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Reevaluate current processes to remove any paper

Reevaluating your current processes to remove any paper and how Trail can help

Jade Summers avatar
Written by Jade Summers
Updated over 2 weeks ago

In this article, we'll explore why using Trail can help your teams increase efficiency, stay on top of compliance & why Trail might save you a site visit!
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What are the benefits of moving my processes from paper to Trail?

  • Reducing Costs - Switching from paper to Trail can offer significant benefits by reducing printing, paper and stationery costs. Find out how much you could save with Trail here.

  • Decreasing Storage Needs - Trail eliminates the need for physical filing cabinets and storage rooms, freeing up valuable space in your site. It also reduces the risk of documents being lost, damaged, or misfiled, ensuring important records are securely stored and easily accessible at any time.

  • Environmental Considerations - Switching from paper helps minimise waste from discarded documents and can reduce the carbon footprint associated with printing, ink usage, and physical document storage.

  • Keeping On Top Of Compliance - Trail ensures greater accuracy and consistency when completing your day-to-day compliance, reducing the risk of human error and non-compliance due to missing or incorrect information.

  • Tracking Teams Workflows - Trail tasks are easily searchable and can be retrieved instantly, saving time compared to manually sifting through physical files. Our tasks are time-stamped when completed, creating a clear audit trail for accountability and transparency.

  • Consistency Across Your Estate - Centrally standardise your forms, processes and reporting across all sites using Trail, allowing for better coordination and consistency between your teams. Removing the opportunity for outdated or inconsistent documents, Trail allows all locations to access the same up-to-date information

  • Reducing unnecessary site visits - Trail can be accessed remotely, allowing you to view your whole estate from wherever you are. Enabling auditors and managers to review tasks and track the team's progress without physically visiting a site. Making it easier to identify and address issues before they require on-site intervention.


Moving from paper-based tasks to Trail tasks:

  • The easiest way to get started is to take a look at our Templates Library! Here we have plenty of commonly used tasks which can be used and adapted to replace your paper processes. You can find our Templates Library on your Manage Tasks page.

  • Frequently completed tasks can be added to Trail to reduce the amount of paper used by your team. These tasks can then be reviewed using Task Reports, so you can see, with ease, what your teams have completed.

  • Less frequently completed tasks can be scheduled monthly, quarterly or annually ensuring that these tasks aren't missed and are done on time.

  • For tasks required on demand, it's worth setting these up as ad-hoc, for teams to complete as soon as they're needed.

  • Trail tasks can be scheduled using time slots decided by your business hours, so teams always know when something is due to be completed, and managers can see that tasks have been done.
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