Audit of document processes
Audit et Conseil

Auditing document processes involves analysing all provisions made in your organisation for managing the life cycle of your documents in view of the organisational and legal constraints on your business.

Our experts will conduct interviews with your main managers to identify in detail your obligations as well as existing methods.

Four main tools are used :

The comprehensive records schedule allows us to categorise all document typologies as well as obligations relating to the document (Legal filing periods, final disposal, observations, etc.).

The filing plan describes document organisation, filing rules and access methods for all documents, lists them and organises them hierarchically.

The security procedures or plan explain the document protection rules or procedures throughout the life cycle of the document, particularly during communication of the document or events such as transportation, change of location or destruction.

The workflow plan represents in diagram form the chain of processing, circulation and validation of document flows.



Our mission is to optimise your management of document processes. Faced with increasing judicialisation and competitiveness obligations imposed on our organisations, the head of a company must ensure that vital information is secure, accessible to authorised staff, that access to it is controlled and that its continuity is guaranteed.


Effective management of document processes can bring real added value. But implementing and operating it cannot be done without the help of an expert, otherwise your company could quickly lose competitive ground and return on investment.


In conclusion, effective management of document processes is essential to your company for two main reasons :

  • - Enabling effective access to your company’s information and documents is a major asset for your competitiveness.
  • - Guaranteeing compliance with regulatory changes, mainly those concerning corporate governance which obliges our managers to be able during an audit to access data and documents almost immediately,


Companies are still not very good at anticipating problems of governance, risk and statutory compliance. A new study from the Economist Intelligence Unit shows that European companies have still not adopted an integrated approach to statutory compliance issues, and that in this area the their approach is reactive only, which brings major risks and costs. (The Economist Intelligence Unit is the "professional information" entity of The Economist Group, which publishes The Economist magazine)