A New Digital Filing System

For this scenario, our client is interested in the possibility of getting rid of his paper files, and keep all important business documentation in electronic format – but the client isn’t sure how that would work, what equipment she might need, or what it would take to convert her existing files and then get all future documents into the electronic format.

How could Firelight help? Here’s how:

  • discuss the client’s needs, goals, and limitations related to this question
  • research potential software, equipment, and best practices related to electronic filing systems
  • present options to the client
  • develop transition plan
  • implement transition plan
  • train client staff in using the new software / process

After the transition process was complete, Firelight’s work would be done!