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When you’re setting up a document management system, you want to get it right – since you’ll only make the switch from hard copy to digital one time. If you get it done correctly, you’ll make your life easier for years to come as you enjoy the benefits of a digital, paperless workplace.


So, let’s help you make sure you get that first piece completed exactly how you need to. Luckily, there are a few critical considerations for document management systems that we can break down here, in addition to one key thing to get right – the vendor partner you work with. Read on.

System and Operations Considerations

Your first area of consideration is your systems and operations. This includes current workflows with hard copy documents, storage, and workflow processes. Then, talking with your vendor, you’ll want to discuss how to seamlessly transition from a hard copy workflow into a digital workflow.


This will likely include scanning, saving, capturing, organizing, and consistently storing documents. In addition, you’ll want to have a good understanding of well-established practices such as:


  • Security
  • Indexing and Organizing
  • Workflow Improvements
  • Efficient Processes

The Vendor Piece

Finally, the vendor you select can have a significant impact on the success of your document management system. Working with a reliable vendor that genuinely supports your success and your business makes a big difference. That’s where Zeno Office Solutions comes in – the trusted local vendor that will ensure you are set up for success.

Get the Best Set Up

Ensure your system and workflows are ideal for your industry, your team, and your business. When your company is growing and meeting goals, you don’t have a ton of time to reconfigure your document management system, so you want to get it right the first time. Talk to Zeno Office Solutions today to get exactly what you need.