Small Shop Owner

Sharon, age 39, owner of a small flower shop.

Sharon is a typical small business owner. She has been serving the flower needs of her local community and surrounding areas for 3 years. Her files keep increasing by the day, and the inability to find files when she needs them has begun to affect her productivity and effectiveness. Her business has been growing steadily, and she has now realized that her computer could provide more efficiency to her business, but does not know how to completely change over to a computer based system for organizing and securing her files. Then she found out about Docsvault™.

Her paper-based filing system is effective most of the time. But recently, she misfiled a vital document regarding one of her biggest customers. She eventually found the document, only after looking for almost an hour. With Docsvault™, she can scan in all of her most important documents with the built-in scanner interface and then file them according to customer, flower type, or any other file property that she wants. This is because of Docsvault’s completely customizable Properties and Profiles feature and the cabinet-drawer-folder filing system. Now she can find any file she needs, even if she forgot where it is saved because Docsvault™ allows her to customize her search based on any property she specifies. She can even save search parameters she frequently uses with the Save Search feature, so she doesn’t have to keep on entering the same search fields over and over again.

Recently, a valuable customer had placed a large, complex order. She took the order down on her computer and saved it. One week later, the customer made changes to the order. Sharon had to spend over 20 minutes changing the original order. Two days later, the customer called back and said to revert back to the original order. She wished she had saved that original order, but instead she had to spend another 20 minutes converting the order back to the way it was. Now that she has Docsvault™, she realizes the benefit of Version Creation and Version History. Every time she saved changes made to the original order, a new version of the order would have been generated. All she would have had to do was open the first version she created and save herself those 20 frustrating minutes. And with Version History, she can tell when previous changes were made. She can even add notes to each change made so she can remind herself what exactly was changed.

Sharon was delighted with the results that Docsvault™ gave her. Docsvault™ was simple, intuitive, and completely customizable to fit her needs exactly as she needed. She has saved time and money, two things that she values most when it come to her business.

Find out more about Docsvault Professional Edition and Small Business Edition