DocMinder Qualifying Questions for the Energy Industry:

Are there events relate to your documents that need follow up in the future?  Are there "due" dates?  Retention dates? Is delegation and task management a big part of the job? Do you use your calendar, spread sheets to track these events?

Do you notify others via email about their responsibilities?  Are they inside/outside the organization or both? Are related documents attached? How is follow-up handled now? Is escalation ever needed?

Can management see who needs to do what in the future, i.e. staff workload and also drill down to the related documents? How are your documents managed now?

Are deadlines managed centrally or individually, and how many people manage deadlines?  What departments? What are the most critical areas for managing deadlines? Where is the most risk if dates are missed?

Where do you need reports to prove things where handled properly?  How are reports handled now? Is there a compliance process? Are there Audits?

How do you transfer responsibilities if someone leaves or is out on vacation, etc?

How are NERC/FERC task management & reports handle now? Are you currently scheduled for an audit?

How is Environmental Health & Safety (EH&S) compliance managed? How are permits managed?

Is compliance, risk management, contract management part of your responsibility?  If not, who handles that in your organization? Do you have a legal department? How are documents, matters managed between you and your outside council?

How are deadlines and tasks managed for easements?

How is project management for projects in development and production handled now? Do you interact with other departments to accomplish these tasks?  What departments?

Are there correspondence management needs in the executive offices?

Are there tasks / deadlines in the HR department, i.e., reviews, training, benefits, etc, that are manually managed now?

Email: cparra@wordtech.com

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