Tuesday, April 11, 2017

Finding The Right Document Management Workflow System Will Streamline Your Business

By Loris F. Anders


There are many businesses, yours may be one, that has a lot of document requirements. For many years this document tracking was simply sheets of paper. The types of these are legendary, such as order forms, accounts receivable logs and even phone call message books. Having a document management workflow system that helps track all of this is something whose time has come.

In a small business, a piece of paper is generated that follows the process throughout the facility. It could be an order form that lists everything ordered. It might be a drawing of the finished product. As a sheet of paper, it could get dirty, wet, cut, ripped or just become unreadable after a while. Having it inside of an integrated system will prevent all of this.

You may be looking at the system you have for a new hire. An application will follow the new person through the various stages of their input. The interview, follow up interview, as well as documentation of background and drug checks will have to be noted. Many people will have to be involved in this, so multiple entry points will have to be allowed which an automated system will allow.

When you are attempting to grow, you must have systems, like this, in place to allow for that growth. An automated system that helps you manage all of the things you need to manage is something that makes everything work better. Some people need to have the security of a piece of paper like they used to have. The right system will have the ability to print out whatever those people need to hold onto.

The order form can be initiated in the field and be at the office before the salesman gets back. It can accessed by the marketing department for any adjustments or follow ups, quickly. It can then be opened by the scheduling and production line personnel. All of them can see this form and make appropriate annotations for everyone else to see.

System prompts are another good thing about a system that overlooks everything, such as these. You, as well as every department, will know what comes next and when. It will also help you understand what happened that may have delayed the fulfillment if that is an issue. All of this will be available, especially critical if vendors or sales locations are across the Nation or the Globe.

You want to know what is going on in your business at every step of the way. You need to be able to be proactive in follow up with any issues that crop up. It is crucial that, to able to do this, you need to step up to the twenty first century and remove as much paper as possible throughout your facility.




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