White Paper: How to Plan a Document Conversion

how to plan a document conversion

Moving to an electronic records system can provide tremendous value to any organization, but it has to planned and executed perfectly if you are to fully realize this value. The document conversion process is filled with challenges, and getting the right resources in place before, during and after is critical. If it isn’t done right, your vital information and business operations can be adversely affected. This white paper outlines some of the steps you’ll need to take in order to successfully plan and execute your document conversion process. Because the resources and expertise needed for conversion are generally beyond the capacity of most business, the information provided here is also intended to give you the knowledge you need to evaluate and select the right records management partner to help you with your document conversion.

We’ll look in depth at:

  • Document assessments
  • Outsourcing vs in-house
  • Workflow & indexing
  • Tracking
  • Auditing scanned images
  • After the scan
  • Transitioning

To find out how to plan your document conversion process, fill out the form on the right.