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Millennia Group Blog

A Perfect Union Leads to More Sales and More Profit

Tuesday, December 16, 2014

A Perfect Union Leads to More Sales and More Profit

We are not talking about peanut butter and chocolate, marriage or the United States, but the union of document imaging and workflow. These two technologies are great partners and together can lead to more sales and profit. Imaging is a good input source for a workflow engine. Workflow takes a piece of paper and turns it into a decision or action with predictability and tracking. They can each survive on their own, but together, they are very powerful.

How can that union result in more sales, more profit, less employee turnover and less customer turnover? Easily – get started!

This perfect union can help any company achieve those lofty goals and here are some examples of how.

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Ready for Digital Signatures?

Wednesday, November 26, 2014

Ready for Digital Signatures?

It has been five years since we first added digital signatures to one of our customer's workflows. It is a bit surprising to me that this technology is still not mainstream in B2B transactions. That is especially so since we use digital signatures for many consumer transactions. Are we, as a business community, just not ready for digital signatures or has this technology's time come?

We currently use the digital signature tools from DocuSign and they work very well for some very complex documents with multiple signature requirements and multiple documents in a package. I thought it might be helpful to provide a list of digital signature providers. Check out the demos that each system provides. These demos may spark some thoughts about how you can retool an existing process to make it more efficient and less costly.

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Easy Isn't Always Nirvana

Thursday, October 16, 2014

Easy Isn't Always Nirvana

I am going to go out on a limb and say that most companies, outside of highly regulated industries, use a combination of shared network folders and individual user folders on the network to store and manage files like spreadsheets, Word files, scanned documents, reports and presentations. The companies that have moved away from that approach may have adopted SharePoint, Google Documents or Box. The beauty of all of these approaches to file management is that it is easy to create a filing structure and it is easy to add new files. Users can copy, paste, add and cut their way to nirvana. For a while, it is nirvana. But at some point, it turns into a confusing mess that is impacting efficiency and potentially putting the company at risk.

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To Destroy or Not To Destroy, That is the Real Question

Friday, August 08, 2014

To Destroy or Not To Destroy

The destruction that I am referring to is not sinister or borne out of a desire to blow things up. I am simply referring to the difficult decision that many companies agonize over when considering destroying their documents after those documents have been scanned. Fear not, there are answers available to help make the best decision, one way or another.

We have seen situations where documents come out of storage, get scanned and then go back into storage. The reason for scanning was to improve access to the documents. The reason not to destroy might be fear or possibly a valid Federal, State or industry requirement.

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Getting it Done - Integration 101

Wednesday, July 16, 2014

Integration 101

There are usually a few applications within every company that are core to the business but maybe focused on a limited set of capabilities or tasks. When those applications were implemented they may have been the be all end all. But with the passage of time, new capabilities are needed so additional, complimentary applications are put into production. So now the direction is centered on integrating the applications or at the very least creating a dashboard on top of a data warehouse.

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Training, Overlooked and Under Appreciated

Monday, June 30, 2014

I am a firm believer in the benefits of training. A few of my reasons are as follows:

  • Training leads to more consistent results
  • Training leads to a shorter learning curve
  • Training reduces the incidence of bad hires

These are all positives for any company and for all employees. So why is training neglected or avoided? I can think of a few negatives to training also, such as:

  • Training takes time and time is money
  • Training is boring and nobody pays attention
  • Training is difficult in a fast changing business world

These may have some merit but they do not outweigh the benefits noted above. So what does this have to do with document workflow or imaging? As it turns out, document workflow and imaging can be somewhat complex and the output or outcomes can contain mission critical information. Therefore, training should be an important component.

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Digital Document Organization - Got Folders?

Friday, May 30, 2014

Digital Document Organization

This post expands on a previous post, but the topic is important, so here you go.

Does your company store all of its digital documents in folders on a shared network drive or in static SharePoint folders? If the filing method is by folder, how was that folder structure designed? What are the rules for creating new folders or changing the names of existing folders? Are there any requirements before a file can be saved to a particular folder? How is security managed across the folders? Why all the questions?

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A Little Out There

Tuesday, May 06, 2014

Integration 101

Here are a few thoughts that might be a little out there but they do have some merit.

A National Digital Document Recorders Office

Many, many years ago a great idea came about to have local governments keep "recorded" copies of real estate documents. The purpose was generally to ensure that ownership could be proven and the legal relationship was recorded and recognized. Each local government runs its own recording office for properties in its jurisdiction, but there isn’t a statewide or national "Recorder". This is also primarily a paper based process with actual document stamps.

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Taking Inventory of Your Digital Folders

Monday, April 28, 2014

Taking Inventory of Your Digital Folders

There used to be a frequent occurrence at retail stores called "taking inventory", an all-night process with an army of workers. It was a process of manually counting each unit of every product on the shelves to confirm the actual inventory with the inventory on the books. Together with other data like deliveries this helped confirm sales numbers, but that was about all the data was good for.

This process has come a long way with the use of purchasing systems, UPC codes and registers with barcode reading, all feeding the same database. Inventory is now up to the minute and able to generate automated workflows that send out restocking orders to the vendors.

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Ready, Set, Start that BPA Project (but only after reading this first)

Wednesday, April 16, 2014

BPA Project

The effort to improve a business process seems easy enough. Map out the required information flow. Create a list of the parties involved. Understand the security and legal requirements. Crank up the visual workflow tool and get started.

Sometimes it does work that way, but sometimes each of these steps reveals deeper issues, missing data, incorrect data or inaccessible data. Don't be discouraged, these issues can be solved and you can achieve the ROI that you desire. Read on for a few ideas on how to succeed.

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