Business Tools & Calculators

Making informed decisions about document management, workflow automation, and AI implementation requires data. Our free interactive tools provide instant insights based on your specific situation, helping you build business cases, identify risks, and plan implementations effectively.

ROI Calculators for Document Management

Our ROI Calculator helps you quantify the financial benefits of document management automation. By analyzing your current processes, document volumes, and labor costs, you can see projected annual savings, payback periods, and efficiency gains. Organizations typically see 30-50% reduction in document handling time and recover their investment within 6-18 months.

Security and Compliance Assessment

The Security Assessment Tool evaluates your document security posture across access controls, encryption, audit trails, and compliance readiness. With regulations like GDPR, HIPAA, and SOX becoming increasingly stringent, understanding your security gaps is essential. Get a security score and prioritized recommendations to strengthen your document protection.

AI Readiness and Implementation Planning

Before implementing AI-powered document processing, use our AI Readiness Assessment to evaluate your organization's preparedness. The tool assesses data quality, infrastructure capabilities, team skills, and identifies the highest-value use cases for your situation.

Migration and Implementation Planning

Planning a document management migration? Our Migration Estimator provides accurate cost and timeline projections based on your document volumes, complexity, and integration requirements. The Implementation Planner creates a customized roadmap tailored to your organization's priorities and constraints.

Document Audit and Compliance Tools

The Document Audit Tool provides a comprehensive assessment of your document management practices across five critical dimensions: storage and access, workflow automation, security controls, collaboration capabilities, and system integration. After completing the assessment, you receive a detailed maturity score, industry benchmarks, and a prioritized 90-day improvement roadmap.

For organizations subject to regulatory requirements, our Retention Policy Generator helps you create compliant document retention schedules based on your industry. Whether you need to comply with HIPAA in healthcare, SOX in finance, or state-specific requirements, the tool generates policies that ensure proper document lifecycle management.

How Our Tools Help You Make Better Decisions

Each tool in our collection is designed to provide actionable insights without requiring a sales conversation. Simply input your organization's information, and receive personalized recommendations based on industry best practices and benchmark data from thousands of implementations. The tools help you:

• Build compelling business cases with hard ROI numbers for executive approval
• Identify security vulnerabilities and compliance gaps before they become problems
• Plan realistic migration timelines and budgets based on your specific situation
• Evaluate AI readiness and prioritize the highest-value automation opportunities
• Compare your document management maturity against industry benchmarks
• Generate compliant retention policies customized to your regulatory environment

Getting Started with Our Tools

We recommend starting with the ROI Calculator to understand the potential financial impact of document management improvements. Then use the Security Assessment to identify any compliance or security gaps that need attention. Finally, the Document Audit provides a comprehensive view of your current state and a clear path forward. All results can be downloaded as PDF reports to share with stakeholders and decision-makers.