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KEEPING TRACK OF YOUR PAPERLESS SOLUTION'S PROGRESS

When transitioning to document

management software, it can be

difficult to see the light at the end of

the tunnel. Although the technology

is well-known for transforming

enterprises, the process can take a

long time depending on the size of

a business because of the many

steps it requires of its user.

The basic process to implement paperless and begin experiencing electronic workflow is

as follows:

Notify and train employees on the necessary software

Analyze and scan all paper materials

Shred all paper once it's scanned and filed into the software

Rollout the solution and check in on employees who may be struggling with the

system

For the project manager in distress, it can be helpful to chart the progress of a document

management software with these whimsical, fun ideas.

Track progress old school, elementary class style

Surprisingly, staff is proven to respond to the idea that they are making progress in a

paperless campaign by using a tool as simple as a charting device to show the user exactly

how close the business is to fulfilling its rollout goals. Seeing this mapped out can be

extremely helpful when it comes to getting a group of uncertain workers onboard with

the effort and get them to want to actively participate in the process. Productivity blog

The Simple Dollar explained why this approach is so effective.

"Keeping score keeps your big goals front and center in your mind," the source explained.

"Combining that with a visual reminder of your goal can be particularly powerful, as it

keeps your goal front and center in your mind and also demonstrate your progress

clearly."

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This can be as simple as a classic "thermometer chart" but can be integrated into many

cloud-based applications, as well. LifeHacker recommended a number of apps that can

be useful for businesses looking to track their goals, including Goalscape.

"The service arranges your goals in a large set of concentric "wheels," organized by type

and with the relative importance of each goal indicated by how large a slice of the wheel

it represents," the piece explained. "You can easily see at all times which goals are bigger

than the others, and you can separate them out by category to see how you're doing with

each one."

Include your customers in the progress as well

If your campaign, which could be as simple as a "thermometer chart" or as complicated

as a game-like structure, it can be useful to share the progress measurements with

customers on social media. Consumers value the businesses that keep up with the times

and makes efforts to stay at the top of their game, and they may respond to those things

as positively as engaged employees.

Though it may sound silly, using old-school tactics to ensure employees are aware of and

engaged with the successful rollout of a paperless campaign is an excellent way for a

project manager to boost morale and achieve their goals with more ease. As with anything

in the office, paperless document management is best achieved as a team effort - staff

and consumers will respond in kind!

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Tags: electronic workflow, paperless office, document management

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