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Develop the Business Case for Improving Your Forms Processes in 4 Steps

Process tasks: In the above example – “Money Out” in financial services -- typical tasks may include client input, initial processing, receipt into correct function, acceptance as IGO (in good order). Primary metric: A great metric is the NIGO (not in good order) rate – and you’ll be redesigning your forms process to reduce NIGO rates. Primary cost driver that you intend to change as a result of improving the process: the cost of NIGOs

Richard Medina's profile image


Blog Entry
Automate, Automate, Automate: Bridging the Gap Between Capture and Process, an AIIM 2014 Presentation

Harvey Spencer presented Automate, Automate, Automate: Bridging the Gap Between Capture and Process. Traditionally capture has been centered around automating paper based processes at the front-end of business systems and eliminating key entry. As with many of the back-end systems, it has been batch-oriented and thought of as a ‘front-end’ or ‘first-step’ separated from the processes that it feeds

Bryant Duhon's profile image

Blog Entry
Information - Does It Meet Your Needs, an AIIM14 presentation

All of it increases in value when you understand how one document relates to another, to the people who use it, and to the processes it drives. The objective is to improve quality and maximize business process efficiency

Bryant Duhon's profile image

Blog Entry
No More Wait at the Bank

In the best case scenario, there are a plethora of forms to fill out, secondary documentation to provide, and days of processing time required

Joe Budelli's profile image

Blog Entry
A Simple Case for E-Forms and Self Service

Look for opportunities to add web service and E-Form applications to small, simple business processes...But it is the process and the underlying costs that got me thinking that there must be a better way

Lawrence Wischerth's profile image

Blog Entry
The two sides of the capture coin: fixing the causes and reducing the symptoms

Primarily, I’ve been going over some of my notes on the process of going paperless...(Fun stuff, these paper processes of ours.)...Getting this process cleaned up means faster payments and improved cash flow

Daniel O'Leary's profile image

Blog Entry
Tax season is here, but have no fear – mobile capture can help.

However, the user was still forced to print out the tax forms and send them to the IRS for manual processing...This reduced a lot of the stress, process and lag time that every American and the IRS experienced

Joe Budelli's profile image

Blog Entry
It Came From The Cloud

While this seems like a simple thing to do, it is also a change in the way the organization conducts business and how content enters its processes. Where once a loan application was completed on a paper form, and passed through to a bank representative, now the consumer can apply online using an electronic form which then is the trigger for the review and approval process

Bob Larrivee's profile image