Process Automation
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Business Process Automation
Automate repeatable tasks, route documents and manage exceptions using tools such as configurable workflows, customizable forms, and built-in rules
“Workflow” is a term commonly utilized in Content Services and Enterprise Content Management sales cycles, demonstrations, seminars, workshops, and tradeshows. You will also hear the term “workflow” used to generally describe a specific work process in an organization such as “order fulfillment,” “mortgage application approval,” or a “new business underwriting” process. Business Process Analysts or Workflow Consultants are seasoned specialists with a high degree of analytical training and with a good sense of business acumen. These BPAs or Workflow Consultants will take apart an organization’s business processes to the smallest work step – no matter how seemingly insignificant it might be – looking for opportunities to increase the productivity and efficiency within the organization all while looking for opportunities to mitigate risk and lower overall costs.
Business Process Management (BPM) capabilities include a highly configurable workflow engine that can automate and optimize repeatable business processes and content services. Route documents, automate tasks and rules-based decisions, perform load balancing, send notifications and manage complex approval processes. Business Process Automation can be applied in virtually any process that is repeatable such as Accounts Payable, Mailroom Operations, Sales Order Processing, and many more.
At the end of this lengthy, laborious process, you will end up with a series of documents that have dissected the business process into a narrative form as well as supplement the narrative with graphical flowcharts that depict the flow of work that follows leading industry solutions. These narratives and visuals will also indicate whether steps are instead people-intensive, currently automated, or in need of automation, dependent upon other systems or people’s actions being performed, etc. Usually, there will be a “Master Process Map” followed by one or more “subprocess maps” (refer to illustration above).
If the BPA or Workflow Consultant has been granted full access and disclosure to the proper information, people, and systems involved during the analysis process, they will have probably identified ways in which the organization can dramatically cut operational costs, improve efficiencies, and reduce organizational risk and lower costs. To implement the business process analysts or Workflow Consultant’s recommendations, it will require change, and they may introduce “Workflow” tools and software solutions that will usually be inclusive of a Content Services Management Repository.
Why Automate Your Document-Centric Business Processes using Workflow?
Workflow is More than just Simply Routing Documents
Workflow software determines who to send information to (via business rules and logic), which pieces of information users need to see and interact with, and determines the proper presentation of the data – giving the user a unique interface depending on the job function and the task at hand with our software solutions.
Let’s take a look at a typical account due process at a mid-sized organization (see illustration). Don’t be overwhelmed by the number of icons, work steps, input/outputs but rather take notice of the overall comprehensive nature of a process map. It’s not just a fancy Visio; it is a functional process improvement map that depicts in practice how/why/when the AP function within the company gets completed on a day-to-day basis. As a result of undergoing a thorough analysis (with their Business Process Consultant) of their AP process and implementing an integrated Workflow solution with their ERP system (SAP, PeopleSoft, Dynamics GP, etc.), this organization now has a fully documented AP process, transformed itself from a mostly people dependent process to a highly automated AP process with predictable results, extensive reporting and metrics capabilities and is only now fully accountable to its shareholders, investors, board of directors, and auditors. How is this achieved? Because every action ever taken with any AP-related item (or the AP process for that matter) is threaded through this process map in real-time with software solutions. The day an invoice is received by the organization, it is immediately scanned or imported into the system, logged and the number of days it takes to process that single invoice is being counted. Every knowledge worker or automated task that touches that invoice is being accounted for. As that invoice moves through the AP lifecycle process, and as it reaches the ERP system via system integration or a 2 or 3-way matching process has been undertaken, all those tasks, work steps, and data integration points are being logged into the Workflow database for reporting and auditing purposes.
What is the result of our content services? No more lost invoices, no more missed discounts, no more late payment excuses, no copying & filing costs, and no manual routing of paper through an organization. The benefits are almost endless! The AP process is now a predictable, scalable, efficient, cost-effective operation and the organization, the department and its people are accountable unlike it/they have ever been in the past.
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Process Automation solutions optimize your organization's efficiency and empower your employees to do more meaningful work with process automation software built into core Content Services and ECM platforms.
Our Workflow Software Solutions
Workflow can help you lower costs, get predictable results, and scale your process (without necessarily having to add people) as your business grows and changes. Provide your organization with accountability, metrics, and reports unlike you have ever imagined or have seen in the past—with Process Automation solutions from business process analysts and experts at IDT.
Contact us today to learn more about workflow and business process improvement and automation solutions that can be tailored to your specific market, including manufacturing, logistics and distribution, healthcare, franchise operations, financial services, professional services, life sciences, pharmaceuticals, and more!
Testimonials
Without content services from IDT, we would have had to hire 20 people just to mine and pull the documents and burn them on a CD or thumb drive. There’s no way we could have accomplished it and met our timeline for compliance.
Marcia Wilson
Vice President of Imaging, Colonial Savings
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