Main critical areas should be looked at when getting started document automation

Automating document handling processes brings a lot of benefits such as cost savings, productivity improvements, security improvements and environmental impact. When your organization makes a decision to start document automation, looking at main critical areas is usually done.

Document and report output

To get started an investigation into the promise of going paperless, an excellent place is taking stock of daily produced and distributed documents. Your organization should usually automate  invoices, checks, shipping documents, purchase orders, and sales and operations reports.

Document workflow

After your organization understands the creation of documents, your organization should review the way the documents are processed. Namely, you should review  things such as computations, approvals, pathways, authorities, and business rules to understand the overall document workflow.

Document storage

Your organization must understand to the  size and number of  currently stored documents to project the electronic storage capacity. This would be required to handle the same documents electronically. In addition, how often they are retrieved and handled and what happens to the documents when they are accessed are important.

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Document security

The safe storage and protection of documents is one of the fastest-growing areas of importance in IT.  Thus, you are aware of not only any regulations regarding  the protection and monitoring of documents but also requirements pertaining to safe and proper handling.

Handling speeds

One of the most critical aspects of document handling is always throughput. Thus, you should understand  how fast documents must be created, handled, and stored.

Operating costs

Finally, you should understand  total current costs to handle today's paperwork and projections of future workflow costs. This is helpful for  assessing  assessing cost savings that with document automation.

Source: informdecisions.com

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