By Stéphan Donzé
oday’s organizations are tasked with identifying new ways to create a more productive and streamlined workforce. Workflow automation has emerged as a legitimate solution, eliminating human errors that often create a ripple effect across teams and customers. However, some companies are too eager to adopt automation solutions and miss the opportunity to properly identify why and what they want to accomplish by implementing this technology. Once businesses identify where their inefficiencies lie and focus on
optimizing those workflows, automation can save countless hours and alleviate employee frustrations. Here are four ways in which workflow automation saves organizations time, maximizes productivity and improves their bottom line. 1. Importing Documents as a Critical Step Zero One of the most important parts of automation workflow is to make document capture as easy as possible. The earlier you import a document, the better. By incorporating the document at the start of a workflow, there
4 ways to increase productivity and reduce errors with workflow automation can be a more natural process throughout the document’s lifecycle and more collaboration than if it were locked up elsewhere. A good rule of thumb to follow is that if a document is involved in a workflow, it should be controlled by the workflow system — meaning it would not be stored in a personal drive where it could be deleted or lost. Whether it be forwarding an email, taking a photo with a smartphone, scanning a hard copy or importing a document created by an application, the first step in successful document workflow is to capture the document at the start.
DOCUMENT STRATEGY Summer 2021