Automation streamlines workflows for remote workers
DocuWare’s automation features streamlined managers and staffers’ key tasks. Now, most documents arrive electronically so there’s less need for scanning. Employees can print electronic documents directly into DocuWare. The documents are then sent to a monitored folder that automatically distributes them into the corresponding DocuWare in-baskets. “This is one of the ways DocuWare enables us to accomplish the full scope of our work remotely,” says Serrano. “Workflows run as efficiently as they did when we were all in the office.”
Employees also appreciate the system’s automatic notifications and reminders. Once invoices are ready for approval, the manager is notified by email. Before automated reminders, approvers would set aside some time to go over approvals, but distractions could cause delays. “Now managers receive an email alert and click on a link that brings them into DocuWare,” says Serrano. “This makes it more likely that they will approve documents immediately.”
Future features and workflows
With the success of the cloud upgrade, Federation plans to add new workflows and features. The organization is currently implementing its first electronic form for onboarding and offboarding employees, and plans to digitize the entire employee lifecycle. “For a not-for-profit organization with a limited budget that can fluctuate, relying on automation rather than expanding its workforce is crucial,” Serrano says. “The focus is on being able to retain and leverage staff and to give them adequate time to work on critical tasks,” he explains, adding that Federation will keep expanding its use of DocuWare. “I’m excited about what we’ll be able to accomplish with DocuWare by the end of the year. And in 2021, we can take the solution to another level.”
