It can be tough to increase the bottom line in today’s cutthroat business world. At Workflow Strategies, we focus on three aspects to do just that…Make Money, Save Money, and Mitigate Risk.

Making more money doesn’t have to encompass increasing company infrastructure and labor costs. By utilizing our consulting services and leading-edge technology, we provide you with a platform to Save Money on resources across the entire organization. Instead of hiring one new employee, we provide the right tools to make your current employees twice as effective.

The foundation of our platform is OnBase, the foremost enterprise content management software available today. OnBase provides the technology to create customized workflows specific to your business, while leveraging automated notifications, letter generation, and electronic forms to increase productivity and Make Money. Our platform includes tools to track performance metrics, keep audit trails, and streamline case management which Mitigates Risk and provides efficiency gains that would normally tie up valuable resources if completed manually.

Business Automation Platform

• The reality of today’s business is that many key decision makers spend a lot of time on the road and out of the office. This lack of real-time access causes bottlenecks in your processes.

• By extending your information to mobile devices – whether tablets or smart phones – you can ensure that your business continues to run as efficiently as possible, regardless of where you or your employees are.

• With Android, Windows, Blackberry, and iOS capabilities; Workflow Strategies offers mobile solutions regardless of what operating systems are used by your organization.

Paper – Whether scanning thousands of documents or a single page, Workflow Strategies, captures content at central locations or remote offices using a variety of devices

Electronic Documents – Centralize your information by importing electronic documents directly to the OnBase repository

Data Capture – As documents are captured, OnBase automatically pulls the relevant data off the page and then shares it with your other systems, saving you time and allowing your employees to focus on higher value tasks

Reduce or Eliminate Manual Indexing – By using barcodes, advanced OCR software and application integration, Workflow Strategies will reduce your reliance on manual indexing

Document-Generating Applications – Import ASCII, PCL, AFP, DJDE, PDF, and XML data streams directly from the applications that generate them

• Reduce operating costs associated with printing, shipping, file storage, and processing delays

• Work more efficiently though revision control, versioning, check-in/check-out and the ability to sign documents electronically

• Improve customer service by reducing document search times and increase customer confidence by finding the correct document every time

• Increase productivity by accessing information directly from your business system without switching applications

• Minimize risks by automating security policies, tracking historical access, and preparing for audits with reporting capabilities and automated records management

Business Process Improvement – Workflow Strategies optimizes the way documents and data flow through your organization, making your processes run at optimal speed by automating predictable decisions and routing exceptions to the correct individuals

Work Digitally – With all content available electronically, you can retrieve documents by searching for any word or phrase within them and even sign documents with a signature pad or tablet

Data, Conversations, and Activities –  Bring structure to your unstructured information and incorporate conversations and events into your business processes

Document Composition and Distribution – Automatically generate letters, statements and documents for distribution to your customers

Information Finds You – Workflow Strategies helps you model, design, and develop collaborative processes for documents, data, and unstructured information which allows information to be presented to you instead of searching for something unknown.

Empower Employees to Work Smarter – Our case management platform provides a 360-degree view into the information users need to make smart decisions, from data records and documents to conversations and emails.

Increase Visibility and Control – Reporting dashboards and audit trails of all activities increase transparency, support compliance and help organizations identify opportunities for improvement.

Another Tool, Same Platform – Save the time and cost of building and maintaining multiple systems for document, process and information management. From IT Asset Management to Capital Expenditures, the breadth of this tool is truly amazing.

• Reduce spending on technology infrastructure while achieving economies of scale

• Increase security and disaster recovery by utilizing knowledgeable professionals

• Globalize your ability to processes and access documents and guarantee 99.999% system availability

• Choose from two methods to fit your budgetary needs, Software as a Service or Hosted