Quit Paper Approach

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'Paperless Office' - finally a new way to deliver on the elusive promise of the 'Paperless Office'. Learn how to unlock the secrets!

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  • To help our customers Quit Paper, we automate the processes that help generate so much of it. As you know, there is a tremendous amount of paper that flows in and out of your company to customers and vendors. The Procure and Pay process is there to receive the goods & services required to run your business. This generally starts by generating a Purchase Order to your supplier, and they in turn send you an invoice for payment to process. The Order to Cash process starts when you receive a Sales Order for the goods & services you provide. You then send an invoice to your customer for payment. Esker offers a complete document automation solution that can automate the documents associated with the Order to Cash and Procure to Pay process. Today we’ll focus on how we can help you automate the Order to Cash process.
  • To help our customers Quit Paper, we automate the processes that help generate so much of it. As you know, there is a tremendous amount of paper that flows in and out of your company to customers and vendors. The Procure and Pay process is there to receive the goods & services required to run your business. This generally starts by generating a Purchase Order to your supplier, and they in turn send you an invoice for payment to process. The Order to Cash process starts when you receive a Sales Order for the goods & services you provide. You then send an invoice to your customer for payment. Esker offers a complete document automation solution that can automate the documents associated with the Order to Cash and Procure to Pay process. Today we’ll focus on how we can help you automate the Order to Cash process.
  • Quit Paper Approach

    1. 1. © Esker 2008 esker.com The n approach
    2. 2. Quit Paper Approach
    3. 3. Lean Principles Creating more value for customers with less resource <ul><li>5 Laws </li></ul><ul><li>The Market - Priority should always be given to providing the features and services the customer needs. </li></ul><ul><li>Flexibility - Process should always be flexible ensuring products and services can be provided faster. </li></ul><ul><li>Focus – Always focus on eliminating the top 20% of ‘Time Traps’ to create faster processes. </li></ul><ul><li>Velocity (Little’s Law) - Work in Progress (WIP) is the enemy, it slows down processes, cost money and hides quality problems. </li></ul><ul><li>Complexity = Cost – Continually challenge unnecessary complexity unless it can be automated. </li></ul><ul><li>7 Wastes </li></ul><ul><li>Defects – Sales & Vendor Invoice exceptions </li></ul><ul><li>Overproduction – Rekeying, manual tracking </li></ul><ul><li>Transportation – Postal and delivery cost </li></ul><ul><li>Motion – Movement of paper around the office </li></ul><ul><li>Waiting – Paper waiting to be processed (in-tray) </li></ul><ul><li>Inventory – Printing paper </li></ul><ul><li>Processing – Archive & retrieval , keying, approval workflow, manual fax, post. </li></ul>
    4. 4. Lean Waste Disposal Document Delivery Document Formatting ICR Systems Integration Archive & Retrieval Mail Operation Workflow
    5. 5. Lean Post & Fax as a Service
    6. 6. Six Sigma Quality Remove defects to eliminate cost of poor quality and improve customer satisfaction Eliminate costly rework generated through poor quality using data driven statistical process control lead by a dedicated Esker Black Belt.
    7. 7. DMAIC – A logical flow to problem solving <ul><li>Measure - What's happening </li></ul><ul><li>Develop process measures </li></ul><ul><li>Collect Process Data </li></ul><ul><li>Check Data Quality </li></ul><ul><li>Understand Process Behaviour </li></ul><ul><li>Define - What is Important </li></ul><ul><li>Business Case </li></ul><ul><li>Problem Statement </li></ul><ul><li>Project team </li></ul><ul><li>Solution cost estimate </li></ul><ul><li>High level process and scope </li></ul><ul><li>Voice Of the Customer (VOC) </li></ul><ul><li>Analyse – What’s wrong </li></ul><ul><li>Value Stream Mapping </li></ul><ul><li>Analysis the process & data </li></ul><ul><li>Develop and prove root cause hypothesis </li></ul><ul><li>Improve – By fixing what’s wrong </li></ul><ul><li>Scoping & Prototyping </li></ul><ul><li>Business Rule Development </li></ul><ul><li>Multiskilling </li></ul><ul><li>5S </li></ul><ul><li>Training & Change Management </li></ul><ul><li>Project & Risk Management </li></ul><ul><li>Control – To guarantee success </li></ul><ul><li>Implement ongoing measurement </li></ul><ul><li>Standard Operating Procedures </li></ul><ul><li>Qualify Improvement </li></ul><ul><li>Stakeholder Kaizen </li></ul><ul><li>Close Project </li></ul>
    8. 8. Cash Conversion Cycle
    9. 9. The time is now.

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