In an increasingly digital world, it’s important for businesses making the transition from paper to digital document management to have a formalized, structured process in place. That process benefits from the adoption of effective tools that make the document digitization process as streamlined as possible.
Depending on the nature of your business and existing document management systems, you may have varying jumping-off points for making the transition to digital. It’s critical to assess early on what your current and target states are, and identify the milestones needed to reach your desired end goal.
Your process framework provides the structure needed to ensure that your digital transition completes smoothly, and acts as the base for a seamless document management policy. Your processes and policies should cover the critical points of who, what, when, why, and how when determining who has control over document access management, what documents will be covered by specific policies, when documents should be printed or digitized, why these policies exist, and how they should be executed.
Devices and software tools are a pivotal part of digital transformation. Select the right physical devices for scanning and digitization paired with a document management system that fits your organization’s needs to achieve the best solution.