Joseph Anthony,
Many people who use computers — whether it's for their home or business — are moving toward a
"paperless" office. Simply, they are tired and overwhelmed by scraps of paper, clunky old file
folders, envelopes — and they want to reduce the clutter. Don't believe me? Take a look at how many
messages are stored in your e-mail's in-basket. Now imagine how much paper would have been
generated if they hadn't come to you from cyberspace.
Many folks have made at least a partial move to a paperless office. They're doing so this way: by
using scanners instead of copying machines, sending electronic faxes instead of paper faxes,
storing information electronically instead of in filing cabinets, giving friends, clients or
vendors information on CDs or through Internet attachments instead of in bound folders. In short,
they're getting greater return on their hardware, software and technology investments.
Want to join the anti-paper campaign? Save a few trees along the way? Here are six things to keep
in mind as you move toward a paperless home or business office.
1. Without paper, make sure you're backing up files. In the traditional backup
system, you would make a photocopy of a document and put it in a properly-labeled folder that can
later be retrieved from a filing cabinet. Many people and businesses develop electronic filing
systems that mimic the old paper systems, using Microsoft Word or customized programs for storing
documents by type of document, client, project or other prioritization. But those files can't just
be created — they have to be backed up as well. Backup solutions can include backing up to second
hard drives, to removable drives or to Internet and off-site locations to minimize the risk of loss
of data from a computer failure. So, the message here is to have a system in place for regular and
consistent backing up of your information.
2. Realize that a paperless office doesn't happen overnight. Your home office or
business won't go from all-paper one day to paperless the next. It's a progression. You might start
out by scanning all incoming bills into your system, and then expand to include all general
business correspondence. Initially, you might even find you're creating more work instead of less —
especially if you run a business. Dr. Boris Klopukh, a urologist with Urologists Specialists, LLC,
in Miami, has embraced the paperless transition wherever possible but finds that he often stores
medical records electronically and still prints out a copy for himself. "I'm not even sure why I do
it; it's just another way of backing up information that I'm still comfortable with," he says.
3. You'll need to rearrange your office — a good thing. There usually aren't
tremendous savings of office space when you first start focusing on using less paper. After all,
you still have all those paper documents housed in your big, clunky file cabinets. At some point
during your transition to a paperless office, however, the difference in your physical storage
space will become apparent. "My eyes were opened when I had to move from one location to another
and I realized I had many filing cabinets that I was holding on to for no reason," says Ed Branson,
a real estate broker and owner of Branson's California Property in Carson, Calif. Branson estimates
that he has fewer than half as many filing cabinets as he used before he started scanning documents
into his computer.
4. "Paperless" often really means "less paper." Yes, it's possible to scan all
received documents into your computer, and to store all in-house documents in your system as well.
You can virtually eliminate paper faxes by generating faxes on your computer and having in-bound
faxes delivered to your computer system. You can even electronically sign or signature-stamp
outgoing documents. But you're still likely to have some paper floating through your office. Not
all of your clients or customers will want to be billed electronically. Some vendors will still
want to communicate by snail mail. And tax and regulatory requirements could force you to either do
some current business on paper or to keep hard copies of your past home or business records.
5. Everyone has to buy in. Merely saying as head of household, owner or manager of
a business that you want those around you to embrace your paperless office doesn't make it so. Your
partner, spouse, family members or staff has to buy into the transition as a permanently-new way of
doing business. Change can be difficult. People who have been making photocopies, sending paper
faxes, putting documents into legal sized folders — or saving mounds of mail and catalogues that
they just can't part with — are going to have to change their perceptions. They will have to learn
new routines that they already feel skilled at. "I think you really have to take them through the
process a little at a time," says Klopukh. There's a learning curve which can be a significant
learning curve — people have to understand how to use new software, some of which they haven't seen
before, and learn to deal with a new environment, he says.
6. Realize that less paper is just the beginning of the payoff. The most visible
impact of a move to a paperless office is the reduction in the cost of printing, mailing, shipping
and storing paper. Over time, lots of other benefits should become apparent: Less time spent
looking for paper lost in the shuffle. Fewer hours looking for bills, documents and, if you're in
business, copies of client documents. The ability to access all sorts of information from computer
files — in a matter of seconds without having to search your office. If you've got a home office
that serves as a satellite office of a business, you can have access to all of your business files,
using a product like Terminal Services or other software, even if you're not at your business
location. In short, change can be hard — but it can be profitable.
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