Is your office still working part hard copy part digital? When your teams had to work from home, was it a challenge because not all files were in a digital document management system?
It's okay if everything isn't digital yet, but at least you know what you're working with and you know what you need - a high functioning paperless office that transfers files from hard copy to digital in a streamlined, organized system.
The answer is document management. So, how can you ensure you create your document management system the right way?
Build the System from the Ground Up
Start from the ground up with your document management system. As in, start from square one. See how your files are organized and how your communications operate now. Then, start with the initial steps - converting to digital - and the initial files - historical data - so that you have all your past information converted, stored, and secured.
You'll also have a better idea of how the process works and how to do it right moving forward, so that as your teams convert files, you have an organized file system that makes sense. Starting at the beginning is key - you can't just jump in and create a new system from today forward. You have to go back first and save all your old files, so you can also cut out the physical storage aspect of file management.
How to Get it Right
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Invest in the right vendor partner that will work with you.
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Organize historical data for streamlined uploads.
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Create a functional digital file system that works for all incoming files.
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Train employees on the system so they understand it and leverage features like security and access.
Who to Work With
Who can help you establish a document management solution that will really work? The team at PBS Copy can not only help you, but they can work with you to figure out how the system will help you and what you can do to implement, train, and rework your document management.
Your office, company, and employees will be able to operate better with a document management system. Are you ready to get started? Let's talk.