"Harry," Susan said. "Have you ever heard of the paperless office?""Yeah," I said. "It's like Bigfoot. Someone says he knows someone who saw him, but you don't ever actually see him yourself."from Changes: a novel of the Dresden files, by Jim ButcherIf you are like many of our prospective customers, you look around your office with the sinking feeling it might take a wizard like Harry Dresden to get you to a point where you could run a "paperless office." Between building a plan, getting your staff on board, and implementing the whole thing without something crucial falling through the cracks, making such huge changes seems to be a daunting task.
Luckily, with the right support from the right company, it doesn't have to be. Going paperless can start with something as simple as getting a monthly service to pick up your paper waste instead of dumping it in a landfill or an unguarded paper dump. Similarly, getting your files out of an inconvenient basement or storage facility doesn't immediately translate to "scan them all right now" - move them to a records center and save your staff time and space by utilizing scan on demand.
When you are ready to progress to digital content management, you should be able to continue to take baby steps. Choose a solution that provides for unlimited users on a scale you need now, not ten years from now. Find something that suits your office's needs, whether it be a server-based install or something in the cloud - and make sure you can change your mind later if you want to switch. Your support team should be right there with you, helping you build business processes your entire staff can understand.
If you decide to scan all of your back documents, make sure the provider you've chosen is not only willing to work with your budget over a period of time rather than cost you a fortune immediately, but is just as happy to set your office up to do your scanning in-house if that is what you prefer.
Finally, when you've got all of your other pieces in place, you'll want to think about how you can go truly paperless. Your support team should be able to walk you through tablet PCs, iPads, smart phones, or any other device your organization needs to get across the office or across the state with digital documents - making you wonder how you ever dealt with the daunting task of managing all that paper in the first place.
No wizard required.