Cloud computing has completely changed the way businesses operate. Companies have transitioned from managing their documents via on-premises servers to using mobile-friendly and cloud-based systems. Docuware and other similar systems can scale and improve your company’s efficiency, productivity, and agility compared to on-premises systems that require upgrades and regular maintenance.

Steps to Take

There are several simple steps you can take to implement a cloud-based document management system. First, identify the tasks that can be made more productive and take up less time. These can be areas like invoice processing, employee onboarding, and contract management. Then, think about where in those tasks a document management system could be integrated. For example, it might be beneficial to use a document management system to integrate with your accounting system to ensure that your documents align with financial records when approving invoices. Once you determine where you could insert a document management system in your processes, it’s time to evaluate and choose a vendor. When selecting your software, it is essential to consider the following.

Implementing a Document Management System

Questions to Ask

Your provider should offer a cloud-based system with document and workflow management and the ability to store and access files from any device easily. The system must be intuitive and easy to use; otherwise, employees may resist adopting it. The vendor should also prioritize security and privacy. You may be storing sensitive documents in this system, so data should be secure and encrypted to comply with regulations and protect your clients’ interests. Ease of integration with other apps like accounting software, HR programs, or Microsoft products is crucial to efficiency. Avoid partnering with a provider that has difficulty integrating their software with other applications. And, of course, be sure to choose a provider that has a proven track record of success.

UBS offers document management solutions that fit businesses of any size in any industry. Contact a specialist today to discuss Docuware and how it can help you organize and secure your company’s information.

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