Store, Track & Retrieve Critical Documents Quickly & Easily
With document management software, you can store, retrieve, track, and share documents across your organization quickly and easily – with access controlled down to the individual document level.
With cloud or on-premise document management, these documents can be accessed from any device.
Using technology to streamline your business processes
What if any document you needed was no more than a keystroke away? What if you could automate critical business processes to improve productivity? What if sharing content was much more natural and helped team projects run much more efficiently? All this and more is a reality with an integrated document management system. The primary function of document management is to provide structure to the way you file, store, retrieve and secure all of your critical documents with the added benefit of streamline manual paper-based processes.
Streamline with Document Scanning: Access Everything Easily
Reduce the number of “I can’t find the document!” moments, while also lowering employee time spent on repetitive tasks, increase time spent on more profitable activities, better meet compliance and retention guidelines, reduce storage costs, provide better customer service, and improve document access from anywhere at any time.
How does the process work?
Once we understand where you want to go, we develop a roadmap to get us there together. Our scoping document layouts out everything from shared tasks, recommend/required components, success milestones, training objectives and more.
Working together, we help to deploy the document management software on your internal system for onsite installations, working closely with your IT staff and being mindful of your security needs. For our cloud-based clients, we prepare the environment as per the agreed specifications to ensure we meet your business objectives. Once installed the environment is tested to ensure everything is fully operational.
The configuration stage of your document management initiative is where the scoping document becomes a reality and your system begins to take shape. Our implementation team builds out and tests your applications, document types, search fields, workflows and more so that your new document management system meets your business goals.
Our training team can configure a training program to meet your needs and budget including training for administrators, power users, internal trainers and even end users. Training can be done, onsite, through a series of ongoing webinars, one on one or in small groups.
Our relationship doesn’t end once you go live with your new document management system. Our experienced support representatives are here to assist with technical issues, upgrades, re-training and system expansion whenever you need us; you’ll never be left alone.
How Document Management Improves Efficiency & Reduces Costs
Reduce the number of “I can’t find the document!” moments, while also lowering employee time spent on repetitive tasks, increase time spent on more profitable activities, better meet compliance and retention guidelines, reduce storage costs, provide better customer service, and improve document access from anywhere at any time.