Preferred File Storage Patterns
By Department: IT, Finance, Legal, HR, Marketing, Sales, Production, Operations, Customer Service, R&D
By Document Type : Changelog, Contract, Tutorial (Detailed Instructions), Guide (Simple Instructions), Manual, Template, Form, Source Code, Plan, Intro / Description, Diagram.
By Intended User : Customer, User (System user)(Internal or External), Developer (Internal or External)
By Software Category : Website, CMS, Plugin, Add-on, Theme, Child Theme,
By Software name: WordPress, FMS, …
What’s Involved?
People
– Contact/Person
– Customers
– Staff
– Business/Organisation
Process
– Defined workflows
– Approvals
– Review cycles
– Access controls
Technology
– Document Management System (DMS)
– Databases
– Cloud Storage
– Collaboration Tools
Content
– Structured and unstructured data
– Knowledge assets
– Legal documents
– Training materials
Types of Data
Core Types
– Tasks
– Binding Documents / Legal
– Terms & Conditions (T&C)
– Contracts
– Policies
– Documents
– Tutorials
– Guides
– Manuals
– Processes
– Research Notes
– Analysis
– Reports
Entity Data
– Contact / Person
– Customers
– Staff
– Business / Organisation
Metadata
– Tags
– Categories
– Version
– Date / Time / DateTime
– Meta Description
– User(s) Name
– Sub-Type / Type of Info (use taxonomy or controlled vocabulary)
– Questions (FAQs, Requests, Inquiries)
Sources
- https://michaelhabib.name/how-to-store-personal-business-digital-data/