If your organization would like to gain substantial improvements in business processes, while reducing paper costs, review this Workflow Automation Starter’s Kit to help you select the solution that will help you achieve your goals and get a quick return-on-investment.
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If your organization would like to gain substantial improvements in business processes, while reducing paper costs, here are seven tips to help you select the solution that will help you achieve your goals and get a quick return-on-investment.
Company initiative is important in the identification of needs because it leads to questions about the approach your organization is looking at when rolling out a workflow solution. In the past, iDatix has seen organizations develop plans to implement the whole system enterprise wide in one large project and others who choose to take a departmental approach. Regardless of the direction, there are considerations for both approaches that are vital to a successful adoption. In this document you will find some sample questions that are important to identify as part of your initiative.
In order for an organization to properly implement and utilize a workflow solution, it must understand the why behind the potential purchase. In many cases, an organization will task an employee for identifying and cataloging multiple workflow providers without understanding the overall need or push for this type of solution. It is imperative that the business answer the following questions before moving forward with the overall selection of vendors.
Industry standards for workflow, ECM and document management are consistently evolving based upon the moving product offerings. Organizations can keep abreast of the changes by reading the AIIM website on an ongoing basis to determine which features and functions are being developed on an almost daily basis. However, with evolving standards comes confusion due to additional vendors entering the industry with new marketing terms to differentiate themselves from their competitors.
Over the last few years, the ECM and Workflow industry have seen a significant amount of consolidation and solution turnover. It is not uncommon for iDatix to find that an organization is looking for a new workflow provider despite having one, two or even three systems in place. There is obviously something wrong with this picture. Therefore it is imperative that one understands the problems with the existing systems before finding another solution.


