Manually managing daily business processes isn't a good use of time or resources.
By automating operational workflows like HR requests or Accounts Payable means you can ensure consistency and improve efficiency throughout your organisation. Utilising a full set of document management tools allows your organisation to make significant savings and quickly see the benefits of electronic document management.
Features
Notify the right people of new documents
Once a document is added the correct people are notified that a new document is available and requires an action or review. Notifications are based on document content so that the documents are always viewed by the correct user.
Define actions & checks
A pre-defined checklist of items that require review or actions is added at each stage of the workflow. Once an item is completed it is checked. This ensures that all documents are managed uniformly and avoids duplicating tasks by multiple users.
Automatic notifications at each stage
As one stage of the workflow is completed automatic notifications can be sent to external parties or the next user informing of document status. This ensures that everyone is aware of a document status and reduces waiting times between individual steps.
Detailed Reports
WorkFlow processes are individually audited and immediately reported. View and print workflow tasks in their entirety or at any point during the transaction. Information about active processes is compiled in live, continually updated status reports. Custom notifications alert supervisors of overdue or stalled documents, allowing them to reassign duties.
Benefits
Boost Process Efficiency
By implementing EDM workflows tasks are made easy by providing workstep instructions and putting all the necessary data at your fingertips. It also allows you to identify process inefficiencies and bottlenecks with continually updated reports showing document status. Gain competitive advantage by electronically controlling business processes.
Improve Customer Service
Increase customer satisfaction by decreasing document processing time. Respond to customer requests quickly with prioritized work queues and time-sensitive alerts. Give customers instant answers by electronically viewing the status of their request or send automated customer responses based on document status.