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Mickey McGuire, SouthData, Inc.
EFFICIENCY & PRODUCTIVITY
Going Paperless
• National supplier of printed and
electronic communications
specializing in the HOA Market
for the past 14 years.
• Regular speaker at the CAM
Profitability Conference.
Mickey McGuire
Vice President of Sales
SouthData
GOING PAPERLESS
IS NO JOKE
US PAPER CONSUMPTION
Packing, 5%
Tissue, 7%
Newsprint, 8%
Containerboard,
31%
Boxboard, 21%
Printing/Writing,
28%
* From Reduce.org
ENVIRONMENTAL REASONS FOR GOING PAPERLESS
31X
• The cost of
USING paper can
be as much as 31
times the cost of
the paper itself.
1.5
• Cups of water to
make 1 sheet of
paper.
40%
• Amount of wood
in the US that
goes to the
production of
paper
10,000
• Sheets of paper
the average
office worker
uses per year
* From www.absolutelypaperless.com
ECONOMIC REASONS FOR GOING PAPERLESS
$10,000
• Average cost
to fill and
maintain a
single four
drawer file
cabinet
25%
• Number of
documents
that are
misplaced
and will
never be
located
$23
• Cost of
copying the
average
document,
which is
copied 9 to
11 times
90%
• Amount of
business
information
that is in
document
form, not
databases.
60%
• Amount of
an average
employee’s
time spent
creating,
managing
and
distributing
documents
WHY GO PAPERLESS?
Put the Name of the Session Here
0% 10% 20% 30% 40% 50% 60% 70% 80%
Environmentally Concious
Easy to Send
Modern
21%
21%
23%
71%
74%
71%
Paper vs. Digital: Public
Perception
Digital Paper
Potential Clients
Eldeman Berland study 2013
WHY GO PAPERLESS?
Put the Name of the Session Here
Potential Employees
Eldeman Berland study 2013
Companies
operating mostly on
paper are old
fashioned
Sat it’s important
for potential
employers to
operate digitally
0 % 100 %
68%
0 % 100 %
68%
GOING PAPERLESS
You have choices: there are many companies in this field.
 Don’t need to spend a lot of money
 Do need a great deal of discipline
 Do need a great deal of planning
GETTING STARTED
• Establish rules (at least at the start)
• Remove the fax machine
• Fax document convertor
• Request paperless statements and invoices
• Set a timetable
• Monitor the progress
• Not every document must be digitized
PLANNING – SAMPLE FILE TREE
•Company
• Managers
•HOA’s
•Budget
•HOA Mailings
•Unique Items
•Committees
•Homeowners Files
•Vendor Contracts
•Compliance
•Insurance
•Minutes
•Developer Items
•Legal
•Parking
•Financials
•Mgmt Costs
•Reserve Study
•(Audits / Bank)
•Governing Documents
•Maps
HOW TO GET STARTED
• Scanners/Scanning
• Types (high speed, desktop,
fax to electronic)
• Outsourcing (cost, limitations)
• Who can do scanning?
• Adobe Acrobat
(full version so you can edit)
• Discipline. Discipline. Discipline.
Put the Name of the Session Here
HOW TO GET STARTED
•Scanners/Scanning
• Types (high speed, desktop,
fax to electronic)
• Outsourcing (cost, limitations)
• Who can do scanning?
•Adobe Acrobat
(full version so you can edit)
•Discipline. Discipline.
Discipline.
ADVANTAGES OF GOING PAPERLESS
• Space
• Convenience
• Access
• Mobility
• Speed
• $$$$$
Any Questions?

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Going Paperless in Community Association Management

  • 1.
  • 2. Mickey McGuire, SouthData, Inc. EFFICIENCY & PRODUCTIVITY Going Paperless
  • 3. • National supplier of printed and electronic communications specializing in the HOA Market for the past 14 years. • Regular speaker at the CAM Profitability Conference. Mickey McGuire Vice President of Sales SouthData
  • 5. US PAPER CONSUMPTION Packing, 5% Tissue, 7% Newsprint, 8% Containerboard, 31% Boxboard, 21% Printing/Writing, 28%
  • 6. * From Reduce.org ENVIRONMENTAL REASONS FOR GOING PAPERLESS 31X • The cost of USING paper can be as much as 31 times the cost of the paper itself. 1.5 • Cups of water to make 1 sheet of paper. 40% • Amount of wood in the US that goes to the production of paper 10,000 • Sheets of paper the average office worker uses per year
  • 7. * From www.absolutelypaperless.com ECONOMIC REASONS FOR GOING PAPERLESS $10,000 • Average cost to fill and maintain a single four drawer file cabinet 25% • Number of documents that are misplaced and will never be located $23 • Cost of copying the average document, which is copied 9 to 11 times 90% • Amount of business information that is in document form, not databases. 60% • Amount of an average employee’s time spent creating, managing and distributing documents
  • 8. WHY GO PAPERLESS? Put the Name of the Session Here 0% 10% 20% 30% 40% 50% 60% 70% 80% Environmentally Concious Easy to Send Modern 21% 21% 23% 71% 74% 71% Paper vs. Digital: Public Perception Digital Paper Potential Clients Eldeman Berland study 2013
  • 9. WHY GO PAPERLESS? Put the Name of the Session Here Potential Employees Eldeman Berland study 2013 Companies operating mostly on paper are old fashioned Sat it’s important for potential employers to operate digitally 0 % 100 % 68% 0 % 100 % 68%
  • 10. GOING PAPERLESS You have choices: there are many companies in this field.  Don’t need to spend a lot of money  Do need a great deal of discipline  Do need a great deal of planning
  • 11. GETTING STARTED • Establish rules (at least at the start) • Remove the fax machine • Fax document convertor • Request paperless statements and invoices • Set a timetable • Monitor the progress • Not every document must be digitized
  • 12. PLANNING – SAMPLE FILE TREE •Company • Managers •HOA’s •Budget •HOA Mailings •Unique Items •Committees •Homeowners Files •Vendor Contracts •Compliance •Insurance •Minutes •Developer Items •Legal •Parking •Financials •Mgmt Costs •Reserve Study •(Audits / Bank) •Governing Documents •Maps
  • 13. HOW TO GET STARTED • Scanners/Scanning • Types (high speed, desktop, fax to electronic) • Outsourcing (cost, limitations) • Who can do scanning? • Adobe Acrobat (full version so you can edit) • Discipline. Discipline. Discipline. Put the Name of the Session Here
  • 14. HOW TO GET STARTED •Scanners/Scanning • Types (high speed, desktop, fax to electronic) • Outsourcing (cost, limitations) • Who can do scanning? •Adobe Acrobat (full version so you can edit) •Discipline. Discipline. Discipline.
  • 15. ADVANTAGES OF GOING PAPERLESS • Space • Convenience • Access • Mobility • Speed • $$$$$