I am ashamed to say that ever since 2002 we have been trying to create a completely "paperless" office. We have debated how scanning all of our documents would effect or workflows, transactions, and most important our comfort level. In the insurance world everything is driven by paper. Many insurance companies claim that they have gone paperless, when in fact they have just passed the paper, along with its costs and work, down to the agent. There is nothing worse than seeing stacks of paper that need to be manually put in each client's corresponding file piling up for weeks on end until someone gets so sick of seeing it that they put it away. In a perfect world it would be put away the same day that it was recieved and transacted; however, who works in a perfect world?
So last month we finally decided to purchase a heavy duty scanner, revise our workflows, and finally set off into the paperless world. It created a lot of apprehension within the office, but it needed to be done. As the younger generation in the office it sounded like a no brainer to be able to access every piece of information and with of a click of the button have it show up on your computer screen. No more stacks of papers, no more broken nails from filing, and no more ugly filing cabinets... We recieve the paper, scan it into our computer system, and then shred the paper. We are happy to report that after working out the kinks and scanning for the past three weeks it has been nothing but a success. Looking back at all of our worries and concerns is now comical because it HAS worked so well...
Wednesday, February 27, 2008
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