Workflow Challenges

Jewelry Designer
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Document centric business processes are core to a  functioning business. Yet, a manual workflow for these processes can put on the brakes  unexpectedly and stall the process!

Here are some processes that present a challenge with manual workfow but easily remedied with workflow automation:

  • Accounts Receivable
  • Accounts Payable
  • Capital Management
  • Customer Acquisition
  • Customer Onboarding
  • Employee Development
  • Employee Onboarding
  • Product Development
  • Process Documentation
  • Process Improvement

Here is a basic example. A process with a manual workflow gets stalled by an exception. A key decision-maker is not available. Stalling could cost a sale or lose valuable discounts. This would be a great opportunity to use workflow automation to route the process to an alternate location or to an alternate decision-maker. Instead of losing a sale, this could save a sale or, in accounts payable, this could make the difference to qualify for timely payment discounts.

Take advantage of the workflow and process automation available today. Besides ensuring approvals are available when needed, automation can also reduce or eliminate the need for data entry, streamline information curation, place documents in the proper storage location and even kick off important processes when a new document arrives.

If you are dealing with document process challenges, let's talk!

Or, call, email or book a consultation today!