Digital Document Management Increases Efficiency

Employees have been storing critical spreadsheets and documents across various platforms with no apparent digital structure for many years. Whether documents are stored in Google Drive, right on an employee’s desktop or in programs such as Microsoft Excel or Word, many challenges quickly become apparent.

Important documents such as work schedules, protocols and procedures and account information often need to be able to be accessed by multiple employees across an organization on a daily basis. When these documents are stored in individual programs (of which each often requires separate passwords and permissions to access), collaboration becomes a real chore.

Many of these individual programs also lack the important security needed to keep sensitive information safe. We can not tell you how many times we have seen companies storing sensitive business and customer information in Excel spreadsheets. These spreadsheets just are not a secure, safe solution. There’s a better way.

Moving critical documents into a centralized network within a platform like an Enterprise Resource Planning (ERP) software is absolutely critical to keeping your sensitive business data secure and scaling your business efforts. There are many excellent cloud-based data management systems that can provide you with remote access to important documents and even allow employees in multiple locations (such as those working remotely) to access necessary information and documents when and where they are needed. This makes collaboration much easier.

The majority of ERPs are also equipped with many features which allow business owners to seamlessly automate a lot of their daily processes. Instead of relying on step-by-step instructions in a handwritten document, process automation can help keep everyone in your organization on the same page. ERPs can be set up with Application Programming Interfaces (API’s) which allow them to automatically connect with other programs used in your organization.

Automatic communication between programs allows business owners to make sure their information is always up-to-date and accurate. In addition, employees are able to login to a centralized location and have any necessary changes be made in real time across multiple platforms seamlessly. Automated processes help eliminate errors, improve efficiency of your teams, and greatly improve the overall customer experience.

Since 2004, Triple Helix Corporation has provided digital data and information system consulting across many diverse industries. Contact us today if you would like to schedule a risk-free consultation and see how we can help your company better organize, access and analyze your data.