Archive for the ‘Cloud working’ Category

How to run your office more efficiently

Tuesday, September 27th, 2016

Running an efficient office includes a number of elements – staff, equipment, processes and a healthy order book. However there are some functions that you are probably happily living without but that can really make a difference to your productivity, customer care and bottom line. We’ve worked extensively within the professions and developed a client portal that provides solutions you didn’t even know you needed!

Meetings are vital of course. But unnecessary meetings, just to sign things off, are not the best way for you to manage client time. When you are in front of a client you should be showcasing your knowledge, skills and cementing the relationship. Asking for a signature is just a waste. Imagine being able to do that legally, with a full audit report, online? It’s something we’ve been asked for – so we added it in to our portal. Some of our clients use it to send a batch of documents to many clients at once and they get a daily report to show who has read it, opened it and signed it. That way, they can spend their time chasing the few that haven’t.

Some of our clients handle extremely sensitive data – accountants, solicitors, IFAs for example. Recent news stories throw up the horrors of professionals who have emailed information to the wrong people, emails that have been hacked and data protection guidelines not being followed. Our answer is to build a secure client portal that allows for data exchange – you upload information to the client’s portal and the client collects it safely. It’s the perfect solution to both hacking issues and plain old human error.

We love the fact that clients can collaborate via docSAFE. One document, being held centrally, can be accessed by all authorised parties. No need for confusing email trails, lots of versions of the same thing and, if you are working internationally, you don’t even need to all be awake at the same time!

Other things – automatic back ups, 24/7 access, creating dynamic forms, collating multiple documents into one neat pdf, a branded, good-looking portal – are all part of the docSAFE offering, designed to make your office practices more streamlined and efficient.

Is your company’s cloud storage secure?

Monday, August 22nd, 2016

Is Your Company’s Cloud Storage Secured?

Probably not.

The 2016 Global Cloud Data Security Study unfolds the bitter truth in cloud storage security of organisations in UK, Germany, US, Russia and other countries.. The study conducted by Ponemon Institute reported that behind the stable growth of cloud usage, companies lack necessary governance practices and security measures.

With over 3,476 IT security practitioners surveyed, only 43% said their establishments are implementing accountability measures to safeguard confidential and sensitive data in the cloud.

One of the weak points of companies is the lack of personnel charged to evaluate the cloud resources being deployed and increasingly, cloud resources deployed without security, due to loss of control over end users.

This is critical in the environment where cloud usage continues to grow in importance. About three quarters (73%) of IT security practitioners consider cloud computing applications are important to their organisation’s operation. On the contrary over half (54%) of the respondents do not agree that their organisations are committed to comply with privacy and data protection regulations in the cloud.

Ultimately, 56% of organisations are reportedly not cautious about sharing sensitive information with third-parties like business partners, contractors and cloud-providers.

The types of data at risk in the cloud are usually highly sensitive and confidential such as customer data, email, employee records, consumer data and payment information.

The paramount reason why cloud security is a challenge for organisations is that it is difficult to apply “conventional information security in the cloud computing environment.”

Another alarming revelation is that only a fifth of security practitioners are permitted at the table for decision making about data security governance. What’s more, according to the study, “Most organisations still do not have security policies for the cloud.”

On this note, Gemalto recommends adopting “encryption, tokenization or other cryptographic solutions to secure sensitive data transferred and stored in the cloud ” and said that organisations should improve compliance with data security and privacy regulations.

How docSafe can help you

For individuals working on a client-based industry like lawyers, accountants, writers, creatives and small business, you can store and access data filed in the cloud safely and efficiently. With docSAFE you can work collaboratively and exchange files with clients in the most secure way possible. You can have convenience, security and efficiency for just a few pounds each month.

Have you ever had trouble sending large confidential files through the internet safely? Or have you had the problem of how you can collaborate on a project with partners miles away?

docSAFE can help you with its secure and reliable file sharing online.
To learn more visit our site.

What is cloud working?

Monday, August 15th, 2016

There is a lot in the media about cloud working – what is it and why should you adopt it?

Firstly, ‘working in the cloud’ is just a way of describing storing all your data out of your office. Once you store everything remotely, you can access it from anywhere, at any time, provided you have internet access.

docSAFE, our client portal is an intelligent form of cloud working that allows you to store things in the way you prefer. You can store all the documents relating to each client together. You can even give them access to some or all of the data you store on them – highly securely of course. This has the advantage of reducing requests for information – therefore reducing admin and unprofitable time quite significantly.

Cloud working helps you to reduce paper and the need to have printed copies of everything. Get yourself a scanner and you can really go the whole hog in terms of a paper-free environment.

Our kind of cloud working (via docSAFE) means you enjoy automatic back ups and ultimate security. Mundane things like installing anti-virus software is taken care of – this is good for you and your clients’ peace of mind.

docSAFE also looks the part. We can brand your cloud working client portal to reflect your corporate identity so the client knows they are in the right place.

And amongst many, many other benefits, you can actually sign off on vital documents via the cloud. Imagine not needing to organise meetings for admin tasks and using your client time to advise, guide and support instead. Our reporting system tells you which documents have been opened, signed and which haven’t.

If you’re unsure about taking the next step, just call us – we offer a free trial and docSAFE only costs from £50 per month so it’s not a huge investment when you consider the cost savings and benefits.

Change needs more than just a leap of faith

Monday, July 25th, 2016

“If you always do what you always did, you will keep getting what you always got”

Albert Einstein

When you are considering changes any processes at work, particularly those you are comfortable with, it takes more than a leap of faith. You need to be convinced that the process you are changing actually needs improvement and b) you need to have confidence that the proposed replacement process is going to work and be worth the investment of time and money. It’s no wonder we are resistant to change!

When we started to develop docSAFE, we researched the working practices of many professional firms and created a product that addressed many issues. We still use that ethos to this day when we build new features or improve existing ones. We didn’t create something that performed one particular job. We designed a system to make professionals’ working lives more streamlined and effective. We cut out lots of admin tasks and automated some processes (back ups, follow up reports, reminders – for example). We followed the work cycle in a typical accountancy practice (although docSAFE is used by all kinds of professionals) and turned docSAFE into software that would support it and make it easier, quicker and more profitable.

Ask to see docSAFE in action – we can demo it to you or provide a free trial. It will convince you that change is good!

Take a close look at your working practices

Monday, July 11th, 2016

Large organisations invest in (what used to be called) ‘time and motion studies’ – where analysts look at every aspect of an organisation in a bid to make it more efficient and cut wasted costs wherever they can. This is probably not something you can afford to do on a day to day basis but it is definitely worth looking across all your areas of productivity to see what you can improve on, say, every few months.

We advocate a number of efficiency measures but the one thing that our clients cannot live without, once they’ve started using it, is the ability to get clients to sign online. We are big fans of face-to-face time with clients BUT for the important things – planning, strategy, a beer… Not admin or process – that’s just a waste of everyone’s time.

Have a look at how you could manage some of your basic paperwork requirements and see if this can help:

  • Collate multiple documents into one neat pdf
  • Send securely via a client portal in the cloud
  • Let the client review the document, sign it and return via the same portal
  • Keep an audit trail of this process
  • Look at reports to see where ALL your clients are in this process – who has signed, who has reviewed, who has returned, who do you need to chase?

We think it’s a no-brainer but talk to us and see if it could help your internal procedures and cut any unnecessary costs involved in this unprofitable part of your daily work.

Take the next step, call us today
0121 794 0685