Electronic Document Management Calculator

Document Type: ( Document you are thinking of digitalizing )		Total Points
1. Total number of document processed per month?		0
> 10
< 10 > 25
> 25
2. Document storage cost?		0
One Time Cost
Recurring Cost
3. Space required for the document storage?		0
Low
Medium
High
4. Document required for taxes?		0
Yes
No
5. Document required for audit?		0
Yes
No
6. Document required to meet regulatory compliance?		0
Yes
No
7. Document required for record keeping?		0
Yes
No
8. How often is the document accessed?		0
Daily
Weekly
Monthly
Quarterly
Yearly
Never
9. How many people access or share the document for work?		0
< = 1
> 1 < = 5
> 5
10. How long does it take to find/retrieve the document?		0
< = 5 minutes
> 5 < = 10 minutes
> 10 < = 20
> 20
11. How many copies of a document are retained?		0
1
> 1 < = 3
> 3
12. Do you need to provide copies of the document to clients?		0
Yes
No
13. How often do you need to provide copies of document to clients?		0
Daily
Weekly
Monthly
Quarterly
Yearly
Never
14. How long are the documents stored before shredding/disposal?		0
< 1 month
> = 1 month < 6 month
> = 6 month < 1 year
> 1 year
Total Points		0
Digitalization of paper documents not necessary		0 - 50 points
Start thinking about digitalizing paper documents. Doing so will bring financial benefits to the company in the future.		50 - 100 points
Necessary to digitalize paper documents. Doing so will bring substantial benefits to the organization both in terms of financial savings and operational efficiencies.		> 100 points

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