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Going paperless across multiple locations
Paper files scattered across locations were slowing a service business down and getting lost. We moved its records and workflows to a shared, organized cloud system.
Client: Multi-location service business
Every locationworking from the same records
Paperlessintake and service workflows
The challenge
Customer files and service records were spread across departments and locations on paper. Documents went missing or were duplicated, filing was inconsistent, and sharing information between locations was slow.
The paperwork was holding up customer turnaround and causing mistakes.
What we did
- Digitized key forms, service records and internal documents
- Set up cloud storage with shared access across locations
- Created clear naming conventions and folder structures
- Designed automated intake and service workflows
- Trained staff and wrote documentation for the long term
The results
- Faster customer turnaround
- Better communication between locations
- Improved accuracy and record keeping
- Lower admin overhead and less physical clutter
Facing something similar?
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