how to create a mobile solution

The world is going mobile and companies are no exceptions. Banks, Retailers, Telecoms and Insurance companies are just some of the industries that can benefit from a mobile solution and paper-free processes. But there are still many opportunities for progress and further gains.

Main drivers for this paperless change are cost savings, improved accessibility and shorter cycle times. But paper-free best practices seem to have reached the attention of business advisors, regulators and even governments all around the world.

To go mobile, however, companies need to set an effective mobile strategy, defined in a sustainable way and based on each specificities and market features.

Despite the growing number of technologies that facilitate secure document capture using mobile devices, the move towards the paperless office and processes is tediously slow. It’s urgent to set up effective mobile strategies. And the time is now.

Your solutions must cater for a lot of needs and requirements, from several stakeholders. You will find yourself being asked to implement a swiss army knife: a solution that is fast, safe, complies with regulatory and legally binding requirements, interacts with your core systems, has a lot of functionalities and is still user-friendly.




  1. Keep it simple.

Simplicity is the key, it is the enabler of efficiency, so always think before adding additional complexity.


  1. Focus on the user.

Give the user something he really likes. As your user is the key, concentrate on what he really needs, how he behaves in the several situations, how he will use the app. Remember, User Experience isn’t just about UI, it’s a result of putting all the right tools in place to respond to his actual needs and expectations.


  1. Use automation to deliver simplicity and efficiency.

Use the context, (user accounts, location, accelerometer, others) data capture tools (Barcode, QR Code, OCR, MRZ, Augmented reality), as well as digital and certified electronic signature tools to streamline the process.


  1. Embed security and compliance.

Give the users the confidence that what they are doing is secure by implementing security keys, two steps authentication, tokens and encryption. Also, make sure you close all possibilities of non-compliance and fraud by hardening or safe locking your process.


  1. Be aware of the environment.

Context and environment are vital. Don’t assume the choice of an operating system, or the optimization for a range of devices, before assessing the user base’s environment.


So, the secret is simple… implement a mobile solution that uses context to automate, that is simple/fast/safe to use, that has embedded compliance, that interacts with core systems, that has UX above the average, and that always has in mind the user ecosystem.


Ready to start? Count on Papersoft’s mobile platform to streamline the whole process.

To Dos:
Download our ebook focused on the key points that will help you prepare and implement a successful mobile strategy.
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[eBook] 5 steps for creating a mobile strategy that really works