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Category: Digital Workflow

Digital workflow planning methods and ideas, including enterprise planning, roadmap, return on investment, mapping, process improvement, application design, request for proposal development, vendor assessment, and project management.

Top Three C-Suite Improvement Ideas For 2021

Top Three C-Suite Improvement Ideas For 2021

As President of CRE8 Independent Consultants, I work with CEOs, C-Suite, and Directors of companies to solve organizational problems and identify new opportunities.  With COVID-19 causing shifts in profitability, increased number of employees working from home, use of online systems, and changes in how services/products are delivered, I have put together my top three C-Suite Checklist improvement ideas for 2021. Reduce Friction.  Assess where friction exists between the customer and your organization, between internal departments/groups, and with your vendors.  In…

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Is Your Organizations Digital Workflow Project Momentum Stuck?

Is Your Organizations Digital Workflow Project Momentum Stuck?

A common complaint from organizations and workflow software account representatives is once a successful digital workflow project is completed or several are implemented in departments such as IT or HR, the momentum stalls.  As an independent consultant, after conducting hundreds of workflow studies, for many different platforms including FileNet/IBM, OpenText, Servicenow, Power Automate, Hyland On-Base, Oracle, Kofax, LaserFiche, and many others….. I believe three primary reasons for “project stall” is the lack of a well thought out and agreed to…

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Digital Workflow, An Innovative Idea & Cost Savings Tool

Digital Workflow, An Innovative Idea & Cost Savings Tool

What is Digital Workflow? Our Independent Consultant Studies find that digital workflow technology can significantly reduce organizational costs; and improve efficiency, quality, and service. Improvements can range from 10% to 50% and up to 2x. This is accomplished by automating the enterprise, department, and group processes, including interaction with customers and vendors. Why should it be a manual process if it can be automated! Workflow can be developed with easy to use point and click development tools, can provide for automated decisions, and…

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How Can The C-Suite Reduce Organizational Costs While Improving Service?

How Can The C-Suite Reduce Organizational Costs While Improving Service?

In a retreat, I facilitated for CEO, CFO, CHRO, CAO, CIO, and GLC we discussed how to reduce costs while at the same time improve service to customers and internally. Although there were many options discussed, the conversation focused on three practical technologies Digital Workflow, E-Signature, and Electronic Content Management. Digital Workflow eliminates the need to route information via email, phone, and paper by automating the intake, routing, decision making, and output. Customer and internal requests can be made from mobile devices/computers, tracked, fulfilled, and measured.  Digital…

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