You've made a huge step towards going paperless in getting all of your documents scanned and captured. Now what? If you want to achieve further productivity gains from your enterprise content management (ECM) system, you need to know about workflow and BPO.
Workflow Automation Software
One ECM best practice is scan-to-workflow vs. scan-to-archive. Scan-to-workflow means that documents are scanned and electronically routed to the right person or automated software for processing, instead of being scanned to an archive after processing. For many, this is where the largest return on investment is achieved, especially for those wanting to handle increasing volumes with the same or smaller staff.
Workflow automation software is an extension of document management software so you need to start there if you're using some combination of Word, Excel, email, databases, hard drives, shared drives, and cloud file sharing – all of which represent information silos and barriers to collaboration and efficiency. Document management software, either on-premise or in the cloud, gives your team and external contributors, instant access to your electronic documents and other information, can be integrated with your accounting or ERP system, and represents the 2nd Step to Driving Paperless Productivity.
Business Process Outsourcing (BPO)
BPO is an ECM best practice for those who do not scan their documents at all or who use internal staff. A document scanning service bureau is the most cost-effective and efficient option for scanning your documents or, better yet, for opening and scanning all incoming mail. Document Scanning is the 1st Step to Driving Paperless Productivity.
The 4th Step to Driving Paperless Productivity
For those organizations scanning incoming documents, utilizing document management software, streamlining processes with workflow automation software, and outsourcing their document scanning, the next step is to eliminate paper at its source with e-forms. Let us know if we can help.