Automating Workflows in the Enterprise: Education Series Video

By Roger Beharry Lall | February 10, 2015

1 minute read

Many organizations have manual or semi-manual workflows which essentially connect the dots between the business processes they have in place.

For example, let’s say you want to request 3 weeks of vacation. How do you go about doing that? In many organizations, you have a vacation request form, you fill it out, print it out, get your boss to sign it, and then submit the form to HR. That’s a lot of steps, and can take a lot of time if your boss isn’t on-premise.

How can you automate this process? With a workflow, which when you fill out your vacation form, fires off an email to your boss letting them know you have requested time off. They can approve or deny that request, and that decision is then automatically sent off to you and payroll. It can take a business process which once took days and turn it into seconds.

Where does the document fit in? Well, without the document itself (the vacation request form), there would be no business process or workflow. Without the content, there is no need for it. However, the content is the key to initiating the business process, and is the key item once the process is finished as well.

Your organization may have a policy behind storing all vacation request forms for x number of years, categorized by specific metadata. Can you rely on the end user to follow those rules? Not if you want corporate consistency. By automating the document process, you can assign a specific metadata schema to all vacation request forms, so they are classified properly in your content management system.

As a result, your corporate compliance regulations and information governance policies are met without end user intervention, lessening your chances of human error and eliminating risk.

Learn more about automating workflows in this short video with industry experts below, and check out the datasheet to find out how Adlib integrates with workflow tools like K2.

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