There aren't many business solutions that can be implemented in three quick steps--but document management is one big exception. Read on to find out how creating a document management system in your business can be as easy as one, two, three!

Document Management Basics

Document management is exactly what it sounds like: tools, solutions, and techniques for wrangling those pesky documents. It generally comes in the form of software that can be implemented using your existing devices, and, since it's designed to be user-friendly, the learning curve won't slow you down.

Here are a few things you can expect from any document management system:

• improved security,
• mobile document access,
• streamlined workflows,
• simplified communication,
• digitized documents,
• and budget-friendly solutions.

Three Steps

Now that you know what document management can do, here are three steps to help you enjoy all those benefits by creating your own document management system!

#1: Make a personalized plan.

Making a plan for your document management system is all about asking questions. These might include:

• Which documents do we still need, and which can be shredded?
• Which documents do we need right away?
• How many people need access to this document?
• How sensitive is the information on this document?

Asking these questions helps you decide what to tackle first (and how).

#2: Take it slow.

Once you've created a plan, don't feel like you need to rush through every detail. Instead, start with the basics and do one thing at a time--for example, digitizing all of your invoices first, and then customer files, and so on.

#3: Stay consistent.

A document management system should grow and change with you, but that only works if you're willing to consistently use the software and organizational techniques--so make sure you don't fall back into bad habits!

In conclusion, document management can do wonders for your security, efficiency, and workflows. Before it can do any of that, though, you'll need to take three simple steps to start creating a document management system that will benefit your business for years to come.

Want to learn more about document management? Need help creating your personalized system? Contact us today!