Document Management Made Simple

Document management is paramount for a small business of any size operating as a sole proprietorship or larger and/or with virtual or onsite team members. Real estate sales rely on location, location, location. Business operations run on documentation, documentation, documentation.

The more business operations can be systematized and documented, the less room for errors and omissions.

Recommendations to make the process easier for document management systems:

1.    Write a Standard Operating Procedure (SOP) detailing the process and protocols established for document management from document development to storage.

2.    Utilize a flowchart to depict process disposition when writing the SOP for document management.

3.    Determine an easily accessible document repository for storage and reference.

Need better document management, or even better systems and processes documents? Register for All Systems Go: Standard Operating Procedures Simplified course designed exclusively for entrepreneurs to help build or shore up their small business foundation. A guided DIY (Do It Yourself) course that can be implemented at any stage of business to develop and/or formalize Standard Operating Procedures or SOPs. Learn more here.