Kapil Agarwal
3 min readSep 13, 2017

Paperless Experiment “ 7 STEPS TO GO PAPERLESS

Paper documents and filing cabinets have been the way to organize information in an office for decades. But that doesn’t mean they’re the best option. Many offices worldwide are transitioning from physical documents to electronic document management systems. Why? Well, there are many reasons to follow steps for going paperless in today’s modern business climate.

More and more businesses are realizing that paper is an expensive and inefficient way to manage their information, and so they turn to electronic document management. But going paperless isn’t something that happens overnight; it is a process that takes time and effort, and many business owners are intimidated by the prospect of making the switch.

As intimidating as the concept may be, switching to paperless information management systems is a necessity if you’re going to compete in the modern business world.

STEP 1 : LEAD THE WAY

47% of employees surveyed said that one of the top three reasons for not going paperless was a lack of management initiatives or mandates. Essentially, they’re ready and willing to go paperless, but nobody is leading the way. Executing steps for going paperless means your company needs you to take initiative, step up, and lead the way to becoming a more efficient office.

Set goals, encourage everyone to transition to an electronic document management system. If you have your own filing cabinet of documents, take responsibility for transitioning those to an electronic system. Set goals for yourself, and take ownership for meeting those goals. If your employees see you leading the way, they are more likely to follow.

STEP 2 : “GET EVERYONE ON BOARD

A recent survey asked businesses which departments were most resistant to a paper-less work environment.

As you can see, Legal and Finance departments tend to be the most hesitant about going paperless. So how can you get them and the rest of your teams on board?

. Show them how it benefits them.

. Address compliance concerns : going paperless can actually help you to become more compliant. Paper processes expose your company to potential liability due to lack of security or lost paperwork. On the other hand, electronic document management software possesses security measures and other features that ensure vital information is protected.

. Show how it benefits customers.

Step 3: “Organize the Paper

To tackle the mounds of papers, you should divide the work and utilize your teams appropriately.

Make each department Responsible for their own files, shred the expired documents, Set goals for each department.

STEP 4: “GET SOFTWARES AND TRAINING

you need to find the right document management system.

GET SOFTWARES LIKE OCR AND MOBILE ACCESS SOFTWARES AND CONVERT ALL THE PAPER DOCUMENTS TO ELECTRONIC.

EG: CAMSCANNER to scan documents; LINKCARDSAPP to Design and Share Digital business cards, mange leads, measure performance and increase conversion, and many more softwares that can reduce paper consumption.

STEP 5: START SCANNING

Reward the employees for the work they do and going extra miles for going paperless and saving the environment.

STEP 6: “ START TELLING CLIENTS

Once you have your current documents switched to electronic copies, you can’t stop there. Tell your clients about the switch you’ve made, tell them about all of the benefits they’ll experience from the switch.

STEP 7 : “ ENJOY THE BENEFITS”

Once you finish the steps for going paperless, much less effort is needed to ensure you stay paperless.

Become a better fficient and paperless company. Start today!