3 Best Practices for Improving Document Workflows

Being in the business of document productivity, we at Nitro do our best to understand the various document workflows used by our clients. We sell Nitro Pro and Nitro Cloud as tools for streamlining the paperwork processes that often eat up valuable time and effort during the workday.

The way we see it, the less time someone spends tracking down a signature or mis-filed document, the more time they have to dedicate to other critical parts of their job.

Here are 3 of Nitro’s basic best practices for improving document workflows in any business:

1. Articulate the document workflows you currently have in place. What do your company’s document workflows look like right now? Are they clearly documented and accessible to all necessary parties? Do they involve printing and scanning, multiple revisions, or signing and approval from various individuals? Simply articulating the current state of document workflows within your organization will start you in the right direction.

2. Identify blockers, bottlenecks, and other inefficiencies that slow or complicate document workflows. These factors can be glaringly obvious, like lost paperwork or waiting for a signature, or they can be less so. Duplicating efforts, losing track of the most current version, or not being able to access a document can all slow down a workflow—but luckily, all of these instances are easy to remedy once they’re pinpointed.

3. Get your teams involved. For any workflow changes to be implemented successfully, the process must be inclusive. Even as you evaluate your current workflows, consider the colleagues that may be involved in each step. Multiple parties are more than likely affected, in which case the most productive approach might be selecting one representative as a point person for discussing pain points, brainstorming about improvements, and communicating progress back to the group.