The first step to paperless reporting: understanding needs and evaluating benefits

The benefits of paperless are straight forward: saving money, saving time, and reducing your carbon footprint. In fact, each unit may have quite different needs and use various tools or functions in their own way. When many people collect information, the first step is to collect product information, but they forget to clarify their needs first. This is a critical step when choosing tool and comparing product features. Here’s some first steps to help you start on the right track toward paperless reporting. 

1. On which occasions will paper be used? How much is used? 
   For instance, to promote new products, the marketing department held many meetings during the design and planning stages. Because of confidentiality, paper was used and could not be reused.

   Again, promoting new products, but at the implementation stage, leaflets are distributed to passers-by.

   For an external audit certification, the accounting and general affairs departments save all reports for the past five years making them available for random inspection.

   Employees print out their signatures in order to sign various application forms between departments.

2. Are these situations necessary?
   In order to promote new products, meetings are inevitable.

   Distributing leaflets is just one marketing method — perhaps this practice can be revised.

   Internal and external audits are the basis of customer trust and cannot be exempted.

   The application process must be kept on record for future search and comparison.

3. Can these situations be carried out electronically and without paper?
   Paperless meetings are feasible. You can refer to the various solutions in the link provided.

   Marketing can focus more on website articles or mobile App push notifications.

   The preservation of financial statements can go paperless through PineReport Master, and all the information required by the audit is provided.

   The application form approval process can go paperless with PineReport Master, all while keeping records, it can also be transmitted more efficiently.

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