Creating a Paperless Office: The Process

Creating a Paperless Office: The Process

Have you ever been tasked to start a project, but it feels so daunting that you don’t even want to start?

An example at my house is painting my daughter’s room {again!}. As she has grown up, so have her tastes, and that means another coat of paint. I loathe painter’s tape and all the extra painting supplies I need to purchase and the weekend it takes to get it done. She says, “it’s easy Mom, just go buy the paint!” Not quite little one. I wish it was that easy!

I’ve been putting off painting her room for a few months now. Almost daily she’s been asking me when we’re going to start.


Just start the process. So, this weekend, we’re going to buy the paint, the tape, the trays, the rollers. Everything we need to start the process. The team is ready {finally!} and even though I don’t want to paint, we’re going to start.

Just in the same way, to start the paperless office process, we must start.

You know your business needs to go paperless, but you’re not sure where to start?

We can relate. We hear from a lot of businesses that they know they should go paperless to reduce business risks and get information to teams quicker.

The businesses that are here for the long-term and staying competitive are moving to paperless. They see the value in buying less paper & ink, storing less paper for archiving, and securely giving access to the documents instantly.

Information moves quicker. People can do their jobs more efficiently.

The business invests a small amount of money into the software and a small amount of time to install and set up. The return on investment is quick. Reducing expenses.

Wondering how the process works to go paperless?

Here’s a quick glimpse of how simple the process is. The good news is, you can START TODAY!

process to a paperless office

Here it is…

  1. Generate Interest

    • To reduce business risks and costs associated with paper (time and money!) you’ve started the process of going paperless!
  2. Get the Team On Board (recipe from my last post!)

    • Now it’s time to get your team on board! Making a paperless office a priority! We can do a LIVE demonstration and send you information to help your team get excited!
  3. Analyze Needs

    • Your team can now analyze their needs and how they can effectively move to electronic documents. Teams across the organization can identify their uses & strategies.
  4. Install Day

    • The Dash tech team will install and integrate your software with your ERP system. We’ll work closely with your tech team.
  5. User Training

    • Software-specific training begins so the right people have access to the right information.
  6. Performance Monitoring

    • Once the software is installed and users are trained, you will monitor how the software is running. Our tech team is ready to assist with any questions you have!
  7. ROI Reporting

    • Return on Investment reporting begins. Our goal is your investment returns to your business weeks or a few short months.
  8. No More File Cabinets!

    • SUCCESS! Because you are paperless, you don’t need file cabinets taking up office space! You have reduced your business risks and created a sustainable business practice!


We are helping companies across the globe go paperless. We’re your partner in this success.

Let’s START!



About the Author:

Stephanie is the marketing guru at Dash. For over 20 years, Dash has been authoring, delivering, and supporting Dash DDX™, its ERP-integrated Document Automation software to small and mid-sized manufacturing and distribution companies throughout the USA and beyond.


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