Assessments for Workflow Automation

Square 9 Workflow Assessments

Before you begin re-engineering your document workflow and business processes, it’s critical to have a solid understanding of your objectives and all of the opportunities for improvement. By performing a workflow assessment you are ensuring that your goals are clearly understood and documented before the first change is made to your business process. Taking this time to sit down with trained professionals and align your workflow automation objectives is an investment in planning that will pay dividends for years to come.

The Square 9 Professional Services Group offers Workflow Assessments as an independent project engagement that does not commit you to a single product or vendor. Instead, we work independently with your team to peel back the layers of your processes and identify anomalies or exceptions that might be overlooked otherwise. We then document all relevant concerns surrounding your process including:

  • Process Participants
  • Roles & Responsibilities
  • Security Protocols
  • Intended Flow of Information
  • Exceptions Handling
  • Integration Requirements
  • Opportunities for Process Enhancement

With the help of the Square 9 Professional Services Group you can be assured that your workflow automation project will be met with success and deliver your anticipated Return on Investment.