4 Reasons You Should Consider Document Management

Organizations across all sorts of vertical markets have saved money and grown business by optimizing their Sage ERP with a document management and workflow solution integrated to Sage. 

The need to go paperless is not limited to a few verticals; it's widespread!

You too could benefit from document management.  With a Sage Endorsed document management solution such as DocLink, you'd no longer waste money on storage fees, shipping, or the cost to recreate lost documents. 

Think of how long it takes to approve the average invoice.  For many, that approval process is tedious - you must wait on other employees without any visibility.  Now think of using a mobile application to access, share and even approve documents all from your phone.  How could a solution like DocLink Mobile benefit your business?

Still, we recognize that the decision to ditch the paper can be hard for organizations.  We understand that some are simply set in their ways!  Perhaps you don't even realize the business process bottlenecks paper is causing or the unseen cost of manual processes in the workplace.

We listed below 4 very common indicators that you too could benefit by going paperless:

1.  Your company has two or more people working in the Accounting Department

If this is you, you're probably processing a good volume of invoices!  Your approval process likely involves multiple steps and might not offer document visibility throughout.  With automated workflow, approvals can be expedited and better managed.  You can even delegate tasks to other employees (when you'll be gone on vacation, for instance) so that business is never at a halt.

2.  Your company has more than one office location or it has remote employees

If so, you might be spending a fair sum of money moving paper between locations.  You and your coworkers are probably familiar with the pain of not being able to easily access documents.  By going paperless, you can eliminate unnecessary courier and postage expenses - and your employees can spend their time on more productive efforts. 

3.  Your company uses off-site storage

Are you spending funds that could be put to use elsewhere?  Anyone familiar with the hectic process of pulling out those files will definitely appreciate the ease with which you can access and share documents in an electronic repository.  Instead of waiting or asking for someone else's help, employees can instead serve themselves and access files in your secure document repository.

4.  Your company is in a highly-regulated industry such as healthcare, food and beverage or manufacturing

If so, you likely adhere to strict requirements related to the storage, access, and processing of files.  This time-consuming process can be completely changed with workflow, output automation, and tight file security and history provided by integrated document management.

Do you fall under any of the categories above?  Are you aware of different ways paper is bogging your company down?  We can connect with you personally on the phone, provide informational materials, walk through your current business processes, or even direct you to our next educational webinar on a Sage-integrated document management solution like DocLink.  Just let us know!