Solution area
e-Transformation
Digital document processes such as e-Invoice, e-Ledger and e-Archive running integrated and uninterrupted with your ERP processes, so document flow stops being extra work disconnected from operations.
Document flow
From transaction to follow-up.
A document is the result of an operation, so the flow is built inside the operation.
Transaction
An order, delivery, collection or purchase
Check
Responsibility and a control point
Digital process
The document is produced and sent
Follow-up
Matching with the record and monitoring
Starting point
A document is the continuation of an operation.
Digital document processes are often run on a separate screen, under separate responsibility. Yet every document is the result of an operation: an order, a delivery, a collection or a purchase.
When document flow is disconnected from operations, the result is repeated data entry, records that do not match and checks that pile up at period ends.
So we start from the process behind the document rather than from the document type: which transaction produces which document, and which record confirms what?
Common situations
- The same information entered into both the ERP and the document screen
- Documents matched to accounting records by hand
- Checks that pile up at period ends
- A document process that depends on one person
- New processes added to the document flow after the fact
Workstreams
Document flow handled with the process.
Scope is set together based on your existing systems and process needs; regulatory detail is confirmed with the relevant specialists.
Process analysis
The processes that produce documents, the responsibilities and the control points are mapped; repeated steps in the current flow become visible.
Connections to existing systems
Connections to the ERP and other enterprise systems are planned, and it becomes clear which records the document flow feeds.
Controlled rollout
The change goes live with limited scope, is tried with the real process and adjusted based on feedback.
Monitoring and support
After go-live the flow is monitored, errors are handled and improvements continue regularly.
Delivery approach
We move without stopping operations.
Document processes are part of daily work, and the transition is planned accordingly.
Mapping the current flow
The processes that produce documents and the records they touch are mapped together.
Designing the target flow
It is agreed which step stays in the system and which stays in the process.
Rollout with real documents
Work starts with limited scope and is validated with real documents.
Monitoring and improvement
The flow is monitored and the steps that do not work are addressed regularly.
Scope note
Regulatory detail is agreed at the start of the project
Digital document processes follow regulation, and the detail can change over time. That is why this page carries no document-type, scope or compliance claims.
The scope that applies to your organisation is confirmed with the relevant specialists after your current systems and processes have been reviewed.
Let's handle your document processes together with operations.
Let's talk through your current flow and systems, and agree the scope and the sequence.