Going paperless, or digitizing your workflows, is not something that happens overnight. It's more like a journey--and, like in any good adventure story, there are certain factors you're going to have to contend with. Luckily, if you arm yourself with all the right information, you'll be able to get to your destination quickly and easily--and maybe even enjoy the journey!
Before you start yourself on the path toward digital documents, you want to have the right tools, solutions, and information at your disposal. Being unprepared can cause all kinds of confusion and stress--not just for your employees, but also for your customers. Don't just jump in; instead, take your time and make sure you know what to expect before you tackle the task of taking your physical files into the digital world.
The first thing you need to do is surround yourself with document management solutions. Without a solid foundation of organization and efficiency, your digitization journey could quickly go off the rails--so let document management help you put things in order before you take your first step.
What comes next? Well, now it's time to face those four critical factors.
#1: Your team
Your team can either help or hurt your digitization journey. To make sure everyone is on the same page, it's essential to make sure you explain what your goals are and how you're going to get there--and, of course, to familiarize employees with changes and new expectations.
#2: Your data
Your data is the next thing you need to handle. It needs to make the journey with you, of course--but does all of it need to come along? Decide ahead of time what needs to be shredded, what needs to stay in physical form, and what can be digitized.
#3: Your tools
Shredders, scanners, and online tools are your best friends. Make sure you're familiar with everything you'll need to turn your stacks of paper into orderly digital files.
#4: Your plan
Finally, it's time to face the big question: what is your plan? The great news here is that your plan can change as you learn new things about the process, realize what's working and what isn't, and try things out.
So, are you ready to take the first step on your digitization journey by starting with document management? Contact us today!