Are you struggling to understand how to automate your workflows?

Automating processes are on the forefront of many businesses goals in order to increase productivity in the office. Manual processes, especially ones that deal with paper, are are a waste of employee time and a strain on company costs, but how do you approach automation? 

A good start is to examine your current processes and start to see where you can increase efficiency with automation. The possibilities are endless; maybe you've seen some of the following processes at your office that are good candidates for automation: 

  • With Human Resources, hiring and onboarding processes often involve a lot of manual data entry and paper forms, for example, applications, tax forms, personnel files, etc. 
  • Healthcare professionals often still use paper forms for new patients or for patient visits, requiring time-consuming data entry and the burden of storing and protecting paper patient files. 
  • Accounts Payable (AP) clerks often receive paper or email invoices that require manual data entry for the invoice fields, and also manual approvals in order to pay the invoice.

Let's continue with the accounts payable example. We have three players:

  1. The Merchant submitting the invoice
  2. The AP clerk processing the invoice
  3. The CFO approving the invoice


Before automation, invoices are received in the mail by the AP clerk who then manually enters the invoice data into the accounting application.

The AP clerk then sends the invoice to the CFO's office for approval and signature.

When the AP clerk receives the invoice back a few days later, the CFO has rejected the invoice because of a typo in the accounting application that doesn't match the invoice.

The AP clerk corrects the typo and sends the invoice again to the CFO's office.

When the invoice finally comes back, the AP clerk marks the invoice as approved and then cuts a check to the merchant.

When the check is mailed to the merchant, the AP clerk marks the invoice as paid and processed in the accounting application.

Can you spot what might be automated in this Accounts Payable workflow? To make it easy, we've created a flowchart example of the automated workflow with Enterprise Content Management software. Click through the steps below to see a detailed explanation of each task. 


Examine your own processes, and start to audit your workflows. If you're struggling to see how automation can be applied to your business, give us a call and set up a free online demo. Our sales team will work with you directly to relate your unique needs to our applications capabilities. What's there to lose? Contact us today!

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