Cornerstone Communications
How to Select a Document Management Specialist
A specialist in document management services is expected fill in the gap when you and your team are too overworked and understaffed to focus on all the pertinent issues involved in researching and developing remedies for inefficient business processes.  Since the arrival of computers, the business world has been able to increase productivity by alleviating bottlenecks caused by inefficient document systems.  However, most companies have yet to complete all the steps necessary in order to realize the full potential of their technology.   

Meanwhile, the sophistication of technology has evolved and so have the requirements for maintaining it.  This has resulted in companies having to employ full-time IT departments, whose sole function is to ensure that existing systems operate properly and new hardware and software is installed so that business can continue with at least its normally expected costs, i.e. – the costs of doing business as usual.

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When bottlenecks still occur due to the inadequacies of business systems and technology, executives and IT staff find they have to almost cross over into each other's realms in order to find solutions.  The problem is that IT specialists are trained in computer science while executives are trained in business management.  It is difficult for both aspects to be properly addressed by two different specialized teams speaking different languages.  That is where the services of a qualified document management specialist can fill the void - by bringing combined experience and training in both business process management and technology systems.  Such a specialist should be able to address the document and business process management improvement issues by providing "turnkey solutions" while your executives and IT staff can focus on their primary objectives.

What to Expect From a Qualified Document Management Specialist

First and foremost, a document management specialist is engaged to consult with you about your business and its systems.  This cannot possibly be done without an opportunity to physically examine an enterprise"s operations; be careful of vendors who suggest that they can.  The specialist must be willing to travel to your facility so that a complete assessment can be completed.  Thereafter, a full analysis should be independently conducted and a personalized blueprint should be prepared which lists any weaknesses in current systems, and proposes any relevant modifications. 

For the benefit of both your executives and IT staff, this blue print should detail and juxtapose the assessment with recommendations so that you can fully understand how you can move from “business as usual” towards conducting business in the most efficient manner.  This juxtaposition should also include a breakdown of total man-hours involved in current and recommended:
  • Business process management
  • Document storage costs
  • Volume of transactional documents
  • Associated hard and soft costs
Ultimately, the blueprint should detail the return on investment if any systems modifications are implemented.   The solutions recommended in a systems improvement blueprint should ideally address all issues relating to document storage, distribution and creation.  This means that an analysis of current hardware, software and communication systems should be conducted alongside an evaluation of their unified performance as it relates to regulatory compliance.

Any company doing business for an extended period of time becomes acutely aware of the necessity for economical data and document storage.  Unfortunately, when they must observe restrictive document retention issues, their ability to recognize simple solutions is obscured by the complexity of the regulations imposed upon them.  A qualified enterprise document management specialist will have already examined the full scope of these issues and addressed them with a clear understanding of the delicate legal balance when designing technological remedies. 

The science of document imaging has been focused on this paramount business concern and evolved to manage it with an emphasis on integration with other pre-existing data and document systems to benefit the entire enterprise.  While preparing the blueprint, the specialist should be able to draw upon this understanding of the issues and technical resources in order to present recommendations which match the needs of your company. 

The Solutions a Specialist Should Provide

At the very minimum, the services your document management specialist should be able to offer:

  • On-site consultation
  • Products
  • Training
  • Customer support
There would be no point in making recommendations unless the specialist is able to organize the delivery of the solutions suggested in the blueprint.   In order to do this, such an expert must be absolutely fully knowledgeable about each recommended component"s capabilities and relationship with other components, regardless if they are part of a pre-existing system.  This ability allows not only for the maximum potential of all solutions, but also assists you and your IT staff in not having to pursue an education in this complicated field so that you can continue with your primary purpose – your first line of business. 

Newer, more powerful document management systems are meant to benefit an entire enterprise.  They will, naturally, alter the management of  business processes for employees, however.  A quality document management specialist must be able to provide not only the basic training necessary to operate the new systems, but they should also be available for subsequent customer support as your crews begin exploring the power and new potentials waiting at their fingertips.

The principal purpose in streamlining business and document management processes is to gain an advantage by reducing costs and raising productivity.  Customer support is critical for companies in the process of mastering their new systems so that they can begin attaining this goal as soon as possible.  Of course, a well-designed system should shortly begin to reveal its propensity towards growth.

For you to realize the highest potential ROI, your document management specialist should be committed to providing full turnkey systems and services, which include:
  • System updates
  • Anticipation of future adaptations
  • Longevity
  • Personal and long-term relationship as a trusted advisor
When all goes according to plan, your company may quickly benefit from your new business systems to the extent that growth exceeds your expectations.   In such an event, your document management specialist should be there ready to provide supplemental services and solutions, upgrades and customer support.  This approach not only facilitates the longevity of your investment, it allows you to continue focusing on growth with the assurance that continuity and/or development of your business processes will be unrestricted.  When you envision "no limit" to your company"s future, your business systems must be adaptable, and not limited; so should your specialist.

In order to assist companies manage their new growth, a document management specialist should cultivate an excellent working relationship and establish trust as your advisor.  The systems and products installed must also be designed with flexibility to accommodate future modifications when it comes to new regulations or diversification of corporate interests.  By continually monitoring regulatory requirements and offering system updates, your document management specialist will be able to maintain their relationship built on trust so that you will feel confident in consulting with them for future issues relating to growth.  A quality specialist understands that their primary purpose is to help you not have to think about documents and technology while you focus on your first line of business.

Click here for answers to specific questions you may have regarding an electronic document management system for your company.

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