I just walked into the office, albeit reluctantly, on a gorgeous made to order day in the middle of December, here in the Tampa Bay area.  I looked wistfully over at my new wheels, (cycling is my hobby), then down at my feet.  I happened to be wearing flip-flops and shorts.  You see, I’m the chief cook and bottle washer for a software factory.  I like to think we make stuff and we do, Made in America, no off-shoring.  No need for a safety hat, goggles or for that matter shoes.  In the world of brainiacs and geekdom, extremely causal beats clothing optional, so t-shirts, shorts and sandals serve us well.

I don’t know about you, but doesn’t feel like every year the holiday season and Christmas comes earlier; like Santa and his reindeer are out trick-or-treating?   Maybe it is because of technology.  We’re on Internet time.  I think my time-slipping is lack of concentration. All these distractions like 12 smart phones a ring-a-ding-dinging, 11 tablets a play-play-playing, both are tweet-tweet-tweeting… and what’s with these Angry Birds? It’s hard to focus on one thing for too long when you’re running in so many directions.  Time flies! 

I suppose I’m just the Grinch.  Each year it gets harder for me to get all excited about the holiday season.  Maybe it’s because it doesn’t snow in the Tampa Bay area.  Christmases in Wisconsin was certainly different.  I used to live there.  No regrets. Now it’s a nice place to visit. 

I need to remind myself. Tis’ the season! Time we are afforded to share with loved ones.  So I’m going to take the time.  I hope you can too.

Peace on earth and goodwill to all men and women.  Follow this link to... ---> Enjoy Sounds and Scenes for the Season (from Integra Business Systems, Inc.).

 

There’s a great series on the History Channel, called “Life After People”.  The series explores what happens to our cities, buildings and bridges without people to maintain them.  In just days, our very infrastructure we take for granted, our tunnels and subways will become flooded.  Transportation will cease.  Power will be cut.  Our planet begins to look like this (click on thumbnails).

Here is a trailer to the series.  Living After People.

Most of our competitor’s Enterprise Content Management (ECM) solutions, a.k.a., document imaging or COLD, are considered ancillary (secondary) products.  What happens when your provider’s resources are pulled from ECM product development to concentrate their resources on their core competency?

There's a series is in the works, it’s called “Living without Legacy”.  It’s about living with an erosion in talent; living with meager or no updates; living with Band-Aid fixes (patches).

Technology is not slowing down, it’s speeding up.  The faster technology changes the faster software applications must change to keep you competitive in your industry.

Integra Business Systems, Inc. develops ECM products for financial institutions and the financial services industry.  We own our technology.    We develop in ASP.Net and .Net.  Our iDentifi.net (follow link) product line is web-based.

To learn more about the products you need and best practices, go to the post, Imaging Horsepower, a post on this Blog which has appeared in both ICBA Magazine and online at Credit Union Magazine.

Twenty-three (23) years in the making.

The number 23 certainly doesn't solicit much sensation. Not like 25 or 50, still a milestone all the same for many businesses, especially today on when we are all on twitter time. 140 characters or less now defines us!

From his book, Lasting Lessons from the Corner Office, Todd G. Buchholtz, quotes a line from a futuristic movie and someone saying, “Where we’re going, we don’t need roads, we just need people made of the right stuff.”

He goes on to say, “One of the statistics out there is that 33 percent of all new businesses fail within the first two years. That number is much higher when you look at the first five years.”

There are a lot of articles, books and blogs out there portraying entrepreneurship in the same sentence with risk, blind luck, or just plain foolish.  Many of the pundits will never know first-hand the emotional roller coaster ride.

Well let me be your Garmin.  I can take you there.

There are hundreds of thousands of small business entrepreneurs that are made of the “right stuff.”  I formed Integra Business Systems, Inc. March 7th, 1988.  Looking back, it was, the most frightening, yet most enjoyable year, I had experienced professionally, for some time.  Funny, since I was unemployed and unemployable.

For more than a year, my corporate headquarters occupied the guest bedroom in the same house we still own and occupy today.  When I look back on how I survived and managed to squeak out a living those first few years I have to say it had to do with confidence and faith in myself and the support of my family.  Yeah, we were scared. I don’t want you to think I’m bragging.  I have never done anything heroic.  I have made sacrifices, but nothing on the same level of a police officer, fireman or soldier.  Tongue in cheek, maybe I have potential?  Maybe in my next life?

As is the case with many small business start-ups, entrepreneurs, I had to liquidate all my savings; then borrow from friends and family to make ends meet.  I borrowed from credit cards, transferred funds from one card to the next, worked the low percentage offers, played the shell game with credit cards.  Yet, I never defaulted on a credit card or a loan.

My experience at NCR Corp. and subsequently at a start-up, North American Business Supply (NABS), operating as a subsidiary of a small bank data-processing company, became invaluable, learning to make something from nothing at all; learning to trust my own instincts, even in the face of overwhelming doubt.

One of the important things I have learned after over 35 years in this business is “don’t burn bridges”.  Often times the organization you dislike the most is composed of people you like the most.  Many of my business associates from my NCR and NABS days kept the faith and helped me build a line of products and services for whom I hold undying loyalty.

 Kim and her family survived one major ordeal only to face new challenges landing on a small island short of the island of Pulau Bidong, Malaysia.  Two days and nights later they would land on Pulau Bidong and begin an eleven (11) month odyssey on the island. Hard to believe their flight and their plight was perceived a blessing, but a blessing none the less.

There were thousands of their neighbors, friends and relatives who were less fortunate.  Young children, who’s parents had bought their freedom fell victims to pirates, were raped, had their possessions stolen, were thrown overboard or perished from malnutrition or starvation.  Those who remained behind in Saigon, with children too young to travel or couldn’t afford to buy their freedom met similar fates.

Pulau Bidong, one of the scenic and uninhabited islands off located off Kuala Terengganu, is often remembered as the temporary home of the Vietnamese boat people who fled their war-torn country in the 1970s. Out of the estimated 800,000 Vietnamese who left their country during this period, the biggest proportion, more than a quarter of a million, landed on their shores.

Although the island has the capacity to provide shelter for 4,500 refugees at any one time it took up to as many as 20,000 people at one stage, at the height of the arrival of the boat people. Pulau Bidong served as a half-way house for these people before they were sent to other countries, including the United States, Canada, Australia and several European countries, and it took time to grant approval to those qualified to be accepted as refugees. Those whose applications were rejected were sent to the Sungai Besi Refugee Camp, where they were later forcibly repatriated back to Vietnam after the war.

In the early stages, the refugees, some with nothing except the clothes on their backs, ate anything they could find on the island including monkeys, frogs and squirrels. The wildlife population was decimated. To ensure the refugees got humanitarian aid and better living conditions, the UNHCR through the International Red Cross supervised the activities on the island.

Long-houses and offices made from wood from the local forest were built and the boat people were provided with better basic needs and amenities such as food, schools, workshops, electricity and water. Perhaps to make it just like home, the camp was subsequently turned into a bustling mini Saigon. It had the trappings of a township - post office, church, temple, tailors, hair salons, sundry shops and even disco and bar. One part of the beach was even named Pantai Cina - China Beach - after its more famous counterpart in Vietnam.

In Kim’s own words...

Later I had learned the aid ship following us was a World Vision Missionary ship.  Approaching land, our boat had stopped once the propeller had stuck in the sand.  The boat had begun to tilt.  Someone had yelled “get off the boat as quickly as possible.”   The boat was taking on water.   The men got off the boat and assisted the women and children toward the shore.  I remembered as I walked toward the beach, my head felt heavier than my body.  Once everyone had gotten to shore safely, each family cleared an area for their family and settled on the beach.  The women used whatever spare clothing they could find to cover the sand, so the elderly and children could sit down. While everyone was busy setting up camp for the night, I looked out at where the boat had been.  Within minutes, it had sunk tail first.  I could not believe it.  We were all stranded on this small island with limited food and water supply (of course, I was too young to worry about food or drink, I just thought of how lucky that I did not drown).  Some people from our boat started to look around the island and search for help but did not see anyone else on the island. The men continued to look around the island and talked among themselves.  The women were asked to occupy the kids.  Our caretaker, Anh, told us stories to help us sleep but I could not sleep that night.  I heard too many strange noises close by.  I stared into the sky.  It was clear with plenty of stars out.  I looked again to the horizon.  There was no remnant our boat had ever existed. 

As the sun rose a boat with Malaysian soldiers approached.  The soldiers told everyone on our boat to surrender all of our gold and valuables to them for safe keeping.  They assured everyone that these items would be recorded and returned to us, once we had been accepted by and ready to depart to a new destination.  Most of the people on our boat were skeptical and didn’t want them holding their valuables.  Finally, the soldiers demanded that if no one surrendered their valuables, we would have to stay on this island until they got what they wanted.  So families started to bring a few pieces of gold to the soldiers.  My dad quickly told my sister, My, and other sisters to keep some gold hidden under their clothes.  My family gave up approximately 50 pieces of gold to the soldiers.  At the time, we didn’t know the exact value of the gold.  The soldiers wrote something down (in Malaysian) and had each family sign.  We had no idea what they had written on those documents.  We believed that the gold pieces were as good as gone.  My dad just considered it payment so we could leave the small island in peace, a down payment on our future.

After this, they left us alone and told us that they would call for assistance.  At that moment, everyone was just relieved, happy and excited that everyone had found FREEDOM.   Later that day, someone was stung by a poisonous sea urchin.  The poison spread so quickly that she went unconscious.  The soldiers called and asked for immediate rescue.  That evening, the rescue boat came.  It only took her and her family and to leave the island first.  They would not take anyone else who had been stranded.  The soldiers pushed the others away from the motor boat.  Someone explained that more boats would be back tomorrow for the rest of us.   That news calmed the remaining people.  One more night, we spent on this isolated island.  The next day around noon time, several boats arrived.  We all packed whatever belongings we had left and we headed toward these boats.  I remembered treading through the clear blue water and attempting to avoid stepping on jelly fish of all colors and sizes that had covered the island’s shoreline.  Luckily no one else got hurt that day.  It was a short ride to a larger island called  Pulau Bidong, where my family would reside for approximately 11 months.  There were plenty of adventures and obstacles to come.

 As we approached new land (Pulau Bidong), we saw the wood dock.  We could see the people on the beach that were Vietnamese by their clothing, which got us all very excited.  Side note:  We all had thought the boats were taking us to main land of Malaysia.  Come to find out, this new home for us all was a refugee camp.  After all of us had gotten off the motor boats, each family looked for a spot for our family on the beach to settle.  Hunger finally hit my family fast and hard.  We were starving. We hadn’t eaten food in several days.  We had only drank water or something close to it.   

There was very little rice left to feed my family of 16 members.  We had to cook rice in a broth to have enough for my family to share.  We shared a small half bowl of white rice soup between us.  We passed the bowl to each family member in turn to sip.  My family had never suffered hunger.  This was a very humbling and frightening experience.  We were a proud family living comfortably to a family starving within a span of 4 days. 

Since the boat that transferred us to Pulau Bidong was the 23^rd boat that had arrived at this camp, it was labeled number 23.  The population on Pulau Bidong Island at that time was roughly 40000+ people.  Our boat was assigned to the D or B area of the island.  This was how the island officials would divide and find the families.   That night we slept on a bank along the shore of the island.  The next morning, each family was shown to where we were to live.  When we got to our new home, it was just a patch of dirt.  It was up to us to build a shelter.  Unfortunately for my family, we didn’t have the skill nor the know how to build a structure of any kind and we would rely on other refugees to assist us.  We were tired, fatigued and hungry.  We slept with a plastic tarp for cover.  That 2^nd night, thunder and lightning woke us, the rain water soaking us beneath the tarp.   We picked up our belongings to avoid the rain from ruining them.  The rain was so heavy, it poured down the hillside.  We all stood till morning and then we had were provide help to start building our new home. 

My dad and brothers went up the hill to gather woods and branches.  My family had many restless nights in the beginning.  To top it off, I had chronic Asthma attacks.  My family could not get me immediate medical attention.  We had to wait until our family was officially registered into the refugee residential list.  It took two days for the process to be completed.  We were helpless.  We went from a well-to-do family to doing things for ourselves.  It was very difficult life-altering event for our whole family.   Though time was all we had, my family was forced to quickly adapt to our new lives. 

My family life on Pulau Bidong:

My siblings and I shared one bed. There were 3 beds total in our home.   All of our beds were made with multiple and  uneven branches tied together.  But it was better than the dirt floor.  It was very difficult for my elderly grandmother.  She could not sleep on these beds.  Later on, she bought a wood plank that came from a wrecked boat.  This was used to make a more comfortable bed for her to sleep on.   For cooking, we dug a hole and mounted several rocks for a fire pit.  Other appliances and supplies, we had to buy with gold or money depending on the sellers.  All families received some supplies from the United Nations like rice, instant noodles, and beans.  Note: This is why I dislike beans, especially kidney beans.  To earn a living, my older siblings would buy and sell fresh fruits and others products from a lady, whom was the longest survivor on this island.  This lady would buy her inventory from Malaysian civilians that sail by our island.  The island was deemed a gold mine; for without gold or money no one would survive the hard life.  There was plenty of price gouging.  For instance, one bottle of Coca Cola, which cost 34 Cents, was sold for a $1.00.  This was just a small example.  There was no employment on the island. So, people created their own jobs. 

Some climbed the hill and cut trees for trading with those in need of lumber for shelter or for firewood.  My oldest brother, Jimmy, took on a risky business.  He swam offshore to where Malaysian fishermen boat drifted by.  The fishermen would bring different items to sell items such as axes; hand saws, tents, even cookies, which were in demand in our camp.  Malaysian police patrolled and would beat or kick the sellers and the buyers of these goods.  They would chase off the fishermen. One time, Jimmy had bought 20 axes as the policemen’s canoe was approaching.  Jimmy had to jump off the fisherman boat. The weight of 20 axes sank Jimmy to the bottom of ocean floor.  He panicked but would not give up.  He managed to drag the axes to shore.  Lucky for Jimmy with the weight of the axes he sunk quickly, otherwise the policemen would have beaten him with their sticks regardless if he had surfaced too quickly. 

For drinking water, there were only a few public wells which supported the large population on the island.   We would travel for miles, stood in a long line.  It could stretch for miles and we waited our turn.  Once we reached the well, we would gather a bucket of water.  Public wells soon went dry.  People started to dig their own wells.  Before the water system was built, most private wells were only used for bathing and washing.  The island was undeveloped and not ready to handle people especially large populations.  No sanitary system existed.  Heavy rain would contaminate the water supply and jeopardize the fresh water supply, which made everyone’s life more miserable.  Later on, the United Nations brought in piping and helped build a water system that transferred fresh drinking water for everyone on the island.   

My family tried and gradually adjusted to the lifestyle on the island.  Yet we would continue to pray and hope for a miracle that some country would sponsor us.  My family was low on the list for sponsorship for several reasons.  We were not a part of US military services or affiliated in anyway.  My family was not classified as a priority at that time, the US delegates could not process the sponsorship right away.  My family could only hope and wait for acceptance based on a religious sponsorship.  The biggest problem was the size of my family.  Most groups did not have the financial funds to sponsor 16 people. Our lives on the island were like the movie Groundhog Day and seemed hopelessly mundane.  We all lived day-to-day as  best we could. Churches and temples were built.  W donated wood, tree, and tents.   My brothers, sisters and I would spend our spare time by studying Basic English at any church or temple that offered free classes. 

When the last of these boat people left the island in the early 1990s, what remained were mute reminders of recent history: charred wooden buildings and rotting huts which once housed about a quarter of a million boat people since their first arrival in 1978.

Today, the only welcome for visitors to the beach of Pulau Bidong is a barren beachfront stall and glimpses of buildings heavily hidden by overgrown brushwood and bushes. Only emptiness, signboards with Vietnamese characters and names are still on display – ghostly reminder of the past.

What’s under the hood of a new generation of document imaging systems?

Best practices in document imaging was defined by large, clunky and expensive scanners for images and optical jukeboxes for storage. In the early 2000s centralized scanning and research was the norm due to limitations in networking technology and the associated hardware costs.  

Desktop computing has morphed into notebook computers and mobile devices.  Every year American businesses generate over 2 trillion documents. At our current rate of information exchange that number will increase every three years.  On the average, a community bank manager can spend 30 minutes to three hours a day (or three months per year) searching for documents.

Internal intranets have replaced local area networks as the preferred method for businesses, including community banks, to share information. This translates into many more documents and many new document types for banks to manage. To deal with the increases in content, document imaging and Computer Output Laser Disk (COLD) has been replaced by Enterprise Content Management (ECM).

More documents to manage on internet time means availability and access to documents must be fast and secure.  Lower-priced scanners and the proliferation of multifunction printers make it easier to capture documents at their source.  Add privacy policies, ever increasing regulation and compliance pressure, compel community banks to use ECM effectively to manage their documents.  Best practices for an ECM system must address several key areas.

Easy to use.

A successful implementation of ECM means the bank employee must find the software easy to use.  An ECM application using the ubiquitous browser is a good choice for searching for documents.  Who isn’t familiar with the internet browser?  This reduces the bank’s cost and the time to train employees, especially in areas of high turnover. It can be as easy as the “Back” button. To compete and to communicate effectively in our new world, documents must be easily accessible to bank employees from a multitude of sources.  Today many documents are “born digital,”  where documents include e-mail and e-mail attachments, text, Web content, word processing documents (such as board minutes and spreadsheets for accounting), digital photos and video.

Fresh off the presses, this post also appears as an article titled "Imaging Horsepower"  that appears in September 2010  ICBA Magazine. It emphasizes best practices and it certainly plays to our strengths! Warning, it's a yawn if you're not looking to add ECM or improve your current ECM solution.

The Web is always on.  Bank customers have online banking and can bank anywhere and at anytime.  Bank employees need access to customer documents too, anywhere and anytime. With ECM software a bank employee in a branch could retrieve an image of their ID or Signature card for identification purposes.  If there was no ID on file they could scan it locally, at their desk.  They could take an application for a loan, scan the application and ID to an electronic folder, notifying the credit department to process the application, get it approved and back to the branch employee to complete the loan.  This can reduce the chance of fraud, satisfy regulatory compliance, such as the USA Patriot Act and save the customer time.

An ECM product can also employ an eSignature application which allows bank customers to eSign deposit and loan documents.  Instead of printing to a laser printer the print job is sent to the eSignature application.  All pages appear on the display for signing on a digitizing pad or tablet PC.  One major advantage to an eSignature solution is the capability to predefine all signature areas, initials and number of signers on a document or document set.  The signing process cannot be completed until all signatures and initials have been completed. This saves time, especially if the bank employee has conducted the signing at the bank customer’s home or office.

eSignature can eliminate or substantially reduces printing costs.  The bank’s eSigned copy is automatically stored to the ECM archive.  The customer can opt to receive the eSigned documents by e-mail, on a thumb drive or the documents can still be printed after the signing.  eSignature comes with the added benefit that bank documents no longer need to be printed, signed and then scanned into the ECM archive.  This saves both time and money.

Easy to implement.

Community banks rely heavily on IT for the latest and greatest technology necessary to compete with larger banks and comply with ever increasing government regulation.  An ECM application that is easy to deploy (one click installation) and receives unattended updates via a secure Web server is ideal for a busy IT department.  ECM applications, once written for the desktop PC (legacy applications), are now written for the Web.  Today’s ECM platform should include one-click technology to deploy the ECM application across the enterprise to multiple locations easily and efficiently.  Again, time and money saved.

Many community bank branches have invested in multifunction printers, which include the ability to scan documents.  An ECM system can compatible with MFP devices is a plus.   The availability of bar-coded documents from most new account and loan origination vendors make scanned documents easier to identify and archive. Documents can be captured (imaged) in the branch, then indexed and store centrally by the ECM system and accessed by any user across the enterprise who has been given the rights to access them.

The ability to drag and drop “born digital” documents into the ECM system, easily identify and file these documents from a multitude of sources is essential.

Secure.

Some would argue making documents available via the browser is risky.  Which is more secure?  A file folder on someone’s desk or encrypted documents in a secure file folder stored on a secure server in a secure location accessible only via a private network?  Many community banks have multiple lines of business, which require multiple levels of document security. For example, someone in new accounts may not be allowed to access loan documents.  Other personnel may need to access both new accounts and loan documents but only customer related documents.  They may need to be restricted from access to employee only documents and human resources. With an ECM system, multiple layers of user security down to the document level is possible.  Only the persons that have been given the rights to view the document can view it.

Compliance, completing a successful audit.

Internal audits as well as audits from state and federal governments can be conducted much more quickly and efficiently with ECM.  An ECM system that employs document tracking allows the bank to define which documents are needed for every type of deposit or loan transaction.  Document tracking can determine if all the associated documents have been archived or if documents are missing.  Reminders are created and e-mail or printed notices are sent when a recurring document (such as financial statements or certificates of insurance) is needed.  If documents are missing reports, notices are sent to the responsible bank employees and managers. Logs show an audit trail.

Your ECM vendor must produce and keep current, a vendor management package.  The package must include information such as SAS70 certification, audited financials, a security agreement, acceptable use policy, password policy, termination policy and a disaster recovery plan, to name a few  documents and policies required by community banks from their ECM vendor.

Legality.

An ECM system should include a log that will record when a document has been viewed, printed, e-mailed or whether a document has been revised. It will display by default the current version of the document and also keep older revisions.  Document retention policies can be set on each document type as to the length of time the documents are will be viewable, when they are moved to long term archive or when they are destroyed.

Documents will not be moved or destroyed without the administrator of the ECM system being notified and given the option to change the document(s) status. Any eSigned document that is altered will cause the eSignature to be replaced by a large red “X” in the signature areas.

Disaster recovery.

A co-location facility is recommended to be either manned by a third-party provider with the technical skills to back up your mission critical applications and be located within one day’s vehicle travel from the primary facility.  Community banks that may not be able to take advantage of the latest ECM technology due to cost or lack of IT resources can employ an ECM solution from a Software as a Service (SaaS) provider.  Most SaaS models will include disaster recovery which essential to an ECM deployment in today’s world of regulation, compliance and security.

Go Green, Save Money.

ECM software can cut down on the cost of printing, reprinting, faxing, postage and courier runs.  If everyone across the enterprise has the ability to view the documents they need, there is no need to keep “shadow” copies of the documents and files in multiple locations.  This saves money and also makes for good press.  Community banks that already have a “Go Green” initiative or wish to implement one can say with confidence their ECM product saves trees.

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Business is improving, despite all the obstacles in this unpredictable economy that remain and those ahead of us.  This is largely self-fulfilling prophecy as our engine runs on premium personnel and our management team isn’t half-bad either.

We have invested a great deal in new products and new markets.  I’m a big fan of Alan Kay’s expression, “The best way to predict the future is to invent it.”

I guess you could say this message comes somewhat diluted by the BP oil spill.  Accidents, like the BP oil spill and natural disasters are unpredictable but they are going to happen.  I can see the raw and gut-wrenching effects as they unfold for our neighbors in the Gulf States and the Florida Panhandle.  We are certainly not exempt from the fallout.  We are also far more fortunate.

There’s little one can do in the moment but there is much that can be done to either prevent an occurrence or deal as effectively as possible with the results.  Unless of course, your government gets in the way.  That’s a whole other topic.

I believe we are as well prepared as we can be to limit the impact of most natural disasters.  Arguably we are and will be impacted on a financial and personal level as well.  To what extent will be born out by the actions, performance and lessons learned by others.  Certainly, we are far more fortunate.

There is still no consensus on when and where the economy will improve.  I spend a great deal of time measuring and evaluating circumstances as they may affect our business.

You can watch Fox News or CNN but our success or failure has little or nothing to do with the economy, politicians or other outside factors.  It has to do with you and me.  It has to do with the quality and functionality of our products and services.  It has to do with how we deliver our products and services!  It has to do with how we choose and treat our customers and our partners.

We are nothing to big business or big government in terms of our success or failure.  We are everything onto ourselves.  We will not succeed or fail due to outside influences.  We will only fail if we are cannot deliver excellence on all levels, products, customer service, implementation and ongoing support. 

Conversely, big business and big government need us to succeed. Theirs has become a global problem.  They have simply ignored the entrepreneur; unless, of course, the entrepreneur is holding the glass slipper.  Small businesses are mostly carriages of pumpkins and mice out there delivering the goods.  There are very few Cinderella stories.  Once delivered, even when the glass slipper fits we continue working well past the ballroom festivities which has become, as intended, a fantasy.  We are soon  forgotten.  When the carriage of big government and horses of big business are stabled and their cats are away, the mice, small business people, you and I, will come out to play.  Small business can be very resourceful, if left alone.

You can save a tree and save money!   It’s true. Eliminate paper and you’ll improve the bottom line. It’s also true that if a vendor says they’ll get rid of every scrap of paper in your office you should run the other way!!! “Document nirvana” aside, there are many things your organization can do right now to cut costs, manage compliance and improve access to critical information by eliminating paper from each process.

This is a comment from one of our customers, "How did we ever do business without the ability to retrieve at the stroke of the keyboard every record in our operation instantly without worrying about looking through file cabinets and charts that were outgrowing the space we had in our office? And we had a great filing system compared to other medical operations!”

Document management has been around for years but often people think of it as just scanning checks or old paper archives. In fact, many folks implement a new system but continue to do everything else exactly the same as before. The only difference is that documents are now located inside electronic file folders instead of traditional ones.   While that makes it a bit easier to find something, a true document management system is capable of so much more in the drive to become paperless.

Another comment after going paperless, "The purchase of their system has allowed us to no longer store the voluminous amounts of paper that is indigenous to a medical practice. We estimate that the use of the identifi.net system has allowed us to store and instantly retrieve in excess of 1.5 million page equivalents. In the past, we needed 1 full time FTE plus ~1000 sq. ft. of filing/storage space plus the necessary supplies to create tens of thousands of file charts, etc. Additionally, there were immeasurable man-hours in pulling charts/files, looking through them for the applicable data and then copying the information needed. Today, we are able to administer our entire system with 0.20 FTE, no significant material costs, and instantaneous retrieval from every work station in our office. Additional hard disk space was one of our few other costs. We still have a number of lateral files that we would be happy to sell at fire sale prices!"  Jeffrey Grossman, KG Health Partners

More on going paperless...follow this link:

iDentifi eSign - Advancing the Paperless Office

Let us know what you are doing to save money, save trees and go paperless?! Post your comments below.

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