PTI

PTI

Portfolio

• Document Management• Archive One

• Document Imaging• Scanning• Indexing• Digitizing

• Document Management BPO

• Asset Tagger

BUSINESS Solutions

MAPPINGSolutions

IMAGING & ARCHIVINGSolutions

• Workflow• Activity Factory

• E-Commerce EDI Gateway Systems• One Trade Central• Software Development

• Field Survey Systems

• Location Intelligence Tools• Business Mapper• Business Mapper-

Incident Reporter• Enterprise Vehicle

Tracking• Route Planning

• Digital Mapping• Tactical Mapping

Services• Mapping Data

PTI

Tips on Getting Started with Document Management and Imaging

Here are a few tips before you get into Document Management.

Establish your Business Goals and stick to themWrite down what your success criteria is and document it. Be pragmatic.

Plan and analyzeIdentify how your document management initiatives will change your business. (Who will do the work, and what work will be reduced?) Understand your retrieval requirementsUnderstand how you find files. This will help you save costs on indexing or tagging. If your company normally finds an employee record by Employee number, then that is all you need to index. There needs to be a balance between costs and benefit.

PTI

Tips on Getting Started with Document Management and Imaging

Choose the right VendorPartnering with the right vendor is essential. Do they understand support and have the technical capabilities? Can they do integration work in order to leverage my investments on an existing database system? Or is the vendor just a reseller with overseas support? Do they understand your business issues and goals? Get track record information. Start small and manage the changeThis is a very important suggestion to our customers. You should pick a department to start with and learn from it. New business processes can’t be learned overnight. Cut down on the number of printersThis might sound like an odd suggestion, but it actually works. If the company places printers in locations where people need to walk, it cuts down on unnecessary printing. You should store imaged documents offsiteThis is not only cheaper, it also prevents people from going back to bad old habits like using paper records.

Product names, logos, brands, images and other trademarks referred to are the property of their respective trademark holders.

PTI

For Inquiries:

sales@paperlesstrail.net

http://www.archive-one.net/

www.paperlesstrail.net

893.5951 / 893.5983

Developed & Supported by:

Office Address: Unit 2E, 3rd Floor OPL Building 100 C. Palanca Street Cor. Dela Rosa St. Legaspi Village Makati City 1229