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Finding the Right Document Management Provider: Qualities to Consider

Documentation has never been more important for your operations than in the digital age. Here's the signs of a trustworthy Document Management provider.

 

People at work need access to information. To import and integrate. To share and compare. To store and retrieve. To distribute and print. They need it electronically and they need it now.

However, finding a Document Management provider can make a significant difference in the security, accessibility, and longevity of your stored documents. 

A Document Management system enables users to process information efficiently, economically, and securely throughout their department or organisation, meaning they can access and use the information they need to help meet business objectives.

Efficiency

No out of control document mountains. No missing or mistaken information. No sending to the wrong recipients. Just fast, efficient, document flow that gives you a productive business edge through improved customer service.

Economy

By connecting people with the information they need, Document Management systems speed up business cycles and generate a fast return on investment. They can also scale-up in-line with business growth, saving on expensive replacement systems. More electronic document processing also means less print and lower output costs, with greater efficiency that enables resources to be reallocated from administrative tasks to core business.

Security

Using information securely is essential in today’s world where fraud is becoming more commonplace. Document Management systems enable you to stay compliant with legal and industry regulations, while keeping data safe by limiting access to authorised users only - so information can flow freely through an organisation, but still be totally protected.

The Essential Qualities and Tools that Differentiate Document Management Providers

  • Security and Compliance Expertise: Your provider should have an in-depth understanding of industry-specific regulations and compliance requirements.

  • Certification: Accredited companies with relevant certifications are committed to service quality standards. Here's what to look out for:

    • ISO 27001 is the framework for safeguarding against security threats, outlining the management and protection of sensitive information, including requirements for risk assessment, security controls, and incident resolution.

    • ISO 9001 specifies the requirements for a quality management system. ISO9001 protocols facilitate easy system analysis for controlling quality.

 
 
 
 
  • Access ControlsDocuments should be secure and restricted, accessible only by authorised personnel. Your provider should keep a comprehensive record and use it to form the base of an Audit Trail.

  • Audit TrailA robust system for cataloguing, indexing, and tracking the movement of your papers. By also monitoring access and alterations, audit trials ensure compliance, maintain data integrity, enhance security, resolve disputes, and drive continuous improvement. 

  • Disaster Recovery and Redundancy: Disaster recovery plans and redundancy measures ensure the safety of your documents. Your provider should have protocols to protect your documents from loss due to disasters. 

Distinctive Digital Features

Archival companies that augment physical archiving with digital tools can tailor solutions to your specific needs. Look for providers willing to work closely with you to design a storage plan that aligns with your requirements.

  • Digital Platform: A user-friendly digital archive platform allows you to manage your stored documents remotely. Look foAr easy search capabilities, secure login, and customisable access permissions.

  • Automated Retention Management: A system that automates the records management lifecycle, from retention to shredding, ensures you hold documents only as long as legally required. 

  • Digital Delivery: A reputable archival partner should offer efficient means to access your documents digitally, promoting convenience and access agility.

  • Production Scanning Capabilities: By systematically digitising your archive, you ensure preservation and facilitate efficient access and retrieval. A well-structured scanning schedule promptly integrates records with a digital system, maintaining an up-to-date and comprehensive digital archive. This approach enhances overall records management efficiency and lays the foundation for seamless integration with future technologies and techniques.

digital checklist being ticked off

When evaluating potential providers, prioritise qualities like security, compliance expertise, and state-of-the-art facilities. Document Management providers can offer distinctive tools such as advanced digital archive platforms, document scanning services, and integrated document management to set themselves apart. 

By carefully considering these qualities and tools, you can confidently choose an archival partner that meets and exceeds your document storage needs.


Want to get in touch? Contact us by filling in the form below. 

 

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