4/1/2017 note: Sage Integrated Document Management is now DocLink by Altec.
Most people like the idea of going paperless and agree that replacing stuffed file cabinets in the office with digital documents while helping out the environment sounds appealing. However, as the Association for Information and Image Management (AIIM) recently discovered, there is a general lack of knowledge about paperless solutions in the workplace. If you’re interested in moving away from paper, now is the time to learn about the functionality and efficiencies of document management to figure out how to incorporate it into your business processes!
This article serves as an introduction to the topic, but we also encourage you to request a recording of our webinar held July 13, 2016:
Go Paperless with Sage Integrated Document Management
So you like the idea of going paperless. Now it’s time to learn how document management integrates with your ERP.
Your ERP can integrate with paperless document management solutions to electronically capture documents, save them in a secure repository for easy access and routing, and customize forms and automate workflows—from any device. Did you know you can also capture photos and transfer files with your phone to index them into the repository? This is great news for today’s increasingly mobile workforce.
Out with the Old!
Think about how much time and money your organization has spent over the years printing, copying, sorting and filing documents. What happens when a document can’t be found? What about the countless dollars spent housing business-critical paper documents at an off-site facility? This can all be a hassle of the past. When you store documents electronically, you not only save money but also increase the efficiency of your business processes—and enjoy reliable security.
In with Efficiency!
Document management can drive files through a smooth workflow to provide greater visibility and eliminate common bottlenecks. Here’s one example of using paper documents as a tedious process: To approve an AP invoice, for instance, documents are packaged, addressed and sent across the country via U.S. post or another shipping service. They may then sit in the envelope under a stack of mail, leaving the sender unaware of whether they’ve been reviewed—or even opened.
A paperless document management solution takes the shipping and guesswork out of the equation and lets users easily view and approve invoices from their mobile devices. And senders can even set alerts to expedite approvals.
Great for all Industries and Departments
The benefits of integrated document management truly span all departments and industries. AIIM has found that after switching to a document management solution, 60% of organizations witness a return on investment (ROI) within just 12 months while 77% of companies see an ROI in 18 months.
If you’re interested in earning back time previously lost to antiquated practices and misfiled documents, take the first step by educating yourself! Request a free recording of the webinar, Go Paperless with Sage Integrated Document Management, hosted by MicroAccounting and Altec.
This article was written by Gabriela Morales of Altec, a leader in mid-market enterprise document management solutions for Sage ERP.