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The Inception of OnTask Automation
May 18, 2018
Even the most tech-savvy businesses are still using some manual, paper-based procedures to
filter tasks through the process. When Accusoft’s Steve Wilson, VP of Product, witnessed the
sales contract approval process, commonly known at the office as the “Red Folder” process,
he realized something had to change.
I remember thinking to myself … ‘We’re a technology company. Why haven’t we
taken our processes digital?' Steve Wilson VP of Product
So many companies live by the rule of “if it’s not broken, don’t fix it.” While many are stuck in
their ways, Accusoft decided to raise the bar and fix the problem itself.
Understanding the Issue
The first step was to analyze Accusoft’s business process management (BPM). Accusoft
reviewed how it managed processes from one point of contact to another. Whether the process
was event planning or a department workflow, the company began to see a trend in manual
business processes.
Want to learn more about process mapping? Read about it on our process mapping
blog.
They decided to start with analyzing the sales contract approval process first since it was one
of the most painful processes for the sales and executive team. The sales contract process
included too many emails, multiple document versions, hand-written comments, approvals via
a red folder and wet signatures.
This time-consuming manual process was wasting precious time and energy. Todd Neal, who’s
now OnTask’s Product Manager, knew there had to be a way to spend less time on paperwork.
However, research from AIIM shows that the cost of manually routing documents is expensive.
Between printing, scanning, and manually sending files to other departments, there’s not only a
time investment, but a monetary one as well. Plus, these manual processes lack visibility and
transparency. There is simply no way to manage work that’s in progress and know what stage
it’s in.
Developing a Solution
Accusoft took matters into their own hands and started developing a workflow tool they could
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