6 Steps to Implement Docusite into Your Company

Technology is changing every single day and it has made our lives easier in a lot of different ways. The problem is, when you have an industry with processes that have been exactly the same for decades, its difficult to institute new technologies. Docusite is the easiest construction software of its kind. We take pride in keeping it simple and easy to use.

Here are 6 easy steps to help you implement Docusite into your organization…

Field Buy in:

The first thing you need to do is gain buy in from the managers and potential software users in the field. This can be done by showing our quick demo video seen here. You can also schedule a web demo with us so we can answer any specific questions your team may have.

Next, discuss the benefits of Docusite. Here is a list of the benefits and features the field can enjoy for their future projects…

• eliminate paper clutter
• get instantly organized with paperwork
• work on paperwork as a team by assigning team members to every project
• quickly and easily take photos and videos to support project documentation
• take notes in an easy to access and secure mobile location
• stay on top of tasks with your digital checklist
• share documents to the field in an instant create custom forms, specially adapted to suit the needs of your organization or specific projects
• drastically reduce time spent on paperwork
• save money as a result of saving time, safeguarding forms and reducing physical resources such as paper and printer ink

Start with One:

Start with one crew at a time. Allow them to get to know the software and the processes you’re putting into place. Once you get one crew up and ready, you can move on to the next, and then the next.

Training:

With Docusite, training is easy. We have created numerous training videos and articles here that explain everything you need to know about Docusite. We have also created a complete training video here. Luckily, it’s so simple that training shouldn’t take long. If our support section doesn’t work for your organization, let us assist in training your team. Schedule a demo and we’ll walk your team through the software here.

Set Up Your Users:

Add each member of the selected crew. Adding users isn’t r complicated, check out the video tutorial below to learn how. Communicate with your team so they know to expect an email from Docusite that looks like this. Also make sure to send your team the link for downloading the app.

Create Projects:

Create your projects and site activities. Watch the video below to learn how.

Create Custom Forms and Checklists:

Create custom forms and checklists to eliminate the paper trail you deal with on a daily basis. Check out this video to learn how:

Checklists:

Forms:

If you’re strapped for time, we can set them up for you. Just email your old forms to info@docusites.com.

Repeat this process for every crew in your entire organization. Let your existing crews help with implementation as they advocate how much easier their documentation processes have gotten since implementing Docusite. As with implementing any new practices or technologies, there will be bumps in the road and issues that arise. Don’t panic and don’t give up. Once you’ve implemented Docusite, you are going to save your organization time, stress and money — it’s definitely worth the initial commitment for getting things right.

And remember, we are here to help you- every step of the way!