Guide to Going Paperless

Overview

Business owners and managers are looking to get rid of operational bottlenecks caused by outdated methods of storing and retrieving documents. What seems on the surface to be a pretty simple conceptconvert paper to images and keep them on the computercan become a challenge without taking time to put together a plan. The purpose of this guide is to offer ideas for planning and executing this transition in a way that matches your company’s specific requirements and resources.

Advisor Thinking