Dos & Don'ts: What content belongs in the (Interactive) Management System?

An interactive management system that makes all company knowledge accessible - it almost sounds too good to be true. And let's be honest: it's not quite that simple. Because even an interactive management system needs rules to prevent it from growing out of control and to really enrich your daily work. So what content does and doesn't belong in

Basically, what you document in always depends on the goal of your management system. For example, do you want to focus on interdepartmental work in your company? Then it is fine to document only processes and leave out detailed work instructions. However, our general recommendation is that work instructions are in the right place in because they help your employees carry out certain processes correctly.


General recommendations for your management system


This belongs in the management system

This does not belong in the management system


  • Knowledge of HOW to do something, e.g.
  • Process descriptions and work instructions
  • Checklists
  • Additional information such as Powerpoints, PDFs, ...
  • Result documentation, evidence, archives, e.g.
  • Purchase order documents

  • Invoices
  • Additional order-specific information, such as emails, notes, etc.

  • Knowledge required to perform a process at least 50 times
  • Knowledge you only need once for an acute process run

  • Inputs only if they are needed repeatedly, e.g.
  • Empty templates
  • Outputs, e.g.
  • Completed templates


  • Anything that needs to be updated daily, hourly, minutely


Conclusion: The HOW is critical

The greatest added value of an interactive management system is that it provides you with the HOW of all business processes, including the necessary tools. Your management system is not an archive for customer-specific order documents that do not help you in the next process run - that is what ERP and document management systems are for.

We hope these recommendations will help you on your way to an optimal management system. But remember, there are always exceptions to the rule. For example, corporate goals or your company's values could also be considered outputs - and still belong in a complete management system!


Still looking for the right software for your management system? Make your processes more efficient and your company more modern with the interactive management software!

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