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Welcome
4 Simple Steps To A Paperless Transportation Office
James Blaylock, CPA, CITPPaul Conterio
Corporate Presenter Trainer
eFileCabinet
January 14, 2014
1 PM MDT
 Participants are muted.
 Ask Questions using the control panel
Administrative Items
Type your questions here!
1. Benefits of going paperless TODAY
2. How eFileCabinet helps you stay compliant
3. How easy it is to use
4. 4 Simple Steps to a paperless transportation office
5. Questions
Agenda
4
eFileCabinet Background Since 2001
 Over 140,000 users Based in Lehi, Utah
Lehi, UT
5
eFileCabinet Background Since 2001
6
P A P E R L E S S S O F T W A R E
7
P A P E R L E S S S O F T W A R E
Data resides on your local server
In your network
On your computer
Within your firewall
Must be in office to access files
(unless setup a VPN)
8
P A P E R L E S S S O F T W A R E
Data Resides outside your network
9
P A P E R L E S S S O F T W A R E
10
P A P E R L E S S S O F T W A R E
CloudView
2015
11
The Only Constant today is change!
Many customers (and probably some of you) send
contracts, forms, critical documents with personal
information via fax or email
12
1892 TechnologyTechnology Forces Change
13
Technology Forces Change
14
Technology Forces Change
15
INNOVATION ADOPTION LIFECYCLE
Technology Provides
Opportunities
Technology Creates Change
Diffusion of Innovations by Everett Rogers
16
Low Costs of Electronic Storage.
Price per GB of Hard Drive Storage:
1981 — $300,000
1987 — $50,000
1990 — $10,000
1994 — $1000
1997 — $100
2000 — $10
2004 — $1
2010 — $0.10
Growth of Electronic Document Management
17
Low Costs of Electronic Storage.
Price per GB of Hard Drive Storage:
1981 — $300,000
1987 — $50,000
1990 — $10,000
1994 — $1000
1997 — $100
2000 — $10
2004 — $1
2010 — $0.10
Growth of Electronic Document Management
18
Growth of Electronic Document Management
Low Costs of Electronic Storage.
Government Encouragement
Need for Privacy, Backup, and Security
High Speed Scanners
19
Benefits of going paperless today
The Unrecognized Cost of Paper
20
The Recognized Cost of Paper
21
The Recognized Cost of Paper
What is your annual investment in
filing costs – paper, toner, postage,
filing cabinets, off-site storage, etc?
It costs an average of $25,000 to fill a
4-drawer filing cabinet and more than
$2,100 per year to maintain it.
22
Unrecognized Cost of Paper
How often do you visit the filing
cabinet or storage area to access
business-critical information or
documents?
The average office worker spends
400 hours per year searching for
paper documents.
$2,900
FEDERAL MINIMUM WAGE
$7.25
Per hour Beginning
July 24, 2009
23
Unrecognized Cost of Paper
24
Unrecognized Cost of Paper
InsuranceTax Clients Businesses
Cabinets
Folders
Documents
Drawers
AccountingTax Clients IndividualsPersonalProperty
Adams, TomBarton, CraigBringhurst, Scott
Human ResourcesInvestment Files
Cook, MattCratchit, BobJensen, SteveMartin, MarySantoro, JosephTaylor, Paula
2012
IRS CorrespondenceCorrespondence
20132014
Subfolders
Tax ReturnsSource DocumentsSS Card
SS Card
2014
Taylor, Paula
Cabinets
Folders
Documents
Drawers
Subfolders
Paula Taylor SS #Search
Tax Clients Individuals
SS Card
Permanent
Taylor, Paula
Human Resources
Cabinets
Folders
Documents
Drawers
Subfolders
Paula Taylor SS #
Documents
You Can Search by Name!
You Can Search by Profile!
You Can Search by Indexing & OCR!
29
Mary Martin is Vice
President of Human
Resources & Accounting
Mary because of her role in
the company has access to
both employee medical
and financial records
The Benefit folders contain
employee personal health
information (PHI)
30
Bob Cratchit is Director of
Accounting and reports to
Mary Martin
Bob does not have access
to the benefits folders
containing employee
personal health
information
31
Bob
Director
Mary
Vice President
What is the cloud and is it safe?
256-bit AES Storage Encryption Verse 128
To give you an idea of just how secure this is, it is over 2,000 times more
secure than using 128-bit AES.
Breaking a symmetric 256-bit key by brute force requires 2128 times
more computational power than a 128-bit key.
To break it, a brute force attack would take 50 supercomputers over
3,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000 years!
(Wikiedia)
36
Mobile Apple/Android Apps for eFCO and SecureDrawer
524-78-1358
524-78-1358
95-6006143
PAINT BRIGHT
10920 WILSHIRE BLVD # 620
LOS ANGELES CA 90024-6508
123456789
JOSEPHINE H. BRUIN
825 WESTOOD VLVD
LOS ANGELES CA 90024
CA 95-6006143
524-78-1358
524-78-1358
95-6006143
PAINT BRIGHT
10920 WILSHIRE BLVD # 620
LOS ANGELES CA 90024-6508
123456789
JOSEPHINE H. BRUIN
825 WESTOOD VLVD
LOS ANGELES CA 90024
CA 95-6006143
524-78-1358
524-78-1358
95-6006143
PAINT BRIGHT
10920 WILSHIRE BLVD # 620
LOS ANGELES CA 90024-6508
123456789
JOSEPHINE H. BRUIN
825 WESTOOD VLVD
LOS ANGELES CA 90024
CA 95-6006143 19,629.58 750.29
524-78-1358
524-78-1358
95-6006143
PAINT BRIGHT
10920 WILSHIRE BLVD # 620
LOS ANGELES CA 90024-6508
123456789
JOSEPHINE H. BRUIN
825 WESTOOD VLVD
LOS ANGELES CA 90024
CA 95-6006143 19,629.58 750.29
524-78-1358
524-78-1358
95-6006143
PAINT BRIGHT
10920 WILSHIRE BLVD # 620
LOS ANGELES CA 90024-6508
123456789
JOSEPHINE H. BRUIN
825 WESTOOD VLVD
LOS ANGELES CA 90024
CA 95-6006143 19,629.58 750.29
19,404.31
665.00
20,923.75
0.00
0.00
0.00
X
DCP CAS 1,519.44
0.00
524-78-1358
524-78-1358
95-6006143
PAINT BRIGHT
10920 WILSHIRE BLVD # 620
LOS ANGELES CA 90024-6508
123456789
JOSEPHINE H. BRUIN
825 WESTOOD VLVD
LOS ANGELES CA 90024
CA 95-6006143 19,629.58 750.29
19,404.31
665.00
20,923.75
0.00
0.00
0.00
X
DCP CAS 1,519.44
0.00
524-78-1358
524-78-1358
95-6006143
PAINT BRIGHT
10920 WILSHIRE BLVD # 620
LOS ANGELES CA 90024-6508
123456789
JOSEPHINE H. BRUIN
825 WESTOOD VLVD
LOS ANGELES CA 90024
CA 95-6006143 19,629.58 750.29
19,404.31
665.00
20,923.75
0.00
0.00
0.00
X
DCP CAS 1,519.44
0.00 0.00
524-78-1358
524-78-1358
95-6006143
PAINT BRIGHT
10920 WILSHIRE BLVD # 620
LOS ANGELES CA 90024-6508
123456789
JOSEPHINE H. BRUIN
825 WESTOOD VLVD
LOS ANGELES CA 90024
CA 95-6006143 19,629.58 750.29
19,404.31
665.00
20,923.75
0.00
0.00
0.00
X
DCP CAS 1,519.44
0.00 0.00
524-78-1358
524-78-1358
95-6006143
PAINT BRIGHT
10920 WILSHIRE BLVD # 620
LOS ANGELES CA 90024-6508
123456789
JOSEPHINE H. BRUIN
825 WESTOOD VLVD
LOS ANGELES CA 90024
CA 95-6006143 19,629.58 750.29
19,404.31
665.00
20,923.75
0.00
0.00
0.00
X
DCP CAS 1,519.44
0.00 0.00
524-78-1358
524-78-1358
95-6006143
PAINT BRIGHT
10920 WILSHIRE BLVD # 620
LOS ANGELES CA 90024-6508
123456789
JOSEPHINE H. BRUIN
825 WESTOOD VLVD
LOS ANGELES CA 90024
CA 95-6006143 19,629.58 750.29
19,404.31
665.00
20,923.75
0.00
0.00
0.00
X
DCP CAS 1,519.44
0.00 0.00
4 Simple Steps To A Paperless Transportation Office
Home Machine – 8ppm Office Machine – 60ppm
What Should You Scan?
 Scan the Papers You Would Have Copied
 Don’t Scan:
 PDF Files Sent to You
 Faxes
 Emails
 Word and Excel Files
 (All of these are placed directly into eFileCabinet with a paperless click)
1. Buy a REAL Scanner
4 Simple Steps To A Paperless Transportation Office
1. Buy a REAL Scanner2. Determine the platform best for you
4 Simple Steps To A Paperless Transportation Office
 Determine your folder structure
 What are you going to scan?
 What to do with the old files?
 Determine Permissions
 What to do with the reclaimed office space?
2. Determine the platform best for you3. Strategize
4 Simple Steps To A Paperless Transportation Office
3. Strategize4. Schedule a Demo with us
www.efilecabinet.com
QuestionsCall 877-574-5505 or email
sales@efilecabinet.com
Thanks for attending!

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How Transportation Companies Can Create a Paperless Office

  • 1. Welcome 4 Simple Steps To A Paperless Transportation Office James Blaylock, CPA, CITPPaul Conterio Corporate Presenter Trainer eFileCabinet January 14, 2014 1 PM MDT
  • 2.  Participants are muted.  Ask Questions using the control panel Administrative Items Type your questions here!
  • 3. 1. Benefits of going paperless TODAY 2. How eFileCabinet helps you stay compliant 3. How easy it is to use 4. 4 Simple Steps to a paperless transportation office 5. Questions Agenda
  • 4. 4 eFileCabinet Background Since 2001  Over 140,000 users Based in Lehi, Utah Lehi, UT
  • 6. 6 P A P E R L E S S S O F T W A R E
  • 7. 7 P A P E R L E S S S O F T W A R E Data resides on your local server In your network On your computer Within your firewall Must be in office to access files (unless setup a VPN)
  • 8. 8 P A P E R L E S S S O F T W A R E Data Resides outside your network
  • 9. 9 P A P E R L E S S S O F T W A R E
  • 10. 10 P A P E R L E S S S O F T W A R E CloudView 2015
  • 11. 11 The Only Constant today is change! Many customers (and probably some of you) send contracts, forms, critical documents with personal information via fax or email
  • 15. 15 INNOVATION ADOPTION LIFECYCLE Technology Provides Opportunities Technology Creates Change Diffusion of Innovations by Everett Rogers
  • 16. 16 Low Costs of Electronic Storage. Price per GB of Hard Drive Storage: 1981 — $300,000 1987 — $50,000 1990 — $10,000 1994 — $1000 1997 — $100 2000 — $10 2004 — $1 2010 — $0.10 Growth of Electronic Document Management
  • 17. 17 Low Costs of Electronic Storage. Price per GB of Hard Drive Storage: 1981 — $300,000 1987 — $50,000 1990 — $10,000 1994 — $1000 1997 — $100 2000 — $10 2004 — $1 2010 — $0.10 Growth of Electronic Document Management
  • 18. 18 Growth of Electronic Document Management Low Costs of Electronic Storage. Government Encouragement Need for Privacy, Backup, and Security High Speed Scanners
  • 19. 19 Benefits of going paperless today The Unrecognized Cost of Paper
  • 21. 21 The Recognized Cost of Paper What is your annual investment in filing costs – paper, toner, postage, filing cabinets, off-site storage, etc? It costs an average of $25,000 to fill a 4-drawer filing cabinet and more than $2,100 per year to maintain it.
  • 22. 22 Unrecognized Cost of Paper How often do you visit the filing cabinet or storage area to access business-critical information or documents? The average office worker spends 400 hours per year searching for paper documents. $2,900 FEDERAL MINIMUM WAGE $7.25 Per hour Beginning July 24, 2009
  • 25. InsuranceTax Clients Businesses Cabinets Folders Documents Drawers AccountingTax Clients IndividualsPersonalProperty Adams, TomBarton, CraigBringhurst, Scott Human ResourcesInvestment Files Cook, MattCratchit, BobJensen, SteveMartin, MarySantoro, JosephTaylor, Paula 2012 IRS CorrespondenceCorrespondence 20132014 Subfolders Tax ReturnsSource DocumentsSS Card
  • 27. SS Card Permanent Taylor, Paula Human Resources Cabinets Folders Documents Drawers Subfolders Paula Taylor SS #
  • 28. Documents You Can Search by Name! You Can Search by Profile! You Can Search by Indexing & OCR!
  • 29. 29 Mary Martin is Vice President of Human Resources & Accounting Mary because of her role in the company has access to both employee medical and financial records The Benefit folders contain employee personal health information (PHI)
  • 30. 30 Bob Cratchit is Director of Accounting and reports to Mary Martin Bob does not have access to the benefits folders containing employee personal health information
  • 32. What is the cloud and is it safe? 256-bit AES Storage Encryption Verse 128 To give you an idea of just how secure this is, it is over 2,000 times more secure than using 128-bit AES. Breaking a symmetric 256-bit key by brute force requires 2128 times more computational power than a 128-bit key. To break it, a brute force attack would take 50 supercomputers over 3,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000 years! (Wikiedia)
  • 33.
  • 34.
  • 35.
  • 36. 36 Mobile Apple/Android Apps for eFCO and SecureDrawer
  • 37.
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  • 42. 524-78-1358 524-78-1358 95-6006143 PAINT BRIGHT 10920 WILSHIRE BLVD # 620 LOS ANGELES CA 90024-6508 123456789 JOSEPHINE H. BRUIN 825 WESTOOD VLVD LOS ANGELES CA 90024 CA 95-6006143
  • 43. 524-78-1358 524-78-1358 95-6006143 PAINT BRIGHT 10920 WILSHIRE BLVD # 620 LOS ANGELES CA 90024-6508 123456789 JOSEPHINE H. BRUIN 825 WESTOOD VLVD LOS ANGELES CA 90024 CA 95-6006143
  • 44. 524-78-1358 524-78-1358 95-6006143 PAINT BRIGHT 10920 WILSHIRE BLVD # 620 LOS ANGELES CA 90024-6508 123456789 JOSEPHINE H. BRUIN 825 WESTOOD VLVD LOS ANGELES CA 90024 CA 95-6006143 19,629.58 750.29
  • 45. 524-78-1358 524-78-1358 95-6006143 PAINT BRIGHT 10920 WILSHIRE BLVD # 620 LOS ANGELES CA 90024-6508 123456789 JOSEPHINE H. BRUIN 825 WESTOOD VLVD LOS ANGELES CA 90024 CA 95-6006143 19,629.58 750.29
  • 46. 524-78-1358 524-78-1358 95-6006143 PAINT BRIGHT 10920 WILSHIRE BLVD # 620 LOS ANGELES CA 90024-6508 123456789 JOSEPHINE H. BRUIN 825 WESTOOD VLVD LOS ANGELES CA 90024 CA 95-6006143 19,629.58 750.29 19,404.31 665.00 20,923.75 0.00 0.00 0.00 X DCP CAS 1,519.44 0.00
  • 47. 524-78-1358 524-78-1358 95-6006143 PAINT BRIGHT 10920 WILSHIRE BLVD # 620 LOS ANGELES CA 90024-6508 123456789 JOSEPHINE H. BRUIN 825 WESTOOD VLVD LOS ANGELES CA 90024 CA 95-6006143 19,629.58 750.29 19,404.31 665.00 20,923.75 0.00 0.00 0.00 X DCP CAS 1,519.44 0.00
  • 48. 524-78-1358 524-78-1358 95-6006143 PAINT BRIGHT 10920 WILSHIRE BLVD # 620 LOS ANGELES CA 90024-6508 123456789 JOSEPHINE H. BRUIN 825 WESTOOD VLVD LOS ANGELES CA 90024 CA 95-6006143 19,629.58 750.29 19,404.31 665.00 20,923.75 0.00 0.00 0.00 X DCP CAS 1,519.44 0.00 0.00
  • 49. 524-78-1358 524-78-1358 95-6006143 PAINT BRIGHT 10920 WILSHIRE BLVD # 620 LOS ANGELES CA 90024-6508 123456789 JOSEPHINE H. BRUIN 825 WESTOOD VLVD LOS ANGELES CA 90024 CA 95-6006143 19,629.58 750.29 19,404.31 665.00 20,923.75 0.00 0.00 0.00 X DCP CAS 1,519.44 0.00 0.00
  • 50. 524-78-1358 524-78-1358 95-6006143 PAINT BRIGHT 10920 WILSHIRE BLVD # 620 LOS ANGELES CA 90024-6508 123456789 JOSEPHINE H. BRUIN 825 WESTOOD VLVD LOS ANGELES CA 90024 CA 95-6006143 19,629.58 750.29 19,404.31 665.00 20,923.75 0.00 0.00 0.00 X DCP CAS 1,519.44 0.00 0.00 524-78-1358 524-78-1358 95-6006143 PAINT BRIGHT 10920 WILSHIRE BLVD # 620 LOS ANGELES CA 90024-6508 123456789 JOSEPHINE H. BRUIN 825 WESTOOD VLVD LOS ANGELES CA 90024 CA 95-6006143 19,629.58 750.29 19,404.31 665.00 20,923.75 0.00 0.00 0.00 X DCP CAS 1,519.44 0.00 0.00
  • 51. 4 Simple Steps To A Paperless Transportation Office Home Machine – 8ppm Office Machine – 60ppm What Should You Scan?  Scan the Papers You Would Have Copied  Don’t Scan:  PDF Files Sent to You  Faxes  Emails  Word and Excel Files  (All of these are placed directly into eFileCabinet with a paperless click) 1. Buy a REAL Scanner
  • 52. 4 Simple Steps To A Paperless Transportation Office 1. Buy a REAL Scanner2. Determine the platform best for you
  • 53. 4 Simple Steps To A Paperless Transportation Office  Determine your folder structure  What are you going to scan?  What to do with the old files?  Determine Permissions  What to do with the reclaimed office space? 2. Determine the platform best for you3. Strategize
  • 54. 4 Simple Steps To A Paperless Transportation Office 3. Strategize4. Schedule a Demo with us www.efilecabinet.com
  • 55. QuestionsCall 877-574-5505 or email sales@efilecabinet.com Thanks for attending!

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