3 Tips for Moving from Paper-Based Processes to Automated Digital Workflows

Written By Joan Honig, DocuWare

If your existing processes are well documented, it’s relatively easy to transfer them into a digital environment using a document management system. Unfortunately, many organizations have poor or inaccurate documentation, which makes creating digital workflows more complicated. Before you design and implement the workflow, you have to understand the current process.

3 basic steps to create effective digital workflows

  1. Bring stakeholders together to discuss the process:In order to develop effective paperless processes, it’s absolutely critical to talk to key users and stakeholders, rather than just the C-level management. What you often find is that C-level executives and managers think that the organization follows a certain process, but the day-to-day reality is totally different.

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