Insights from Heartland

July 07, 2015

Category: General

Shelly Rogers, Senior Solution Consultant, gave a presentation at the Heartland Conference on workflow automation and how business process management can improve productivity. The seminar was very interactive and Shelly reports a great conversation flowed. She came away with three key takeaways:

• Providers continue to feel huge pressure to be more efficient and work cleaner due to competitive bidding. Whether you win or lose the bid, it has huge implications on your organization. Those who have won now have to swallow a huge new account. Those who were unsuccessful now have to do more with less. In both cases, increasing productivity across the entire organization is no longer a nice-to-have, but essential to survival.
• Insight and analytics are a key focus. It’s not just about monitoring staff; it’s about understanding the details of how the business operates and where there are opportunities for learning and improvement. This becomes even more important when managing across location and ensuring proper resource allocation. Having software that can connect and track across locations, departments, and individual team members is vital for continuous improvement.
• Billing software can’t be everything to everyone. Many of the providers at the session had been trying to use billing software to gain needed visibility into their operations. But it just simply isn’t designed to track processes, automate workflows, track deadlines, and provide real-time reporting and alerts on works-in-progress. It also fails at being an effective electronic filing cabinet due to limitations on data entry and document retrieval.

The beauty of having a separate document management and business process management tool is that it can become the hub that connects your disparate systems. And if you decide to change billing software, you can easily unplug the current one and plug in the new one without disrupting the entire operations. Plus, using a best-in-breed approach means you don’t need to settle for less when it comes to features and functionality that will truly make your work lives more efficient. For streamlining and standardizing your organization, consider a program that was purpose-built rather than trying to force your billing software to be something it’s not.

SHARE THIS POST