Small Business Scanning is all about planning

One of the main challenges that small businesses face is dealing with the growing pains associated with their success. As a business grows and attracts new clients, working processes need to be implemented without compromising the levels of service.

These challenges come at a time when space in the office correlates to a premium. As small businesses compete with larger organizations, small businesses differentiate themselves through personal service rendered and efficiency of response. This applies to Independent Financial Advisors (IFAs), where personalized service is the foundation by which their business is built. Having a customer’s files and information instantly accessible is therefore, a critical factor in being able to provide the level of service required.

SG Independent, an IFA based in Hitchin, UK, found itself in this situation. As business grew, space for the growing volume of files was becoming an issue and it was time-consuming to access the various pieces of documentation for individual clients.  They required a solution which would allow them to find and access the files at the touch of a button to consistently give the utmost level of customer service. The solution also needed to be scalable so that it could grow relative to business growth.

Scanning their files for easy access seemed to be the ideal solution but, while SG Independent needed to be able to search through the files quickly, a fully indexed database seemed excessive for what was required. The decision was to create documents as fully searchable pdf files – this gives the speed of access without compromising on quality and ensures relative system expansion as business grew.

"ADEC Solutions-USA was excellent and recommended the solution which fitted my requirements, both now and going forward," said Bradley Stevenson. "They focused on what was best for my business and didn't try to sell me something I didn't need, which shows that the trust I had in them was well founded. I chose them quite simply because I got on with the account manager who was excellent – in my business, good business relationships are what it's all about. That’s what I have with my clients and that’s what I got from ADEC Solutions-USA."

Now SG Independent receive their documents immediately to deliver on-time and is able to continue to deliver the levels of service their customers demand, while keeping their system up to date by adding new files on a regular basis through ADEC Solutions-USA.