May 22, 2023
Best Practices for Managing Your Personal Workflow
In a world where we are constantly bombarded with information, your mind may feel like an internet browser with 600 tabs open at once. It's easy to feel overwhelmed by personal task management.
Tax season just ended and you’re once again questioning why it was such a pain. You have misplaced files everywhere, you’re questioning whether your coworker shredded that 2014 tax statement you need, and you’re already dreading doing next year’s taxes.
In 2023, companies big and small are still struggling with decentralized document storage, lack of security measures, lost files, limited search functions, inability to access documents from remote locations, and time intensive processes. Companies want to escape the stress of paper documentation but automating their workflow seems out of reach.
Automating your workflow through digitizing paper documents like invoices and forms can enable your employees to work smarter, faster, and more cost effectively. RICOH’s Smart Integration platform, DocuWare, can help you streamline document scanning and connect remote employees to the information they need.
DocuWare is a cloud-based content management platform that ensures your essential information is securely and centrally stored so employees can easily access files and maintain business processes from anywhere using any device.
With low upfront investment, DocuWare can make your life infinitely easier. In fact, time spent on approvals was reduced from four hours per week to just 30 minutes. DocuWare provides automated IT solutions without the need for additional IT support, and there’s no need to set up servers, perform maintenance, or manage updates. It connects vital information to various cloud storage accounts, like Google Drive, Dropbox, OneDrive, SharePoint, and more, so you can use the storage account you’re most familiar with.
With DocuWare, your tax process can go from a nine-step process to just four simple steps. Say you’re an employee who needs to get an invoice approved. From any location, you can directly scan the invoice into the accounts payable workflow system. Then, it’s automatically processed, or Finance is alerted if it needs approval. Finance can finalize and approve the invoice digitally, and the payment is sent to the appropriate vendor. A record is saved, and the info is recorded in the accounting system. And voila, your invoice is approved and filed away in a matter of minutes.
It’s as simple as that. No more headaches when retrieving documents for next year’s taxes. With Pacific Office Automation’s large selection of IT services, like DocuWare, you can restore your business’ peace of mind and maximize productivity.
For more information on Managed IT Services, connect with us today.
Blog Categories: Workflow Solutions