ABM maps how documents flow through your organization from the moment they arrive to the day they're destroyed. We identify where workflows are manual, where compliance risk lives, and where automation would cut cost and exposure.
On-site or virtual. Free. Especially valuable for healthcare, legal, finance, and education.
Document capture points
Where paper and digital documents enter your organization — mail room, scan station, email, web forms.
Routing & approval workflows
How documents move from intake to the right person, folder, or system — and where they get stuck.
Storage & indexing
Current filing structure, search capability, access controls, and cloud vs. on-prem split.
Retention schedule compliance
Whether your organization has a retention policy and how closely it's being followed.
Destruction process
How end-of-life documents are disposed of — and whether it meets your compliance requirements.
Automation opportunities
Where workflow rules, OCR, and scan-to-cloud can replace manual steps and cut processing time.
Questions first? (260) 744-4259 or learn about document lifecycle.
5 minutes. ABM does the analysis.