eFlow Casestudy

Challenges

The challenges:

• Approval of invoice, purchase & sales orders were being done manually.
• Clear Segregation of approved and non-approved documents.
• Information to approvers on pending documents for approval were via manual email.
• Tedious and Slow Manual processing Times delayed Approval of critical documents
• The Tracking process at the document approval level was faulty leading to errors such as the same document being approved multiple times

Our Solution

The actions we took to address these challenges were

• We created a custom product “iFlow” with multiple features designed to resolve every single one of the challenges the client sought to alleviate.
  • Complete processing operation included document review and quality control
  • Electronic routing of document images between departments
  • New accounts department
  • Branch operations

Key Benefits

• Complete processing operation includes document review and quality control
• Electronic routing of document images between departments
• New accounts department
• Branch operations
• Centralized processing facility acts as:
• Mailroom
• Scanning and indexing operation
• Ability to support distributed scanning environments
• Interface with document tracking systems
• Systems get updated upon receipt and approval of documents
• Electronic document processing
• Browser-based workflow with retrieval images
• Real-time management reporting system
• Productivity tracking
• Quality tracking
• Interface with existing products and services
• Fulfillment systems
• Internal databases
• Contact management applications