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Document Management – What to Consider

Picture this – endless piles of paper taking over your office and desk space. Sounds familiar?

If so, then it’s probably time to consider looking at an e-document management system. At a time when there are so many tools available to share and organize data there is huge value in deploying a system that ensures your information is accessible, secure, and easy to find for all its stakeholders.

The way you consume information is a personal preference. To many people, reading from a physical document is much more natural, comfortable and convenient than reading from a screen. To others, reading from the screen is more preferential.

Jonas Premier gives you the opportunity to go completely paperless by storing and transferring all your data digitally. We also make it easy to email and print reports. Part of what makes this possible is the integration with various Microsoft office programs:

Outlook – Automate your emails and send reports directly through Premier for quick and easy communication.

Excel – Generate spreadsheets on a platform that you’re already comfortable with, and see information the way you want to see it. Print, save, or email it.

A centralized, easily accessible location for all of your information will enable your entire team to collaborate on projects and reduce the time it takes to perform tasks. No more searching for missing information or sorting through outdated unorganized data. Companies that don’t require a hard copy of their documents are also at a significant cost advantage. There is less time spent on printing and filing which gives your administrative staff more time to accomplish other important tasks.

Premier’s document management system enables your team quick and easy access to the most current versions of their documents while also keeping an accurate historical audit trail. This reduces the risk of looking at stale information. Premier also designates which revision you are currently looking at as well as when it was created.

Although improving your document management system might not be your top priority, it is fairly easy to do and offers great rewards down the road. Go electronic with your documents and make sure your company is operating at its fullest potential!

Check out our other features HERE!

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How to Have a Great Training Experience

For far too many clients, the scariest part about implementing new software is the initial transition from their old software. Migrating all their key data properly and ensuring their employees are trained effectively on the new system is a crucial and important step to their long-term success. If the training process is not carried out adequately their staff may lack the knowledge and confidence they require to become proficient users.  The above indicates just how critical proper training is for a smooth software transition and reduced headaches – but how do you go about accomplishing that? Simple! Just follow these four steps:

Establish Goals

Establishing goals on both ends goes a long way to ensuring a smooth learning curve throughout the training process. Set clear expectations and then strive to meet them; exceed if possible.

Make a Schedule

Setting out a realistic schedule will get the client to gradually use the software and be eager to learn.

Understand different learning styles

Get to know your client’s learning style and cater to them. People learn differently – some better with shorter training sessions, while others are more comfortable with a hands-on approach. Offer different options so that you can transfer your knowledge in a way that is most effective for your client.

Unlimited Training

Premier believes that offering unlimited training goes a long way in ensuring your client’s success. People learn at different paces, as companies grow employees are hired, or people simply forget how to use certain functions. Offering unlimited training gives clients the confidence that they will never be stranded.

 

Premier is dedicated to help you manage and grow your business. We offer advice on best practices, use a challenger approach and help you get the most out of our software. We understand the importance of the training phase and put an emphasis on always being available, creating efficient training schedules that are flexible, and sharing with our clients all the knowledge we have acquired over the years.

Please refer to our implementation process page for additional information.