Guide to Going Paperless
At Cabinet, we talk to people every day who have reached the realization that the time has come to “Go Paperless.”
Maybe a document has been lost resulting in a financial loss, or file cabinets are taking over office space, or customers wait for call backs while customer service searches for documents, or people in branch offices have to send documents to the head office every day.
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Whatever the reason, and there are many more, business owners and managers are looking to get rid of operational bottlenecks caused by outdated methods of storing and retrieving documents. What seems on the surface to be a pretty simple concept – convert paper to images and keep them on the computer – can become a challenge without taking time to put together a plan.
The purpose of this guide is to offer ideas for planning and executing this transition in a way that matches your company’s specific requirements and resources.