4 Steps to Build an Ideal Electronic Workflow with Cloud DMS and Automation Tools
Illustration by Joshua Diniz In its simplest form, a workflow is a systematic process . Deeper yet, it's an orchestrated series of steps that transform and process information . In the context of business, enterprise content management software (ECM) utilizes cloud document management solutions (cloud DMS) to streamline workflows and automate repetitive tasks. This blog post unpacks the creation of an ideal electronic workflow , offering practical tips to boost efficiency for your organization: Step 1: Chart Your Current Course The first step to building an electronic workflow is surprisingly simple: understand your existing processes . Think of it as identifying opportunities for automation . You're digitizing repetitive tasks for greater efficiency . Map it Out: Here's how to lay the foundation for your digital workflow: Document Processes: Identify the stages each document goes through (e. g., invoice approval, c