ECOPY PAPERWORKS FREE SOFTWARE
TIF or something else What software do you need to integrate with? Microsoft Outlook, Office, Salesforce, etc.
Software Considerations What format will you store documents in?. Storage Considerations How will you store documents? Structured file folders Database Where to store documents? Local hard drive, network drive or online How will you backup? USB Consider multifunction devices where appropriate Multiple Monitors If you regularly refer to documents, consider multiple monitors for better productivity Hardware Considerations Scanners Duplex Scanning Multi-page tray with good speed Scans directly to file folder as. So Why Now? Availability of affordable hardware Availability of affordable software Integration with business processes E-mail and business productivity software Fax Low cost storage Efficient backup solutions New security and compliance requirements The Case for Going Paperless 70% of “white-collar” worker time is spent processing paper documents 15% of all paper documents are misfiled or misplaced 30% of documents used daily contain obsolete information 40% of worker’s time is spent searching for misfiled, misplaced, or lost documents Source: Coopers & Lybrands The Paperless Promise… To reduce time and costs associated with document management To reduce amount of space required for storage To enable business to recover important documents in a disaster To reduce environmental impact and associated costs To improve security of information To improve regulatory compliance YET… Paper grows 25% per year in a typical organization, meaning that it will double in just over three years time!
The arrival of the “Paperless Office” has been trumpeted for over 15 years… Introduction to Document Management Jim Locke, Principal ResultWorx Technology GroupĪgenda The “Paperless Office” Hardware, Storage and Software Considerations Document Formats Workflow Sample Solutions Tips for Getting Started Questions