Capabilities
Capable document management services provide fast and reliable turnaround times for large scanning volumes. You need to determine:
- What is their average processing volume? And their maximum processing capacity?
- What kind of scanners do they use; how well are they maintained? Do they keep maintenance logs?
- What sizes of documents do they handle?
- What is their primary business?
- Do they provide references from past clients?
- How long have they been in the business?
- What was their largest scanning project; what was the completion timeframe?
- Do they have experience working with other companies in your industry?
- What is the level of security they provide? Do they have cameras and security clearances at their facility?
- What measures are in place for the security of documents in their custody? Do they assure confidentiality of records?
- Do they conduct background checks before hiring employees?
- How effective are their network security protocols and document control processes?
- What quality control, process and security standards do they vendor demonstrate?
- Are they self-certified or certified by a third-party?
- What file formats do they support for the scanned images?
- Do they offer options for OCR (Optical Character Recognition) or automated data capture?
- Is the pricing transparent and upfront, with no hidden costs?
- Do they offer bundled pricing?
- How do they compare with other vendors?
- Who is responsible for packing and shipping the documents to the scanning facility?
- If you need a file urgently while it is in the scanning facility, is it retrievable quickly? Are there any cost implications?
- What are the quality standards and procedures they follow?
- Do they have a documented QC (quality control) policy to share with you?
- If their QC policy and procedures do not match your requirements, are they willing to conform to yours? Is this considered as additional services with extra cost implications?
- Do they have a system to track the quantum of work completed? Are they accountable for completing the scanning within a pre-decided timeframe?
- Do they maintain operator logs for various stages of the scanning process, such as document preparation, scanning, indexing, quality control, corrections, quality checks, and image corrections?
- Do they have the necessary certifications, clearances, and compliances to handle your company's documents? Are these from the appropriate authorities, such as the Government or are they from other agencies?
- Do they supply and support Document Management Systems to assist with your paperless goals?
- Do they integrate scanned images with your existing content management or other IT systems? Or is that your team's responsibility?