When choosing any paperless solution, it’s important to follow the same sort of process as outlined in this blog post. Office Communication: We love Basecamp, but there’s also Monday, Slack, and so many more. But there are other, more affordable options on the market as well.ĬRM: The prominent players in the Customer Relationship Management arena are Hubspot and Salesforce – but there are plenty of others to consider.
GOING PAPERLESS SOFTWARE
For example…ĭata Collection: Appenate or something similar that can help you leverage mobile forms with a drag-and-drop builder – to streamline your business.ĭocument Storage & Reporting: Appenate can work for this on a basic level, but if you’re looking for specialist software, you can’t go wrong with something like Rubex or M-File.Īccounting: The two accounting powerhouses are undoubtedly Xero and Quickbooks – though there are other viable options out there too.ĮRP: The biggest Enterprise Resource Planning software (ERP) is undoubtedly SAP. Our advice is to go for specialist software in your most important areas. If you want to go completely paperless, there’s plenty of other software to consider outside of a mobile forms builder. Especially in terms of backups and data-loss prevention, according to this article in the Telegraph. Overall, however, going paperless is far more secure. This way you can avoid a similar situation to Nyana being held for a whopping $1m ransom in a cyber attack. An initial training session, along with an annual recap, can go a long way in stopping infections by user error. Secondly, make sure your employees are aware of and on the lookout for cyberattacks via email and other mediums. If they host their data on a secure server, then you’re not likely to run into any problems. Investigate the digital security of each platform and make an informed decision. Two major ideas to consider here… the security of your chosen platform or database, and your employees’ behaviour.įirstly, make sure to choose a secure platform as your base for going paperless. However, there are risks in a paperless strategy to take note of. A quick example your cloud-saved data won’t be at risk of fires or physical theft. So… do you have a single process you want to turn digital, a few processes or your whole company in one go?ĭepending on this, decide which sort of solution (or solutions) you’re hunting for and move on to the next step. As mobile Form builders go, we offer one of the most comprehensive solutions. So we do cover a wider spectrum, but specifically within business workflows. Our purpose is to change the way your field, floor and manufacturing teams manage their data and workflows. Somewhere in between are systems like Appenate. With such systems, however, you’ll only be able to go paperless with a single process or two. They can push out updates in a matter of days. As you may have guessed though, they’re fast-moving and agile. These solutions tend to serve a single purpose and aren’t useful outside their narrow spectrum.
On the other end of this spectrum are the lightest of the light.
The con is that they’re often slow-moving in terms of updates and tend to fall behind.
GOING PAPERLESS PRO
The pro of these is that they’re a one-stop-shop. Some are large and cater to every factor of going paperless. There are many different solutions out there.
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