Technology has given us the unprecedented ability to better organize our workplace and processes than ever before. Document workflows are one area ripe for automation. As you begin the process, ask and answer some important questions about your business workflows and processes.

Process Automation

The definition of process automations is: “the digitization of any manual process that centralizes and compiles information within and organization.”

This includes everything from streamlining workflows to creating an electronic document filing system. Automating processes can:

  • Minimize or remove human error and reduce the associated costs of these errors
  • Increase job completion speed, freeing employee time to focus on core business initiatives
  • Monitor, track and report on documents and processes
  • Improve regulatory compliance, information reliability and corporate governance

The benefits of automation can be enjoyed enterprise wide in every department from sales to marketing, HR and the mailroom. According to the consulting group McKinsey, process automation can return costs savings of up to 90-percent!

Identifying Process – Next Steps

Once you’ve identified the processes that will benefit most from automation, it’s time to capture more information to create your automation strategy. Ask and answer these questions:

  • What types of documents do you typically create? Invoices, proposals, time sheets, etc.
  • How do you currently store these documents? File cabinets, storage boxes, digital files
  • What volume of documents do you produce? Daily, weekly, monthly, annually
  • What formats do you typically use? PDFs, word documents, emails etc.
  • How many employees require access? In total and at one time
  • Do you have systems currently in place? What methods, workflows, equipment and applications do you currently employ
  • Do you manually input data? How many employee hours does it take
  • How do you currently manage process? For example, management information or via reports
  • How long does reporting take? Is it in real-time or do you receive historic data
  • Do you get the data you need? Can you easily get the information you need to run your operation

Automating workflows can return many benefits. Are you ready to learn more? Give us a call and we’ll show you how automating document workflows and make your business run efficiently and save you money while doing it!