Over the past few years, I've worked as an inbound marketing consultant for B2B organizations across the US and Canada. During that time, many documents have passed through my field of vision. I’ve had documents emailed, shared through the cloud, printed, and scanned to me. I feel as if I've seen it all.
It seems we are hearing more and more about “job creation” these days. But while the politicians continue to pontificate on the wisdom of enacting further corporate tax cuts to encourage job creation, it’s important to remember that there are other ways that you can control to find the capital necessary to increase your workforce and your bottom line. Many of these savings can be realized quickly by leveraging the benefits of on-demand document management and workflow software.
At first glance, the title may be puzzling. While one can see the relationship between marketing, creativity and collaboration, where does document management come in?
In today’s world, “working from home” is no longer synonymous with inactivity and loss of productivity. In fact, more than 34 million people in the U.S. telecommute at least one to four days a week and according to IT analytics firm Forrester Research, telecommuting ranks will expand to 63 million by 2016*. The vast majority of telecommuters report spending more time actually being productive versus commuting or combating daily office distractions.
The 3 Biggest Risks Your Organization Faces and How Web-Based Document Management Insures Against Them
The advantages of using document management software are numerous and well-known, but for many organizations it’s not so much the decision to adopt this type of web-based technology, but setting priorities for use once it’s been implemented and deployed.
As daunting as income tax season is for individuals every year, an equally pressing and year round concern for businesses is compliance with the Sarbanes-Oxley (SOX) Act. SOX legislation was enacted in 2002 in order to mandate accountancy regulations for publicly traded companies. The Bill was passed in response to several high profile corporate accounting scandals which cost investors billions of dollars and weakened public confidence in American securities markets.
The financial services industry has traditionally been a paper-heavy business. As it becomes more highly regulated however, businesses large and small are starting to implement document management software solutions to increase efficiency and security…without sacrificing profitability.
Financial institutions such as investment services firms, wealth management, insurance and credit institutions, CPAs and accounting firms, as well as mortgage and brokerage companies can leverage document management solutions in two major ways:
Maintaining client privacy using paper files can be an administrative hassle and logistical nightmare. A secure, cost-effective, and practical alternative is capturing, processing, storing, and sharing client information electronically.
A comprehensive document management software package can easily and affordably accomplish all of these objectives. Document management software can help financial services professionals manage all of their confidential client paperwork, such as:
Capturing, sharing, and storing documents with an online management system is the status quo for many organizations today. Since 80% of all corporate information is in the form of documents, managing them is essentially the same as managing your business intelligence. So are you proactively managing, or just statically storing your vital information?