Beyond going paperless, workflows drastically improve productivity, enabling businesses to focus on growth and scalability.
Business processes are a series of recurring actions that execute tasks. Whether your processes are simple or complex, they comprise the engine that powers your business activities and impacts your bottom line.
Business process management (BPM) is indispensable for helping teams collaborate on projects, adhere to business processes, and enhance their performance and efficiency.
Creating workflows in a document management system is a function of business process management, as it enables you to automate the movement of documents through a set of actions. By eliminating manual data entry, document sharing, and task reminders, you’ll simplify your day-to-day processes, increasing productivity while saving time and money.
You get a built-in workflow manager when you partner with DocuXplorer for your business process management. Choose from prebuilt approval processes, digital document signing workflows, or custom processes. Workflows enable you to manage your documents and document-related processes in one platform.
By defining key players and tasks in a workflow, each member is visibly accountable for fulfilling their duties. Managers can spot bottlenecks and use automated notifications to keep processes on track and on time.
DocuXplorer’s workflow dashboard gives a high-level overview of all active workflows and tracks their statuses. Administrators can set measurable benchmarks, evaluate processes, and make improvements. With the time you save from not micro-managing processes, you can direct your attention to other tasks.
Automating document-related tasks reduces human error and the costly hours spent tracking down and fixing mistakes.
A document management system lets you capture relevant data from within each document and automate filing. You’ll never lose track of files and maintain data integrity. DocuXplorer’s compliance document management keeps you compliant with various regulations for document security, confidentiality, document and record life-cycle retention management, and audit trails.
Manual document sharing slows down business processes. When documents are added to a system like DocuXplorer, they are indexed and shared with the intended users over a network or the cloud.
Access control is a core function of a DMS. It allows you to create broad or granular permissions and ensures your files are not overhandled. You’ll record every action taken on a document, so you won’t have to figure out who has done what.
Eliminating the need to track information as it passes between users and departments manually frees up countless staff hours. Staff won’t need to request follow-ups or status reports and can refocus on revenue-producing actions. Consider DocuXplorer your workflow automation assistant that keeps your business processes running smoothly.
Your team may know their accounts payable or contract execution process forwards and backward, but what happens when someone is out of office for an extended period, they change jobs, or folks retire? When your process is an automated workflow, you won’t lose your institutional knowledge, and training new hires is quick and seamless.
No one knows your business better than you; you know how your processes should look and function. Let our experts build your workflow for you so that it meets best practices and gets you up and running fast. You can start small with one or two prebuilt, ready-to-go workflows for document approvals or reminders, then scale slowly to build more creative and complex processes.
Workflows are the secret to efficient business process management. They help your team collaborate and accomplish goals with less friction and more accuracy.
AP teams have discovered that using DocuXplorer Workflows to automate expense approvals processes allows them to increase accountability and save multiple days' worth of time. Read the story.
