Posts Tagged ‘document management software’

How to Choose the Best Document Management System for My Small Business

Monday, February 11th, 2013
Steve Breault

Steve Breault

Being the owner of a small business these days means relying heavily on your computer and the Internet; in fact no new firm these days can be a true success without. Keeping all your information and files in one place has many advantages, an open source document management software being a must for today s astute business man. Below are just five of the features of good software that will allow you to choose from the best and never look back.

Firstly, by using such as system for your small business you will be instantly saving on time and labor. The last thing you need as a new business on a tight budget it to have to employ someone to file paper documents and fetch and carry. By using the best management software this task is performed for you automatically and will allow you to have more time to spend in other areas. With the introduction of a document management system you can also cut back on staff labor, these non core tasks being eliminated and replaced by a computerized system.

Secondly, as a small and new business, your empire will begin to grow. As welcoming as it may be to your eye and to your monthly income, you need to look for a solution that will allow you to continue to grow without having to employ new staff or even worse move to larger premises. By digitizing everything about your business with the help of management software you will instantly eliminate the need for storage for cumbersome paper files.

The third point to the best management system for your documents is that they will prevent disaster occurring. Just as you like to insure your stock in case of burglary, you need a system where your paper files are kept in a condition where they can simply not be destroyed by disaster. To achieve this efficiently you do not only have to transfer all paper documents into digital form but also make regular back ups and burn to CD and DVD. With the best small business solutions you will be reminded of this periodically and given the option to back up or burn to disc.

Next, any small business that finds itself in transit without the correct management system is a disaster just waiting to happen. Only when all your documents have been digitized and backed up can you rest assured that you will be able to access all the information that you need at the touch of a button, from anywhere in the world. You never know when you or your office will need to relocate and by digitally recording and backing up all your files your move will run safely and smoothly.

Lastly, when you are investigating the different options for an open source document management system you need to turn your attention to key employee attrition. With the ability to capture all the work files and knowledge of your best employees in digital form the headache that often arises when training new staff is all but alleviated. A long standing employee can hold a great deal of domain expertise and retraining can be tiring and time consuming; with the best document management system installed this process will be anything but!

What is an Open Source Document Management System?

Tuesday, July 3rd, 2012

Companies, large and small process many documents and valuable information in their daily operations. The loss of any of these documents means that a company or a business, whether major or minor, may suffer great loss of information especially at a critical moment. At times, keeping track of a mountain of paperwork in an office can be a great nuisance. Some time ago, many small businesses suffered from this effect due to lack of relevant software that would act as an alternative for information security.

With the advent, progressions and quick development of document management software in the market, this problem has greatly diminished. Today, there is tons of Open Source Document Management Software in the market. As opposed to the times when only Enterprise Companies could own them, small businesses have the ability to use Document Management Software for information security.

With open source management software, processing documents has become relatively easy. Manual documents processing has not only been tiring and time consuming. There are other additional drawback related to it such as occupying big space, boring to process information and the result was of poor quality. That notwithstanding, the use of DMS has come a long way to change this for good. Enterprise companies and mini businesses are able to process information faster, accurately and efficiently. In addition, it helps minimize on space by compressing files into a virtual system thus contributing to office tidiness.

Another reason why it is ideal to implement the use of DMS is its nature with employee relation. As content management software, it greatly assists to boost staff morale and put aside the boredom brought about by manual document processing.

Open Source Document Management Software:

  • Helps to facilitate the circulation of information among different departments in an organization accurately, efficiently and very fast.
  • Allows users full search and retrieval of their documents and files by meta-data, department, author, their names and comments. While doing document/file search, there is absolutely no external file indexing process required.
  • The software provides the user with open knowledge.It is easy to access the forum of the software.It is easy to create custom document properties to be in line with the needs of your company or small business.DMS is convenient and user friendly. It gives one or the user the possibility of storing any types of documents. Additionally, it makes it easy for the user to retrieve needed information during critical moment and to cooperate with other team members via effective and accurate circulation of information in various departments in an organization. A person working as a document reviewer using this software has the ability to reject or approve a changed or a new document.

For open source document management software to work effectively, companies, organizations, even small businesses must comply with the system requirements. These requirements could include Apache Server or Internet Information Service, Automatic Installer and Updater, Hypertext Processor 5 (PHP5) or MySQL 5.

Indexing Software Saves Time and Money

Thursday, April 26th, 2012

Steve Breault, CEO & Founder, Vircosoft

For companies that have thousands of documents and files, whether it is a doctors office, or any other business that deals with various customers, accounts, and internal document work, the use of document indexing software is the ideal option to go with. Not only will this save time for the employees and front office staff who manually index the documents, but it is also going to save money for the company if a top notch document indexing software package is chosen, due to the fact that employees can focus their attention on other tasks that have to get done each day.

In businesses where various documents are added to client files each day, or where new merchandise comes in and has to be filed in to a particular account, the use of document indexing software will automatically do the updating for your business. Where in the past an employee had to pull down the folder, get the client information, and manually input the new information and documents in to their file and account, if the company employs the right document indexing software, this is no longer going to be the case. As soon as the document is inputted in to the system, the software will do the work, and will automatically input the information in to a client account, or in to the information about a particular product type.

By cutting back on the manpower that was required to do this work in the past, when a business chooses the most reliable document indexing software, they can cut back on staff. This is going to save on the cost of employee pay, and it is going to make the office more efficient, as only the most productive workers are going to be on hand, and will be working on other projects which were pushed aside in the past. The daily tasks in the office will also go by much more uniformly when document indexing software is employed in to the day to day business structure. Since employees are going to know their role, they are going to be able to pay more attention to customers, offer better customer care, and perform other tasks that have to get done in the office each day, rather than have to worry about setting aside time to file documents at the end of each business day.

Not only can staff get cut, but time is also going to be saved when the top document indexing software is put in to use at any business infrastructure. Employees can do other important work, the work and documents will automatically update themselves, and the clients are going to find much better customer care and satisfaction, as workers can focus their time on dealing with other issues. So, rather than do it the old way, choosing the top document indexing software on the market is something all business structures should consider, in order to cut costs, save time, and make the entire office structure more streamlined in their daily tasks.

 

 

Planned Document Imaging Improves Office Efficiency

Saturday, February 4th, 2012

Steve Breault, CEO, Vircosoft

Electronic document management involves the storage of documents in digital form for ease of use and accessibility. Through document imaging, it is possible to automate an office environment through conversion of all hardcopy documents into more manageable digital formats such as pdf and others. Large volumes of hardcopy documents are not only hard to manage, but also consumes large office space. It is therefore evident that, planned document imaging plays an important role in improving office efficiency.

Ways through which planned document imaging program improves office efficiency.

* Improved document accessibility and security: digital documents can be kept in a document management system where they can be accessed quickly from any office computer if the documents are shared. This means that many matters or customers can be handled within a given time, thus increasing services efficiency. In addition, it can be defined who gains access to particular documents. Sensitive documents access may also be set to ask for authentication such as security passwords.

* Enhances automated processing: matching and merging capabilities enable different departments in a certain firm to populate fields automatically. In addition, there is software that can process scanned documents and get all the required information quickly. Also, when data is entered in a document management program, it is easy to carry out computations and analysis such as producing charts and graphs. Finally, automated processing eliminates human errors.

* Dependable file backup up: documents stored in a computer hard drive can be duplicated easily through a copy-pasting action. Other documents could be stored in removable storage devices like DVDs or external hard discs. In addition, documents can be stored in online repositories and be accessible anywhere in the world where internet is available. Having file backups eliminates inconveniences and delays caused by lost or damaged documents thus improving office efficiency.

* Enhances collaboration: multiple office workers can work on the same project from different computers. This
promotes team work and saves time; for instance, if a given worker only fills part A of a given document, while
another worker fills part B of the same document, the two could do it simultaneously. This saves time and builds a compact workforce thus improving the office efficiency.

* Improves external communication: with a well planned document imaging program, stored documents can be sent through emails and the required transactions carried out quickly. In addition, the general documents can be shared in a company’s website for interested users to download or preview.

* Increases office space: elimination of large files and filing cabinets saves office space and makes it look
tidy. In addition, rented file storage is also eliminated. Enough office space and a tidy look promote workers

freedom and ensure to proper air circulation thus making activities to run smoothly.

* Enhances Versioning:  Versioning refers to the ability to have different document versions depending on changes. This helps in work follow-ups and timely documentation. Record keeping and record management is every important in any office. The efficiency of processes in any office depends on the methods used. When modern good electronic document management programs are employed, things can be simplified. We can therefore comfortably conclude that, applying planned document imaging program improves office efficiency.

 

Why Use Document Management Software For A Paperless Office?

Friday, December 2nd, 2011

Steve Breault, Vircosoft Founder / CEO

Technological advancement has introduced a whole new technique for companies to carry out business activities and has played a crucial role in developing paperless offices. One of the best ways to create a paperless office is by using document management software which changes paper documents into digital files.

A good document management system provides an increase in productivity, reducing cost of document storage and saving on retrieval time. Document manager software is designed for both single and multiple users and is appropriate with your established business programs including Microsoft. Document management systems allow you to check, route and safely store records.

Some of the features of Document Management software include:

  • A centralized electronic storage program containing details in any format that duplicates your current or new filling arrangement
  • The freedom to search and access records by content or using the program structure which can be customized to your needs, to view documents multiple or single format.
  • The ability to configure document protection by allocating users and groups to different levels of accessibility ideal to their needs and benefits.
  • Easy access to information from off-site services anywhere anytime in the world

A paperless office in general provides your business with the following benefits:

  • Less cost of printing, sending, distribution, and document storage
  • An increase in your client support efficiency as buyer details is much simpler to locate
  • The security of never ever losing documents again regardless of any circumstances.
  • Updating documents information becomes so much easier because once a document is updated in the document management program all versions are immediately available to all who have access to the program.
  • Paper use is decreased drastically so you can promote your company as an environmental friendly business.

One major benefit of investing in paperless office software is that it considerably lowers labor cost. In a standard installation, staff make use of paper to share information. This includes photocopying data, processing records and other related tasks. According to research, 40 to 60 percent of an employee’s time in the workplace is spent handling papers.

Investing in document management program will reduce company,s expenditures. If documents are changed into electronic copies, staff quickly access a needed document, thus making it possible for them to get more information with less time and achieve more task for any given day. Paperless program like Vircosoft’s VFiler easily manages all documents that have been digitalized through its program, so if one employee unintentionally removes an important document, the company does not have to go through great lengths just to find it; instead, programs like vFiler quickly creates backup for all documents hence no document can be lost.

Another big benefit is that companies can quickly send or transfer their documents to their companies various offices, so shipping costs are reduced. They may even choose to spread responsibilities to their staff located all around the world and benefit from lower labor rates in other regions.

So, whether a business is just starting out or is already well-established introducing a paperless office will help in reducing expenditure and generating more revenue. In the end, while traditional methods are hard to let go,  if they are turning out to be more expensive, then letting go for a more cost-effective but quicker method is clearly the better option.

Document Management Software for Business Efficiency

Wednesday, November 30th, 2011

Steve Breault, Vircosoft Founder / CEO

The managing of documents in offices can be time-consuming and daunting.  According to studies, employees use a significant portion of their work hours just trying to scour through information that is already available within the organization.  This task includes searching, organizing, sorting, and creating and recreating documents that are sometimes redundant.  The manipulation of paper files or documents is actually contributing to an organization’s inefficiencies and is costing millions of dollars of wasted hours and productivity.  Using document management software can solve this issue.

A document management system (DMS) is a software that is utilized in storing and managing electronic documents and images of paper files or documents.  This software allows organizations to create a central database or repository of all forms of electronic and paper documents.  Listed below are advantages of using a Document Management Systems.

Reduced Storage – Scanning paper documents and integrating them into a DMS greatly reduces storage page within the organization.

Time and Money Savings – Sorting out documents and searching for them takes time.  Using DMS reduces the costs associated with the storage of hardcopy documents including the cost of paper, printing, and archiving.
Flexible Retrieval – Retrieving hard copy documents takes time.  Through DMS, electronic images of documents are created and stored centrally.  A lesser amount of time is spent in locating documents as this task can be done even without leaving your desk.  Access to documents through DMS can be over the internet on the company’s intranet.

Documents Security – Provide controlled access to your documents and folders.  DMS can protect these files from being accessed or modified by unauthorized personnel or potential intruders.  Access of the documents can be set on a user and password-based access and access rights can be assigned for both users and groups at the folder and/or document level.  The use of DMS for the documents is way more secure that filing them in traditional file cabinets.  Also, DMS has audit trail feature where you can view who last used the item and when.  Obviously with the hard copy files, this is difficult to track.

Disaster Recovery – A document management system provides a convenient way of creating back-up documents for offsite storage and disaster recovery.  Backing up documents the traditional way through paper is bulky and expensive.  Also, it is prone to damage and vulnerable to flood, fire and theft.
No Lost Files – When paper documents are lost, it can be expensive and time-consuming to replace them.  With DMS, image files of the documents remain stored when being viewed thus, it is never lost or misplaced.  A full-text searching mechanism is a very useful feature of DMS which makes storing, finding and moving documents very easy.

Improved Regulatory Compliance – Comply with government regulations such as SOX (Sarbanes Oxley),  Health Insurance Portability and Accountability Act (HIPAA),  Food Safety Modernization Act, ISO, Medical device manufacturing (FDA), Healthcare (JCAHO), and Information technology (ITIL).  Your documents  which could include policy statements, workflow, procedures, and many other pertinent organizational documents should provide evidence of control.  Failing to conform with this may mean legal repercussions including fines.  DMS offers a combination of security control, audit trails, efficient archiving system and disaster recovery to guarantee that an organization can authenticate the validity of information stored in the system and demonstrate strict adherence to regulatory standards and requirements.

All in all, the use of Document Management Software in an organization or a business brings even more benefits other than the ones mentioned above.  DMS can further improve internal operations and enhance customer service and satisfaction while bringing a competive edge to the business.

Document Management Software is for ALL Businesses

Monday, November 7th, 2011

Steve Breault, Vircosoft Founder / CEO

Many owners and managers of small and mid-sized businesses think that digital document management solution is for  larger corporations or enterprise sized businesses when in fact, small businesses around the world have begun to deploy document management software into their business operations because the costs have gone down drastically. It is no longer as expensive as it used to be for you to now manage your business documents electronically and have to deal with less paper files while your business runs optimally.

There is no doubt that people all over the world are seeing the benefits of running a paperless office with efficient business document management though a slight learning curve might be experienced depending on your employees’ capability to use the computer systems and the brand of digital document solution being deployed. While some electronic document filing solution will be easier for employees to use than other brands, once your staff gets accustomed to filing and managing your business documents by using computer applications, it will soon be evident to you the height to which document management software will help your business attain through efficiency and optimum employee productivity. Here are some benefits a document management solution will help you achieve:

Easy filing and retrieval of your business documents. Filing your business documents digitally will help you maximize the processes involved with the retrieval and management of files greatly. For example, you could search for documents based on keywords or certain phrases and get your desired results within seconds, whereas such search could have taken hours before. Instant retrieval of documents is possible because when you scan and convert your business files, you can apply optical character recognition which will make it possible for your documents to be searchable based on text content so that searches based on keywords or phrases will return all relevant results to your search query instantly.

Reduced cost for paper management while increasing employee productivity: Since time is more valuable in this modern business age than ever, integrating business document management software in your business setup will help your employees to do more in as little time as possible and hence improve their capacity to concentrate more on tasks that matters most to the growth and profitability of your business. Once efficiency is achieved in running your business, it should save you on costs of doing business while also helping your business to grow in a way that could be difficult to calculate.

Electric document management will make your employees happier and satisfied with doing their work: Document management solution helps employees to speed up their work and employees that accomplish much more in a relatively little amount of time are bound to be happier doing their job. With more productivity and on-the-job improved performance, your team can earn more incentives linked to productivity and business growth and increase their job satisfaction and commitment to the goals of your business. Digital document management software is a win-win for all businesses and their employees.

 

Is Document Management Software Important?

Monday, October 17th, 2011

Steve Breault, Vircosoft Founder / CEO

Documents are a critical component of running a business. Keeping business documents helps in ensuring the survival of every business. While every business owner knows this, too often, because of the sheer volume, mission critical documents are left unsecured or simply placed in a file cabinet.  In fact, many businesses put a higher priority on managing their office supplies than they do their business documents. There is a simple, low-cost, easy to use solution in the form of document management software.  Digital business document management software is what you need.

How business document management software will support the growth of your business: An efficient business document management solution will help you turn your paper files into electronic documents, index the files, store them and help you to retrieve instantly. Imagine never losing or misplacing a document ever again?  A business document management system will help you monitor the progress of your business even when you are offsite or on a business trip by having real time access to every document.

It will assist you to prepare your business financial statements accurately and in record time, it will help you to keep track of your business receipts from anywhere and at any time and identify the sources of every receipt. When you need to prepare your business tax returns, this electronic document management software will assist you to track every document needed to file your tax returns accordingly, it will also help you to keep track on your customer database and information when you need them as well as keep track of vital business contractual documents.

The software will also ensure maximum security of your business information from all unauthorized persons and you could restrict some parts of your documents from being accessed by unauthorized persons even among your employees while enabling you to be efficient in attending to your customers at a speed that is not attainable with the use of paper document and the file cabinets, hence, helping you to improve your customer relationships and satisfaction and enabling your employees to be more efficient and productive- which are really the basic elements a business needs to grow.

Document management solution will help you to run your business automatically and cope with multitasking situations: Once incorporated into a business setup, document management system aids a business to run automatically and then you will able to cope with multitasking business requirements without the need to waste time, energy and money  in tracing any business document again. Your company should be able to focus more on the core aspect of your business which will improve productivity and your business profits.

Why Document Management Software?

Monday, September 12th, 2011

Steve Breault, Vircosoft Founder / CEO

Paper and the file cabinets have always played important roles in running a business and in managing any organization no matter the aims and objectives of the organization. However, paper documents have a way of increasing rapidly and before you realize it, you will have  mountains of paper.  Once your business has collected volumes of paper based files, searching through them will become a serious challenge particularly when you need to look for a document in a hurry; it will take longer to respond to the inquiry of your customers, doing business may soon become a task due to inefficiency, overhead costs may soon increase because some personnel have to be saddled with the job of just searching for paper documents and storage of new ones in file cabinets. Endless is the pain of running a paper based office but such scenarios as this never happen with businesses that have incorporated the computer based paperless business document management software.

There are several ugly sides to running a business without document management software: Many ugly incidences play themselves out in a company that relies on running its business operation with paper documents depending on the size of the company. There are challenges of misplacement or outright loss of important documents, there will be gross inefficiency in sharing documents within a department and across other departments within your company. The process of getting approval by subordinates from their superiors on issues that shouldn’t take time at all may be so prolonged such that the mission statement of your company becomes blurred in the eyes of your employees. Personnel can’t access business documents they need when outside the four walls of your office premises. Now, think of what happens when there are changes in personnel and the person who was in charge of filling your paper documents leaves and you have to search for documents archived for the past 5 five years or more.

Business document management solves business procedural problems: There are tons of problems which the electronic document management software solution will help you solve in running your business. It will help your business run swiftly and efficiently, it will drive the growth of your company and minimize costs of doing business and more importantly, it will help you keep with the competition of running your company in a modern-day business environment.  Once incorporated in the daily operation of your company, this business document management software will help you manage incoming documents with ease, indexing, storage, and retrieval of information will be done electronically with little learning curve experienced by your employees.

Document management software has proved to be a savings and not a cost: When it was first invented, business document management software was expensive and the return on investment was for large businesses only but today, going paperless is simple and cost effective due to the lost in upfront costs and high return after implementation. In fact, there are many companies that have introduced novel approaches to the acquisition of this software which means you can get the software deployed in your business operations right away without breaking the bank and you will start to see the impact of this electronic file document solution as a savings and not a cost.

 

 

Easy to Use Document Management Software

Sunday, September 4th, 2011

Steve Breault, Vircosoft Founder / CEO

More and more businesses are switching over from the use of physical paper filing and file cabinets for filing business documents to the all-digital business document management software which makes scanning, storing, searching, editing and sharing of business information easier, faster and secured for all categories of business enterprises. It is obvious that time is a fundamental resource that most people think they don’t have enough of; therefore, document management software provides employees with digital document management and filing tools that saves time and tremendously increases productivity at work.

Relative ease of use of efficient business document management: Most business managers are concerned about how complex or otherwise the office paperless software will be for employees to use since there is no point aiming at employee efficiency if the software solution will slow down business operation when staff finds operating the application complex to manipulate. There are many companies the world over that develop business document management solution and how each brand of software works depends on the company behind it and while we cannot speak for every developer of each brand of paperless office software, we are of the opinion that if you are looking to buy this software and make the running of your company paperless then you need to look for the brand that guarantees easy learning curve for employees and that its simple to use while it retains its usual power of maintaining complete and efficient paperless operational workings of your business.

There is a document management solution for every type of business setup: The operation of business document management spans every business sector. There are legal document filing application meant specially for the legal professional offices, the engineering application that caters for the need of companies in the engineering sector of the economy, and the medical document management software that applies to companies that are in the health based or produced health related products or services. Though the software has different areas of application yet they offer the same functionality and reliability if sourced from a credible company.

How to find the best fit document management software for your business: If you shop around the Internet and even ask for a practical demonstration of the software you are looking to buy where possible, you can get the document management software that will give your business the best operational efficiency expected. Good and efficient paperless office application software is one a ten year old who can operate a computer should be able to use with a little learning curve and it should therefore not be difficult for any adult employee to adapt to and use in their daily workings and operational activities on the job.

Look for the main functionalities any useful paperless software should have such as the ease of scanning, importing, exporting, editing, and sharing new documents within each department of your company and across other departments via email.  Business document management application is meant to make running of your business easier. Efficient paperless electronic document filing solution which is ISO 9001:2000 certified will help you build your business as a cost minimizing and profit maximizing application you really need.