I was asked the other day by a client who was wondering if they were complicating their organization by implementing a paperless workflow for their caseworkers.

Here are some guidelines that I shared with her.

Implementing workflow makes a lot of sense:

I have many clients that have implemented Laserfiche workflow to save time but the golden nuggets they uncovered was not just time savings.  They found that workflow also helped in these areas also:

I would love to hear any questions that you may have about going paperless.


Community Action Workflow automation