Although digital communication is more important (and impressive!) than ever, the chances are high that you still have paper documents hanging around your office. This, in turn, means you still need physical document management solutions--right? Let's take a closer look!
Document Management Done Right
Here's the big secret: There's no "right" way to do document management. Some businesses will need more focus on physical files, while others want to prioritize digital environments, and still others are somewhere in between.
And that works just fine.
In reality, your focus shouldn't be on completely eliminating physical document management. You need to create or customize a system that works in both worlds--because the chances are that, even if you go totally paperless, *someone's* going to bring you a paper copy of some important document and you need to know what to do with it.
Here's how to balance these document management approaches:
Physical
Most companies are looking to transition physical workflows into digital environments, but that can get tricky if you're too focused on the destination and not the journey. Think about physical document management as a runway helping you get where you want to go: It helps organize physical files, creates rules for storing and securing them, and sets you up for success when you do scan or otherwise transform paper files.
Digital
Digital document management should connect with and complement physical document management. For many businesses, that means ensuring that there's always a clear path from "paper copy" to "saved, organized, and accessible digital copy." At the same time, you want this to be the center of your document management experience, which means you should focus on digitizing workflows, choosing cloud storage solutions, making naming conventions, managing access, and more.
Conclusion
Although physical and digital document management seem like polar opposites, they're built on the same goals and benefits. All you have to do is find a way to balance them so your company's needs are met in both worlds.
Ready to get started? Contact us today to jump into document management