White Paper: Planning a Document Conversion

Moving to an electronic records system can provide tremendous value to any organisation, but it has to be planned and executed perfectly if you are to fully realise this value. The conversion process is filled with challenges, and getting the right resources in place before, during and after is critical. If it isn't done right, your vital information and business operations can be adversely affected.

This whitepaper outlines some of the steps you'll need to take in order to successfully plan and execute your document conversion. Because the resources and expertise needed for conversion are generally beyond the capacity of most businesses, the information provided here is also intended to give you the knowledge you need to evaluate and select the right records management partner to help you with your conversion.

We'll look in depth at:

1. Document assessments
2. Outsourcing vs. in-house
3. Workflow & indexing
4. Tracking
5. Auditing scanned images
6. After the scan
7. Transitioning

To find out how to plan your document conversion, you can download the full whitepaper here.