Make your documents searchable without giving up control

Ever year, I get a letter from my accountant. Our year end just finished and he wants a pile of paperwork from me to prepare our annual accounts.

I print it all off (sorry, tree), put it in a box, walk it over and dump it on the receptionist’s desk.

Someone their end then has to do some menial tasks like looking through our bank statements and make sure there’s an invoice for every payment in and out. I don’t envy that person!

They might scan it all in or make another paper copy of it for their records.

This sort of workflow is really common amongst accountants, solicitors, conveyancers, IFAs, estate agents etc.

It’s a huge waste of time because:

  1. A lot of the time, you are literally looking for a needle in a haystack
  2. You are following the same process for each customer

You might have heard of OCR. It’s where you scan the paperwork in and the text becomes searchable like on a web page or in a Word document. Maybe you’ve even been pitched to by a company offering a “document management” company. They want you to send them all of your files (??!) to do the recognition and for “safe”-keeping.

But what if there were a way to get the same benefits without ever giving up control of the documents? What if you didn’t have to pay a subscription or tie yourself in?

What if it were dead easy to find precisely what you’re looking for? (an invoice from the council on the 2nd of May for £120).

Enter, bespoke software. Neato!

Bespoke software is a great fit for document management because it gets around the biggest security concerns, eliminates vendor tie in and cuts your ongoing costs substantially.

We’re experienced software developers and we’ve done this before and we can do it again. Give us a call if you’d like to start taking control of your documents.


Posted on October 27, 2017 at 12:15 pm in BusinessBusiness BenefitsHow to

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