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Operational excellence: 8 elements of effective document control

PEX Network | 11/24/2025

Document control lies at the heart of operational excellence (OPEX), serving as the foundation for compliance, consistency, and process improvement. This guide outlines the essential features every organization needs to establish a robust, flexible, and secure document control system. 

Readers will explore best practices that ensure documents are efficiently managed throughout their lifecycle, from creation and review to approval, training integration, and revision control.

The asset examines the critical role of configurable workflows, intelligent business rules, metadata management, and seamless integration with tools like Microsoft Office and employee training systems. It also emphasizes how mobile access, security permissions, and automated reporting can help teams stay agile and compliant in complex operational environments.

Download the whitepaper to

  • Understand the eight essential elements of best-in-class document control.
  • Eliminate inefficiencies by automating review, approval, and change management.
  • Discover how to integrate document control with training and reporting.
  • See how metadata and workflow configuration improve flexibility and alignment.
  • Gain insights into data security and mobile document control to improve protection. 
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