Score a Hole-In-One with your Document Management Program

Maintaining a quality document management program that covers all the steps in the document life cycle is a crucial component for any business. Whether you are managing HR and personnel files, medical records, legal documents, financial statements, or the bulk of other proprietary information that exists in the business world today, you need to have a comprehensive and effective program in place. This ensures that your documents and information are organized and easily accessible when you need them, that they are properly archived if necessary , and then disposed of when you no longer need them. Sounds like a tall task, right? Nothing harder than lining up to hit that hole-in-one on the golf course…

Know your shot:
Knowing and understanding how to play the hole in golf is no different than knowing and understanding how to develop an effective document management policy. Define your goals, figure out how you want to get it done and define the steps of the process to ensure that the task is completed correctly. You won’t nail the hole-in-one if you aim for the trees, will you?

 

Select the appropriate club:
Know what you need to get the job done, just like every hole is different, every business has unique needs when it comes to managing, storing, and securely disposing of information. Do your due diligence and research industry leaders in your area. Find a company that can help you manage all the parts and pieces your document management program. If you aren’t even sure where to start when it comes to developing a document management program, here are a few resources to check out. In addition, make sure to look into certifications, security measures and more, especially for companies you may hire to store or securely destroy your documents.

 

Avoid the Hazards:
Hazards exist on the golf course, just like they do in the business world, if you know your hazards and how to avoid them it will make the task of hitting the green a lot easier. Whether you manage your information digitally or in paper form, knowing how and where information security breaches occur and what you can do to combat them will go a long way to ensuring that your information stays safe and secure from the beginning of the document life cycle, until the very end.

 

Sink the Shot!
Now that you know what you need to do, what tools will help you get the job done, and what hazards to be aware of, sinking the shot doesn’t seem as challenging. Now, line up and hit that perfect shot for your hole-in-one.

 

Need a Caddy? Augusta Data Storage is your perfect match. With 25 years in the records management industry, we know the landscape, hazards, and tools of the business better than anyone else in the C.S.R.A. Our comprehensive document management solutions include records storage and retrieval, File relocation and purging, secure document destruction, and even e-waste solutions for your digital records. Interested in learning more about how we can walk you through that perfect shot? Give us a call today – 706.793.0186.