Looking to transform your office into a digital workplace but not sure where to start? Â
Have you already gone digital but know you could be saving even more time and money?Â
No matter where you are in the process, our solutions are bound to help alleviate you from frustrating and tedious processes and improve efficiency within your organization. Â
This roadmap was made just for you. It provides a structured framework for content digitization, process automation, analytics and more.   Â
Phase 1 – Digitize Documents
Create an electronic filing cabinet by converting your document from paper to digital.
Benefits of Digitizing Documents:Â
- Stop printing invoices, checks, purchase orders, and more Â
- Scan the paper, or store the digitalÂ
- Quit manually filing and start digitizingÂ
- Reduce physical storage costÂ
- Mitigate risk of data lossÂ
- Manage shared/restricted access easilyÂ
Phase 2 – Organize Documents
Categorize your documents and manage them in a secure, central location.
Benefits of Organizing Documents:Â
- Logical/Consistent naming conventionÂ
- Example: Vendor Name_Invoice_DateÂ
- Centralized locationÂ
- Reduced data entry with automated naming/filing Â
- Filed based on vendor, amount, and other criteriaÂ
- CollaborativeÂ
- Fewer duplicated work tasksÂ
- Retention schedules streamlinedÂ
Phase 3 – Automate Processes
Improve accountability by digitizing your business processes with easy-to-use electronic forms.Â
Benefits of Automating Processes:Â
- Standardized and mapped out invoice intake, routing and approvalÂ
- Preset rules and escalation pointsÂ
- Integration/linking your ERP to your ECMÂ
- Electronic forms to replace paper/manual data entry (T&E process, purchase requests, budget transfers)Â
- Automated capture of invoice vendor infoÂ
- Built-in workflows for approval, routing, and notificationsÂ
Phase 4 – Streamline Business Processes
Gain more visibility into your operations and increase the efficiency of cross-functional processes. Â
Benefits of Streamlining Business Processes:Â
- Transparency into processesÂ
- Where an invoice is, how long processes takeÂ
- Streamlined processes
- With new data, you can create better and easier routing and approval processes.
- You’ll receive reporting data from start to finishÂ
Phase 5 – Transform Processes
Drive innovation by leveraging predictive analytics and insight to transform processes. Allowing you to be better informed and make better business decisions. Â
Benefits of Transforming Processes:Â
- Leverage reporting and analytics to transform and make business decisionsÂ
- Based on invoice volume or budget cycles, identify when to staff or planÂ