Can you actually see your own success through a single pane of glass?
Part 1 of 2: Addressing common historical challenges
By Grant Bifolch
We are currently living in a world full of opportunity. The digital age has ushered in possibilities around the globe, allowing businesses and individuals to access information from anywhere at the tip of their fingers. However, as many of us in the tech industry know—while the digital age has made many tasks more manageable, there have been tremendous growing pains when adopting digital document management platforms. The reason? The work required to switch from old-school paper to digital document management is seen as an arduous task.
Before diving into the benefits of modern document management, I will take you back a few years.
For many organizations, document management has been historically cumbersome. People in the past relied on many variations of home-grown solutions and processes—mainly managing documents through filing cabinets filled with physical files and paper trails. Not only did these filing cabinets take up a large amount of space, but more importantly, time and energy were wasted in an attempt to search for critical documents. Additionally, there is the obvious real-estate costs of physical documents, not to mention the terrifying, and all too common reality of documents being damaged via fires or floods.
Recent studies show that US businesses waste $8 billion annually just managing paper. Moreover, did you know it costs an organization an average of $20 to file a document, $120 to find a misplaced document, and $220 to reproduce a lost document?
Add to that the now-ubiquitous requirement of hybrid work environments and access to files becomes a monumental challenge. If a physical file is sitting in storage across the country or world, how does one easily search and access that document?
Fortunately, most paper files are becoming obsolete or are already completely obsolete.
This is where modern document management platforms come into play. Users now need a multitude of features/functions to complete daily tasks. These can include search, controlled content access, the need to maintain message consistency, and more. Then, of course, there is also the requirement to remotely connect teams and users, all while addressing all the different types of documents, including—but not limited to—PDFs, online forms, HTML pages, and Word documents.
Modern document management platforms make document management seamless, efficient, and simple regardless of process, location, or device. Imagine integrating any business system, including CRMs, ERPs, document storage platforms, and more, to get the most out of your infrastructure investments.
Further, all this information can be accessed from a single pane of glass—a dashboard that unifies otherwise disparate workflows, allowing you to access all your document information from one place.
Document management no longer needs to be cumbersome, filled with siloed information, or complex. Modern-day document management platforms allow you to intelligently manage all correspondence within a single system. Create fully configurable, no-code business processes and workflows, and insightfully manage any type of case file from that once-mythical single pane of glass.