directly to coworkers, clients, and prospects.
But the real benefit of easy dissemination is in using your document management software to create a shared link and access code so that you can share documents without you or the recipient having to unnecessarily download anything.
This is great for large files such as lengthy legal documents or in-depth manuals. You’ll definitely want to establish some communication strategies when sharing any documents, especially sensitive ones.
Digitizing your documents empowers your company and your clients to conduct and finalize business anytime, anywhere. Most document management systems have digital signing or authentication capabilities that are just as official as signing a document in person.
Such collaboration saves you and your clients from having to print, sign, scan, and then send documents. And depending on your business budget, removing postage and other paper-based fees could be a great way to free up resources.
Document management solutions empower you to complete this authentication with just one click, which is especially great for people on the go using mobile devices.
While you can establish custom protocols to customize document access for employees and clients, you’ll also need security to protect your document library from hackers and data breaches.
Digitizing your documents does naturally expose them to the potential perils of the digital world. But using constantly updated security protocols and methodologies makes it increasingly difficult for hackers to access your files.
Most providers employ varying encryption best practices that keep your documents even more secure than the safest filing cabinet.
Here are three best practices you can employ to optimize your document management adoption and usage. Use these best practices to reap the benefits discussed above and get the most value out of your document organizer.
All the positively impactful business benefits that document management systems provide are completely dependent on the organization of documents in your new solution.
This is one of those times where you want to go overboard in your organization. Include as many tags and as much detail as possible on each document.
Tips for organizing your document management system
Here are a few tips for achieving proper document organization and optimizing the efficiency and benefits of your document management system.
This is a general business best practice that especially applies to your document management system. You can’t allow a free-for-all regarding usage and adoption on your document management system.
That would defeat the purpose and create too much inconsistency in document organization. That’s why it’s critical that you create an implementation and onboarding team to be the sole document system users during migration.
These sole users can define best practices and serve as gatekeepers dedicated to at least establishing, if not maintaining, a tidy and organized document management system.
Tips for processes and protocols
Here are a few tips to ensure the onboarding and usage of your new document management system remains consistent from the beginning.
One of the great benefits of your new document management system is boosting efficiency in working and communicating with clients.
If you’re going to incorporate this usage, then you should put together some boilerplate copy that explains to your clients what your document management system is, why you’ve adopted it, and how it benefits everyone.
Electronic signature is becoming more and more ubiquitous across all industries, so the copy may be overkill for most of your clients. But when you’re looking to finalize a deal, the last thing you want a salesperson to be worrying about is how to explain your document management system.
Tips for creating explanation copy for clients
Here are three tips for putting together a blurb that you can share with clients that explains your document management system.
Implementing and properly using a document management system has a domino effect on your overall business efficiency. You must be disciplined and consistent in your data entry to achieve this efficiency.
But once you’re on the right track and have your protocols in place, your new document organizer will add hours of time annually back to you, your employees, and your clients.
Cash back, travel rewards, 0% intro APR financing: all of these can be great credit card perks for business owners. But how do you find the right business credit card for you? There are tons of offers on the market today, and sifting through them to find the right one can be a big hassle. So we've done the hard work for you.
Get started with one of our top business credit card picks of 2022 today.
Justin Guinn is an SMB technology expert writing for The Ascent and The Motley Fool.
We’re firm believers in the Golden Rule, which is why editorial opinions are ours alone and have not been previously reviewed, approved, or endorsed by included advertisers. The Ascent does not cover all offers on the market. Editorial content from The Ascent is separate from The Motley Fool editorial content and is created by a different analyst team.
The Ascent is a Motley Fool service that rates and reviews essential products for your everyday money matters.
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The use of computer software and system to store, manage and monitor computer files and electronic pictures of paper-based information received by means of a document scanner is known to document management, called to be document-management systems (DMS) in India. Document management is the process by which your business stores, controls, and keeps track of its electronic documents.

A document is defined to be the “detailed information or product which can be handled to be known a unit” by ISO 12651-2. Although it may seem a little complicated at first, you have been employing this process to create, share, and use it for years. The software that manages and arranges documents across a company can now be defined to be the document management.
It includes the workflow, document archives, COLD/ERM, output tools, information collecting systems, and document and content capture. Likewise, the procedures for document management, storage, and tracking.
One of the technologies that led to content management is document management, which, not too long ago, was only available on a standalone basis, like its siblings in imaging, workflow, and archiving. By imposing controls and governance capabilities onto otherwise “dumb” documents, it provides some of the fundamental functionality for content management.
This allows you to use your documents whenever you have a need for them. Among the important elements of document management are:
The need to work with the information of all kinds has increased to become the result of the mainstreaming of big sources, like the Web, memory sticks, smartphones, etc. This is true not only in terms of much more media people, like the text, images, and voice documents but in aspects of how structured everything is and how easily it can be managed.

The size and scope of document management systems nowadays range from modest standalone systems to expansive enterprise-wide installations that cater to a global audience. Many DMS provide a way to combine the standard kind of physical document filing procedures electronically. These consist of:
While still acknowledged and used on its own, document management is a typical part of an environment for enterprise content management.
An amazing way to make this process much easier is to use document management systems. The precise presentation of a process for document management is a PDF reader, which allows you to access PDF files offline, store them for later viewing, printing, and publishing, and access them from any location.

A key element of company content management, and document management systems is known to be the content management systems (ECM). It has to do with workflows, digital wealth management, and other things.
Let’s understand the top document management programs in more detail.
1.  PaperSave

A clever and highly user-friendly solution called PaperSave makes it possible for companies of all sizes to handle their documents effectively. With the tool’s cutting-edge document capture capability, you may quickly and easily capture any type of document.
The integration of PaperSave with top ERP and CRM platforms allows users to capture documents from the UI. For automatic indexing, index values are constantly taken from the ERP/CRM record. Thanks to this and the search functionality’s intuitive design, it is clear to get the documents you need anytime you need to access them.
Moreover, PaperSave places a high priority on data protection. Consequently, it allows the provision of particular roles and rights to users while allowing users to monitor and keep a record of all changes to the documents.When something goes wrong with the files, this makes it easier to hold the appropriate citizen responsible.
Features:
The makers of PaperSave are aware of the obstacles presented by even something seemingly clear in managing documents. The product provides a cutting-edge engine that effectively gathers documents, automatically indexes data, and optimizes corporate processes. All of this is done to assist companies in cutting expenditures while overcoming the challenging challenge of document management.
2. Clickup

A platform for writing projects is called ClickUp Docs. It provides both multiplayer editing and the tools necessary for effective teamwork. It allows simultaneous editing and shows who is currently viewing a document.
Features: ClickUp provides options for document sharing with anyone.
Your documents are all kept in one location with ClickUp Docs. It is a platform featuring tools for commenting and collaborating and features for rich text editing.
3. Templafy

In retrospect, Templafy is a respectable and effective document management system. It gathers all business details and keeps them organized in a library so that they are all accessible with a single click. Users can work together with members of their team from this point and follow developments in real time.
But Templafy goes one step by giving customers the option to use personalized templates to make a variety of business papers. NDAs, HR agreements, and customer service communications are just a few of the important documents the program automates preparation of.
Consequently, a major amount of time that would have been spent on creating complex business documentation is saved. It has amazing software. It uses a variety of modification processes and methods, tools, and cutting-edge technology to optimize the overall creation. Additionally, it has the ability to identify mistakes or anomalies in text and instantly fix them without requiring user input.
Features:
One tool to look at is Templafy if they wish to save time when creating important business documents. By assisting users in creating papers using templates that are pre-populated with the enterprise’s logo, data, and disclaimer information, the program personalizes the creation process.
4. M-Files

It is another user-friendly document management program that combines automation and security to provide an incredibly effective tool. The software efficiently gathers all corporate records from different departments into one reliable electronic repository. From one point, your staff may easily access the needed information they need at any time.
The program goes above and above to ensure that only the most recent versions of the files are kept, guaranteeing that there is just one realistic version of the jar files for access. Additionally, the platform supports the implementation of sophisticated encryption and authorization controls to manage who has access to these often important files.
Additionally, the software’s process automation capabilities are very advanced. It gives you the ability to interchange documents with other people, have them changed, and have them calculated for approval in accordance with corporate policies. It allows you practically to manage the workflows for papers, projects, and workers with M-Files.
Features:
M-Files is the ideal synthesis of cutting-edge automation and imposing security, which is urgently needed for effective information management today. It can easily handle all of your document management problems and is very comprehensive.
5. Bit.AI

Bit. aesthetically, AI’s pleasing UI makes the idea of document sharing and management incredibly seamless and alluring. The software majorly gathers important papers from your entire company and makes them accessible to everyone from one location.
Although Bit. Document AI’s management functionality is amazing, and its sophisticated collaboration feature ultimately distinguishes it from the competition. It allows real-time collaboration in groups, pupils, customers, and members on a file.
The 90+ templates you can use to produce documents are the only thing that enhances the feature. With the help of the tool, you can personalize and automate the development of complex documents using a variety of widgets, colors, themes, and integrations.
Features include:
More than any other product on this list, Bit.AI highlights its collaboration function. Users are given all the resources they require to create, update, and track changes made in real time to important business documents. We advise using this DMS software if you want the best possible online team collaboration capabilities.
6. Alfresco

Users can manage both their material and documents with Alfresco. It is a tool that places a stronger emphasis on the efficiency and streamlining of the process. Alfresco includes many crucial document management tools that operate without a hitch, including document scanning, storage, and sharing.
Alfresco’s potent AI is what actually propels it to the top of this ranking. Alfresco provides insightful data and analysis on the papers it maintains whenever you need it with the aid of its cutting-edge AI. Its sophisticated search capabilities make it very simple to retrieve documents.
The application is clever enough to place files of a similar nature in a single folder for quick access. Additionally, the solution allows seamless interaction with other programs like Salesforce, Google Docs, and Office Software to improve the document management system’s usability majorly.
Open-source document control software is included with Alfresco and can manage fewer important documents for your company.
The following features are available:
Powerful content and a system for document management with a tonne of awesome features are available from Alfresco. This product is perfect for large companies because it has several integrations and a variety of critical capabilities.
7. DocuWare

DocuWare is an amazing cloud-based document management tool with several uses outside of its main role. It is a tool that may be used for handling invoices, managing employees, marketing, and sales, among other things.
It can assist you in capturing and digitizing paper documents in any format to be the standalone DMS. Later, the files might be kept in private electronic archives. In addition to the benefits listed above, the software does a fantastic job of automating workflows and simplifying laborious management procedures.
DocuWare is another solution that advances document collaboration and sharing. To communicate with employees who work remotely, use DocuWare. Consequently, your staff can access the material anywhere in the world for additional information.
Features:
 DocuWare’s intelligent automation and cloud-based collaborative capabilities make it effective. It is a solution we can suggest to companies of all sizes, particularly if they require software that allows remote document collaboration to be more practical.
8. XaitPorter

It is presenting a fully optimized cloud-based tool that focuses its strengths on enhancing your publications’ caliber while providing a clever collaboration function. The software is very user-friendly and adaptable.
Using its robust cloud-based feature, you can concurrently work on a file and remotely collaborate with your coworkers. Sharing feedback, fixing mistakes, and real-time formatting and layout changes are all very simple.
Additionally, it is a tool for automating the creation of important business documents. It has different tools available to draught a paper that looks professional and increases efficiency for your business.
Features:
One cannot but become infatuated with XaitPorter’s vast, well-thought-out document-producing system. XaitPorter is undoubtedly one of the best document production programs because it combines a complete fog engine with a smooth workflow automation procedure.
9. OnlyOffice

It establishes secure repositories for commercial enterprises to save, share, and work on documents, spreadsheets, and PowerPoint presentations in the cloud. This tool’s editing capabilities are precisely why it is on this list because of how thorough and flexible it is to utilize.
You have complete control over your material’s layout, font, and content. It even highlights specific text and instantly shares team input. Anything you could have done can be done on a conventional Word, Excel, or PowerPoint document. By doing this, you can be confident that your documents are always of the highest caliber and that the information they contain is up to date.
The governance and collaboration of papers are made easier by OnlyOffice’s support for a variety of document formats.
Features:
To put it simply, OnlyOffice transforms your MS Office editing experience for the Web, allowing you to save, share, and collaborate with peers to improve the quality of your work. It is a process that makes it clear to make several major changes to a particular file.
10. Google Drive

Without discussing one of the amazing free tools available today, a list of the top document software solutions cannot be considered comprehensive. Because it is thorough and practical, Google Drive is of the most popular document management systems.
Anyone can use this tool right immediately and without any kind of learning curve. Since the beginning of its existence, Google Drive was used to produce, store, and distribute a wide range of files in different formats on the cloud.
You can quickly produce documents, spreadsheets, and more with just one click. Additionally, you can simply make files, share them through Gmail with your coworkers and friends, and modify the papers in real-time using a variety of tools.
Features:
Google Drive is one of the Micorsoft Office kinds of free document management programs available for Windows and Android, especially if you have a limited budget. It functions with a high degree of dependability, comprehensiveness.  A modest standalone application or an extensive, enterprise-wide configuration with standard document fill features are both options for document management today.
These characteristics include:
Systems for Managing Documents
Electronic document management and access are known to be document management systems. Systems for managing and controlling company content include CAD, Microsoft Office Suite, and other accounting software.

To be effective, an electronic document management system should include the elements listed below:
Using a document management system has many benefits.
The system should generally be straightforward to use, enable you to manage your business more successfully, and simplify your life as a company owner.
Time saved: By employing a document-management system, you can use that time to focus on more critical aspects of your business rather than organizing and maintaining documents.
Scalability: The storage and functionalities available for document management may expand with your company. The capacity of document software solutions to grow up and down to match your business’s fluctuating needs is one of its key benefits.

 Security: It’s more crucial than ever to protect your data online. You can save sensitive company data and protocols by backing up your papers in an encrypted cloud or on a secure server on-site.
Simple document management: You may quickly and easily access crucial information for your business by using keyword searches. The days of finding through file cabinets for the needed data are gone. You may retrieve any text more quickly with the use of document management tools.
Cooperation: The foundation of any flourishing enterprise is teamwork. By allowing many users to work with the same file simultaneously, recording who makes what changes, and preserving your access to earlier versions of documents, the document software suite can increase workplace collaboration.
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