Document processing
Case Study: Contract documents need to be reviewed more quickly and accurately
- Contract documents need to be reviewed and approved by several teams/staff
- There is confusion over different versions
- It’s difficult to know who has the document for review at any point
- The process is slow and mistakes are caused by having too many versions
Solution: Workflow introduced
- Document saved to agreed central location
- Saving the document triggers an Approval workflow
- Staff are sent a link to the document and deadline to review
- Staff have a view of their tasks and due dates at all times
- Version control automatically ensures all changes and comments are centrally stored
- Full visibility of changes, versions and final approval
Manufacturing
Case study: The business needs better organised data without investment of migrating to new systems
- Different software used for Sales team, Finance, Production
- Decisions require data manually extracted from multiple sources
- Quality of extracted info varies
- Management can’t always get key information quickly
- Time-consuming data processing
Solution: Existing software is overlaid with powerful reporting solutions to transform data into useful formats
- Automated, scheduled data extraction
- Apply some data validation to check for errors
- Reporting tool makes all key information available in one place
- New insights gained from better data presentation
- Tablet app provides accurate, timely data on the factory floor
Property Management
Case study: Data collected in different ways, including off-site
- Contact details stored in multiple places
- Address formats can vary
- Info from site visits recorded in multiple ways
- Document storage can make it difficult to find things
- Financial data not well linked to property information
Solution: Mobile app enforces standardised data collection
- Site visit App standardises info gathered, and automatically updates central data storage
- Document storage prompts for ‘tagging’ info to make searching easier
- Finance App helps drive introduction of robust links between properties and financial data