Tuesday, April 11, 2017

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.

With this type of integrated system, a salesman, on the road can enter an order. It can be available to all of the people responsible for fulfilling it before the salesman or women get back to the office. Procurement can see it to know what is needed. The system may even be able to send a standard order to your vendors for appropriate materials to complete the order. Everyone will see and have access to the entire process.

The modern workflow systems have built in clocks and scheduling functions that can be set and used as prompts for various reasons. They give access to everything one department needs even when the work is spread out over multiple locations or cities. It is the way you grow and be able to keep track of everything that is happening at any one time.

You will find that there are, indeed, many such automated systems out there all clamoring for your business. You will need to have a lot of questions about the things you do and the documents you have that must be accounted for. These questions will have to be answered in order for you to find the best company for your trade.




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