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Document Management: Workflow Automation

Each of our solutions from DIGITAL adds value. When they work in harmony to automate your business processes, the impact grows exponentially.

Consider a typical business process in which the products are delivered as the clients are invoiced. The objective of the process is to ensure customer satisfaction as well as a quick turnaround on the billing process.

Workflow automation can help achieve both of these goals.  Here is how this process could look if it were automated with document solutions technology:

  Old Process Optimized Process
Customer Places Order

Four part form prints out on dot matrix printer

One copy mailed to the customer

Two copies carried to warehouse

Transaction Printing generates forms with barcodes

One copy faxed to the customer

Loading copy printed at the warehouse

Driver Copy printed at the garage

PDF copy saved to accounting
Warehouse Loads Truck

Warehouse operator signs top copy and puts in stack

Copies 3 and 4 go to the driver

Warehouse operator signs the loading ticket and scans it

The ticket is stored in the customer folder in a document management system
Driver Makes Delivery

Customer signs forms

Copy 4 to customer

Copy 3 to driver
Customer signs delivery receipt and keeps bottom half
Delivery Tickets Processed Tickets are collected and entered into the accounting system by hand to generate invoices Tickets are scanned into the accounting system to automatically release invoices and then stored in a document management system
Invoices Sent Invoices are printed on pre-printed forms and mailed

Invoices are printed on plain paper 

Some customers receive invoice by fax or email
Payment Received

Payments are applied

Checks are copied and filed
Checks and remittance stubs are scanned to the customer folder in the document management system
Customer Service Customer service puts client on hold while they try to find proof of delivery Customer service instantly accesses proof of delivery and emails or faxes it to client. 

Benefits

  • Reduced cost
  • Improved customer service
  • Competitive advantage
  • Disaster recovery

We can automate your business processes.  Contact us today to arrange for a Workflow Analysis.

We are committed to help our clients to make prudent technological decisions. Follow the links below to learn more about our Document Management.
:: Benefits
:: Transactional Printing
:: Document Routing
:: Document Capture
:: Electronic Document    Management
:: Workflow Automation
:: Analysis

Documents are the key vehicles by which information flows through business processes.

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