If a document management system isn't user-friendly, it's not really document management. That's because the system only works if people use it--which means low adoption is a big problem. Here's how to make sure intuitiveness, ease of access, and all the best settings are always at your fingertips.
Making Document Management Work
Most document management systems claim to be user-friendly. They promise to have short learning curves or familiar interfaces, which means they must be easy to adopt--right?
Unfortunately, that's not always the case.
The reality is that every business needs a document management solution that fits just right. If you choose a one-size-fits-all system, your users won't have their needs met--which, in turn, means adoption will be low and return on investment (ROI) will be even lower.
Here are a few things to look for to ensure your document management system is actually user-friendly:
Quick Onboarding
Installation, startup, the first time you scan a document or try to access stored data--these experiences are all part of onboarding, and they should be quick and easy. If you struggle to make sense of a document management solution before it's even fully set up, you know you've chosen the wrong system.
Simple Interfaces and Intuitive Navigation
A document management system should create a shared digital workspace, which means it must be built on an interface that makes sense. If users have trouble navigating from one tool to another, can't find a document once they've scanned it, or don't know how to leave notes and share data, you're missing out on some of the biggest benefits of document management.
Flexibility
Not all users will interact with document management in the same way. A system should allow for different roles and personality types without "breaking the mold" or forcing you to restructure your workflow every time someone tries a new approach. That way, people will actually use the solution instead of finding pricier, more complicated, and potentially less secure workarounds.
Conclusion
Document management should be a little different for every business. Customization is the best way to help your employees adopt the software and utilize it in ways that make sense to them--which, in turn, helps you see the ROI you expected.
Ready to get started? Contact us today to find document management software your users will love.