We talk to a lot of organisations about document automation. Many of them have problems that document automation can help with. Some of them are literally drowning in paperwork, lacking sufficient experienced staff, and know they are exposed to undesirable levels of risk through inadvertent error or lost opportunities through delay. The people on the front-line need a solution now!
Although it is something that they want to start using because they know the benefits it will provide them in terms of greater speed and quality of document creation, with reduced costs and risk of error, many of them already have some type of system that already has, or could have as an extra module, some sort of document generation capability which they are not using. In a corporate context this could be a procurement system or an HR system, and in a law firm, it is often the firm’s practice management system.
Sensibly they want to look into that option further before they make a decision on how they will start to use document automation. The problem is that we see a lot of people go into that process, but few come out the other side. Months or years will pass without getting any of the benefits they know they need. How can this problem be avoided?
If you are considering these types of issues, the following questions and thoughts based on our observations might help you and your team move through evaluation more quickly and effectively and avoid it becoming a black hole that devours your initiative before you get going: