A document workflow in your organisation may consist of papers being passed from desk to desk, or documents saved in network folders and emails being sent to colleagues to let them know they're needed for the next part of the process. The more touch points a document goes through, the more potential there are for errors or bottlenecks to occur.
A well thought out document workflow can ensure tasks are completed in the most efficient way, while meeting organisational goals. At DocTech we work with our clients to map out organisational processes to see where workflow automation can assist with increasing productivity.
An electronic document workflow is a system put in place to track, edit, store and manage all the documents associated with any business process. Your business processes may be completely reliant on paper, all done via email, or a mixture of the two. Workflow tasks prompt employees to make a decision related to a particular document. For example, approving or rejecting an invoice.
You may wonder if workflow automation is worth the investment, and your staff may be reluctant to take the time to learn a new way of accomplishing familiar tasks. It's important to dig into your current processes as they are now, to fully understand how they're working, the problems and how they can be improved.
Ask yourself these things:
An electronic document workflow streamlines processes. The documents still exist, but they become digital and can be processed more efficiently. Documents can still be edited, filed and approved, just as they would in paper form.