Five Steps to Transition to a Paperless Environment

Now that you’ve decided to go paperless, it’s important to understand how it works in order to maximize the benefits that Formitize offers. To do that, you need to follow a few easy steps to make the change quick and painless.

 

 

Here are 5 simple steps to transitions to a paperless environment:

1. Choose a gadget.
You need to decide on what type of gadget you and your field agents will use for your enterprise mobility needs. Whether you choose smartphones or tablet or phablets, be sure to consider your needs and that of your mobile workforce and how you can best implement your new paperless app.
2. Formitize your paperwork.
Can we formitize your paperwork for you? We can help you transform your old paper forms into mobile forms that you and your mobile workforce can use in the field.
3. Integrate with 3rd party software.
Use your new digital forms and integrate your new workflow with your existing systems and other 3rd party software.
4. Merge existing data with new data.
Use your customer data stored in your Xero or QuickBooks account and populate your smart forms with information collected in the field and your stored data combined.
5. Analyze your data.
Now that you’ve got all of your data in one place, it’s time to analyze it by running your data through an analytics tool so that you can learn from it. Using analytics, you can sort through your data to check for compliance and even to track the progress of your individual employees.

 

What’s Next?

Now that you’ve started implementing these five steps, it’s time to follow through on your plans to go paperless. Let us formitize your forms and help you make that switch from paper forms to electronic forms with the least hassle and time wasted.

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