Our Version of Going Paperless
For the last couple of weeks, we have been addressing the issue of going paperless. Here are some ideas, technology and tools that will help you implement paperless procedures:
1. Paperless Billing Options
Electronic billing options are an extremely easy way to keep track of and provide much more value than their paper counterparts. The benefits include being able to receive automatic reminders, paying bills on time while avoiding penalties and saving on postage. We send invoices electronically at Computer M.D., thereby saving on envelopes, postage and printing costs.
2. Online Bill Pay Services and Electronic Payments
Banks now offer online payment options and there are online bill pay services that allow a secure account to pay all your bills in one place. There are a variety of different options but the best free one is My Check Free from FiServe. For other options, check out this article: The Best Bill Pay Services.
3. Scan Old Documents
Using a scanner with an auto-feeder can remove paper clutter by digitizing paper files, eliminating file cabinets and folders, helping you find documents faster, and easily e-mailing documents. There are tons of options out there but here are some good choices to consider based on your needs –
For small businesses, an economical light duty scanner will do the trick. A couple reasonably priced options that get the job done nicely are the Fujitsu ScanSnap S1300 and the NeatDesk. If you are in a high-volume office environment, you will want to go with a professional high-volume scanner.
4. Online Storage and Document Apps
Once you have your documents scanned, it is best to put them into an online storage or document application such as Drop Box or Google Docs. Once uploaded, you will be able to access your documents from anywhere, anytime and easily share them with co-workers, family or friends. You also prevent the possibility of losing all your valuable data if your hard drive should fail.
5. E-signing Documents
You might be asking, “What about all my contracts and legal documents? I still need a way to get them signed.” There are E-signing solutions like DocuSign. This tool allows you to securely send documents and acquire signatures while eliminating or reducing travel and courier expenses. Nice, right?
6. Document Management Systems
A document management system (also known as an ECM) may be your best option. These systems capture information from a variety of sources such as your scanner or even through many office products like MS Office, account systems, etc. and create a document database that can index a whole variety of information. On top of that, many systems include distribution controls and workflows so processes that involve documents can be visualized and tracked. Usually when you get a high volume scanner, it will have a document management system included in the package.
For more details on how these suggested ideas, technology and tools can be instrumental in assisting you in your efforts to go paperless, please feel free to contact the Computer M.D.
Warmest Regards,
David E. Wren
President
Computer M.D.
443-579-5760