I was asked by a good client to help him find a paperless solution to replace a legacy system they had. I was flatter that he had the confidence in me to do such an important task. But, I was also afraid. I didn’t know much about paperless technology and I didn’t really know how to begin.
I did have experience helping pick other software applications. I knew that I needed a process. Here is how I developed a process to evaluate and select a paperless solution.