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Implementing new technology can be challenging, especially when there is so much at stake, as is the case when handling financial information. Finding the right electronic document management (EDM) service is the first step in avoiding theft or data breaches.

Document Management

These are a few things you should consider when searching for the right EDM system:

  • Is it a cloud-based storage system?

Although the risk of a cloud-based storage system may seem daunting, most of these systems have proven to be efficient and safe. Being able to retrieve your documents from anywhere in the world — especially if you have an on-site disaster and cannot get to your offices — keeps your productivity levels high, and your office in operation even when you are displaced.

  • Can it combine software from different providers?

Many accounting offices work on multiple systems to gather and keep track of the data they need. Although it may be tedious, the right document management system will be able to combine your platforms into a customized solution just for you.

  • Is the system portable?

The system should be able to be transported to any location you move to, which is an essential part of ensuring all your documentation stays intact. Companies need that added flexibility to deliver top-notch services.

  • Can the system integrate with major accounting systems?

Any document management system you consider should be compatible with major accounting systems. This will allow you to process documents quickly using your ERP system, and it provides an audit trail of any financial transactions that have taken place.

  • What kind of support is available for the system?

The end user support base must be strong. EDMs are costly, and if there isn’t ample support, it will be a waste of time and resources. Initial training should be available, in addition to ongoing support when there are questions or issues that arise.

  • Does the system have a loyal customer base?

It is good to find out who has used or is still using the system. The system manufacturer should be able to provide a listing of who is using the system with no glitches or problems. This helps build credibility and should be a major decision-making factor.

Finding the right document management software that will meet all your needs is difficult. Sterling Technology Solutions is the trusted choice for businesses that need the right expertise to make important decisions about business technology. Contact us right now at 704-271-5001 or send us an email at inquiries@sterling-technology.com to get started today.


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