Document Management Challenges 2024 + How To Address Them

Document Management Challenges in 2024

Document Management Challenges 2024 + How To Address Them | B2BE

What document management challenges are businesses facing in 2024? We explore some key challenges from ensuring compliance, security and privacy, and more.

Efficient document management is a crucial aspect of a business in order to thrive. Whether it’s contracts, reports, or sensitive customer information, the ability to access and maintain documents properly makes all the difference. Businesses often find themselves navigating a complex environment when it comes to organising their documents, so we will explore these document management challenges based on our latest ǞǞǞ poll.

What is the main document management challenge facing your business in 2024?

The results were split into the following main challenges:

  • Ensuring compliance
  • Ensuring security/privacy
  • Document accessibility


Ensuring compliance

42% of respondents identified ensuring compliance as their main challenge of managing documents. Regulations are always evolving with increased scrutiny across industries. Whether it is about data protection laws or global regulations, businesses have to stay up-to-date, adaptable, and ready to align their business expectations with ever-changing compliance.

To address this challenge, it is important to implement robust compliance frameworks, leverage technology to streamline processes, and ensure adherence to regulatory requirements. This can be done by utilising document management software solutions with built-in compliance features to automate compliance tasks. Conducting regular audits is equally important to ensure any gaps can be addressed immediately.

Ensuring security/privacy

42% of respondents chose ensuring security and privacy as a main document management challenge. With cyber threats on the rise, protecting sensitive information from unauthorised access, data breaches, and cyber-attacks should be highly prioritised. A single security incident can lead to significant financial losses and irreparable harm to a company’s reputation. Therefore, businesses must adopt a proactive approach to cybersecurity to mitigate risks effectively.

Adopting a multi-layered approach to cybersecurity is invaluable, making sure it covers encryption, access controls, scheduled audits, and threat intelligence. For example, multi-factor authentication can strengthen access controls and reduce phishing attempts. It is very important to keep software and systems updated so that all security vulnerabilities are protected. Encryption for sensitive documents helps prevent unauthorised access at all times. Most importantly, foster security awareness among employees by conducting training and simulated phishing exercises.

Document accessibility

While compliance and security make up a huge portion of votes, 17% of respondents also recognise document accessibility as a notable document management challenge. Ensuring equal access to information for individuals is important to accommodate different departments involved in the business. Businesses should be mindful when creating documents whether in HTML or PDFs, making sure to match the format preferred by business partners.

Another way to be inclusive is for companies using traditional, printed documents to consider converting to electronic documentation or utilising Web EDI. This provides their suppliers, buyers, or customers with full visibility and access to the necessary documents. It is much easier to stay organised digitally and also beneficial in terms of compliance.


Although 0% respondents chose “Other”, there are a few other document management challenges that could be encountered by a business: managing multiple or duplicate versions of documents, difficulty in finding specific documents when needed, integrating document management systems with other applications such as CRM or ERP systems, and ensuring storage capacity.

Addressing challenges related to document management require a comprehensive approach and the need to be far-sighted in dealing with company objectives. Staying innovative and open to new technology helps businesses to optimise their practices, therefore becoming efficient and successful in driving success.

Learn more about B2BE’s Document Management solution.


B2BE在供應鏈領域的經驗使我們的客戶能夠成功地建立、擴展和適應,實現更大的效益。要想与B2BE合作,就您和您的企业最关心的问题提供反馈,请务必 在LinkedIn上关注我们 和整个社会媒体。您还可以 在我们最新的LinkedIn投票中投票.如果你想讨论你的供应链战略。 取得联系 与我们一起。