Background

Braley Consulting Services has been involved in software development and management consulting for over 40 years. Clients have included IBM, AT&T, Honeywell and the National Institutes of Health. In observing the evolution of business practices in over 200 consulting engagements, one thing became increasingly clear - millions of dollars were being spent on information technology for the staff but managers are still in the dark ages. While the quantity and flow of information has increased dramatically, managers are still trying to locate typed (electronic or paper) documents and their ability to do this depends on remembering how or where the documents were stored - with little or no assistance from the computer.

Sophisticated document retrieval systems represent one approach to solving this problem. They start with the premise that we must work with word processing and other similar files and a computer can help us search through those documents. While this is better than no system at all, the programs are very expensive and marginally helpful in many cases. Just as a search of the Internet for "ford" would retrieve a president, an automobile and a theatre, similar key word searches in a document management program will generate both false positive and false negative results.

creating a list is not the objective -
retrieving, reorganizing
and reformatting the content
is what we need to do

Airlines, banks and other information intensive businesses don't create entries in a word processor and then hope a document retrieval system will find your bank records or flight schedule. Instead they put the information into a database at the outset because their objective is to retrieve the information and that is what databases do.

Spreadsheets are widely used for lists because they are commonly available and easy to use. The problem with this approach is again that creating a list is not the objective - retrieving, reorganizing and reformatting the content is what we need to do and spreadsheets fail miserably at these tasks.
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