my-wiki/mt-doc-solutions/business-plan.md

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---
title: Business Plan
description:
published: true
date: 2024-11-11T15:50:52.647Z
tags:
editor: markdown
dateCreated: 2024-11-11T05:50:04.235Z
---
# Business Plan: Montana Document 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 clients 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. "Fit in a Box" Service**
- **Description:** Clients fill a USPS Priority Mail Medium or Large box with documents, using a pre-paid shipping label provided by the business. This service offers a flat-rate, all-inclusive price for digitization.
- **Medium Box:** Up to 1,000 pages for $150
- **Large Box:** Up to 1,500 pages for $225
- **Benefits:** Ideal for clients with smaller document volumes; easy, predictable pricing; convenient shipping with a pre-paid label.
**3. 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
**4. 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 and convenient options like the “Fit in a Box” service, we provide a flexible, secure alternative to cloud solutions, catering to the specific needs of rural clients.
## 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 |
| Fit in a Box Service (Med) | $150 | 5 | $750 | $9,000 |
| Fit in a Box Service (Lg) | $225 | 3 | $675 | $8,100 |
**Total Annual Revenue (Year 1):** $124,700
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## Conclusion
This document digitization business plan provides a comprehensive strategy to capture an underserved rural market, emphasizing security, accessibility, and tailored client options. The addition of the “Fit in a Box” service enhances our offerings, providing a convenient, entry-level option for smaller digitization projects. With the combination of high-value product tiers and targeted upsells, the business can grow sustainably and profitably over the next five years.