Lots of organizations have determined they want to leverage Business Process Management (BPM) and document automation to improve their operations. In the early stages of a BPM project, there’s a great deal of confusion and a tendency to want to create the perfect process. It’s easy to get caught up in an analytic exercise that greatly extends the sales cycle and will often be controlled by a systems integrator or a large vendor such as IBM or Accenture. Our goal when we encounter these types of people-centric initiatives is to help you the customer to a quick win—execute and show value in one area to gain internal support to extend Intelligent Document Automation use to other areas. The first step is to identify an organizational pain that’s keeping you up at night, a process that once automated will bring measurable benefits to the organization quickly. Automating with Capture and eForms are logical technologies that are often looking for a place to land and generate value to the organization; these solutions are often reasonable in cost relative to the value they bring and targeted in nature as to provide a fast win.
Any Process that needs captured data from handwritten or paper-based forms qualifies, especially if your business is not going to be able to abandon paper quickly – you probably can’t ditch paper even if you wanted to before you jump into e-forms document automation. Often isn’t practical to make the jump from paper to e-forms at one, but rather requires a progression.
If you’re in IT you’re probably trying to find better ways to service the organization and its customers, but as usual, you’ve got a backlog of projects and are under pressure from the line of business to deploy quickly. The line of business will need visibility into the key business process so as to offer improvements to the overall execution of the new process.
Here are some business processes that can benefit from introducing Intelligent Documents, this is by no means a complete list, but it might stimulate thought as to where in your own organization you might see an obstacle to efficiency.
Employee Provisioning, New Hire Process, Purchase Requisition, Expense Reports, Work Order Processing, Engineering Change Orders, Sales Order Processing, IT System Access and Permissions, Customer Issue Reporting, Enrollment, Admissions, Licenses, Permits, Hiring and Human Resources, Grants, Financial Aid, New Account Applications, Account Transfers, Loan Origination Packets, Loan Processing, Remittance Processing, Claims Processing & Exceptions, Insurance Applications, Trust Account Management, Broker-Dealer Collaboration, Patient Encounter, Patient Consent, Registration, Admissions, Charge Capture, Scheduling, Clinical Trials.
There’s lots of applications for how this type of integration can be leveraged including automatic invoice processing, human resource on boarding, claims forms, expense forms, time sheets, vacation requests and plenty more where they came from. Connectis has designed dozens of forms for clients requiring forms capture with business rules.