join the tribe
Join the tribe
1
Paperless strategy
Your strategy will be individual to your goals, industry, and business model. It's important that you take your own employees and the way they work into consideration because they have to commit to the process to make it successful.

Once you've assessed your business and set your goals, choose the types of changes you want to make. This might include moving to document management software. Or you might make smaller changes, such as moving to digital billing and adding recycling containers to your office.
2
Paperless office policy
If you want the whole company to commit to going paperless, you need to mandate employees' participation. You can start with a paperless policy. While you're at it, you might want to make your company policy available digitally, rather than giving employees a hard copy.

Your paperless policy should include the overall purpose of the company going paperless and your commitment to going paperless. The policy doesn't list actual processes, but it should explain what the company views as the important aspects of a paperless office space.

3
Paperless workflow
Your paperless workflow is an important aspect of planning for and launching new processes. If you're a competitive company, it's likely that you already have a great many paperless processes in place simply because the technology makes sense for your business. No matter where you are in your paperless journey, you already have a workflow. Creating a paperless workflow simply means following your current workflow but substituting paperless processes where you used paper in the past.

Documenting the current workflow can help you visualize more places where you can make changes. Your workflow is not set in stone. It should be a living document that can be edited as improvements are made. Employees can also benefit from a documented workflow to help understand their responsibilities and aid in training.

4
Paperless documents
More and more, paperless documents will become the norm for your business. Paperless documents offer a lot of convenience and are far easier to organize than paper.

There's no need to print many of the documents you create. They can be emailed or uploaded to a digital platform.

There are many tools to help you preserve paper documents digitally. In cases where you need to digitize paper documents, some can be recycled immediately. Any document with sensitive or confidential information should be destroyed so that the information is no longer accessible.

You can also use pictures to create documentation when there is no scanner available. You can upload those image files to your content management system. There are many tools to help you create and manage your paperless documentation.
5
Now you are part of the #Paperless movement
Made on
Tilda