Paperless Office Strategy. Update your office With less space being taken up with document storage you can make your office a better place to work Consider buying larger monitors or a dualmonitor setup so your staff can view more than one document at a time Phase out old technology Some companies still send and receive faxes But even here you can reduce paper use.
If you want your paperless office strategy to survive you’ll need specific reasonable goals and achievable results that can stand up to scrutiny Possible KPIs for your paperless office strategy Î Spend on paper and other office supplies Î NIGO rate Î New advisors recruited Î Average account opening time Î Advisor satisfaction.
Tips to Create a Paperless Office Strategy for Your Business
Developing a paperless office strategy Going paperless is something that the NHS have been planning to do for years – but its deadline has been pushed to the end of the decade following the Covid crisis However going paperless doesn’t have to be a decade in the making for your agency Keep all your documents on a Cloud or agency CRM.
How to build a paperless office strategy for your letting agency
Move outbound communications online Given the rapid shift to remote working during the COVID19 pandemic online portals have become essential for companies all over the world Make customer communication more accessible What your customers want and expect in terms of experience has changed a lot over recent years Improve accountability and compliance With more stringent privacy rules since the GDPR came in we must be accountable and traceable when corresponding with customers employees and stakeholders – including when we communicate online Cut your waste While going totally paperless might be the dream we know that print is unlikely to disappear completely You may still need to send letters to your customers employees and stakeholders but that doesn’t mean it has to be a laborious or timeconsuming process.
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Unlike traditional paperbased office practices paperless offices focus on a hybrid work model which supports the use of some paper but mainly digital correspondence hiring contracts billing and storage Plan for a Paperless Environment You can make a paperless office a more achievable goal by setting your staff up for success Develop an outline for the transition from paper to digital document storage and set realistic goals to get there.