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 inJournal of Financial Planning p. 27
Main Author True, James
Format Trade Publication Article
LanguageEnglish
Published Denver Financial Planning Association 01.05.2009
Subjects
Document management
Electronic documents
Financial planners
Financial planning
Integration
United States > US
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Abstract 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.
AbstractList 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.
Author True, James
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Snippet 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...
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SubjectTerms Document management
Electronic documents
Financial planners
Financial planning
Integration
Title What to Look for in Electronic Document Management
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