Business Process Automation for Small Business

Document management is similar to having insurance — it’s just good business. You may hate to pay the premiums but you’re glad you did when disaster strikes. Similarly, an organization may hate to pay for a records management program, but when information is needed, a document needs to be found or when one needs to recover the organization from adverse events, or, document production requests, it is a relief to know the program is there and functioning.   

When disaster strikes, insurance pays to recover but records management provides the proof that insurance exists in the first place.  

Many organizations experience the following records management challenges: 

  • Consistent problems with lost or misfiled of unstructured data 

  • Lack of integrity in structured data 

  • High volumes of duplicate documents and determining the “real” record 

  • Lower productivity due to employees’ inability to access complete and accurate information in a timely manner 

  • Litigation or audit document production across the enterprise 

  • Requirements for regulatory compliance, such as SSAE-18, HIPAA or SOx  

The procedures and processes to ensure the integrity and reliability of the document data are often where the gaps in record are found.  Reliance on individuals to perform routine tasks over and over is the weakest link in the lifecycle and where the automation of these processes improve the reliability of “the record” and the recovery from disaster or completeness of a document request.   

Western Integrated Systems has the business experience and technical expertise to assist your company in its business process automation projects from inception through change management and training.  Our team has been part of successful automation projects in complex transactional business processes and can consult, configure and implement cross-pollinated “best of breed” outcomes for your organization resulting in records you can find and use when you need them.