What to Look for in Electronic Document Management
If you're thinking about going paperless -- foregoing reams of paper and rows of filing cabinets for an electronic document management solution -- keep in mind that electronic document management is more than just eliminating paper. Perhaps most critical is how electronic document management ca...
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Published in | Journal of Financial Planning p. 27 |
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Main Author | |
Format | Trade Publication Article |
Language | English |
Published |
Denver
Financial Planning Association
01.05.2009
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Subjects | |
Online Access | Get full text |
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Summary: | If you're thinking about going paperless -- foregoing reams of paper and rows of filing cabinets for an electronic document management solution -- keep in mind that electronic document management is more than just eliminating paper. Perhaps most critical is how electronic document management can sync up with your existing business applications. Integrating business applications and processes with a paperless solution can help financial planning firms achieve greater productivity and efficiency. Most financial planning firms are small enterprises. In order for electronic document management to help financial planning firms, it must feature out-of-the-box functionality and offer compelling value in a single package. |
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ISSN: | 1040-3981 |