In a company that files a great deal of orders and customer reports, maintaining a paper-based office can be more than inconvenient to employees, it can be damaging to relationships with customers. The business landscape is becoming increasingly reliant on the electronic workflow that comes from cloud computing and document management software, and those who can't keep up will soon fall behind as new speed expectations are established.
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WHY ELECTRONIC WORKFLOW MAKES A DIFFERENCE
In a company that files a great deal of orders and customer reports, maintaining a paper-
based office can be more than inconvenient to employees, it can be damaging to
relationships with customers. The business landscape is becoming increasingly reliant on
the electronic workflow that comes from cloud computing and document management
software, and those who can't keep up will soon fall behind as new speed expectations
are established.
For those looking for a shortcut to keeping clients happy, check out these simple but
effective tips to establish and maintain a paperless office in order to provide the most
efficient service possible.
What electronic workflow means
Everything from major files to written notes and mail should be filed within the software
infrastructure to maximize commitment to the paperless cause, according to lifestyle blog
BeMoreWithLess. When it comes to finding a system that works for a small organization,
one must determine what elements of the company that need to be made productive and
identify ways that paperless document management can expedite this process.
Ideally, by scanning data into a main infrastructure where employees can access, share
and collaborate at will, productivity will be increased. Lawyerist contributor Sam Glover
wrote about the concept of "the digital file," or the final scan of data and
subsequent shredding of the original paper source.
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"The digital file is the useful copy, the one that will be backed up remotely and
redundantly, and the one you will be working from every day," Glover explained. "You
should be able to shred anything that is not (a) in your inbox or (b) filed away in your
physical file cabinet, which you should not need to access very often."
Once these basic practices are put in place, employees can be trained and
become productive within weeks. However, beginning with a strong organizational
system is the best way to get an entire staff off on the right foot.
Establishing a paperless workflow that makes sense for you
Though enabling paperless document management is a viable solution for any industry,
it's important for project managers to prioritize and emphasize the areas of the
technology that will best serve their business needs.
There are a number of applications that can increase productivity within specific
industry sectors. In restaurant management, an individual brand can organize its inventory
within a paperless infrastructure, keep track of customer orders over time and manage the
staff's payroll. These same tools can take on a completely different use in the
manufacturing industry, where they might be used to monitor materials and product
components as well as collaborate with co-workers to develop the next great product.
The paperless lifestyle also needs to be tailored to individual employees through
experience. Lawyerist writer Glover noted that a gradual introduction to the new workflow
can be beneficial in the long run. If one spends too much time getting caught up in the
particulars, this may discourage a long-term positive relationship with the valuable
product.
Defining electronic workflow will be different between industries, but this much is clear -
without document management software, it will be impossible to achieve.
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