This section is under development. Check back in August 2017

Part 2: Becoming Paperless

Lessons

Learned

• Begin with End in Mind -  Know Your Purpose
• Be intentional - Be Proactively Involved
• Identify a Catalyst - Don’t think its going to be easy
• Think small - Don’t Overload
• Consolidate – Less is more
• Change must come from within - Find a Champion

Case Studies

Common argument against paperless and counter argument

• Its always been done with paper
• Our clients require it
• We don’t have the resources or the money
• Our people can’t handle it
• I can’t be creative with paper
• Legal issues
  • Signatures
  • Cloud security

Final Thoughts

Has it all been worth it?

GuideLines