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mt-doc-solutions/business-plan.md

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+---
+title: Business Plan
+description: 
+published: true
+date: 2024-11-11T05:50:04.235Z
+tags: 
+editor: markdown
+dateCreated: 2024-11-11T05:50:04.235Z
+---
+
+# Business Plan: Document Digitization and Management Solutions
+
+## Executive Summary
+
+**Working Business Name:** Montana Document Solutions
+**Owner:** Steve Dogiakos  
+**Location:** Rural area focus, with potential clients in legal, healthcare, government, small businesses, and historical preservation.
+
+**Business Model:**  
+This business provides document digitization and document management solutions, focusing on clients in rural and semi-rural areas with unique needs for secure, reliable access to digital records. Our services range from basic scanning and hosting packages to in-network-only local server solutions. Our core mission is to help clients securely transition from paper to digital storage, saving space and improving document accessibility.
+
+## Business Objectives
+
+1. Establish a consistent client base among small to medium-sized businesses, local governments, and organizations with large paper archives.
+2. Provide high-quality, secure digital document management solutions that meet the specific needs of rural customers.
+3. Achieve a sustainable revenue stream, growing by 20% annually, with profitability achieved within the first 12 months.
+4. Differentiate our services by offering in-network local server options as an upsell for clients with security concerns or limited internet reliability.
+
+## Services Offered
+
+**1. Core Packages**  
+Three primary tiers of document digitization services are offered to suit different client needs and budgets.
+
+- **Basic Package (Good):**  
+  - 1,000 pages scanned
+  - Files delivered on a thumb drive
+  - 1 year of Paperless-NGX hosting
+  - **Price:** $500
+
+- **Standard Package (Better):**  
+  - 2,500 pages scanned
+  - Files delivered on a thumb drive and backed up in cloud storage
+  - OCR for searchable PDFs
+  - 3 years of Paperless-NGX hosting
+  - **Price:** $1,250
+
+- **Premium Package (Best):**  
+  - 5,000 pages scanned
+  - Files delivered on thumb drive, cloud backup, and optionally integrated with the client’s network system
+  - OCR and advanced metadata tagging for easy search and categorization
+  - 5 years of Paperless-NGX hosting
+  - Priority scanning and customer support
+  - **Price:** $2,500
+
+**2. Add-On: Local Server Solution**  
+A compact small-form factor PC preloaded with Paperless-NGX, configured for in-network-only access.
+
+- **Local Server Add-On Package:**  
+  - Preloaded Paperless-NGX on a secure, local server for in-network access
+  - On-site installation, staff training, and 1-year support/maintenance  
+  - **Price:** $1,500 (upfront) + optional $500/year for ongoing support
+
+**3. Additional Services and Upsells**
+
+- **Document Preparation Services:** $0.10/page (for stapled, clipped, or irregular documents)
+- **On-Site Scanning Service:** $75/hour + travel expenses (for clients preferring documents not to leave the premises)
+- **File Organization and Metadata Tagging:** $0.15/page (to aid in advanced categorization)
+- **Backup Solutions:** Local backups to external drives, priced per drive or as an annual subscription (starts at $250/drive)
+- **Emergency Document Recovery Scanning:** Priced per project, based on urgency and scope.
+
+## Market Analysis
+
+**Target Market:**  
+The primary target market includes businesses, healthcare providers, legal firms, local governments, historical societies, and small organizations in rural areas. This segment values document security, reliable access, and cost-effective digitization due to their large volumes of records and limited digital solutions locally available.
+
+**Competitive Advantage:**  
+Our unique selling proposition is a localized, secure digitization solution tailored to clients in rural and semi-rural locations. By offering in-network-only server access, we provide a secure alternative to cloud solutions, which may be a concern for clients dealing with sensitive information or limited internet access.
+
+## Financial Projections and Capital Requirements
+
+#### Fixed Costs
+
+1. **Equipment:** $1,500  
+2. **Software and Hosting:** $340  
+3. **Marketing and Advertising:** $1,500  
+4. **Office Supplies:** $350  
+5. **Legal and Administrative Fees:** $890  
+6. **Utilities:** $1,200  
+
+**Total Fixed Costs (Year 1): $5,780**
+
+#### Working Capital and Contingency Fund
+
+Working capital: $4,500  
+Contingency fund: $1,000  
+
+**Total Startup Capital Needed:** $11,280
+
+#### 12-Month Revenue Projection
+
+| Revenue Stream             | Price Per Unit | Monthly Volume | Monthly Revenue | Annual Revenue |
+|----------------------------|----------------|----------------|-----------------|----------------|
+| Basic Package              | $500           | 4              | $2,000          | $24,000        |
+| Standard Package           | $1,250         | 2              | $2,500          | $30,000        |
+| Premium Package            | $2,500         | 1              | $2,500          | $30,000        |
+| Local Server Add-On        | $1,500         | 1              | $1,500          | $18,000        |
+| Document Prep Services     | $0.10/page     | 25,000 pages   | $250            | $3,000         |
+| On-Site Scanning Service   | $75/hour       | 10 hours       | $750            | $9,000         |
+| File Organization Services | $0.15/page     | 20,000 pages   | $300            | $3,600         |
+
+**Total Annual Revenue (Year 1):** $117,600
+
+---
+
+## Conclusion
+
+This document digitization business plan provides a comprehensive strategy to capture an underserved rural market, emphasizing security, accessibility, and tailored client options. With the combination of high-value product tiers and targeted upsells, the business can grow sustainably and profitably over the next five years.