With a dedicated IT services team at KBS, we can discuss many other ways and possibilities to digitally transform your business.

How Managed Document Solutions Streamline Workflow

Think about the last time you prepared for a customer meeting. You may set objectives based on a series of email exchanges with your team and the customer. Maybe you built a customer report card by pulling invoices from your files. Your marketing team might have created a short presentation about industry trends. You likely spent several hours compiling the useful information into a cohesive presentation. What if you could accomplish the same results without leaving your office?

Managed document services can help transform chaotic business processes into controlled, streamlined activities. Your company functions more efficiently with fewer internal interruptions, unnecessary steps, and less waste.

We’ve highlighted several areas that benefit from managed document solutions.

• Document Storage. Instead of file cabinets and computer hard drives filled with emails and documents, you’ll transition to a paperless environment. Digital document storage lets you upload protected documents, assign access permissions, collaborate with team members to move materials through the revision and approval process, and track document management.
• Project Management. Electronic document workflows help teams who are responsible for project oversight and execution. You can easily create requests for proposals, including blueprints, licenses, and permits. After a project starts, you can track activity and verify document status. Managed document solutions help everyone on the team stay on the same page throughout every stage of the project.
• Legal Compliance. With management document services, you’ll have confidence that your team knows and obeys all laws and regulations about operating the business and managing teams and customers. You’ll have a secure platform for sharing guidelines and process workflows. If you have patents or intellectual property, electronic document storage solutions allow law firms and investors to upload and share sensitive documents, sign NDAs, track views, and revoke access to downloaded materials if necessary.
• Audits. Managed document solutions can help end the stress of an examination by setting access, authentication, and retention policies. Struggles to locate and retrieve documents diminish, and you’ll have more peace of mind with electronic document workflows in place to prevent document modifications or unintended deletions.
• Financing. When businesses of any size across all industry sectors start the process of raising capital, the due diligence process can be challenging. Document workflows help you store contracts, organise files, and notify investors about document updates. Collaboration is straightforward, and you can monitor interactions, secure documents with watermarks, download prevention, or print-blocking.
• Asset Buying and Selling. Digital document storage gives you a central repository for information about buildings, equipment, inventory, and receivables. You can also keep track of intangibles like customer lists, patents, trademarks, and goodwill. Transaction information is easily shared, downloaded, and reviewed with an audit trail of the process.

Managed document solutions give you control of the documents you create and better oversight of workflows and processes. You’ll save space, time, and money with digital document storage solutions. Watch productivity and customer responsiveness go up with managed document services from KBS Group!