Although automation once sounded like something out of a sci-fi movie, these days, it's part of everyday life--and with the right solutions, it can be part of your business workflows, too. Let's find out why process automation is one of the best document solutions on the market!
About Process Automation
There are plenty of document solutions out there, but nothing quite matches up to the futuristic power of process automation. Here's everything you need to know:
What is process automation?
Process automation is a solution that allows you to take the "manual" out of "manual tasks." This means you can set up automation to take care of a wide variety of tedious document-related tasks, freeing up time and reducing both redundancies and errors.
What document processes can be automated?
Process automation can play a lot of roles in your document workflows. Here are some processes that could be automated:
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Document creation: Automate the creation of documents such as contracts, proposals, and invoices. You can create templates and automatically fill in fields with data, reducing manual data entry.
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Document routing and approval: Automate the routing of documents for review and approval so the right people review the document at the right time and speed up the approval process.
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Document storage and retrieval: Automate the storage and retrieval of documents so it's easier to find and access records. You can automatically index them for easy searching and set up storage schedules to retain documents for the appropriate amount of time.
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Document distribution: Automate the distribution of documents, like invoices to customers or reports to stakeholders.
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Email updates: Automate email notifications on document updates to inform specific people when a document has been updated.
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Review and escalation: Automate the review and escalation of documents—for example, if a document is overdue for review or if a document requires escalation to management.
The processes you automate depend on what your organization needs and which makes the most sense given the way you manage, store, and utilize documentation. However, it's important to note that you can use the implementation of process automation to improve your workflows, centralize your data, and much more, so if you don't currently have processes that can be automated, it's worth considering if there are better ways of managing your documents.
What makes process automation stand out among document solutions?
The truth about document workflows is that they often require a lot of busy work. To get past this pitfall, you need a solution that will manage these monotonous tasks without adding more challenges for your employees--and that's where process automation comes in.
By using advanced technology to initiate process patterns, these document solutions do the work for you. The result is a streamlined workflow, less wasted time, and a reduced rate of human error--not to mention you'll be able to rely on processes that are the exact same every time.
Ready to Welcome Process Automation into your Business?
The future is now, and with document solutions like process automation, you can enjoy it for yourself. Say goodbye to manual document routing, data capture, and other mundane tasks; process automation saves the day.
Ready to see what process automation can do for you? Looking for more document solutions? Contact us today!
