• Twitter
  • LinkedIn
  • Youtube
  • Rss
  • Savings Calculator
  • Get A Demo
  • Login
  • Contact
IntelliChief
  • Why IntelliChief?
      • The IntelliChief Difference
        • About IntelliChief
        • Best Practices Expertise

        • See how much you can save with AP Automation

          Find out exactly how much you're spending to process invoices with the IntelliChief Savings Calculator. Then, see how much you can save by implementing Enterprise Content Management and Process Automation for Accounts Payable. Savings Calculator >

    • Introducing IntelliChief
      Industry leaders choose IntelliChief to reduce costs and increase efficiency in: Accounts Payable, Order Management, HR, and more.
      Here's why:
      Watch
  • Solutions
      • Enterprise Content Management
      • Process Automation
        • AP Automation
        • Order Management
        • AR Automation
        • HR Automation
      • Solutions By Industry
        • Manufacturing
        • Distribution
        • Transportation
        • Construction
        • Logistics
  • Technology
      • OCR Capture
        Automatically capture and convert data from incoming documents.
      • Workflow
        Ensure that your business rules and processes are followed without error, every time.
      • Integration Link
        Connect IntelliChief to any ERP system (or multiple ERPs) to unlock advanced capabilities.
      • Digital Repository
        Archival made easy. Store and retrieve documents in seconds with full search capabilities.
      • Analytics
        Gain insight into your team’s productivity with customizable analytics dashboards.
      • Mobile Access
        Expand your operational footprint with reliable mobile solutions that integrate with your ERP system.
      • Email Import
        Automatically capture documents from emails to maximize touchless processing rates.
      • Retention Manager
        Manage Document Life Cycles, by securely storing, retrieving, and maintaining digital files.
  • ERP Integrations
    • What Does Integration Mean?
      • Oracle
      • JD Edwards
      • Infor
      • SAP
      • Other ERPs
  • Resources
      • Blog
      • FAQ
      • Events
      • Webinars
      • Case Studies
      • Guides
      • Product Sheets
      • Savings Calculator
      • Support
  • Search
  • Menu Menu

4 Tips for Going Paperless

December 10, 2020

There are many benefits of transitioning to digital paperwork but going paperless is not as simple as making a pledge to stop using paper. Going paperless requires an investment in technology and a close relationship with a vendor that can provide the tools and knowledge to help your organization eliminate its reliance on paper. This article discusses four tips for going paperless to help business leaders understand how to go paperless while avoiding the common pitfalls that can derail your initiative.

How to Go Paperless

Before we explore our tips for going paperless, it is important for businesses to understand how to go paperless in the first place. Migrating from paper to digital takes time, patience, collaboration, and investment. Covid-19 has accelerated the timeline for many companies who had “going paperless” on their to-do lists moving into next year, which means you need to start planning your paperless strategy today if you want to stay ahead of the competition.

The first step in going paperless is identifying a suitable strategic partner that specializes in transitioning businesses from paper-based workflows to digital workflows. Several types of vendors can assist with this transition, but an Enterprise Content Management (ECM) vendor will offer the most robust feature set allowing for greater functionality, compatibility, integration, performance, and scalability. However, before you can choose your vendor, you need to organize your company internally and get everyone on the same page. Follow these four tips for going paperless to start your search:

1. Create an Internal Team to Lead Your Paperless Initiative

Even if you hire a third-party consultant to help you evaluate and vet vendors, nobody knows your business like you do, so it’s essential that you form a trusted team internally to ensure your project is moving towards your goal at all times. Establish a team that fully understands your company’s business processes, including the underlying workflows that are not always consistent from person to person. For example, if you want to go paperless in Accounts Payable, you should form a team including members of your AP department and perhaps a member of your IT department to help translate any technical information that might not register with your AP Director, CFO, or your most active AP processor.

2. Consult Key Decision-Makers and Address Concerns

After establishing your team, it is time to consult them about their specific pain points. What do they hope to achieve by going paperless? What concerns do they have? How will they measure the success of the project? What will happen if the scope of work changes? You need answers to all the questions before you select a vendor. Even after you choose a vendor, the answers to these questions may change, but you want to set clear goals early and establish a precedent to avoid significant changes once your project has commenced. Remember, you can’t make everyone happy, but you can satisfy your team by listening to and considering every idea and pain point presented to you.

3. Develop a Roadmap

Now, it is time to get started! Talk to your implementation team, your consultant (if you have one), and any vendors you are currently vetting. Together, you can plot your roadmap and establish a plan that will get your key decision-makers to buy-in. Keep your existing processes top of mind when developing your roadmap. Which processes can be improved? Which ones need to stay the same? Keeping with the example of going paperless in AP, you must create standard operating procedures in collaboration with your AP team to ensure that your workflows are documented accurately. You must also plan for growth and scaling across multiple departments (if that is your endgame).

These considerations must be addressed openly with your vendor to ensure that they can truly provide the technology your business is searching for. Many companies go paperless in one department, such as Accounts Payable, and later expand their solution to other departments, including Accounts Receivable, Human Resources, Customer Service, and more. If this is the goal of your business, it must be accounted for in your initial roadmap to ensure the right vendor is selected.

4. Establish Clear Expectations

Ultimately, these tips for going paperless are worthless if your project fails to meet your requirements, but this pitfall can be easily avoided by setting clear expectations from the beginning. Answer important questions like:

  • How soon do you want your implementation to be completed?
  • How important is integration with your core technologies?
  • What is your expected ROI?
  • Do you want to process documentation without human intervention?

Your specific expectations will be unique to your business, and your list may grow after speaking to a vendor, so be sure to maintain transparency as you create your list of requirements.

Are you interested in learning more about how your organization can go paperless? Contact IntelliChief today to learn more about our award-winning approach to Enterprise Content Management.

Share this entry
  • Share on Facebook
  • Share on Twitter
  • Share on WhatsApp
  • Share on Pinterest
  • Share on LinkedIn
  • Share on Tumblr
  • Share on Vk
  • Share on Reddit
  • Share by Mail
https://www.intellichief.com/wp-content/uploads/2015/05/IntelliChief-News.jpg 200 200 IntelliChief https://www.intellichief.com/wp-content/uploads/2021/07/IntelliChief-Paperless-Process-Management.png IntelliChief2020-12-10 11:56:472021-05-18 09:58:054 Tips for Going Paperless
You might also like
Streamlining Purchase-to-Pay and Order-to-Cash
Reduce Your Lead Time: 8 Strategies to Process Orders Faster, Increase Customer Satisfaction, and Improve Your Cash Flow
Overcoming Business Challenges With Process Automation
Enterprise Automation Statistics10 Enterprise Automation Statistics for the Cost-Conscious Executive
LandollAutomating the Purchase-to-Pay Process
Real-World, Real Benefits: How to Reduce Accounts Payable Processing Costs
AP Automation Cost Savings
Is an Invoice Management System Right for Your Business?

Latest From The Blog

  • Seven Signs You Have the Right AP Automation SolutionMarch 16, 2022 - 8:00 AM
  • 5 Must-Haves in Accounts Payable Automation SoftwareMarch 9, 2022 - 2:50 AM
  • The 5 Accounts Payable KPIs Your Business Should Be MeasuringNovember 18, 2021 - 9:26 AM
  • Why It’s Time for Your Organization to Consider Accounts Payable Invoice AutomationNovember 8, 2021 - 4:17 PM
  • An Overview of AP Automation Objectives Among Project StakeholdersNovember 3, 2021 - 11:59 AM

Next Steps:

Request Demo
Contact Us
Download Whitepaper
Watch Recorded Webinar

Experience IntelliChief

Request a customized demo to see how IntelliChief addresses your organization’s most pressing challenges. Simply provide some preliminary information about your project and our experts will handle the rest.

Get a Demo

World Headquarters

P.O. Box 320878
Tampa, FL 33679

508-594-2800

info@intellichief.com

Getting Started

Why IntelliChief?
What is ECM?
Solutions
Technology
ERP Integrations
Customer Success Stories
FAQ

Resources

Blog
Case Studies
Whitepapers
Product Sheets
Webinars
Savings Calculator
Careers
Press

Copyright © 2023 IntelliChief™. All Rights Reserved.
Website Development & Hosting by K.Tek Systems Inc.

Privacy Policy | Terms of Use and Disclaimers | Sitemap | Support Portal

Procurement Automation, Payments Automation, and Accounts Payable Automation:...5 Ways to Improve Human Capital Management With ECM
Scroll to top

This site uses cookies. By continuing to browse the site, you are agreeing to our use of cookies.

Accept Settings

Cookie and Privacy Settings



How we use cookies

We may request cookies to be set on your device. We use cookies to let us know when you visit our websites, how you interact with us, to enrich your user experience, and to customize your relationship with our website.

Click on the different category headings to find out more. You can also change some of your preferences. Note that blocking some types of cookies may impact your experience on our websites and the services we are able to offer.

Essential Website Cookies

These cookies are strictly necessary to provide you with services available through our website and to use some of its features.

Because these cookies are strictly necessary to deliver the website, refusing them will have impact how our site functions. You always can block or delete cookies by changing your browser settings and force blocking all cookies on this website. But this will always prompt you to accept/refuse cookies when revisiting our site.

We fully respect if you want to refuse cookies but to avoid asking you again and again kindly allow us to store a cookie for that. You are free to opt out any time or opt in for other cookies to get a better experience. If you refuse cookies we will remove all set cookies in our domain.

We provide you with a list of stored cookies on your computer in our domain so you can check what we stored. Due to security reasons we are not able to show or modify cookies from other domains. You can check these in your browser security settings.

Other external services

We also use different external services like Google Webfonts, Google Maps, and external Video providers. Since these providers may collect personal data like your IP address we allow you to block them here. Please be aware that this might heavily reduce the functionality and appearance of our site. Changes will take effect once you reload the page.

Google Webfont Settings:

Google Map Settings:

Google reCaptcha Settings:

Vimeo and Youtube video embeds:

Accept SettingsHide Notification