April 4, 2018

The Work Behind the Workflow

Leslie Wengenroth | Director of Marketing

A common theme underscores the major trends happening in customer communications. It’s workflow.

Process automation and workflow are critical for success in omni-channel communications and full color inkjet document production. Workflow also plays a sizeable role in regulatory compliance and outsourcing strategies. And mergers and acquisitions are making multi-site management a priority, which also demands reliable workflows.

Document operations facilities face several hurdles to overcome when they overhaul or implement their workflows.

  • Transfer of Knowledge – Knowledge silos exist in every large organization. In too many shops, critical information about job set-ups, quality control, alerts, and efficiencies exist only in the heads of key employees. Staffing changes or sudden growth can disrupt production that was running smoothly only because the organization relied on the knowledge of experienced individuals. Documentation must be updated and made available to all relevant employees.
  • Normalizing and Standardization – Organizations can choose many paths to produce printed and digital output. Diverse processes impede smooth transitions when companies attempt to create efficiencies made possible by new technologies. Manually inspecting each set of job steps and developing a common framework that works for all the jobs can require skilled resources. Organizations should allocate plenty of time for this phase of workflow improvement.
  • Automation – Choosing a common automation platform requires careful comparison, research, and testing. Many organizations have invested in more than one automation solution, with the result that their work is running under the control of several software tools. Merging all the production jobs to run under one automation platform may require gradual transition to avoid production disturbances.

Achieving document operations goals requires reliable, behind-the-scenes software to prepare raw data and print files. These important systems ensure that work proceeds seamlessly from one step to the next. Some issues to consider are:

  • Companies must transform legacy print files composed for laser printers into print languages ingested by modern inkjet devices.
  • Preprinted shells must be replaced by inline forms.
  • Monochrome print should be turned into color.
  • Document streams must be split according to customer channel preferences to allow multi-channel output from a single source.
  • Name and address blocks must be repositioned to align with windows in a standard outbound envelope.
  • Inserter control files should be created to enable document integrity and item tracking accountability.

A lot of work goes on behind the workflow

Process automation is most effective when all the data and operations are the same. The reality for most organizations is that data and documents come from different departments, subsidiaries, or outside sources, and are rarely identical. Normalization is difficult, with the mix of formats and designs changing as the organization adds new work. Onboarding new applications that do not fit the model of existing jobs can result in custom solutions, complicating matters even more.

The best way to approach this problem is to apply technologies at strategic places within your workflows. These technologies modify and standardize the diverse collection of data and formats, resulting in streamlined processes easily managed by workflow solutions.

Crawford Technologies products make it possible for document operations to produce the results their companies or their customers want to achieve. Our software facilitates adjustments and conversions of all kinds, from updating inserter control marks to optimizing data for printing efficiencies, creating archive indexes, maintaining document integrity, or distributing messages over multiple channels.

Buying a new workflow solution is not the whole answer. Crawford Technologies makes any process automation workflow run smoother and more efficiently. We do the work behind the workflow.

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