In many cases, even for large organizations, systems and processes routinely consist of people emailing spreadsheets and documents around for review. One classic example is one person emailing another person with information to be entered into another system eg Get it posted in the CRM ..Another is someone making a request by emailing a PDF or Spreadsheet form to a departmental mailbox instead of entering the information directly into a digital form for automated routing, review, approval, and insertion into a common system.
Certainly, these are not the best ways to handle the flow of information between people and systems. In fact all these manual methods are more likely to frustrate and make way to miss the business goals rather than to accomplish them.
THE DOWNSIDE OF MANUAL OFFICE PROCESSES
A lot can go wrong with manual processes. Since its human to make mistakes, fail to follow standard procedures, and move at our own pace. This means:
- Information is lost
- Deadlines are missed
- Communication is difficult
- Stakeholders experience frequent interruptions
- Mistakes and misunderstandings occur regularly
- Reporting and monitoring the process is impossible
- Data is re-entered multiple times
- There is no audit trail