How Automation Impacts Document Workflow: A Pilot Study

Many small to medium-sized businesses still rely on repetitive manual processes to send critical transactional documents such as invoices, statements, notifications, and contracts. An optimized mail workflow meets the needs and requirements of the business, its customers and makes the most of internal human resources. This white paper explores and compares the business outcomes and impact of using manual, partial and fully automated to complete; outbound document workflow. How much does employee engagement have to do with customer experience? And which scenario has the potential for the most errors? You might be surprised.

In this white paper, we will examine:

• What is Business Process Automation (BPA)?

• How BPA Relates to Outbound Mail Processes

• A Pilot study including Methodology and Materials

• A Review of Manual Preparation and Manual Processing

• Qualitative Observations and Insights

• Managing Partial Process Automation

• Qualitative Observations and Insights

• Compounding Errors

• Error Typology and Potential Impact

• Integrating Full Process Automation

• Additional Automation Alternatives

• An Employee’s Point of View

• The Way Forward

Download the white paper to  learn more.