CASE STUDY
Now we have the ability to promote the people who originally managed that manual process , expanding the scope and value of their roles . Yes . We ’ ve taken something away from them , but they are extremely grateful to be able to reshape what they do with little to no additional effort .
Why was it so important to add an intelligent automation layer to your processes ?
As a company that operates in all regions of the world it is important that we are able to collaborate quickly . We can no longer rely on the traditional methods of operation . Companies cannot be competitive if they are still printing documents , signing them by hand , photocopying , scanning and then emailing to also have somebody on the other end repeat the same steps .
Some of our approval processes pre-K2 Cloud involved emails with attachments being passed around , usually with people copying , commenting and sending their own versions to others , leaving everyone wondering where the source of truth was . This would often result with in-person meetings where some poor soul would have had to combine all the emails in to one , adding a spreadsheet to perform calculations on various amounts that determined who else they needed to drag into the decision making .
Thanks to K2 Software , now we have a pre-prepared digitized process that routes only to the relevant persons , capturing their feedback and making a decision for everyone .
How has the solution facilitated you to drive more transparency across your processes ?
Typically processes were carried out by multiple people in a team and , as is human nature , people tend to do things differently – often the way that they are comfortable with . One person may take two hours whereas another may take two days . So it was very difficult to realize what was the most optimum method and by whom . Did the person taking two hours skip crucial steps or was the other person unsure of how to carry it out quicker due to lack of training ?
By taking away the thought process from both of these individuals , we can execute the same instructions the exact same way each time . We can then add forms and reporting so that people outside the process can ‘ peer-in ’ and know exactly where we are without ever needing to understand the individual parts .
This level of transparency drives consistency in activity as well as adhering to company policy . p
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