In the ever-evolving economic and market conditions, profitable companies are focusing internally on cutting expenses and enhancing the effectiveness of their operational procedures. Implementing workflow automation in daily operations can bring numerous benefits to businesses that adopt it.
It is crucial because teams that are forced to shift their attention from critical tasks to deal with tasks that could be automated or fix mistakes are less likely to achieve the productivity levels that lead to success and revenue for organizations.
The right software, such as MetaDocs Document Management (DMS), can help with such tasks. With MetaDocs, you can automate workflows, making tasks easier, fewer mistakes, and more productive.
The objectives of managing documents and optimizing workflows are:
- Recognize and remove ineffective workers
- Simplify processes to shorten the time required to complete them
- Offer technological integration within daily work processes
- Minimize duplication and employee annoyance
- Enhance the ability to access data
- Enhance security and ensure adherence to regulations
- Boost efficiency and profitability
5 Benefits of Workflow Automation
Speed up the approval process
Change your process for approving invoices into a smooth digital experience. Picture effortlessly uploading invoices to your document management system, providing accessibility to your accounting team, buyers, and approvers with just a few clicks.
However, it doesn’t end there, it eliminates the inconvenience of tracking down individual paperwork. Using email workflows automates the routing of invoices, accelerating the approval process as a whole.
All the necessary items for approval are stored in a single, organized place. Don’t waste time anymore – access efficient, paperless approval at your fingertips.
Minimize the need for manual input of data
Have you ever come across OCR (optical character recognition)? This amazing technology extracts data from invoices and seamlessly integrates it into your document management or accounting system.
No longer do your team members have to manually enter data, a process that is both boring and susceptible to mistakes. Picture using your staff’s time for strategic tasks and higher-level thinking, rather than slogging through data input.
OCR handles difficult tasks accurately freeing up your team to concentrate on more significant activities.
Able to handle several tasks with ease
Workflow automation simplifies handling numerous tasks by optimizing processes, assigning tasks to certain individuals, and automating the workflow among team members and systems. It ensures that tasks are performed consistently and efficiently by automating repetitive tasks and creating automated actions for each step in a business process.
It removes the necessity for manual pass-offs, reduces mistakes, and speeds up task completion, enabling teams to handle multiple tasks simultaneously without sacrificing quality or accuracy.
Furthermore, workflow automation software gives insight into task progress, promotes team communication, and includes functions such as notifications and reminders to guarantee timely and organized task completion.
Minimize the possibility of security threats in document storage
Utilize document management software for more intelligent and secure document handling. This is why it’s a revolutionary innovation.
Automated notifications about time: Seven years is typical for document retention needs. The software alerts you to review and delete files, decreasing audit risks. You have complete control, and no files are deleted without your consent.
Storage that is resistant to disasters: Bid farewell to concerns about fire and flood. Electronic storage guarantees that your documents will be secure and readily available, even during emergencies.
Improved protection: You can increase the level of control over user authentication. You can determine which individuals can access specific documents, providing additional security for your data.
Improves Workflow Compliance
Automation guarantees uniform workflows, minimizing human mistakes, and increasing adherence to regulations.
Automated workflows standardize processes, reduce errors and inconsistencies, and enhance governance and control of process outcomes.
What Makes MetaDocs Stand Out?
With so many options for document management systems, you might be wondering why you should choose MetaDocs. One of the main reasons is that it is specifically designed for document management. Many other generic systems offer basic document management features but don’t create a fully customized ERP.
MetaDocs is a complete document management solution for Microsoft Dynamics 365 Business Central that enables you to maximize the use of your data, resources, and operations.
It gives you extraordinary functionalities, such as uploading, or drag-and-drop any single document or multiple files from email or only attachments or a local Desktop on the D365 BC Database / SharePoint
It allows you to centralize and secure files properly while allowing your teams to collaborate and find what they need quickly from anywhere and at any time which makes the business processes faster, and reliable.
MetaDocs can be managed on-premises or in the cloud, making it appropriate for any work environment. Want to see it in action?
Schedule a demo today to learn how MetaDocs can automate workflows and improve workflow compliance.