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Business classification and taxonomies

Is your information named consistently using a logical structure?

Classification schemes provide logical and consistent naming standards that support better retrieval and information sharing.

Do your systems create and capture records into classification schemes that are robust, intuitive? Do they support collaborative working? Are they accepted by users? Do they support mobile workers and working in the cloud?

What’s the benefit of a business classification scheme?

Records are linked to the business activities that generate the records, so using a business classification scheme identifies records and describes their context and grouping. Classification by business function allows other records purposes, such as appraisal and retention, security, access and user permissions, handling rules and storage, as well as identification, tagging and indexing.

New approaches to managing digital records provide opportunities for improved flexibility, retrieving and presenting user centric information using taxonomies and tagging. With these improved ways to make retrieval more intuitive, is classification still necessary? Our response is that classification is still relevant to provide context and link records. It’s possible to design innovative information systems that manage classification for recordkeeping, and still deliver the better indexing and retrieval.


By Benh LIEU SONG - Own work, CC BY-SA 3.0,

Photo credit By Benh LIEU SONG – Own work, CC BY-SA 3.0,

Linking records to work processes

Our classification schemes are based on work process analysis. They reflect work patterns and logical structures for linking records to transactions. They work with and underpin automated classification, free text searching and enterprise search systems.

Our method for designing classification schemes that work involves:

  • understanding legal and business requirements
  • designs for creating, storing and maintaining documents and records,
  • naming conventions to improve information retrieval,
  • access groups and permissions supporting sharing and collaboration
  • ensuring privacy and security rules,
  • retention and disposal rules,
  • version control
  • links to process owners and approvers
  • implementing EDRMS and ECM systems
  • managing network drives

Contact us for advice on innovative ways to link business and information, to develop enterprise classification for information, to implement better electronic information systems.

We have designed classification and taxonomies for :