Assessment Survey

Electronic Document Management systems are not for everyone. The following survey enables us to determine the extent of your document management needs. Our experienced document management consultants will use this survey to determine whether or not an electronic system is right for your particular business and, if so, to what extent. If our consultants do not see KlickFile as a match for your company they will be happy to point you in the right direction for a system that will be right for you.

Our inability to resolve customer's questions in the originating call is frustrating.

Making requested paper documents available to my customers has been very time consuming and costly.

Our customer service reps have increasing stacks of paper on their desks.

Internal

I'm worried about our documents not being protected by a document retention policy.

My attorneys tell me that not adhering to a mandated document retention policy is an open door to legal disaster.

Our employees are dedicating an abundance of valuable time to retrieving and filing documents.

We are running out of floor space. File cabinets and banker boxes consume increasingly more and more floor space.

We have no disaster recovery plan.

We have trouble with employees continually finding ways to sidestep company business policies and procedures.

We can't afford inaccuracies and errors that occur due to searching through large reports for information.

We have cases that have "slipped through the cracks" because of lost or misplaced documents.

Our dependency on paper files results in needless duplication, increasing our cost and creating disorder.

Efficiency

We waste valuable man hours faxing and re-faxing documents.

Our billing is requiring more time as our existing customer base expands.

I'm frustrated with inefficiencies that prevent growth and force us to add staff and infrastructure.

Office documents such as Word or Excel and even Emails are becoming increasingly difficult to organize.

It seems that turnover is increasing due to an imbalance of workload.

We are continually challenged with the need to share information from department to department.

Losing or misplacing files has cost us time and money.

Monitoring the workload of employees is difficult and requires an inappropriate amount of time from managers.

Security

I can't afford unauthorized access to sensitive documents within my organization.

Employee theft of customer and account information has caused irrecoverable damage to my company.

As the company expands, the need for remote access of documents will be necessary.

It's becoming increasingly more difficult to control who accesses critical documents, and when.

I continually see duplicate copies of seemingly controlled or proprietary documents accessible on employees' desks.

Other Issues

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