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How to Plan a Successful Document Imaging Project – Part 3

Thursday, March 9, 2017

We are now at week three of a four-part blog series on how to create a plan for your document imaging project. In this week’s post, we take a look at planning the scanning process and the post-scanning process. This section is where you get into the nuts and bolts of how the actual scanning process will unfold. There are several key stages to address: Continue reading

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How to Plan a Successful Document Imaging Project – Part 2

Thursday, March 2, 2017

In last week’s blog post we kicked-off a four-part series on how to create a best practice plan for your document imaging project. As we learned, you need to start with a clear idea why you are embarking on the project. You also need a solid grasp of the business context and the collection of files to be scanned. Continue reading

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How to Successfully On-board 130,000 Acquired Loan Files

Thursday, January 12, 2017

For a top-20 U.S. bank, the acquisition of two smaller banks created a huge influx of mortgage and loan files. To integrate the acquired files into its existing operations, the … Continue reading

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Best of 2016 Part 4: The Year’s Top RM Videos

Thursday, January 5, 2017

We have arrived at the final installment of our four-part blog post on the most popular records management resources from the past year. Over the past four posts we have … Continue reading

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Reader Favorites: Our most popular records management resources

Thursday, November 17, 2016

Our most popular resources over the past month address a few issues that don’t always get a lot of press, but that doesn’t make them any less challenging, or important. First up, we a have a white paper that shares three tips to help you navigate corporate file moves. We also have a toolkit to help you plan and develop an environmentally friendly records management program. Finally, we share a guide that outlines nine elements of a successful document imaging project. Continue reading

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Budgeting Your Imaging Project: Six Overlooked Cost Factors – Part 2

Thursday, November 10, 2016

In last week’s blog post we introduced some of the hidden cost factors that can drive up the cost of your document imaging project. As we saw, you need to pay close attention to several things: the state of your current collection, the handoff process to the imaging team, and the process of applying naming conventions and metadata. To avoid extra costs in these areas you can conduct a thorough audit and purge of your collection, and provide the scanning team with an electronic manifest containing detailed information about the collection. Continue reading