| |
Old Process |
Optimized Process |
| Customer Places Order |
Four part form prints out on dot matrix printer
One copy mailed to the customer
Two copies carried to warehouse
|
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
|
| 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
The ticket is stored in 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 |
Tickets are collected and entered 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
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. |
