Beyond the basics of document management software

August 20, 2021 by No Comments

3 ways to use DMS (document management software) for more than just scanning and storing

If you’re using document management software just as a way to cut down on paper, you may be overlooking a host of other uses. There are many other ways you can reduce paperwork; Over the past fifty years, technology has progressed beyond simple front-end document capture, filing, and storage. Today’s sophisticated document management systems feature built-in workflow, integration, automation, and business process management (BPM) tools that significantly increase your organization’s productivity and efficiency.

In today’s economy, it’s critical to automate processes wherever possible. This is easily accomplished with the right document software. For instance:

1. Optimization of back office operations

The right document management solution can enable you to optimize the entire lifecycle of various back office functions, such as accounts payable and receivable, as many systems can be easily integrated with QuickBooks® or other accounting software or even systems internal. Employee summaries, vacation requests and approvals, client suggestion requests, sick leave, PTO requests, salary increases, and other documents can be seamlessly captured, stored, retrieved, shared, and collaborated Instantly.

To further streamline your workflow, the document software also includes the ability to add or import documents such as faxes, Microsoft® Outlook emails, word processing documents, Excel spreadsheets, or PowerPoint presentations.

2. Improved customer service

Clients are used to the idea of ​​things being done quickly and efficiently. By storing customer records or documents electronically, you will soon reap the benefits of increased customer satisfaction. Document management software allows your staff to respond to customer inquiries or service requests with the convenience of “one and done”, “fast, fast and fast service” is the key to customer satisfaction; today, especially since the documents and information they need can be retrieved immediately at their fingertips.

3. Risk management mitigation

Whether it’s HIPAA (Health Insurance Portability and Accountability Act), Sarbanes-Oxley, FOIA (Freedom of Information Act), SEC (Securities and Exchange Commission), NASD (National Association of Securities Dealers), the Patriot Act Or dozens of other state regulatory, federal or industry laws – your business is likely to be affected in some way. With document management software, confidential and private information is protected at all times, even when sharing and storing thousands of documents. Customer and staff records will never be lost, misplaced, improperly filed, or fall into the wrong hands.

In conclusion, never forget these three ways to use document management software (DMS): simplify back office operations, improve customer service, and mitigate risk management; they are extremely important to the future success of your business.

Leave a Comment

Your email address will not be published. Required fields are marked *