If you think of digital transformation as a farm (where a number of different activities, machinery, routines, and hired help work together to drive profits), the first step to successfully running the farm is to put a few hundred head of cattle on it. You can’t run a farm without livestock. And, for that matter, you can’t manage your cows without a barn. The barn keeps your cattle safe and sound until you’re ready to let the cows out to eat some sweet green grass. Some cows go to the back 40, some chill by the salt lick, and some stay put in the stalls. The barn doors keep your cattle in and let your cattle out. The barn is your document management software. The barn doors are the secure gated access (login) to your digital files. And the cows are your digital files.
But the cows and the barn and the barn doors are just one part of running a farm. You also need to update your ox to a tractor and swap your old milk bucket for a robotic milking machine in order to automate and optimize. You stop paying your farmhands with paper checks and set up automatic e-transfers. You stop throwing receipts in a bankers’ box and start using QuickBooks to snap photos of your receipts and automatically file them in the right categories. All those upgrades in each of those different areas make up what is known as digital transformation.
For businesses, digital transformation looks like this:
Face to face meetings become zoom meetings
Your physical mailroom turns into a digital mailroom
Trade shows are replaced by webinars and online conferences
Secure Cloud drives replace location-based filing cabinets or isolated drives churning away in a closet.
Paper files are scanned to digital files (where they’re indexed and made searchable)
Digital transformation changes your business, driving growth, boosting efficiency—making your employees and your customers happy. But the transformation to digital has a number of working parts. You need a plan to get there:
Step one: Enterprise document scanning
Document scanning makes paper digital so you can shred that paper and recycle it. Low down, you can handle this in small batches with in-office scanners, tablets, and cell phones. But none of those devices are secure, the quality is crap, inconsistency abounds, indexing is nonexistent or haphazard, and the file lands in random places without assigned permissions. You think you’re saving money but what you’re really doing is asking skilled employees to perform menial tasks and nail the results up like clapboard on an abandoned shack.
Or… you can outsource your paper-to-digital scanning requirements by hiring an enterprise document scanning company like *ahem (cough!) Revolution Data Systems. A professional scanning service provider feeds thousands of sheets securely into an enterprise-level scanner, indexes them automatically in high resolution and stunning contrast, and does all of that at just pennies per sheet. Whole drawers of documents are digitized at the cost of a swanky latte from a snooty bean café. You get high-quality, high-efficiency document scanning that’s hands-off painless for your crew.
Step two: Enterprise document storing
Scanning paper documents means having a place to store the converted digital files. Shared drives no longer cut it. They’re the same as filing cabinets. Unless they’re maintained by an “IT guy” using a standardized filing system, files aren’t easily found or shared by remote employees. Since the biggest driving factor for scanning your documents is the ability to access them anywhere, a Cloud drive makes sense. Especially because Cloud drives add a layer of security—which is all-around important, but especially important if compliance is an issue.
Step three: Enterprise document management software
Document management software (DMS) corrals your herd so you can tag their ears, brand their hides, and track what they’re eating and who’s feeding them and on what schedule (analytics). You’ll know what the newborn calves are up to and when it's time to put older heifers out to pasture. It’s easy to see if you’re planting a hay crop this year, or going for corn.
Come again, Chet?
Scanning paper documents to digital files and storing those digital files on the Cloud gets you ⅔ of the way there. You also need a tool that finds them easily, opens them in useable formats, shares them at the click of a button, and tucks them away again until they’re needed (without losing them). That same tool tracks what employees are using what files and points out what files create the best insights that make the most impact. All that right there is called a workflow. And workflows don’t work so great if they’re half manual and half automated. So get yourself some document management software to do what you want, when you want, how you want, from wherever you happen to be.
What value do you get from enterprise document scanning?