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Old Process |
Optimized Process |
| Customer Places Order |
Five part form prints out on dot matrix printer
One copy mailed to the customer
Three copies carried to the warehouse
Warehouse keeps one copy
Driver keeps second and third copies
One copy carried to accounting
|
Transaction Printing generates forms with barcodes
One copy faxed to the customer
Loading copy printed at the warehouse
Driver copy printed at the garage
PDF copy saved to accounting server |
| Warehouse Loads Truck |
Warehouse operator signs top copy and puts in stack
Copies 3 and 4 go to the driver
|
Warehouse operator signs the loading ticket and scans it automatically to the customer folder in a document management system |
| Driver Makes Delivery |
Customer signs forms.
Copy 4 to customer
Copy 3 to driver
|
Customer signs delivery receipt and keeps bottom half |
| Delivery Tickets Processed |
Accounting picks up stack of signed delivery tickets in the warehouse the next morning
Each ticket is keyed by hand into the accounting system by hand to generate invoices
|
Tickets are scanned into the accounting system to automatically release invoices and then stored in a document management system |
| Invoices Sent |
Invoices are printed on pre-printed forms and mailed. |
Invoices are printed on plain paper. Some customers receive invoice by fax or email |
| Payment Received |
Payments are applied manually
Checks are copied and filed
|
Checks and remittance stubs are scanned to the customer folder in the document management system |
| Customer Service |
Customer service puts client on hold while they try to find proof of delivery |
Customer service instantly accesses proof of delivery and emails or faxes it to client. |