Document Management & Workflow Automation

Times have changed - Welcome to the Digital Age. Take business with you wherever you need to be - in the office, on the road, on the beach or in your home. Document Management Systems & Automated Workflows digitize and secure your information to flow effortlessly between your decision makers — anywhere, any device, any time.

Document Management System

Technology today plays a huge role in keeping your business running. You may have heard of other businesses “going paperless,” but what does that actually mean? Document Management is a system that captures, tracks and stores all of your electronic documents. Any business document is welcome - this can include PDFs, digital images, and word processing files!

  • Invoices
  • Applicant resumes
  • Payroll stubs
  • Project-related plans
  • Log reports
  • Email attachments
  • Mobile device documents
  • Scanned documents
  • Data captured online
  • Purchase Orders
  • Archive it all in a secure and searchable digital repository. Essentially, this eliminates the need for towers of file cabinets and hours upon hours searching for one important document you know is stored somewhere - but where?  

    Through an automated indexing system, you no longer have to remember where that one document from three years ago was stored. The document management system will be able to find the document for you. Almost instantly.

    Workflow Automation

    A smooth flow of information is the foundation of every productive process. Your manual processes take a lot of time, money and energy. It’s no secret. They’re complex, they’re expensive, very easy to mess up and overall just extremely frustrating. You keep doing the same thing over and over and over again. Facing the exact same problems every. single. time.

    Now that we have you flustered, let’s talk about Automation. Workflow Automation. Automate any document-based task, from efficient resubmission to complex approvals, and keep your team working without obstacles. Yes, even remotely. Approve invoices laying on the beach. Manage PTO requests and employee performance reviews on the road. GL code an invoice from your couch. Wherever you are, you can still get it done. The show must go on, right?

    How does it work?

    Simplify and accelerate document-related tasks with the help of automated workflow. Determine processing steps, easily adapt them to changing requirements, and react immediately to exceptions. Incoming documents or a change in status immediately trigger process steps, and these events link together into fast, digital workflows. Transparency allows management to monitor progress. For example, a newly captured invoice is instantly routed for approval, the approved invoice is then booked and prepared for payment. No manual data entry, no searching, no waiting.

    To summarize it all, we can take your manual processes that are taking a lot of your time, money, and energy and we simplify it.

    A few examples of Workflow Automation:

    • Accounts Payable Processing
    • HR Onboarding
    • Employee Performance Reviews
    • Forms Processing
    • Maintenance Request Process
    • Expense Approvals
    • PTO Approvals
    • Contract Management
    • Credentialing/Certification Renewal Process
    • Sales Process
    • Accounts Receivable Process
    Screen Shot 2020-03-18 at 8.38.44 AM

    What are the benefits?


    The biggest benefit from utilizing automation is the amount of time you’ll save. No more wasted days doing the same ole thing over and over again when you already have a to-do list that never ends.


    Manual processes can be hard to control. With automation, the chance of someone losing your documents is gone. A process delay from lack of task completion is eliminated. The whole process stays consistent. Always.

    Cost Saving

    Human error happens. And sometimes, it can be quite costly. Automations can be more secure than manual processes which saves you money in the long run. And who doesn’t wanna save money?

    I want to know more!

    Let’s set up a WorkSmart meeting! During these meetings, we discuss the possible problems your business may be facing in your processes. We will help you identify areas for improvement and give you a plan about how we can help you meet your goals.