Article Category
Get tips and tricks to help you better manage your data and rid your organization of antiquated paper processes. Learn about the advantages of going paperless.
While digital recordkeeping has become much more popular in recent years, many businesses still need to use paper. Service businesses often use paper invoices and work orders on job sites. Signed contracts and agreements are still common and need to be kept on file for many businesses. Government offices like the DMV use paper forms
Managing the records generated by each patient is a big part of running a veterinary practice. Between treatment notes, lab reports, consent forms, and billing information, the paperwork piles up fast. For many veterinary offices, staying on top of it all means working around the limitations of paper-based recordkeeping. More often than not, paper ends
Most businesses end up with more paperwork than they know what to do with. Some of it’s important. Some of it isn’t. Over time, it starts to pile up all around you, on desks, in filing cabinets, and anywhere else there’s space. And eventually, you can’t find the records you need when you need them,
When a customer reaches out to your business, they expect responsiveness and accuracy. Resolving issues and responding to requests is par for the course, and your ability to meet the moment when it matters most is what let’s them know that they’re in good hands. Behind the scenes, every second counts, and your ability to
Scanning your records is a big step toward a more organized and efficient way of managing information. But once the scanning is complete, what actually happens next? Many businesses aren’t entirely sure. Are the physical records automatically shredded? Can they get them back if they still need them? Are they stored somewhere securely, and for
When prices are rising and the economic outlook feels shaky, running a business is even more stressful than usual. Office rent, equipment, supplies, even the basics like paper and printer ink have all gone up over the past few years, and it doesn’t feel like that trend is going to reverse anytime soon. When you’re
Most businesses dread the idea of an audit. Whether it’s scheduled months in advance or sprung on you without warning, the pressure to pull everything together quickly can make even the most organized office like chaos.
Eliminating paper from your business wherever possible is one of the best ways to take the pressure off. When all of your records are stored digitally, they’re easier to find, faster to share, and a lot more manageable.
Many businesses today are drowning in data. Every email, invoice, contract, and customer record adds to the increasing amount of information that must be carefully organized and stored. Without a clear strategy for managing it all, things can quickly spiral out of control. Going paperless is definitely a good start, but it won’t solve every problem.
When it comes to protecting your business’ sensitive data, storing your records securely is only half the battle. Every record eventually reaches the end of its usefulness or falls outside of your retention policy, and keeping outdated information longer than necessary creates security risks. When it comes to protecting your business’ sensitive data, storing your