Beginning Your Paperless Journey
And Traveling at Your Own Pace
As you begin your journey to go paperless you may find yourself overwhelmed by the many options and different types of functionality. The best way to get started is to take a look at your current processes and identify the biggest challenges you want to solve. You can come up with 100 different ways to use a document management solution within your organization, but tackling the most pressing issues first will help you focus. However, keep the other 99 or so ideas in the back of your mind and make sure the solution you choose can accommodate you as you grow.
So what is your biggest paper challenge? Is it simply the fact that you have trouble finding documents when you need them? Or maybe you are spending too much money on mail and courier fees trying to send document between remote office locations. Let’s walk through a couple challenges and the types of solutions that can be used to address them.
- Access to Documents – The problem with a paper document is as soon as it leaves your hands, you no longer have visibility to that information. Storing paper documents in file cabinets can be time consuming to maintain and makes them easy to lose. Consider simply starting with an electronic file cabinet to store your documents digitally and give continual visibility to everyone with the proper security rights.
- Structuring Workflows – Another common challenge is managing the document approval process. Invoices might need to be passed to one person if they’re over a certain amount and another for certain vendors. If you ask one person to describe the workflow, you might get a completely different answer from someone else. If the process a document goes through is structured and automation is added, the guess work will be taken out of the equation. Plus you gain reporting capabilities and notifications if anything goes outside of the protocol, allowing you to manage to the exception instead of the rule.
- Document Delivery – When it comes to sending documents outside of your organization, mailing gets expensive but keeping track of who has authorized the email alternative can be even more challenging. An integrated document management solution can automatically send them to the recipient in the preferred format and delivery method once they are created.
You can go paperless in any department – accounts payable, accounts receivable, human resources, legal, and many more. You can also use the solution to manage a number of different tasks – storing documents, processing them through workflow, outputting them, minimizing data entry to the ERP, and many more. The important thing to keep in mind is that you can start small and address your immediate needs, but you must find a solution that can scale up and continue to add functionality and value as your needs change.
We can help you find the perfect solution to meet all your needs – no matter how big or small they may be. To see a presentation on a scalable document management solution integrated to Sage 100, REGISTER NOW.