Document Management for the Mobile Workforce: Access Where You Need It
We live in a world of instant access. Today’s employees are used to having a world of information available at their fingertips. I can be traveling in a new city, find a restaurant that serves Thai food, check reviews and the menu, book a table, and then get directions – all within seconds from my phone. And this isn’t even surprising; it’s just what we all expect.
Why, then, is it so difficult to locate and process information in the office? Most are accustomed to the daily routine of hunting down or recreating lost documents; digging through file shares (for incorrectly named files) and reminding coworkers to review past-due invoices. We expect our phones to give us what we want within seconds; why would we expect anything less at work?
But there are reasons why it’s harder to find something within our organizations. For one thing, not all information comes to us in a format that is easily tracked. And not everything is stored in a database that can be sliced and diced. We still communicate with business partners and customers via documents. (And some of those documents are still paper!) But even if you’re using digital documents, you still have to be able to track that communication and store its contents in a manner that is meaningful.
And that’s where document management comes into play. Providing a meaningful way to store documents and translate the document’s content into meaningful data that can be used throughout your business processes.
Say a customer calls you asking for a particular record, could you quickly pull it up while on the phone? What if you’re out of the office: how hard is it to access your own files; paper or electronic?
Integrated document management is the solution. With a document management system in place, you will be able to capture and index documents of any kind from anywhere. This will allow you and your coworkers to search for and retrieve those files, see related and supporting documents, utilize configurable automated workflow processes, and output documents.
With DocLink, your documents can be wherever you are with the DocLink Mobile app.
Your team will be able to access, approve, and capture documents no matter where they are in a matter of seconds. Grant them the opportunity to be effective and efficient from any site or office.
The key to eliminating those silos of business data is integration. A document management solution integrated to your ERP system will not only prevent common accessibility issues but also enable your organization to improve processes and grow. Seamless integration between a document management solution and ERP minimizes keystrokes and manual error as information flows between the two systems. With that strong integration, your documents can be directly accessed from your document management repository, from within ERP windows, and also through your web client or mobile device, making your life and the lives of your coworkers much easier.
Ready to forget about the struggle to access workplace information? Stop wasting time hunting down data, contact us today to learn more about DocLink Document Management.