Automating your business will make it so much easier for you and your team to finish the work you need to do. 

If you don’t know how to start automating your office, here are some suggestions for where to start.

Leverage Technology

This may go without saying, but you can’t really automate your work without the help of technology. A document with canned email messages that you copy and paste and send to your coworkers isn’t quite the same as automating your work.

That’s why you need a document management system (DMS).

With the right DMS, you’re able to automate messaging so you don’t even have to ping your coworkers. You don’t have to file a document in a specific place. You don’t even have to tell a DMS where a document should go if you get the right software.

Rubex by eFileCabinet can help you truly automate all the small, repetitive tasks so you don’t have to think about them again.

Establish And Map Out Workflows

Of course, workflows only work if you plan them out right. Knowing what paperwork goes to who and when it has to go to them and what should happen to that paperwork should that person not respond in a certain amount of time is part of a complicated process. All of that is part of building out your workflows.

You’ll want your workflows to have a Plan A and a Plan B if that first plan doesn’t pan out as intended.

You’ll also want to make sure that people are aware of how the workflow is built so they can provide input on how to improve the workflow. Your workflows don’t need to be complex, they just need to take the lifespan of the document into account.

Speaking of which, you can include document destruction or renewal dates in your Rubex workflows so that way your paperwork is always up-to-date and you’re never storing paperwork that is expired or no longer helpful.

Standardize Your Documents

The best thing about automated workflows, especially when built out using Rubex, is that your DMS can automatically name files as they’re being created. This eliminates the potential for typos and makes searching for those documents significantly easier.

Adjusting your DMS and setting it to automatically use your preferred naming convention will help you save additional time and effort in your workflow automation processes both now and in the future when you need to recall those documents for some reason.

Make It Easier To Do Business

Running a business and managing a team of employees is hard enough. There’s no reason why paperwork needs to make it any harder.

Rubex by eFileCabinet can help you automate your business so you don’t have to worry about these small, necessary tasks getting in the way of your larger, profitable ones.

Schedule a free demo with eFileCabinet today!