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The 2010 Document Management Survey




We invite you to take a brief survey that examines how organizations anticipate using document management activities to help them achieve their business goals in the next year. The survey will take a few minutes to complete. Additionally, two of the first 50 survey participants will be randomly selected to win a digital camera for “document-ing” the important personal and business events in their lives. If you include your contact information at the end of the survey we will send you a copy of the survey results and notify you if you win a digital camera. (Survey responses will be kept confidential and email addresses will not be shared with third parties.)



Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.

 
 
 
* 1. Do you think the U.S. economy is growing again?
 
Yes
 
No
 
 
 
2. How long do you think it will take for the U.S. economy to return to growth?
 
By the end of 2010
 
By the end of 2011
 
At least three years
 
 
 
* 3. How long do you think it will take for your industry to return to growth?
 
By the end of 2010
 
By the end of 2011
 
At least three years or longer
 
 
4. Do you anticipate your organization’s spending will increase, decrease or remain the same in 2010 for the following document management activities:
Increase Decrease Remain the same
* Document imaging (paper to digital conversion)
* Print/copy center
* Mail management
* Records management
* Fleet management (office print/copy/fax equipment management)
 
 
5. Please indicate if your organization manages any of the following document management activities on an internal and/or outsourced basis:
Manage Internally Outsource Don't Know
* Document imaging (paper to digital conversion)
* Print/copy center
* Mail management
* Records management
* Fleet management (office print/copy/fax equipment management)
 
 
 
* 6. Which document management activities does your company plan to outsource (for the first time or to expand current outsourcing) within a year?
 
Document imaging (paper to digital conversion)
 
Print/copy center
 
Mail management
 
Records management
 
Fleet management (office print/copy/fax equipment management)
 
None of the above

 
 
 
* 7. What business benefits are driving your company’s plans to outsource document management activities within a year?
 
Reduce costs
 
Increase revenue
 
Improve efficiency
 
Concentrate more on core business
 
Improve customer service
 
Enhance regulatory compliance
 
Gain access to superior technology
 
Gain access to best practices

 
 
 
* 8. Is your company scanning incoming mail in the mailroom?
 
Yes
 
No
 
Don’t know
 
 
 
9. What kind of incoming mail is your company scanning in the mailroom?
 
All mail (distributed to employees) capable of being scanned
 
Only business process mail (e.g. insurance applications)
 
Don’t know
 
 
 
10. Why is your company scanning incoming mail in the mailroom?
 
We need to reduce the labor associated with physical mail delivery
 
Our junk/non-company mail volume is too high
 
We need to reduce paper to better meet our green/environmental goals
 
We need to accelerate the delivery of time-sensitive information to our employees
 
We need to gain control over incoming mail documents
 
Other (please specify)
 

 
 
 
11. Why are you not scanning incoming mail in the mailroom?
 
We have a separate internal location for scanning business process mail
 
We have outsourced the scanning of business process mail
 
Our policy doesn’t allow opening and scanning of general mail in the mail room
 
We are not aware of the benefits of combining scanning with mail process in the mailroom
 
Other (please specify)
 
 
 
 
12. Does your company plan to start scanning incoming mail within a year?
 
Yes
 
No
 
Don't know
 
 
 
* 13. Does your company have a records management program?
 
Yes
 
No
 
Don’t know
 
 
 
14. Which of the following elements are included in your records management program?
 
Records retention schedule
 
Records retention policy
 
Periodic compliance auditing
 
Policies and procedures
 
Paper records repository
 
Electronic records repository
 
Dedicated records management staff
 
Employee training program for records management

 
 
 
15. Is your organization increasing spending for records management in 2010?
 
Yes
 
No
 
Don’t know
 
 
 
16. Why is your organization increasing spending for records management?
 
We need to improve our ability to meet regulatory and compliance requirements
 
We need to improve our preparedness for legal discovery
 
We need to improve our records management capabilities
 
We need to improve customer service
 
We need to archive a growing volume of documents and records
 
Other (please specify)
 

 
 
 
17. Where is your organization directing its increased spending for records management?
 
Program implementation
 
Technology upgrade (software and/or hardware)
 
Expansion of records management staff (labor)
 
Consultant services
 
Other (please specify)
 

 
 
 
18. Why is your organization not increasing spending for records management?
 
Our current program meets our needs
 
We haven’t assessed whether our current program requires increased spending
 
We don’t have adequate budget
 
Our records management needs have lessened due to slower business
 
 
 
19. Does your company plan to create a records management program within the next year?
 
Yes
 
No
 
 
 
* 20. Select the position that best identifies your role
 
C-level Officer (CEO, CFO, CIO etc.)
 
Director/Manager, Facilities
 
Director/Manager, Sourcing/Procurement
 
Director/Manager Administrative Services
 
Director/Manager, Operations
 
Other (please specify)
 
 
 
 
* 21. What is the size of your company?
 
<$100 million
 
$100 million to $500 million
 
$500 million to $1 billion
 
$1 billion to $5 billion
 
>$5 billion
 
 
 
Thank you for completing the document management survey.
If you’d like to obtain a free copy of the survey report and want to be notified if you win a digital camera, please provide your contact and industry information. Individual survey responses will be kept confidential and email addresses will not be shared with third parties. The industry information requested below will allow us to provide you with the survey response rate for your industry compared with other industries.
 
 
 
Name
   
Title
   
Email
   
 
 
Please indicate your decision-making role with respect to the following document management activities:
Influence Approve Not Involved
* Document imaging (paper to digital conversion)
* Print/copy center
* Mail management
* Records management
* Fleet management (office print/copy/fax equipment management)
 
 
 
* Please indicate your industry:
 
Business Services
 
Education
 
Entertainment
 
Financial Services
 
Government
 
Healthcare
 
Insurance
 
Legal
 
Manufacturing
 
Pharmaceutical
 
Utilities
 
Retail
 
Technology
 
Other (please specify)
 
 
 
 
If you are interested in being contacted for a brief follow-up interview on survey topics, please indicate the best way to contact you:
 
No
 
Yes (please indicate best way to contact you)
 
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