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Push that Paper

Half of small businesses still use paper-based systems to organize key business data according to a national survey commissioned by FileMaker. Half of these business owners also agree that their business would grow significantly by automating more of their processes. Of course FileMaker, as a database software solution, is not an unbiased source but I think most of us see glaring examples of how an inability to automate processes creates huge inefficiencies in the workplace. What antiquated paper-pushing processes does your organization promote? How should management tackle automating the office?

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I don’t know if it’s feasible to tackle all problems with automations. This is true for several reasons:

  • Paper is quick and easy. If I need a data sheet on someone, it’s real easy to hand them a photocopied form, have them fill it out, and throw it in a folder. The alternatives would be:
  • #Have them input their data on a computer, which would require both a computer and the assumption that the person can operate it.
  • #Take the sheet and transcribe it into a database of some sort, thus doing double work for something that probably will have little to no advantage.
  • Databases aren’t simple for everyone. Even quick-to-learn database programs like FileMaker and Access require a decent understanding of computers to operate. Then, when person X creates a poor database that "just works" and leaves it for person Y who takes his job after him, the chances are that person Y will either start over, inefficiently use the existing database (probably with few, if any, advantages over paper), or not use a database altogether.
  • Operators aren’t always smart, and smart operators aren’t always cheap. All too often a computer solution is muddled by the operator, even when the solution is a good one. Things like, "where’d I save that, and "my drive crashed and I forgot to back up my data" are statements you don’t want to hear. You could demand more expertise from your operator, but you’re probably going to have to pay for it in some fashion.
  • Unique solutions aren’t always cheap. Excel is great. Everyone uses it. It sells because it’s generic and can be manipulated in a variety of ways. Unfortunately, to get most users to not screw up a process, you have to make it fool-proof. This means you have to come up with a custom automation solution, which could result in paying someone on the outside to create it for you. If you’re a huge organization, this isn’t really an issue. If you’re a small business, this may be impossible.

So, with all of that negative stuff out of the way, I agree, many systems in place in my organization (though it’s not a small one) seem antiquated and paper-heavy. However, when I look at what it’d take to make the alternative a reality, I can see why we still use as much paper as we do.

… but worry not, once OmniNerd achieves cognition, these issues will be no more!

My father owns a small business (www.peelinc.com) that publishes newsletters for Austin and Houston subdivisions which are funded by selling advertising to local businesses.

From 1991 to 2004 their advertising contract system was almost entirely paper-based which is interesting because they were doing all of the set up digitally using Adobe Pagemaker. Their ad reps in Houston would fill out a paper contract, fax it up to the central office to run the credit card, and then Fedex all the contracts up to the central office once a week with any checks they had collected.

In October 2004 I designed an entirely web-based tracking system (a classic LAMP setup for the computer geeks out there) that allows advertising reps to input contracts without any paper shuffling except for the random check. Everyone loves the ability to see live reports of different slices of the data at the click of a mouse from anywhere in the world. The system has grown to support not only contracts, but also quotes, the ads themselves, and advertising leads.

In October 2004 they were doing 12 newsletters in Houston — a number that hadn’t changed much since 1995. A little over a year later they are now publishing 35 newsletters in Houston and Austin and have opened up a sales office in Pflugerville, TX in addition to the existing corporate office in Littlefield, TX (up in the panhandle near Lubbock).

All that to highlight how moving a system from a paper to digital (in this case a web-based) system can significantly increase the usefulness of the data that is otherwise inaccessible. Moving to a digital system has the added benefit of decreasing the dependence upon a physical location which can allow business to expand their operations to other sites.

Of course – my Dad lucked out that he has a computer-geek son who can do the Bit Dance for him (maybe it’s just payback for the college education). As has been pointed out in previous comments, creating the digital infrastructure to support the transition away from paper is not a simple task for your average business owner.

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