Rethink Your Work Flow

For years and years, we have turned in our VISA receipts, the paper receipts, writing on them what the purchase was for and other details. The office would then compile these, taping the smaller ones to pieces of paper, by employee, to match back to the VISA statement. Then when some receipts were electronic, we would forward them to the office so they could print them and include with the VISA statement package.

Now that we have accounting staff that is out of state, this process absolutely does not work! We now turn in receipts through the FIT System, or send via email so they can be saved to SharePoint in the VISA folder for that specific month. This makes receipts accessible and searchable without tying us back to the office file cabinets.

After years of printing and scanning my airfare receipts, it suddenly dawned on my that I could print them as PDF’s right away, and with SharePoint in place, save them to the correct file, taking half a dozen steps out of the mix!

Recently a client shared that employees would take a picture of a document or receipt, then they send it to the receptionist, who then prints it (to paper), then gives it to someone else to scan it, then it is saved to SharePoint. How about using the OneDrive app and go straight from the camera phone to SharePoint?

What about you? What work flows is it time to reconsider? How could they be streamlined? Maybe it’s video meetings over Teams; maybe documents straight to SharePoint; set up electronic collection of receipts or time; automation for data or Power BI reports for ’live’ data updates. We’d love to do some brainstorming and see how these electronic tools might help you! – CMW