The Role of Documents in Business Process Management
10/10/2006
By Alan Tam, Senior Product Marketing Manager, Enterprise and Development Business Unit, Adobe Systems, Incorporated
Documents are often as fundamental to commerce as the people who participate in
the process. In spite of this, modern business process management (BPM) systems
have focused largely on improving internal processes while ignoring the relationships
between people, workflows, documents, and enterprise systems that extend beyond
the firewall to users both on-line and off. For any BPM strategy to succeed, it
is important to address the fact that paper documents-invoices, proposals, legal
contracts, and other materials-are essential to transactions.
Until recently, technology options were limited for integrating document-driven
processes with the backend systems that support an organization's sales, finance,
HR, and other activities. However, the advent of intelligent electronic documents
provides organizations with the opportunity to roll document workflows into
more integrated, automated processes, bringing much-needed efficiency to how
forms and other business documents are completed and processed inside and outside
an organization.
From Paper to Digital
In contrast to paper forms or even static digital pages, intelligent documents
are interactive and dynamic-much more than simple replacements for paper. They
contain built-in features for automatic routing to one or multiple reviewers,
for verifying that forms are completed properly, and for supporting document
control and security. They enable organizations to accelerate and streamline
processes, eliminating the need for staff to rekey data and copy, route, and
track information across multiple groups. At the same time, intelligent documents
support business goals aimed at following workflow policies, improving collaboration,
securing content, and complying with regulations.
The use of intelligent documents is increasing today in financial services,
manufacturing, and government operations. For example, the Kansas Department
of Transportation (KDOT) has automated previously paper-dependent workflows
to better handle constituent requests and manage the thousands of projects the
agency undertakes annually. The result has been enhanced services and reduced
operating costs.
A Study in Efficiency
KDOT is an excellent example of how organizations can achieve greater benefits
from BPM by uniting paper-centric and digital workflows. At KDOT, more than
3,000 employees oversee the state's network of roads and bridges; responsibilities
include maintaining the transportation system, collecting and evaluating data,
scoping new projects, overseeing design and construction, and coordinating other
essential tasks.