Workflow Automation Software

Millennia Group Blog

A Life Lesson – Sharing is Good

A Life Lesson - Sharing is GoodWhat are the needs of your employees to share documents with people outside of your company? They might share documents with customers, business partners, vendors, lawyers, bankers, government agencies and many other outside parties.

Your users want this to be easy – write an email, attach a document or two and hit send. Your executives want to make sure that the process is efficient, but also meets security and confidentiality requirements. The CIO doesn’t want the network to crash or the email system to bog down.

Companies that are using a shared network drive for document management can expect basic sharing to be easy for users (provided they can find the files they are looking for). Users will attach the files to an email, copy the files to a thumb drive or push the files to the cloud. There is generally…

Getting to Easy Is Hard

Getting to Easy Is HardOne goal of digital workflow is to simplify a process, to make it easier. To someone intimately involved in a longstanding business process, that process probably appears to be simple. Years of repetition and a history of managing the inevitable “twist” in the process or “rare” occurrence has resulted in it being perceived as easy. It’s only when there is a need to document the process that all eyes are opened to the actual complex process and the challenges ahead.

It’s not only the effort of understanding the true process that can be difficult, it is also designing a workflow process that isn’t more complicated and costly than the old way.  A poorly designed process could solve one issue extremely well, but over complicate two others. The good news is that there are technology tools available today that are flexible enough…

Wedded Bliss

Wedding Bliss

Over the past decade, Millennia Group has been involved in many large real estate developments around the country. We support the developer’s construction loan funding process. The simple explanation is that we help gather, organize and submit a digital copy of all the documentation that the bank requires before funding each construction loan draw request. These requests typically occur monthly.

The actual process is far more complicated and in fact is a marriage of documentation and data. This process happens to be one of the best examples of how document scanning married with data creates an incredibly powerful tool. In fact this should be the number one rule in document scanning.

In the construction loan funding example, the power comes from matching each scanned invoice to the correct construction budget line item. Being able to see the budget for each draw request and then immediately drill…