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CRE8 Independent Consultants Paperless Technology and Process Improvement White Paper

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Benefits of paperless technology can include dramatic increases in efficiency, quality, service, governance, compliance, and knowledge protection. Yet in spite of the above benefits, major industry studies find that the vast majority of organizations have made minimal progress towards becoming paper-free and a significant number have not even started yet. Conversely, many organizations have deployed paperless technology in an inconsistent bubble up fashion, without proper planning and have created serious operational, litigation, regulation compliance, and audit issues.

This paper will discuss: reasons, we at CRE8 Independent Consultants, believe are responsible for the delayed or incorrect implementation of paperless technologies and how the “process” of paperless technology planning, budget, implementation, and measurement can be improved through use of process improvement methods such as Continuous Process Improvement, Business Process Management, Re-engineering, LEAN, and Six Sigma.

To illustrate these benefits, at the end of the white paper, case studies are presented and a high level end user planning checklist is provided. This white paper is updated as of 07/05/2015.

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CRE8 Independent Consultants Paperless Technology and Process Improvement White Paper

  1. 1. PAPERLESS TECHNOLOGY AND PROCESS IMPROVEMENT WHITE PAPER BY GEORGE DUNN, PRESIDENT CRE8 INDEPENDENT CONSULTANTS (206) 257-7347 CONSULTING@CREINC.COM WWW.CRE8INC.COM
  2. 2. CRE8 PAPERLESS TECHNOLOGY AND PROCESS IMPROVEMENT WHITE PAPER 1993-2015 CRE8 INC. INDEPENDENT CONSULTANTS WWW.CRE8INC.COM PAGE - 2 ABOUT THE WHITE PAPER Benefits of paperless technology can include dramatic increases in efficiency, quality, service, governance, compliance, and knowledge protection. Yet in spite of the above benefits, major industry studies find that the vast majority of organizations have made minimal progress towards becoming paper-free and a significant number have not even started yet. Conversely, many organizations have deployed paperless technology in an inconsistent bubble up fashion, without proper planning and have created serious operational, litigation, regulation compliance, and audit issues. This paper will discuss: reasons, we at CRE8 Independent Consultants, believe are responsible for the delayed or incorrect implementation of paperless technologies and how the “process” of paperless technology planning, budget, implementation, and measurement can be improved through use of process improvement methods such as Continuous Process Improvement, Business Process Management, Re-engineering, LEAN, and Six Sigma. To illustrate these benefits, at the end of the white paper, case studies are presented and a high level end user planning checklist is provided. This white paper is updated as of 07/05/2015. ABOUT THE AUTHOR Mr. George J. Dunn, Founder and President of CRE8 www.cre8inc.com is a worldwide recognized consultant, speaker, instructor and author on business process innovation (Lean, Six Sigma, BPM, Re-engineering, CPI, TQM), paperless technology planning and computer system replacement planning. He holds certifications in numerous process improvement methodologies (TQM, BPM, LEAN, Six Sigma, Workflow) and has successfully designed paperless systems from 25 to over 25,000 users, across numerous vendor platforms. He has served in executive and leading roles with CRE8 Incorporated, GTE Corporation, Wang Labs, ASA International, and KPMG Peat Marwick. He is a past advisor to AIIM worldwide workflow standards committees, Director of Education/Board Member for numerous AIIM chapters, a presenter for worldwide AIIM webinars and a subject matter expert author/blogger for Document Strategy Forum, AIIM and ARMA. CRE8 INCORPORATED CORPORATE OFFICE Mailing Address 936 N 34th Street, Suite 400, 12819 SE 38th PMB29 Seattle, WA 98103 Bellevue, WA 98006 (206) 257-7347 www.cre8inc.com consulting@cre8inc.com CRE8 Independent Consultants provides:  process improvement consulting www.cre8inc.com/consulting/process  paperless technology planning consulting www.cre8inc.com/consulting/paperless  complex computer replacement planning consulting www.cre8inc.com/consulting/complex and  LEAN, Six Sigma, Agile, BPM and paperless technology training, exam prep/certification and PDU www.cre8inc.com/workshops
  3. 3. CRE8 PAPERLESS TECHNOLOGY AND PROCESS IMPROVEMENT WHITE PAPER 1993-2015 CRE8 INC. INDEPENDENT CONSULTANTS WWW.CRE8INC.COM PAGE - 3 TABLE OF CONTENTS About the white paper 2  About the white paper 2  About the author 2 Introduction  Why is process improvement important when planning 4 for paperless technologies  Disclaimer and copyright 6 Introduction to paperless technologies 7  Capture 7  Recognition 8  Signature 8  Electronic content management (ECM) 8  Workflow 9  Electronic Records Management (ERM) 9 Introduction to process improvement methodologies 10  Continuous process improvement (CPI) 10  Business process management (BPM) 11  Re-engineering 11  LEAN 12  Six Sigma 13  How to decide which process improvement method is right for your project 14 Conclusion 15 Appendix 1 - Case studies 16  Kaizen and paperless technology planning 16  LEAN and digital signatures 18  Six Sigma and electronic content management (ECM) 21  Re-engineering and workflow 24 Appendix 2 – Takeaway Checklist  High level paperless technology and process improvement checklist 27
  4. 4. CRE8 PAPERLESS TECHNOLOGY AND PROCESS IMPROVEMENT WHITE PAPER 1993-2015 CRE8 INC. INDEPENDENT CONSULTANTS WWW.CRE8INC.COM PAGE - 4 READ WHITE PAPER PAPERLESS TECHNOLOGY AND PROCESS IMPROVEMENT

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