SAP SuccessFactors Document Management Implementations

On the back of multiple successful SAP document management global projects, I’ve compiled a list of the top 5 best practices that are tried and true for a success implementation. As you read through each best practice, think about how it might apply to your company.

Set Goals and clearly defined requirements

Clarifying your goals and developing a plan for achieving them adds structure to processes with many moving parts. Many projects focus on a fixed set of core requirements that were captured before the project was initiated. Its recommended, as it provides a set of guardrails to keep the project on track and deliver according to promises. Before investing in a Document Management solution, make sure to analyze your current business needs and requirements. This will help you find the right solution that fits your needs and doesn’t require you to invest in extra features.

Engage Stakeholders and Form a Dedicated Project Team

Participating in such projects I have first-hand experience of the importance of building the right project team. To make sure you get the most out of your software, sit down with your service provider and create alignment between the two of you. This way, your provider can suggest customizations that fit your specific needs, ensuring a successful implementation.


Working with many customers, I have seen the importance and impact of native integration when it comes to third party solutions. A document management system that doesn’t integrate well with your existing tools can create more problems than it solves. As you evaluate solutions, look for compatibility with the software and tools your team currently uses.

Data Integrity

The impact of securing Masterdata, authenticating users in one system and keeping the Masterdata compliant are central aspects of a good document management setup – especially within HR. However, securing proper ownership of this sensitive data should not be underestimated. Choosing a vendor who continues to invest and enhance features with future upgrades might not appear important to begin with, however business necessities and data requirements can quickly change.

Post-Implementation Support.

Establish post-implementation support mechanisms to address user queries and provide timely assistance. Leverage partner support services to ensure smooth operations and maximize solution utilization.

About the author

Ivan has spent the last 15 years working in the SAP Partner ecosystem. Having previously worked for SAP, Ivan has been working for Gavdi Group for the past 5 years. He has extensive experience in the field of HR with a strong focus on business objectives and implementation best practices. He has advised and been instrumental in delivering multiple PXMSOFT projects to a wide variety of customers and industries across the EMEA region.


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