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Executive Editor, Green Sheet MEDIA

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14<br />

Before storing your information you must first decide in what form you want it -<br />

Fingertip access to all company files is fast<br />

becoming the norm for many businesses<br />

as they increasingly move away from the<br />

storage of paper files in favour of on-line<br />

electronic scans accessible to all staff<br />

members.<br />

But is this type of document management<br />

system really worth it? Inevitably, the larger<br />

an organisation, the more it has to gain<br />

from converting its paper documents to<br />

electronic ones.<br />

This article looks at the benefits driving<br />

companies to invest in what are<br />

sometimes large operations and then gives<br />

advice on how to select the right scanning<br />

service.<br />

Accessibility to files<br />

Scanned documents can be imported into<br />

an Electronic Document Management<br />

(EDM) system allowing staff access to<br />

every file from any location.<br />

This ease of access creates an instant<br />

improvement in staff productivity as hours<br />

previously spent trawling through filing<br />

cabinets to locate documents or waiting<br />

for files to be sent from other offices or<br />

archive stores is immediately eliminated.<br />

Cost-savings<br />

Potential cost-savings can be made by<br />

reducing the storage space required. Many<br />

original files that companies need to retain<br />

are still legally valid in electronic format, if<br />

scanned correctly. Once scanning is<br />

completed, a large proportion of paper<br />

files can be destroyed, heavily reducing<br />

storage requirements. Warehouses full of<br />

paper can potentially be transformed into a<br />

pile of CDs, DVDs or, preferably, readily<br />

accessible and secure data on a server.<br />

Security<br />

Security requirements need careful<br />

consideration when thinking about<br />

document management. Paper<br />

documents are always at risk from fire or<br />

flood, while electronic versions with a<br />

Disaster Recovery copy are much more<br />

STORAGE<br />

To scan or not to scan<br />

By Pete O’Brien, Director of Capita Private Software Sector<br />

easily secured. Electronic storage can also<br />

have a positive impact on insurance<br />

premiums.<br />

So how do you scan everything?<br />

Scanning on a company-wide scale is a<br />

huge step up from the sort of scanning<br />

most people would have undertaken in the<br />

office or at home. It requires specialist<br />

expertise, experience, meticulous<br />

administrative processes and the highest<br />

quality scanning equipment. All of this is<br />

readily available in specialist scanning<br />

bureaus, and is one of the primary reasons<br />

why, as demand has increased, the<br />

scanning bureau has evolved from a niche<br />

operation into a mainstream business<br />

service.<br />

Large-scale scanning projects to convert<br />

archives can take months to prepare and<br />

execute. Generally, companies lack the<br />

combination of skills, space and<br />

equipment required to meet their<br />

requirements for document conversion<br />

and a scanning bureau is often the most<br />

efficient way to get the best quality result.<br />

In the case of documentation that is<br />

considered highly confidential, bureau<br />

services can be extended to run directly on<br />

customer sites using dedicated teams to<br />

scan all relevant documents.<br />

Choosing the right scanning bureau<br />

When choosing a quality and reliable<br />

supplier, one of the most important<br />

qualifications is to visit the suppliers on<br />

your shortlist to get a detailed<br />

understanding of the processes and a<br />

first-hand view of the quality of the<br />

premises. Next, you need to ask the right<br />

questions. Here are a few fundamental<br />

facts to check:<br />

1. Does the company meet the BDP0008<br />

standard – the British standard, which<br />

ensures the legal admissibility of the<br />

scanned documents? If not, your<br />

electronic documents may not be valid<br />

in a legal situation.<br />

2. Does the supplier have sufficient liability<br />

insurance?<br />

3. Is there a meticulous logging system in<br />

place that guarantees that at anytime, if<br />

a client needs access to a file that is at<br />

the bureau, it can be quickly located<br />

and delivered to them?<br />

4. Are there quality assurance checks at<br />

every stage of the process?<br />

5. Are the staff experienced and highly<br />

trained in the preparation, scanning,<br />

indexing and quality assurance?<br />

6. Are there excellent security and fire<br />

protection arrangements for the<br />

premises, storage areas and delivery<br />

vehicles?<br />

7. Does the bureau use the best quality<br />

equipment for clarity of results?<br />

8. Are scanning speeds at least 120ppm?<br />

9. Will the bureau provide a sample scan<br />

so a client can ensure the scanned files<br />

will upload into its EDM system?<br />

10.Can they provide client contact details<br />

for obtaining direct references?<br />

Other features setting one supplier apart<br />

from another include the flexibility to<br />

provide more than just a standard<br />

scanning service. This could be bespoke<br />

options, such as, advanced security for<br />

specialist/sensitive projects, on-site<br />

scanning or the ability to carry out<br />

weekend rush jobs, confidential and<br />

certified waste disposal and ‘Off Shore’<br />

indexing to help keep costs down. Finally,<br />

and most importantly, before a project<br />

starts make sure there is a detailed project<br />

plan in place - you won’t regret it.<br />

Does the bureau use the best quality<br />

equipment for clarity of results?<br />

Scanning doesn’t stop there<br />

Companies who make the decision to<br />

convert stores of paper files to electronic<br />

ones continue scanning files on a daily or<br />

weekly basis, as they accumulate. While a<br />

few organisations opt to handle day-today<br />

scanning in-house, the majority prefer<br />

to continue outsourcing to their trusted<br />

scanning bureau. Scanning bureaus may<br />

also provide a post room function to scan,<br />

log and distribute all incoming mail. In<br />

certain cases, there will be a requirement<br />

to scan and keep the original paper<br />

documentation safely, your bureau should<br />

also offer a cost efficient off site storage<br />

facility to hold such documentation.<br />

Organisations should bear in mind, that<br />

even when a major scanning project is<br />

complete, the scanning doesn’t ever stop<br />

at that point. ■<br />

Capita Total Document Solutions provides<br />

Electronic Document Management<br />

Solutions and Services incorporating its<br />

established Scanning Bureau and its<br />

Swordfish EDM system.<br />

Visit www.capita-tds.co.uk for more<br />

information<br />

Visit the GSM Directory at www.greensheetmedia.com/directory

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