Plenty of advancement shops have already scanned their paper. The documents sit in a shared drive, neatly named, backed up, and almost impossible to search. A PDF of a scan is just a picture of a page
Read MoreThere is a stack. Maybe it is a literal pile of documents waiting to be filed, maybe it is a folder of two hundred unsorted scans, maybe it is a queue of things that came in and never got dealt with.
Read MoreAsk where your organization's documents actually live and the honest answer, for a surprising number of them, is "in someone's email." The countersigned contract, the side letter from counsel, the sig
Read MoreAutomation in document work has a trust problem, and it earned it. Too many teams have been handed a system that does something to their files that they cannot see, cannot explain, and cannot undo. So
Read MoreEvery shared drive starts with good intentions and a folder structure someone thought hard about. Six months later it has a folder called "Misc," three folders that mean the same thing, a "New Folder
Read MorePlenty of organizations have "gone paperless" and are no better off for it. They scanned everything, dutifully, and now the boxes are gone and in their place is a drive with forty thousand PDFs named
Read MoreEvery plan to digitize an archive dies the same way. Someone proposes doing it, everyone agrees it should happen, and then the sheer size of the thing, decades of paper across dozens of boxes, turns i
Read MoreThe reason the boxes are still boxes is that digitizing them sounds like a year-long initiative: a committee, a vendor, a data-entry team, a spreadsheet nobody wants to own. So it gets deferred, again
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