CASE STUDY:
Paperless Office Strategy
Commercial Real Estate organization leverages existing technology investment to move to a paperless office.
Business Challenge
- With 75 commercial properties and 30 multi-family communities along the West Coast, our family-owned client built its success on 30 years of manual, paper-based processes
- Manually signing and storing paper documents was cumbersome, slow, and inefficient
- The client recognized to compete in a high-tech era, it must retool its people, processes, and technology to evolve into a Paperless organization
- The client had an existing Box implementation but was unsure of the technology fit for its future state
Solution
- Defined quick-wins to immediately improve information management, using existing toolset
- Provided an approach for reviewing and managing all onsite paper-to-electronic format conversion
- Reviewed EIM platform requirements to validate current technology capability
- Built a multi-year EIM program roadmap, outlining individual projects and known dependencies
- Provided budgetary estimate for EIMÂ program rollout and expected benefits
Benefits & ROI
- Enabled business to utilize existing platform investment to initiate the Paperless Office rollout
- Aligned user expectations for near-term and long-term Paperless Office operations
- Identified current manual or paper-based processes that will be automated and streamlined, to improve their ongoing operational efficiency
- Assisted with improving organization’s retention schedule, technology policies, and email best practices
