CRE8 Inc | Independent Consultants: Improving Processes, People & Systems

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Paperless Technology Planning Methodology

CRE8 Independent Consultants help organizations plan for paperless technologies (scanning, capture, electronic content management (ECM), electronic document management (EDM), workflow, and electronic records management) and incorporate them effectively into their business processes. With our Advanced Technologies Planning Services we follow the tried and tested P.A.P.E.R.L.E.S.S.™ approach.

Provide education to executives, management, and staff regarding the abilities, risks, and costs of scanning, capture, imaging, ECM, workflow, and electronic records management.

Answer questions regarding various paperless technologies integration and software platform options. Gain an understanding of the concerns and benefit expectation the organization has regarding paperless technologies. Identify budget requirements and staff constraints.

Provide a report of standards at the industry, de-facto, and best practice level.

Establish enterprise strategic plan. Assess department and group paperless technology requirements at the module, sub-module, and functional levels. Determine enterprise capture, workflow, storage and retention disposition requirements. Document enterprise process and filing opportunities. Stack rank departments and groups. Evaluate benefits and costs. Develop plan.

Redesign process and workflows. Focus on ways to simplify, improve, and reduce rework within and across processes before design of workflow. Document processes and workflow requirements.

Lead the organization in documentation of their paperless technology requirements. Assist in the development of application design and request for proposal (RFP).

Evaluate vendor RFP responses with client decision team.

See that the solution offered by the vendor meets application and workflow requirements and timelines. Oversee quality assurance as the vendor implements the solution.

See that internal teams are recognized for their efforts through certification and awards.