Your Document Management Knowledge Center

Jana Wiggins

Recent Posts

Document Management: Important or Urgent?

Ever have someone at work tell you they are busy putting out fires?  Ever worked in organization that has a new crisis every day?  Putting out fires or constantly dealing with a new crisis is unproductive.  So how does an organization get out of fire fighting and crisis mode?

Years ago I took a management class that stressed focusing on the important issues in an organization.  The class divided issues into 2 segments: Important and Urgent.  Important items were ones that would make an impact on the organization.  Urgent items were ones that needed immediate attention.  When you put the two together, you have items that fall into these
categories:   

•    Important and urgent
•    Important, but not urgent
•    Not important, but urgent
•    Not important and not urgent

The concept they taught, and that I fully endorse, is that focusing on the important issues creates a climate where fewer fires start in the first place.  Further, while it might be tempting to focus on the items that are both important and urgent, the only way to truly make this work is to focus on the items based on how important they are.
 
What people who fight fires do is to focus on the urgent items based on who is screaming the loudest.  Organizations that have this type of culture stagnate and do not get things done.  They don’t move forward and over time can completely fail.

Even when the concept is fully explained and completely accepted, people revert back to working on the urgent items.  It’s human nature to want to look like the hero and put out the fire.

However, it takes true leadership to ignore the fires and focus on the long term strategic goals.  Working towards your goals generates much more value for an organization.

So how does this apply to document management?  Many of our customers come to us because they are fighting a fire and document management will help put it out.  The more progressive organizations see the long term benefit and start thinking strategically about how to use document management to improve efficiency or to gain a competitive edge.  Moving the thought process from urgent to important is what we do almost every day.

Unfortunately, until we help put out the fire for the customer, they usually won’t plan for the future.  The key is to look at how putting out the fire can be used to produce long term benefits.  Once organizations look beyond the crisis of the moment, they can succeed.

In the meantime, we will continue to help customers put out fires.  But we will always stress fire prevention as a better plan. Read more about how we can help you with our special offers.

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Document Management Speeds Claim Compensation

Frustration rings out and tension is mounting for those affected by the Oil disaster in the Gulf of Mexico.  Industries have halted and hands are reaching out, ready to recoup their losses.  Do you blame them?  BP has already guaranteed the Federal Government $20 billion dollars to compensate businesses affected and to fund the environmental cleanup.

But how accessible is that money to the local fisherman who is trying to find a way to feed his family?  What do governments and business owners need to provide to receive their claim?

The state of Florida has received $17 million dollars in property claims so far and volunteers are emerging to assist business owners with this process.  However, this is only the beginning.  Many small business owners along the coast of Florida currently may not have oil in direct sight, nor do they have tourists in sight, slowly bringing some businesses to a close. 

The oil spill is having a "multiplier effect" on vacation property owners, charter boats, and restaurant owners among others, with customers canceling contracts, says Carmen Sunda, the director of the Louisiana Small Business Development Center in the Greater New Orleans area.  Also, local and state government agencies are experiencing an increasing overflow of documents in relation to the BP oil spill.  This unfortunate disaster could be worsened if businesses and local and state officials do not implement the proper document storage and record keeping strategies.

The Challenge

Depending on your industry, in order to file a claim to BP, you must provide accurate documentation.  In some cases, there may be years that go by until processed claims are complete, and the reimbursement distributed.  It is quite possible this process could require years of tracking invoices, financial documents, and stringent record keeping, depending on how long it takes BP to process your claim.  With all of these important documents to hang on to, you must find an effective method to manage these documents and keep them immediately accessible for when you need them.

Where can businesses begin?   

Take advantage of online document management systems.  You have already encountered the worst environmental disaster in history, be sure to avoid what could potentially become the worst claim and reimbursement process in history.

Due to poor record keeping and the loss of supporting documents, BP may not approve your claim. So far, BP is doing their part in setting up claim offices and contact centers for those directly affected.  BP will most likely pay most of the claims, but clear, visible, well organized documentation must be provided. 

Don’t let time and memory interfere with your claim. Use an easy and affordable tool that will provide a single, secure online location to store and manage documents providing fast access and easy retrieval when you need it.

Contact DocuVantage for assistance on how you can begin tracking your claim documentation.  Call (866) 367-3467 ext. 1.
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8. Implementation is easy. Daily use is even easier. Just go to your browser!

From implementation to daily use, software as a service document management is as easy as searching with your Internet browser.

Your online document management vendor will first speak with you to gather the key information needed to assess your needs, set up and activate your account. Your organization can be worry free, since the implementation is the vendor’s responsibility. They will take care of this for you!

From then on, you only need to worry about logging into the system. To do this, you simply pull up your browser and login to the online portal.

To find a document, you can navigate to the search tab and search for the file according to file attributes such as document title, date, author, etc. OR you can do a text search, by simply entering keywords that may be included in the document.

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7. Be prepared for the unexpected.

 

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3. In-house security is NOT always reliable or secure.

When it comes to in-house security, there are endless measures to take in order to prepare for a disaster or a computer environment threat:

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Paperwork for Volunteers, Donors and Service Providers...Oh My!

Paperwork can be overwhelming and sometimes scary. But it really doesn’t have to be. Just like in the Wizard of Oz, Dorothy was afraid of lions, tigers and bears until she met the cowardly lion.

Just like the cowardly lion, your paperwork can be helpful; you just have to treat it right.

Make it EASY for your staff to find your documents and information. If you manage a non-profit, dealing with the paperwork can sometimes make you feel like you are walking through a forest with Dorothy. There are volunteer liability release forms, vendor contracts, donor records, operations information and tax documents you need to retain for compliance. Trying to find an easy way to manage all that information does not have to be so  challenging.

There is a great quote by Peter F. Drucker that says, “ Efficiency is doing better what is already being done.” You probably know that there is a better way to manage your paper, but maybe you haven't found a solution that resolves all of the issues just yet. Here are a few ideas that may help you get more organized:

  • When a volunteer completes a liability release form, scan the document and immediately create an electronic file using document management software that will store it by name, date, category etc. in an easy-to-use system.

  • Need to have a quick way to look up what a donor contributed to your organization before making that follow-up phone call? If you store information electronically in a document management system, you can quickly access anything related to the donor by searching your records using only the donors name in your search.

  • Want to make sure your documents are automatically retained for the legal required amount of time? Use the same solution for your records retention needs and it will alert you when retention dates have expired so you can easily dispose of any unnecessary documents that may clutter your system or increase your risk of audit and potential litigation.

  • Have vendor service-provider contracts that need to be reviewed by multiple people in your organization, and signed by individuals outside of your office? An online document management system with version control and e-signature capabilities can help you automate the entire business process.

  • When your volunteers or service-providers are working off-site collecting information for you, instead of having them mail, drop-off, or fax paperwork to your office, allow them the flexibility to upload a document into an online document storage system that they can access from the internet. That way you save on postage, time, and your forms are automatically stored in your secure electronic system.
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Our Ride for Charity Update

Yesterday, Sarel, Dave and I participated in the Tampa Bay Ride Without Limits for United Cerebral Palsy. The Ride Without Limits - Tampa Bay is a one-day, multiple distance cycling event that helps raise much needed funds and awareness for UCP/Achieve Tampa Bay, to provide equal opportunities and access for children and adults with disabilities. Cyclists had the option of riding 35, 65 or up to 112 miles during this amazing ride.
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DocuVantage joins Google and other SaaS and Cloud-Computing Providers on Apps.Gov

The White House's initiative to provide a source to facilitate easy identification and purchase of cloud services by government agencies is now available using the Apps.Gov portal.

The cloud initiative's goal is to modernize Information Technology (IT) by identifying enterprise-wide common services and solutions and adopting a new cloud-computing business model.

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Online Document Management Improves Affordable Housing Efficiency

Many citizens struggle to make their mortgage payments as the foreclosure crisis impacts communities. Because of this, affordable housing departments are experiencing an influx of applications for funding assistance with First Time Home Buyer Down Payments, Housing Rehabilitation, Neighborhood Stabilization, Refinance Assistance and Foreclosure Assistance programs.

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DocuVantage Spins Solutions for Charity During Bike Month

Tampa, FL (May 12, 2009) - In honor of National Bike Month in May, DocuVantage proves its commitment to nonprofits by supporting the United Cerebral Palsy (UCP) Ride Without Limits event.

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