Intermediate level · Module 6: Office Continuity, Digital Change and Capstone · Lesson 2 of 3
Moving from Paper to Digital
Plan and lead a practical change to digital ways of working.
In this lesson you will
- Choose a process to digitise
- Plan the change with users
Key concepts
digitisationtool selectionpilotschange management
The lesson
Choose a process where digital tools clearly help — leave requests, supplies requests, filing incoming letters — and simplify it first.
Choose tools by need, cost, offline use, ease of learning and data protection; prefer tools the office already licenses.
Pilot with a few users, train everyone, keep a fallback for a while and collect feedback before full rollout.
Step by step
- Choose a process.
- Compare two tools.
- Plan a pilot and training.
- Define how you will measure success.
Practice activity
Write the paper-to-digital change plan.
Expected result: A practical plan with a pilot, training and success measures.
Check your understanding
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Why pilot a new tool?
Show answer
To find problems before everyone depends on it.
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Name two tool selection criteria.
Show answer
Cost, offline use, ease of learning or data protection.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.