The recipe for perfect document management...

1 cup imaging
2 cups workflow
½ cup compliance
½ cup records management
1 cup security
1 Tbsp. integration with line-of-business applications
1 dash of cooperation from each department

Mix thoroughly. Roll out and cut with identical cookie cutters. Bake until golden brown.

Wouldn't it be wonderful if the key to a perfect document management system was that easy? Unfortunately, there is no "cookie cutter" solution that's right for every organization out there. Everyone has different needs, resources, and long-term goals.

The good news is that there are resources out there to help you develop the unique recipe for your organization. For specific tips on what you need to consider when choosing a document management system, access the Manager's Checklist for Transitioning to a Paperless Office. The article provides sound advice on:

• Finding a project champion
• Assessing information needs and security risks
• Developing security guidelines
• Ensuring appropriate electronic storage of records
• Determining the Total Cost of Ownership (TCO)
• Creating an indexing plan
• Marketing the new initiative to end-users

Get your copy of the checklist here.

For additional advice from industry veteran and president of AIIM, John Mancini, see his list of "ingredients" that go into a document strategy here: 10 Commandments for an Effective DM Project.

Contact us to find the recipe that creates your successful document management system.

For more information or to schedule a demonstration, please Contact DocFinity now.