Topics: Storage, #Scanning, #Digitization, Organization, Sanning, Scan, Documents, Security, Paperless, Digitize, Automate, Efficiency, Storing Documents, Document Storage, Dental, Dentist, Dental Records, Dental Record Scanning
Between selling cars and servicing them, auto dealers have to keep documentation on every aspect of the business. Deal files and repair orders make up the bulk of this paperwork, and while a lot of dealerships have good processes in place to manage storing and retaining their documentation effectively, there are still many that do not. Here are the most common mistakes auto dealers make with their document storage and the risks associated with each:
Does your team constantly manage information that is submitted via various types of documents, PDF’s, or other submittals? Do you have a database of historical information that has never been leveraged for any trends or usable data? Do you have a team manually classifying documents, extracting data, or processing exceptions as a result of the limited capabilities your existing software provides? Recordsforce works with companies throughout these industries to offer a fully automated solution around document processing and data extraction. These include:
Do you have piles of documentation in storage just collecting dust? Do you have rooms and offices dedicated entirely to document storage? Are you certain those boxes or file cabinets are secure at all times? There are many benefits to digitizing your backfiles with a scanning service provider instead of continuing to store the physical copies, here are a few of them:
Paper records are an expensive hassle that are time-consuming to file, retrieve and manage. Using document management solutions for your car dealership makes life easier by streamlining processes, and enabling instant access to your collection of paperwork, such as deal files and repair orders. Switching to a digital medium is a convenience that not only saves you time and frustration, but also is an investment that will produce steady returns for the lifetime of your business! By digitizing your dealership documents you gain multiple benefits such as:
What is SSAE?
Statements on Standards for Attestation Engagements (SSAE) are administered by the Auditing Standards Board (ASB) of the American Institute of Certified Public Accountants (AICPA). They essentially set out certain auditing standards which are used by auditors to guide the discovery of controls, including security controls, in all types of organizations, such as data centers and cloud service providers. The use of these kinds of standards can help both organizations and auditors to demonstrate information security compliance with regulations such as Sarbanes-Oxley.
Do you have a business process that requires inputting hundreds or thousands of documents into Salesforce each month? Is the process as fast and pain free as you’d like? If it were, you wouldn’t be reading this! Salesforce is a fantastic tool for doing a lot more than just the humble CRM it started out as. Yet, with all the changes, still resorts to a fairly basic document storage and document uploading practices that don’t adequately support most business processes. If you need to see more than 5 documents, it turns into a clickfest.
As a person working in accounts payable, how much time is spent just getting invoices from your mailroom to being ready to pay? Do you know? You might want to.