Where to Start with Document Management

Submitted by Tech Support on Tue, 11/10/2020 - 14:51
As a business solution, document management represents a lot of changes, transitions, and new tools. These are all good things, of course, but so much movement can feel a little overwhelming at once. To help you take that first step, here's a little advice on where to start with document management! Preparing for Change It's important to remember that document management is on your side. Don't worry too much about achieving perfection or navigating all the changes coming your way; take things one step at a time and watch how document management becomes a natural, flowing part of your business like everything else! Here are a few tips to help you make sure you get off on the right foot (although, with document management, there is no "wrong foot"). Tip #1: Assemble a team. First, you'll want to elect a leader and assemble a document management team in charge of solutions, changes, and troubleshooting. This helps narrow the focus and delegate responsibilities to the right people. Tip #2: Decide what you want to keep. Document management isn't about starting from scratch. If there are elements of your organization or storing techniques, you'd like to hold on to, make sure to take notes--and remember to do a little thinking about why these strategies work so well. You might learn something you can apply later with document management solutions! Tip #3: Trim the fat. The great thing about document management is that it's stress-free--but if you want to make sure you're getting the most out of your solutions, it can be helpful to start getting rid of unnecessary or excess documents right now. Remember to securely dispose of anything with sensitive information to protect client, employee, and company privacy. Ready to get started with document management? We're here to help. Contact us today!