eBridge Blogeducationgovernmentdocument managementdeath caredisaster recoveryChristina Pellettcpellett@ebridge.comAdministrator Administratortechsupport@avviato.comChristina Pellettcpellett@ebridge.comeBridge Marketingnewsletter@ebridge.com5279a611-e879-44a0-9d98-5f0781c35ebccpellett@ebridge.comeducationGoing Paperless 101: Schools Embrace Initiatives to Reduce WasteMuch like a growing number of city councils, district attorney offices, courts and government agencies, more and more schools and school boards across the nation are going paperless.Tue, 14 Jun 2011 14:41:13 Z<p>Much like a growing number of <a href="http://www.thespectrum.com/article/20110613/NEWS01/106130319/Washington City Council goes paperless with iPads">city councils</a>, <a href="http://www.sacbee.com/2011/06/12/3693956/yolo-das-office-going-paperless.aspx">district attorney offices</a>, <a href="http://minnesota.publicradio.org/display/web/2011/05/03/minnesota-courts-paperless/">courts</a> and <a href="/docs/free-collateral/2011/06/08/Cleveland-Department-Public-Health v4.pdf" title="Cleveland-Department-Public-Health v4">government agencies</a>, more and more <a href="http://www.stltoday.com/suburban-journals/metro/education/article_44148ef7-b2d5-545d-9f43-57a097721035.aspx">schools</a> and <a href="http://www.santamariatimes.com/news/local/education/article_1a95718e-5db6-11e0-a99d-001cc4c03286.aspx">school boards</a> across the nation are going paperless. </p> <p>We can think of no greater consumer of paper products than the average school &ndash; from homework assignments and textbooks to student records and personnel files, education hasn&rsquo;t always been the &ldquo;greenest&rdquo; field. According to the Issaquah (WA) School District, this one district alone used:</p> <ul> <li>22.8 million sheets of white, 8.5x11 photocopy paper in the 2009-10 school year, at a cost of $134,475</li> <li>2.25 million sheets of paper per month, at a cost of $13,027.50</li> </ul> <p>And this in a district with just 17,000 students enrolled in 24 schools. In a weeklong experiment, <a href="http://sammamishreview.com/2011/05/17/skyline-high-school-attempts-to-go-a-week-without-using-paper">Sammamish&rsquo;s Skyline High School attempted to go paperless</a> and ended up reducing its consumption by about 60 percent, using just 20,000 sheets of paper. They accomplished this through a range of approaches, from using PowerPoint or other programs to avoid printing handouts, to posting assignment documents to their class documents. </p> <p>In another sign that schools may be jumping on the paperless bandwagon with more and more frequency, the Princeton Review released its <a href="http://www.princetonreview.com/green-guide.aspx">Guide to 311 Green Colleges</a> earlier this year, in partnership with the <a href="http://www.usgbc.org/">U.S. Green Building Council</a>. Among the initiatives in the 220-page guide:</p> <ul> <li>The Anchorage campus of <a href="http://www.alaskapacific.edu/Pages/default.aspx">Alaska Pacific University</a> undertook a paperless initiative to cut down on waste.</li> <li><a href="http://www.iona.edu/">Iona College</a> in New Rochelle, NY has a <a href="http://www.iona.edu/infotech/paper/">Paperless Conservation Campaign</a> that has been so effective at reducing paper consumption that it&rsquo;s been recognized by the National Wildlife Federation Campus Ecology Program.</li> <li><a href="http://www.mountunion.edu/">The University of Mount Union</a> in Alliance, OH is reinventing its infrastructure to go paperless, including a 100 percent paperless faculty and staff directory and catalog; electronically reported grades; and online room reservations, IT equipment orders and vehicle reservations. In addition, personal handbooks and most forms are online.</li> <li><a href="http://www.purchase.edu/">Purchase College, SUNY</a> has implemented HR software that has eliminated paper for recruitment and appointment transactions, with similar efforts in place within the facilities and admissions departments.</li> <li><a href="http://www.stonybrook.edu/">SUNY&rsquo;s Stony Brook University</a> and the <a href="http://www.usd.edu/">University of South Dakota</a> have both gone paperless in many departments.</li> <li><a href="http://www.uwo.ca/">The University of West Ontario&rsquo;s</a> online academic calendar has saved the school 11 million sheets of paper each year.</li> </ul> <p><a href="http://www.ebridge.com/industry-experience/education">eBridge&rsquo;s clients in the education field</a> report that online document management has saved time, effort and cost in several departments. At &nbsp;in Central Texas, record retention policies were creating a never-ending pileup of paper. They started scanning in AP and PO-related documents in the business office, and soon moved their use of web-based document management to other departments, resulting in easier file access, increased file protection and increased productivity and time savings schoolwide.</p> <p>And for <a href="http://www.sjvc.edu/">San Joaquin Valley College</a> in California, the use of paperless document management in its student records, HR and accounts receivables departments has promised huge savings -- $66,000 in off-site storage for the student records department alone, which must hold on to hundreds of thousands of student records from 35 years&rsquo; worth of enrollment at three locations.</p> <p>&ldquo;We just had a federal audit, and the auditor used eBridge,&rdquo; said Gail McElroy, SJVC&rsquo;s academic application administrator. &ldquo;We gave her access to everything, where normally, we would have to pull the files, give them to her to manually go through, then put them back &ndash; our part alone would be eight hours&rsquo; worth of work.&rdquo;</p> <p>Paperless initiatives can take many forms at many different schools. Whether it&rsquo;s a robust recycling program or a full-fledged online document management system, education no longer needs to be rooted in its paper-based traditions.</p>0c4aa408-d2a1-4617-8d7f-ce558d5bae2ccpellett@ebridge.comgovernmentHow Document Management Can Help Governments 'Stay in the Sunshine'<p>One of the many things that <a href="/industry-experience/municipal-government">our government clients</a>&nbsp;have found eBridge useful for is in helping them comply with public record requests in a more timely and organized manner. Separate from the federal <a href="http://www.rcfp.org/fogg/index.php?i=pt1">Freedom of Information Act</a>, which excludes local and state governments, the state-based open government regulations, often referred to as &ldquo;Sunshine Laws,&rdquo; <a href="http://www.rcfp.org/ogg/">differ slightly from state to state</a>. All of them, however, have the similar intention of making public records accessible to the public in a timely manner.</p> <p>Some states have no proscribed timeline in which they must respond to the request and either disclose the information requested, or decline to do so; others have mandates to respond &ldquo;promptly&rdquo; or &ldquo;within a reasonable time period,&rdquo; often somewhere between five and 15 business days of the request being received. Many states don&rsquo;t necessarily require the record custodian to send the requested information within that time period, but rather to acknowledge the receipt of the request. They&rsquo;ll then have additional time to disclose the information or deny the request.</p> <p>One of the highest missions a local or state government has is to serve its citizens, and public record requests are one of the more quantifiable examples of this service. When an agency or department is asked to provide information, their hope is always to do it quickly enough to benefit the person requesting them. But both in the case of states that have no timeline and those that require response within a certain time period, it definitely benefits any state or local government agency or department to have that information readily accessible.</p> <p>When decades of records are stored in file room upon file room, it can understandably take longer than a record custodian would like to pull that information. Even worse, it can become nearly impossible in certain cases to meet a 3-day or 5-day window, often requiring the agency or department to reach out to the requester for an extension, or delay the request otherwise.</p> <p>Many cities, counties and other municipalities across the nation are adopting hosted document management services to manage their paper files in secure online accounts. eBridge currently works with 16 public health departments throughout Florida, as well as several counties across the states, helping them to streamline their workflow and meet numerous compliance guidelines.</p>Thu, 09 Jun 2011 17:26:13 Z93c54d05-e7cb-428f-bcff-b1d2c2f3346fcpellett@ebridge.comdeath caredisaster recoveryInsuring the Uninsurable: Tips from eBridge in Funeral Business AdvisorOur most recent article, "Insuring the Uninsurable: How Safe Are Your Funeral Home's Documents?" was recently published on pages 46 and 47 of the May/June issue of Funeral Business Advisor. It's a topic that became even more important for us to cover in tMon, 06 Jun 2011 18:34:11 Z<p>Our most recent article, "Insuring the Uninsurable: How Safe Are Your Funeral Home's Documents?" was recently published on pages 46 and 47 of the May/June issue of Funeral Business Advisor. It's a topic that became even more important for us to cover in the wake of the tragic effects of a number of tornadoes this spring, and which has us thinking even about our own preparedness plans in the event of a disaster.</p> <p>Many funeral home and cemetery managers and directors don't consider themselves at risk when it comes to documents being lost or destroyed, either by human error or Mother Nature. Even as buildings and businesses all around them are devastated by storms and fires, it's easy to say, "I don't need to protect my documents." But for those who have been spared, or who are lucky enough to live in areas untouched by storms, is it worth consdering how you're storing your funeral home or cemetery documents?</p> <p><a href="http://www.accuweather.com/blogs/news/story/47289/2011-atlantic-hurricane-season.asp">Hurricane season began last Wednesday</a>, and we began to feel the winds of a stormy summer here in Tampa, as a thunderstorm hit our area late that afternoon. <a href="http://hurricane.atmos.colostate.edu/Forecasts/">It's expected to be quite a season</a>, with a 72% probability of at least one major (Category 3-5) hurricane making landfall somewhere on the U.S. coastline, a 48% probability of one striking the U.S. East Coast, including Florida, and a 47% of a storm hitting the Gulf Coast, from the Florida panhandle westward to Brownsville.</p> <p>I know it's impossible to think about protecting your business when all you can do it figure out what goes with you and where to go when you evacuate. For that very reason, you might want to take a look at your plan now, in advance of any disaster, and develop a solid preparedness plan that accounts for <em>all</em> aspects of your business - including your customers' information.</p> <p>Among the tips discussed in our FBA article are: </p> <ol> <li>Determine exactly what information you have stored, where it's stored and its priority.</li> <li>Figure out how quickly you need to recover from an operational outage.</li> <li>Consider how your information is backed up - and how, when and where you'd have access to that backup.</li> </ol> <p><a href="http://www.sbaonline.sba.gov/services/disasterassistance/disasterpreparedness/index.aspx">According to the Institute for Business and Home Safety</a>, roughly 25 percent of businesses do not reopen after a major disaster. It's up to you to make sure your business doesn't suffer just because your records are beyond recovery.</p> <p><em>For information on how web-based document management can help protect your business records, </em><a href="http://www.ebridge.com/hosted-solutions/ebridge"><em>read about our hosted solutions</em></a><em>.</em></p>613448c7-eda1-4c57-9c98-66464a43cda1cpellett@ebridge.comdocument managementThey Went Paperless - Can You?<p>I love reading success stories about businesses going paperless. This morning, my Google news feed was filled with such headlines as &ldquo;<a href="http://minnesota.publicradio.org/display/web/2011/05/03/minnesota-courts-paperless/">Move Toward Paperless Filing Improves Efficiency in Minn. Judicial System</a>,&rdquo; &ldquo;<a href="http://www.hattiesburgamerican.com/article/20110503/NEWS01/105030308/Hattiesburg-implement-paperless-system?odyssey=tab|topnews|text|FRONTPAGE">Hattiesburg to Implement Paperless System</a>,&rdquo; and &ldquo;<a href="http://www.detnews.com/article/20110502/POLITICS03/105020326/1025/POLITICS03/At-Social-Security--a-paperless-wave">At Social Security, A Paperless Wave</a>.&rdquo; </p> <p>One of my favorites, though, was a piece by PC World&rsquo;s Michelle Mastin about her move to a paperless operation in her private viola and violin lesson business. In &ldquo;<a href="http://www.pcworld.com/businesscenter/article/226283/how_to_make_your_small_business_paperless_a_success_story.aspx">How to Make Your Small Business Paperless: A Success Story</a>,&rdquo; Mastin offers several practical tidbits based on her own experience. Hop over there for the full read &ndash; it&rsquo;s a good one.</p> <p><em>Ask around in your professional organizations to see if someone [in your industry] has already found a good tool. Try Google with terms like &ldquo;(your industry) online management&rdquo; or &ldquo;(your industry) Web tools.&rdquo; Also try variations on how you describe your industry. For example, I get many more useful results when searching for &ldquo;music teaching&rdquo; as opposed to &ldquo;music teacher.&rdquo;</em></p> <p>Mastin also links to an older PC World story by Doug Smith, &ldquo;<a href="http://www.pcworld.com/businesscenter/article/183541/paperless_office_solution_rescues_ambulance_service.aspx">Paperless Office Solution Rescues Ambulance Service</a>.&rdquo; Smith, the owner and proprietor of the IT firm Computer Troubleshoorts NRD, explains the particular solution he and his staff developed for National EMS, an ambulance service that was in dire need of a document management system.</p> <p><em>Until they called us, National EMS had been working out of file boxes and large file cabinets. A file room with six vertical file cabinets was used to store files, and every couple of months those cabinets would fill up. At that point, the files would be moved to long-term warehouse storage, where they would sit for seven years. Meanwhile, the company hires couriers to retrieve documents and deliver them between the office and the warehouse.</em></p> <p><em>Also, since the company works with Medicare and Medicaid, they have to make multiple copies of documents for use in multiple files. A few dozen times a day, employees have to pull existing files from storage, which takes about 15 minutes to get up, go to the file room, find the file, pull it, and return to their desk. We calculate that they were wasting the equivalent of two full-time employees pulling files every day.</em></p> <p>What strikes me most about these stories is the variety of options available for a document management solution. Mastin&rsquo;s suggestion on doing your homework is a particularly good one, and it&rsquo;s been useful for the customers who have found us by word of mouth. Our insurance client base grew by referral. Our adoption by 16 environmental health departments in the state of Florida, as well as one (so far) entire county, also came about through professionals talking to one another about the solutions they&rsquo;d tried that had been successful. It&rsquo;s important to choose a company that understands the specific challenges you&rsquo;re having, and that&rsquo;s worked with others in your field.</p> <p>Moving to an online document management system isn&rsquo;t so hard, after all &ndash; take it from Mastin and the folks at National EMS. Or, even better, check out <a href="http://www.ebridge.com/industry-experience/case-studies">our archive of case studies</a> from customers in a range of industries who have found eBridge to be a solid solution for them.</p>Mon, 09 May 2011 18:13:21 Z293b8872-0056-4bac-b785-09f22a4645d9newsletter@ebridge.com5 Mistakes You Can Avoid With Web-Based Document ManagementEveryone is talking about document management these days. And while you may know that it is a way to store paper and electronic documents together, you might not have considered how document management – especially web-based like eBridge Solutions' – can Thu, 14 Apr 2011 13:07:31 ZEveryone is talking about document management these days. And while you may know that it is a way to store paper and electronic documents together, you might not have considered how document management &ndash; especially web-based like eBridge Solutions'&nbsp;&ndash; can make your day-to-day tasks easier. <p>Let&rsquo;s look at five mistakes you can be sure to avoid if you add an online document management system to your technology toolbox.</p> <p><em>1. Losing a document that <strong>can</strong> be re-created.</em> Have you ever lost an electronic document that was on your computer? Whether it became corrupt or I accidentally saved over it, I&rsquo;ve lost a file or two &ndash; and usually at a critical time. By storing documents in a web-based document management system, you&rsquo;re eliminating the risk of human error or computer failure. Any paper document that you scan into the system is captured permanently, so even if your computer hard drive fails, you&rsquo;ll be able to access your records.</p> <p><em>2. Losing a document that <strong>cannot</strong> be re-created.</em> This is bad. Especially if that document you need is needed for a lawsuit or to meet industry record retention guidelines. If your company gets into a lawsuit, there&rsquo;s a good chance that there will be some kind of discovery process, where you will be asked to produce all relevant documents relating to the issues in question. In recent years, courts have allowed plaintiffs to make major demands on companies with so-called &ldquo;fishing expeditions.&rdquo; And it&rsquo;s not just Fortune 100 companies that have this problem.</p> <p>It&rsquo;s extremely important that corporate documents be readily and speedily retrievable. That&rsquo;s a good reason why all your paper documents should be in electronic form and in searchable format, whether searchable PDF or TIF. The way to do this is by setting up procedures for identifying important documents and converting them into searchable electronic format, using scanners and software like eBridge Solutions&rsquo; web-based document management system, which will help you convert, identify and save the documents.</p> <p><em>3. Misfiling a document.</em> There is nothing more frustrating than filing a document in the wrong file folder. Especially when a customer is on the phone asking you a question about their contract, but you can&rsquo;t find it. Anywhere. With a document management system, you should be able to do a keyword search of every typewritten document in your online file cabinet, so even if you accidentally mis-label a document, you can still find it. (And best of all, correct the mis-label.)</p> <p>&ldquo;I am so much more organized than ever before. If I am looking for something all I have to do is type it in and there it is. It&rsquo;s so much easier than searching through file cabinets or on my co-workers desks for the files I need,&rdquo; explained Angie Lehmann, accounting specialist at BTD Manufacturing, who began using <a href="http://www.ebridgesolutions.com/" title="eBridge Solutions" target="_blank">eBridge Solutions</a> in 2007.</p> <p><em>4. Not having the most recent copy of a document</em>. Sometimes, just one word makes all the difference in the world. You want to be sure you have the final version of a contract or sales agreement in your possession. Document management systems should use audit trails with date and time stamping to show when a document was added and by whom. So, you can always tell which version was the final document.</p> <p><em>5. Unauthorized access to confidential records</em>. For example, if you are a human resource professional and you have salary information stored in file cabinets in your office, there is the possibility that someone could break into them (or just pull the drawer open, if you don&rsquo;t lock your cabinets at all times) and see how much Susie in Accounting is making. Or, if you work in a medical office and you store confidential information about your patients (social security number, birth date and credit card number), a disgruntled employee could have a field day with what they find in your chart room. With document management, you can restrict what documents users can and cannot see in your electronic file cabinet.</p> <p>Not only can it help your business save you time, money and space, but an online document management system can help your employees avoid making mistakes &ndash; some costlier than others &ndash; in the office.</p> <p>If you haven't seen eBridge Solutions' document management system&nbsp;in action, <a href="http://www.ebridgesolutions.com/webinars.shtml" title="sign up for one of our online webinars" target="_blank">sign up for one of our online webinars</a> or <a href="http://www.ebridgesolutions.com/video.shtml" title="watch our online video" target="_blank">watch our online video</a>.</p>e1078301-7c40-40d1-9436-b67740383325cpellett@ebridge.comJust How Secure Is Your Data?On Feb. 15, a Connecticut hospital discovered that the personal information of more than 90,000 patients had been transferred to a hard drive – which was then taken from the hospital and promptly lost. MidState Medical Center – which has since dismissed tWed, 13 Apr 2011 17:45:16 Z<p>On Feb. 15, a Connecticut hospital discovered that <a href="http://www.scmagazineus.com/connecticut-hospital-loses-more-than-90000-patient-records/article/200177/?utm_source=feedburner&amp;utm_medium=feed&amp;utm_campaign=Feed: SCMagazineHome (SC Magazine)&amp;utm_content=Google Reader">the personal information of more than 90,000 patients had been transferred to a hard drive</a> &ndash; which was then taken from the hospital and promptly lost.</p> <p>MidState Medical Center &ndash; which has since dismissed the employee who violated company policy by transferring the sensitive information to a personal hard drive so they could work from home &ndash; has notified the 93,500 patients affected and offered each and every one two years of identity protection services. Still, the security breach provides an unparalleled opportunity to ask yourself: "How safe are my electronic records?"</p> <p>Whether you&rsquo;re in healthcare, insurance or any other number of fields where you&rsquo;re the keeper of trusted information, losing data or exposing it to possible misuse can be devastating to your business and your career.&nbsp;All the time, you hear, &ldquo;I have an electronic document management system &ndash; I simply scan my documents onto a hard drive and organize them by folder.&rdquo;</p> <p>But the scary truth is that, unless your data is backed up in multiple locations, protected by multiple layers of security and accessible by multiple trusted people in your business, it&rsquo;s wide open.</p> <p>So what steps can you take to ensure that your sensitive information stays sensitive?</p> <ul> <li>Explore a hosted document management solution that can offer unparalleled security, vendor IT maintenance, and backup on two or more secure servers housed in different locations. The best part about this setup is that, in addition to keep your data safe and sound, it allows multiple people within your organization to view the essential information &ndash; but only if they have the permission to do so. That way, your operations are less likely to be compromised by unauthorized access or disrupted by a shift in leadership.</li> <li>Keep your data secure when going electronic by redacting sensitive information prior to sending it to other parties. All reliable hosted document management providers will encrypt your files, but you can add another layer of protection by using built-in document viewers to literally white-out such information as Social Security numbers, birthdates, address and more.</li> <li>Stay wise about your data policies. Be clear about what employees and staff can and cannot do. Hooking unauthorized jump drives, external hard drives and other personal peripheral devices to company computers might be opening you up to an unauthorized transfer of information.</li> </ul> <p>In the wake of the breach, MidState Medical is reviewing their policies and taking steps to prevent a recurrence of the most recent incident. What&rsquo;s your policy?</p>dfd77673-8428-4a36-b430-d1d9a7daa0detechsupport@avviato.com3 Steps to Reducing Your Paper Burden - Step 1: Assess Your ProblemAre you still suffering the inefficiencies of a paper-based office workflow? Making the move to a practically paperless office – or a less-paper office – might seem way too daunting. But once you see how reducing the paper in your system can improve your Thu, 07 Apr 2011 15:56:15 Z<p>Are you still suffering the inefficiencies of a paper-based office workflow? </p> <p>Maybe your file cabinets are threatening to take over your entire building &ndash; or you&rsquo;re missing a filing system entirely, with important documents piled on your desk or haphazardly organized in drawers. </p> <p>Perhaps you or your staff are wasting too much time chasing down important documents, figuring out how to share them among multiple locations, and filing them away for easy retrieval later on. </p> <p>You might even be open to risks that had never occurred to you: Floods, fires or other disasters can carry your records away. While you might have insurance on your office building, you can&rsquo;t insure the information in those files. Maybe you have lifetime record retention requirements on some of your documents, leaving you open to paper deteriorating and fading over time. Or you might have compliance risks &ndash; auditors regularly dropping by to check on your documents, etc.</p> <p>Making the move to a practically paperless office &ndash; or a less-paper office &ndash; might seem way too daunting. The perceived cost and effort alone is enough to make many owners and office managers turn their head to change and continue the age-old paper shuffle. </p> <p>But once you see how reducing the paper in your system can improve your workflow, solve your storage problems and increase your compliance with recordkeeping requirements &ndash; as well as how affordable it can be when it&rsquo;s scaled to your business&rsquo; size and scope &ndash; you may find that paperless document management can work really well for you. </p> <p>This is a huge first step.</p> <p>Once you&rsquo;re over this initial hurdle, it&rsquo;s time to start thinking about how you&rsquo;ll actually transition to a less-paper office. The first step should really be about identifying those pieces and/or sources of paper that are most burdensome to your bottom line. Are there certain documents you retain or produce that you frequently need to pull? Certain records that absolutely, positively, must be ironclad against disaster? Or is all your paper simply crowding you out of your office or racking up huge bills for off-site storage?</p> <p>This will help you with phase one: deciding the extent to which you&rsquo;ll reduce paper.</p> <ul> <li>Is your goal to eliminate <em>all</em> paper? Or do you simply want to cut down on the amount that&rsquo;s generated, circulated, and stored? </li> <li>Are you planning to scan all of your existing documents into an online storage service? Or is it enough for you to just scan future forms, applications, invoices, etc. and hang on to existing paper? </li> <li>Do you want to take it one step further and cut down on the amount of paper printed? If so, you can set up a system that will take emailed or computer-generated documents and store them in the same system as your scanned documents, just as if you&rsquo;d printed them and filed them away in a physical storage system.</li> </ul> <p>Now that you understand the scope of your problem and your end goal, you can move on to step two in the process: Developing a plan.</p>baede5a9-ee95-4fd7-be5b-f6d9f7ebf6f9techsupport@avviato.com3 Steps to Reducing Your Paper Burden - Step 3: Measure and AssessThe most satisfying thing about change is the results, so make sure you’re keeping track of what paperless document management is doing for your operation. This is like the cookie at the end of the chores: it makes any effort worthwhile, and motivates youThu, 07 Apr 2011 15:53:32 Z<p>The most satisfying thing about change is the results, so make sure you&rsquo;re keeping track of what paperless document management is doing for your operation. This is like the cookie at the end of the chores: it makes any effort worthwhile, and motivates you to forge ahead.</p> <ul> <li>If you were able to eliminate your existing paper documents by scanning them into an online system, how much space did you reclaim from onsite storage? </li> <li>How much are you saving each month in offsite storage bills? </li> <li>Were you able to do anything with this extra space or money &ndash; maybe expand a break room, add a day care center, or hire another staff member to support your growing business? </li> <li>What about productivity &ndash; how much time did it previously take you to file or find a document, and what&rsquo;s it down to now? </li> <li>What have you been able to do with that extra time? Has it helped you get more work done without hiring additional staff? Be more responsive to internal and external requests for information, or spend more time with customers or patients? </li> </ul> <p>The proof is in the pudding when it comes to shifting from paper to pixels &ndash; and you may be surprised at just how much your old filing system was holding you back.</p> <p>Making the move to a paperless workflow doesn&rsquo;t have to be daunting. Whether it was a solo decision made on the spot or a months-long process that required buy-in from several decision-makers at your organization, you chose paperless because it was right for you. When you take the time to briefly map out a plan, figure out what happens once the system&rsquo;s up and running and keep track of your results, you&rsquo;ll find that a hosted document management system makes even more sense than you originally thought. </p> <p>Oh, and one more thing: Don&rsquo;t forget to enjoy yourself. Look around your office &ndash; more space, less paper, more productive employees. Aren&rsquo;t you glad you made the change?</p>bfb3d6ca-adea-46ab-b582-0b1f97f56739techsupport@avviato.com3 Steps to Reducing Your Paper Burden - Step 2: Make a Plan You’ve decided your paper-based workflow is causing your business too much pain. It’s creating a storage burden, draining productivity, putting your records at risk – or all of the above. In step one of your path to reducing your office’s dependence on paThu, 07 Apr 2011 15:51:18 Z<p>You&rsquo;ve decided your paper-based workflow is causing your business too much pain. It&rsquo;s creating a storage burden, draining productivity, putting your records at risk &ndash; or all of the above. In step one of your path to reducing your office&rsquo;s dependence on paper, you took stock of your problem and defined your goals. Now, it&rsquo;s time to actually get that plan in action.</p> <ul> <li><strong>Start scanning</strong>. If you&rsquo;ve chosen to scan all or some of your existing paper records into a document management system, assign certain staffers to the task and set an end date. Make sure you&rsquo;re not taking time away from other essential business processes (the goal is to increase efficiency, not reduce it), while making a light at the end of the tunnel in the form of a clearcut &ldquo;less-paper&rdquo; date.</li> <li><strong>Decide how the system will work for you.</strong> Whether you have one person or 10 accessing your business&rsquo; online document storage system, you&rsquo;ll need to take a look at how your workflow might be affected. Model your new workflow on what already works. Many document management systems allow you to set up &ldquo;filing cabinets&rdquo; that mirror the physical filing system most professionals are used to. More robust packages can give you multiple filing cabinets, perhaps one for each department in your business, so that the flow of electronic &ldquo;paper&rdquo; mimics the real-world routing of files and charts. However you decide to implement an online document workflow in your business, remember that there are no rights or wrongs &ndash; only what works for you. </li> <li><strong>Plan for training</strong>. A good document management system will offer comprehensive training for any and all people in your office. Make sure the appropriate staffers are trained on the system and understand how and when to use it. This will ensure things move as swiftly and smoothly as possible going forward.</li> </ul> <p>So you have a plan, know your goals, and have gotten started. Next, we&rsquo;ll look at what to do once your plan is in full swing.</p>