Even in today’s tech-savvy world, paper-based processes are still common in business. So many companies are wasting time and money with their manual workflows. It’s time to take a closer look at what forms automation can do for your business. This is how one company, who started with a simple shift in how they approve PTO requests, started streamlining their business processes with forms automation.
Cornerstone Ministries is a Christian outreach organization that focuses on helping disadvantaged children and their families. When Cornerstone first learned about workflow automation, they took a step back and started analyzing their processes. “When we really started thinking about approvals, we realized that there were several areas within our business that need improving,” says Sarah Ellis, Director of Finance and Administration at Cornerstone Ministries.
“The Way We’ve Always Done It” Mentality
So many companies get stuck in “the way we’ve always done it” rut. They’ve been using paper for so long, nothing else makes sense to them. As the saying goes, “if it’s not broken, why fix it?” However, when processes aren’t reviewed regularly, that room for improvement starts making increasingly larger impacts on the bottom line.
Before automation, Cornerstone’s process for PTO requests was paper-based. “We had four different types of forms for each department. Employees would retrieve the designated time off request form from their supervisor or download it from the server,” says Ellis.
“Then, they would fill out the form and return it to their supervisor for approval. The supervisor would make a copy for their records and give the form back to them. The employee would then make another copy and drop off that form to HR. When payroll came, the employee would attach the original copy to their timesheet.”