Your Document Management Knowledge Center

A systematic business process workflow does four crucial things for your organization:

• It maps outs out each team member’s daily tasks, keeping them on track, comfortable, confident and constructive throughout the day.
• It clears out bottlenecks and staves off redundancies that put big-time dampers on production efficiency, work quality and employee morale. 
• It keeps your organization compliant with legal and financial regulations. 
• It enforces your organization’s practices, from simple operations to more complex methodologies, to keep everyone on the same page and conquering projects like a well-coached team.

But a workflow engine only operates like the well-oiled machine it should when rules and guidelines are defined by management, accepted by employees and followed by everyone.

A marketing agency is a web of creative ideas, strategic messaging and differentiating concepts. Its people, its processes and its workflow must be shielded from the mayhem that confuses, but also free from the rigidity that confines. Organized chaos is a good thing in the marketing world, and a document management software system that allows for this organized chaos is a diamond in the rough for the unshakeable marketing agency.

Toeing the line between robotic automation and lackadaisical inconsistency is marketing asset management that primes both efficiency and innovation. Hard to find? Yes. But when you’ve got that perfect document management system, your marketing agency won’t look back.

Here are the eight document control essentials to look for in your marketing asset management system.

Let’s get some things straight about HR process automation:

• Truth: Document management software helps you eliminate paper.
• False: Carbon footprint is the #1 reason to invest in a document management system for your HR department. 
• Truth: There are tons of records management software solutions out there.
• False: They all do the same thing.

Need some help navigating the sea of information management solutions? You’re not alone. When it comes to finding the right process automation system for your organization, you need to start by tapping into a few little-known secrets to streamline your search.

The economy’s getting back on its feet and the market’s definitely looking better, but there’s still uncertainty wreaking havoc on businesses. Redundancies, shifting roles and talent gaps translate into major challenges for each department in your organization.

• The pains? Disheveled process flow, frustrating bottlenecks, crippled productivity and majorly depreciated employee morale. 
• The need? To work smarter with fewer resources. 
• The solution? Process automation and document management software.

Here’s how a powerful information management system gets your organization working with more accuracy, agility and cohesive productivity:

As a marketing agency, you face a set of unique challenges when it comes to managing document control. These challenges stem from two strong, opposing forces:

Bill collection. Does that phrase send shivers down your spine? It probably does for your account reps. When your accounts receivable management (i.e., turning orders into cash) is inefficient or susceptible to error, your entire business is thrown into disarray. The accounts receivable process is the backbone of your organization’s financial stability. But it’s more than that, too: It’s the difference between employment enjoyment and occupation frustration for your AR team.

When it comes to your organization’s documents, you simply can’t rely on storing and sharing. These documents support your business operations and compliance with governmental regulations. They’re your critical personnel files and communications with team members, partners and clients. You need to go beyond storing and sharing: These bare-bones tactics simply don’t cut it anymore in our information-saturated world. What your organization needs is document control via powerful document management software.

Networks and storage drives quickly get cluttered when documents are scattered and mismanaged. Most companies ignore robust document control practices because they aren’t aware of how crucial these practices actual are to the success of their organizations. Don’t let your business fall victim to the additional time and effort wasted when you need to track down who’s holding onto (and who’s accountable for) the latest version of a file.

A fine-tuned workflow is a useful blueprint to map out team members’ daily tasks and remove redundancies. A business process workflow helps to enforce your organization’s operational practices from simple to complex tasks. Your workflow’s scope might range from one or two on-site employees to a large group with multiple locations.