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Guide To Going Paperless

Guide to Going Paperless

Streamline Processes to Reduce Costs 

We talk to people every day who have reached the realization that the time has come to “Go Paperless.” Maybe a document has been lost resulting in a financial loss, or file cabinets are taking over office space, or customers wait for call backs while customer service searches for documents, or people in branch offices have to send documents to the head office every day. Whatever the reason, and there are many more, business owners and managers are looking to get rid of operational bottlenecks caused by outdated methods of storing and retrieving documents. What seems on the surface to be a pretty simple concept – convert paper to images and keep them on the computer – can become a challenge without taking time to put together a plan. The purpose of this guide is to offer ideas for planning and executing this transition in a way that matches your company’s specific requirements and resources.

As you think about the documents you use to run your business, it is impossible not to think about the process each of those documents goes through in order to make things happen. Documents are created, routed, checked, approved, sometimes edited and filed at the end of the process. Most companies have proven processes in place. With a DMS, you can keep those same processes, but move them out of the in-basket and onto your PC. By processing documents electronically, using a DMS to automatically manage, track and report on these processes you have the ability to streamline operations and take better care of your customers.

Because your business is unique, there is no cookie cutter approach that we can give you to solve all of your document process challenges. Our goal is to help you better understand what can be done with DMS and point you in the right direction toward a successful implementation.

The purpose of this “Guide to Going Paperless” is to offer ideas for planning and executing this transition in a way that matches your company’s specific requirements and resources.  Here is the Table of Contents:

Introduction

  • Chapter 1.  Document Management System Overview
  • Chapter 2.  Scanning (Capture)
  • Chapter 3.  Search – Structural, Keyword, Full Text
  • Chapter 4.  Workflow and Business Process Improvement
  • Chapter 5.  Planning and Executing your DMS Deployment

 

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