Automate Common Processes

Opportunities for process automation present themselves in almost any business context.

Certain processes in finance, HR and elsewhere are particularly prone to repetitive, multi-step tasks and manual data entry that are ripe for automation.

Here are three examples of automation in action:

• Invoice approval: Capture paper or digital invoices, index their data without manual entry. Route them through a defined, digital queue based on cost centers, amounts, PO numbers and other variables. Post data back to applications like SAP, Sage, Microsoft Dynamics or Quickbooks.

• Employee onboarding: When a new employee begins work, automatically generate email notifications, enter employee data into an HCM, and route government forms and other paperwork for completion, approval and secure archiving.
• Records retention: Automatically apply retention policy information to any document based on its metadata. Dictate how it’s stored, when it’s flagged for disposition, and who needs to know before taking action.