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

Contact Us
Home  
Navigation top Spacer
Consulting Consulting Consulting Spacer
Navigation Spacer
Workshops Spacer
Navigation Spacer
Conferences Spacer
Navigation Spacer

Paperless Technology Planning Success Stories

A few CRE8 success story examples:

Accounts Payable - Assessed current AP data system and paper processes. Advised on data system replacement and developed paperless technology imaging. EDM, and workflow application design. New system was implemented successfully

Air Freight - Helped the organization assess if and how they could benefit from paperless technologies by providing briefing and high-level process assessment of the benefits, risks and challenges of paperless technologies.

Bank - Plan included assessment of operations and determination of where imaging, EDM, ECM, and workflow could be of assistance. Assisted in development of budgets, hiring of internal information technology staff, internal paperless technology corporate standards, staff training, and evaluation.

Banking - Designed application design for integration of check stub image documents to existing employee self serves human resources system. System rolled out successfully to over 25,000 users.

Cancer Research - Developed imaging, recognition, and workflow application design. Assisted with RFP development and vendor selection. System rolled out successfully and was responsible for significant organizational growth.

Cities and Counties - Developed numerous enterprise wide paperless technology (Capture, ECM, EDMS, Workflow, E-discovery, and Retention/Disposition) and process improvement plans. Identified top process improvement, ECM (SharePoint, Cloud), EDMS, and Workflow projects. For top projects developed application designs and RFPs. Read More...

City Planning and Building - Baseline current processes. Identified significant imaging, EDM, and workflow procedural redesigns.

City School (K-12) - Helped the organization quantify the need for new technology purchases by assessing the opportunities that paperless technologies provided for them. Helped them understand the potential effectiveness of a new system by assessing the level of resistance among staff to utilization of paperless technologies.

Clerks Office - Develop application design system. Assisted with RFP development and vendor review. Paperless system rolled out successfully.

College - Provided briefing and high-level process assessment as to benefits, risks and challenges of paperless technologies.

County Court - Assisted with image, EDM, ECM, and workflow application design. Paperless system rolled out successfully.

Department of Transportation - Developed application design for new imaging, EDM, and workflow system to replace failed system. Assisted with RFP development and vendor selection. New paperless system rolled out successfully.

Financial - Developed workflow design. Identified process improvements to simplify and improve process. Paperless systems rolled out successfully.

Health Plan Claims - Reviewed challenges with existing imaging system. Identified through re-design of application how existing indexing and workflow issues could be fixed.

Housing Authority - Developed enterprise strategic plan. Plan included detailed assessment of module, application, file, process, benefit, cost, avoidance, and change management resistance. Plan included vendor assessment, ranking of areas analyzed and recommendations.

Hospital - Assessed requirements for imaging, electronic document management, and workflow technologies.

Insurance (Claims, Underwriting, Operations) - Provided briefing and high-level process assessment as to benefits, risks and challenges of paperless technologies. Developed workflow maps and detailed application design. Assisted with vendor selection. System rolled out successfully.

Insurance (Claims) - Developed image, EDM, ECM, and workflow application design. Assisted with RFP development and vendor selection. System rolled out successfully.

Law Enforcement (Incident Records) - Developed imaging, EDM, ECM, and workflow application design. Assisted with RFP development and vendor selection. Paperless systems rolled out successfully.

Liquor Control Board (License Application) - Developed capture, imaging, EDM, ECM, and workflow design. Assisted with RFP development and vendor selection. Paperless systems rolled out successfully.

Transportation (Bill of Lading) - Eliminated significant number of process steps while significantly improving quality of service. Developed design for imaging, EDM, and workflow system. Assisted with RFP development, vendor assessment, and oversight. Paperless systems rolled out successfully.

Police Incident Records - Developed imaging, EDM, ECM, and workflow application design. New system rolled out successfully within 30 days of vendor starting work.

Public Utility - Developed enterprise wide paperless technology (Capture, ECM, EDMS, Workflow, E-discovery, and Retention/Disposition) and process improvement plan. Identified 105 sub-groups, 416 processes, and 327 filing areas. Ranked processes and filing areas in terms of opportunities for consolidation of duplicate areas, efficiency, quality, and service. In addition, ranked process and file areas as to risk of litigation, audit, and penalties (NERC).

Superior Court (Court Files) - Developed paperless technology standards and guidelines. Paperless systems rolled out successfully.

Wireless Telecom (New Accounts) - Developed image, EDM, and workflow application design. Paperless systems rolled out successfully.

CRE8 education and consulting customer industry and area examples.