Let’s Go Paperless

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Keywords: capture, eForms, paperless, documents

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The beginning of my career in ECM and content capture involved helping organizations “go paperless.” You all know the phrase, right? Many of the other bloggers worked with me on projects as vendors, partners, and friends to help people navigate the paperless journey.

But no one really knew where we were headed.

Quite frankly, something about the “paperless effort” felt very, very wrong. Fast forward a number of years and the path to the paperless effort is still dark and hard to find. Too many processes remain dependent upon static PDFs that have to be printed, manually returned and their data re-entered, creating countless operational bottlenecks. How exactly did “going paperless” equate to scanning paper? Isn’t that like preparing for a flood by planning the cleanup? Instead of filling sandbags, let’s just gas up the backhoes.

I couldn’t help but wonder how we could plug the leak or in some way divert the raging torrent. Primarily, I felt we needed to find the source of what was causing the need for all this paper. Where did it come from? Where was it going? That quest led me into the world of electronic forms and document assembly, which involves capturing content and information free from paper.

With the realization that the content on paper could be accurately captured and put to use, the shackles came off. Finally, business processes could be greatly accelerated without relying on the byproducts of dead trees.

As a primer on eForms and document assembly, here is what I’ll be educating the community on in the future. Instead of printing documents, you focus on using your existing electronic documents, like Word documents and PDFs, and enable that process to be completed 100 percent digitally. The goal is to make content capture as easy as buying something on the app store—it just works. Instant gratification is yours.

On the backend, you can connect that information automatically to a variety of systems in a read/write fashion. Thus, not only can you reuse data, but you can automatically import it into repositories. Finally, once you have content captured, how do you put it to work? How does it filter through the seams of progress for which it was initially intended?

We all know that the instances of data impurities rise exponentially with the number of times it interacts with us error-prone, heavily YouTube-addled cubicle drones. So, let’s find a way to break our co-dependency on manual data input. We should just let our data fly into its own, pre-designated environments of market research, sales, operations, HR and any other department that starts its day with the information we collect on forms. After all, if our data doesn’t need us anymore to be routed, we can just spend more time watching stuff like Chocolate Rain.

Daniel K. O'Leary

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Comments

Alistair Pugin

Our biggest problem in South Africa is the legislation associated with going paperless. We still require a "wet" signature for most documentation. However, certain banks and financial institutions are accepting electronic signatures and palm prints as approval mechanisms by making sure that the client consents upfront. Also, biometric devices such as fingerprint readers are becoming more common amongst government payout methods for social security.

Digital signatures have not really taken off, mainly due to our Electronic Communications Act not being updated accordingly. Hopefully one day we will get there.

Nice article btw.

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Daniel O'Leary

If it makes you feel better, even in the USA, Canada, and Europe, we've had legislation since 2000 (The UETA law in the USA) that allows for the acceptance of a digital signature as valid, but SO many of my customers don't know that they can do it. Check out this article I wrote a few months ago on the topic that might provide some background. http://aiim.typepad.com/aiim_blog/2010/05/8-reasons-to-abandon-paper-signatures-forever.html

PS- We are testing our software to gather digital signatures on an iPad, iPhone, and any touchscreen enabled device. It will blow your mind, stay tuned
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Barb Holliday

You mention testing "our software" to gather digital signatures for ipad & iphone...
That's exactly what we're looking for- what's "our software"?

New to the community. Great info!
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Bryant Duhon

Barb, Cast your eye to the top right for the capture buyer's guide. It's not all-encompassing (yet), but you can find a bit more info on LincWare, Dan's company. Also, a company called ARX focuses on selling digital signature software. They did a webinar on the topic when I was running those: http://www.aiim.org/Events/Webinars/Archived/350.

They also have some fairly unbiased info on digital sigs on their website. www.arx.com.

Why are you looking for digital sig software?
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marius behr

Wet signature.

Do we still need a wet signature in SA? I'm from SA and would like to implement a paperless office.
Regards,
Marius
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Sanooj Kutty

The eCommerce act here does give provisions for Digital Signatures but the judges at the courts dont accept them. Being a non-democractic country, this forces us to continue to maintain manual-paper activities in our processes even if technology supports full digitization.

I guess us mortals dont adapt to technology at the pace it is moving now. Unless its funky and fancy like Facebook or iPhones. Even here, the use is more personal than commercial and hence, lesser risks and accountabilities.

As we continue our deforestation activities globally, digitization is but inevitable. And after watching Wall-E, a treeless world does freak me out.

Do remember that Word processing on Computers did not result in less papers, but in fact, resulted in increased paper consumption.
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