Time management, workflow, and document management software
Document management software can be a great asset to your business on a daily basis. Here are the most common workflow pitfalls and how document management software can help.
- Not Prioritizing your Tasks
- Understanding the effort something will take
- Getting Burdened with Repeated Tasks
- Avoiding Undesired Tasks
Not prioritizing your tasks
Throughout our day we all create some form of a “to-do” list. While this is a great way to ensure you have a complete list of tasks and can easily organize your thoughts, we most often neglect to prioritize that list. In the end we find ourselves more focused on the checking off the list itself than completing the items that the list represents.
Document management software by eFileCabinet helps store documents with the added ability to apply alerts and visual workflows. This helps with making sure that work flows between the right people, in the right order, and no one forgets his or her part in the larger picture. Automated alerts will notify the designated user that a task has been assigned to them.
Understanding the effort something will take
As business grows so do the number of opportunities, and as a type-A business leader you will never turn down these opportunities. One pitfall is that as we take advantage of upcoming possibilities, sometimes we forget to calculate the time they will take to complete. One recommended strategy to avoid this pitfall is to schedule upcoming events into your calendar. This will ensure you do not overextended yourself.
eFileCabinet’s document management software can also help with this. eFileCabinet’s software cannot only help you layout your week, it can make all the documents you need available remotely. If you’re in the office or on the go you can make all of your paper and digital documents available in a custom file structure that is easily searchable. If a current opportunity will take 20-30 minutes to complete, eFileCabinet could reduce that by as much as half by making the necessary documents available quickly and within the necessary workflow that lends context to the task.
Getting burdened with repeated tasks
Many employees in today’s workforce find themselves spending a large portion of their day doing the same task over and over. A CPA or financial firm many spend as much as 50% of their day filing, scanning or saving the same standard tax form for every client. A manufacturing corporation will file, scan and save the same standard from of an invoice over 100 times a day. Just imagine how much time would be saved with an automated file routing solution.
eFileCabinet offers just that with Zonal OCR. This solution will scan a designated zone on a standard form and rout it to the appropriate digital file. This can be done with paper documents that are scanned in addition to existing digital files.
Avoiding undesired tasks
There comes a time in every day, week, month or even year when we have to complete a task that has been pushed off. Many times in business this task involves cleaning out old paperwork and files. Just think of the last time you had to pull open you file cabinets or windows folder and start sifting through outdated information. eFileCabinet has the answer with document retention. Whenever a document is loaded into the software, a retention date can be set. This means you simply load you file and breathe a sigh of relief that you will not have to manage them again in five, seven, or ten years.
To learn more about how eFileCabinet’s document management software can help enhance your business efficiency, saving you time, space, and money, fill out the form on this page for a demo.