Great tool but work out your business processes first!
Use Cases and Deployment Scope
We use it for document management so for example if a client needs to sign off on something or track changes on a document it's a great way of sharing and tracking content. Plus, it reduces problems associated with staff absence or leaving as handover notes aren't required. You can track who is doing what within a document and, crucially, you can search within all your documents, which makes content finding simple.
Pros
- Tracking document actions (who did what, when).
- Defining access capabilities so only giving certain role holders access to certain documents or parts thereof.
- Cloud storage so accessible anywhere.
- Document import which allows you to scan documents and extracts just the info needed in order to create bespoke reports.
Cons
- It doesn't always capture a receipt accurately and so cannot be relied upon to import data and create a report without manually checking the integrity of the data.
- Default print setting is letter size not A4, this drives me mad!
Most Important Features
- Easily completing expense forms
- Document approval tracking
- Workflows for documents that need approvals
Return on Investment
- Now set up it has significantly reduced admin time for everyone. I would say on average 1-2 hours per month per staff member spent on expense forms and submissions.
- Cancelled paid version of slack as no longer needed.
Other Software Used
BrandYourself, Adobe Acrobat Sign, Agile CRM
