Looking around at the countless file cabinets taking up a lot of expensive office space, it dawned on me that
I really don't need to be keeping all that paper. I don't know about you, but I have a copier/scanner/fax machine that can scan things to pdf (or whatever).
Why not just start scanning everything and go paperless, I thought.
So I had my right hand man Scott, a.k.a. my IT King, set up a bunch of e-folders to scan to. I made folders for design files, for bank records, for day to day bills, for invoices and receipts, for timesheets...you get it. If it's in the office, it got an e-folder.
I started, with great glee, scanning new papers that cross my desk. The phone bill? Aha! Scan it and shred it and recycle it! A mortgage survey? Scan all the title work etc and e-file it and then recycle the paper!
OK, so that was the easy part. Then I started looking around at
ALL THOSE FILE CABINETS full of old papers. A little at a time, I thought. Well, then reality set in. It takes a
LONG time
to scan one drawer full of information. So I moved on to epiphany number two: I don't really need to keep all this stuff in any form! I think that in the engineering and surveying business, we all have a tendency to think that old records are precious. We really NEEDED that plat copy when we did that boundary survey in 1986 so we must surely keep it! We simply HAVE to keep that approval letter from Plainfield Township for a project that was built in 1994. I knew rationally, that this thinking was flawed. So I sat back and made some decisions.
First, there were files from companies that weren't even mine but that had been purchased at some point in the past. Since I have no responsibility or liabilty for the works of the firms, I realized that I
didn't need to keep anything at all except the design and survey drawings. For a company purchased in 1994 who always left everything loose in their files, I took a deep breath and, in one five minute spree,
emptied the entire contents of the files into the recycling wastebaskets in the office. Let me tell you, that felt good!Then I moved on to the files of a firm purchased in 2005. That got a bit tougher for two reasons. One, was that I thought it might be useful to at least
keep the client contact information sheet as well as the drawings. That meant sorting out those pieces before dumping the file. The second thing was that the
green conscience in my head was chanting: Reduce, reuse, recycle! For these files, the manila folders were often in good shape. Also, the contents were hole-punched and kept in place with those metal prongs.So that task is frankly taking forever. My staff and I try to devote a bit of time each day to
culling out the contents worth scanning, setting aside decent folders to be reused, and pulling out the metal prongs to be reused or recycled. Why would I need to reuse any folders if I am going paperless? Well,
I still plan to keep paper files for jobs curently in progress as it is simply easier to look at materials that way. After the job is completed, it will be scanned. It will be awhile before this part of going paperless is achieved.
Then there were the old survey notes from a survey company that closed its doors in the early 1980s. For those of you who are surveyors, I know you will shudder at what I am about to say. Survey notes are sacred cows. It took me a full month of making this move to paperless before I could admit to myself that what were primarily mortgage survey notes from 30 years ago are really not valuable to anyone. So, working as fast as I could, so I wouldn't think about it too hard, I
threw into the recycling baskets 31 index file drawers full of survey notes. I have to admit, I felt oddly guilty doing that, but you know what? I really didn't need them! Now I am trying to
decide whether to try to get a few bucks for those old odd-sized file drawers on craigslist or to just take them to the scrap metal dealer and be done with it. I also have to admit that I still have several drawers of survey notes of more recent work that I can't bring myself to pitch and probably won't ever.
Then there are the original survey drawings from that same old company. Again, they are mostly mortgage surveys. I have started scanning those and was thinking of pitching the originals. Who wants a 35 year old mortgage survey? But then I had a brainstorm. Maybe residents WOULD get a kick out of having an old copy of a mortgage survey of their house. So, for now, I am setting those originals aside and indexing them. I will probably wake up one day, decide this is lunatic, and pitch them post-scanning, but right now, the history lover in me can't bear to throw those.
Finally, there are the
office papers. You know, insurance bills, bank statements, stuff on other people's firms just in case you might need to subcontract, copies of proposals you wrote for jobs you didn't get....
You get the idea. A lot of this is stuff you have to scan because you
may need it for the tax guy someday. Ask your accountant about how far back you need to keep and
pitch the rest. Again, it dawned on me that I have no tax responsibility for the previous firm I bought, so why would I need to keep, let alone scan, the telephone bills of that firm for the past millenium!Lots of other files in those drawers could just be emptied and the folders recycled because I never really needed to make a file in the first place.So that's my story. It is a lot of work, but strangely liberating, to let go of paper. Sure, reforming the paper-keeping habits of a business lifetime is time consuming, but now I can literally rent a smaller space, and use the systems I have created to never accumulate mountains of paper again.Do it! You won't be sorry.