Accounting Automation & Beyond

DocuPhase’s blog provides valuable insight into how your company can benefit from implementing automation & document management into existing processes.

Enterprise Automation – Where Will You Begin?


Would you believe it if someone told you that 59% of business processes will be automated within the next five years, and that 83% of IT decision makers consider automation to be “essential” or “very important” to their companies? According to a recent study by Redwood Software, all of this is true! RPA is a growing trend in the US and in the UK.

That said, once you’ve decided you want to invest in an Enterprise Automation Platform, it can be difficult to identify where you’ll begin your digital transformation. When it comes to the greatest impact automation can have on your enterprise, one size doesn’t fit all. It’s important to take a look at all of your options, along with your business’ biggest pain points, in order to identify the best place to get started.

enterprise automation

Understanding the Options

An Enterprise Automation Platform can be used to automate processes within any department or team. As a starting point, check out this 2-page online brochure for a list of the industries and departments where we’ve seen Enterprise Automation used in the past. A flexible enterprise solution can be used to map out and automate everything from back-office accounting/finance processes to customer-facing dashboards and portals.

Identifying Your Greatest Opportunity

You can’t change everything all at once. It’s important to plan out your digital transformation strategically. Here are some suggestions for where you might begin, based on what other organizations have done, and the departments that hold the greatest number of automation-ready processes:


Many organizations have accounting processes that have been passed down from person to person and no longer make a lot of sense from a “process health” standpoint. There might be duplicate steps or manual, paper-based tasks that could use a facelift.

accounting automation

For example, when Alimera Sciences (a pharmaceutical company) decided to dip their toes in the automation pool, they chose to begin with their invoicing process. Why? Because they were having issues with limited licenses for their existing accounting system, and they were seeing lags in their process. Invoices would be handed to a manager for approval, and they’d be left sitting on a desk for weeks at a time, backing up every other step of the process.

With DocuPhase’s automated routing and rules-based approvals, this was no longer a problem. Invoice processing time was reduced by 93%! At that point, with their AP processes automated, they were able to look at other areas that could benefit from automation.


Sometimes a process works just fine when you have a 50-person operation. But when you explode to a 500-person operation very, very quickly, your paper-based process begins to wear through. You hold it up to the light, and you see a bunch of tiny holes. It’s no longer secure or sustainable. 

sales order automation

When we first connected with KnowBe4 (the world’s largest security awareness training and simulated phishing platform), they were experiencing a period of tremendous growth, and it was taking a toll on their sales process.

They decided to begin their Enterprise Automation journey by updating their sales order process. The DocuPhase team performed a number of steps during the implementation process that helped them radically change their sales order process. The most notable changes came from:

  • A redesigned, digital sales order form
  • Automation of their mapped out sales order process
  • A seamless integration with their existing SalesForce software
  • Access to analytics relating to their sales performance

Check out the full KnowBe4 story here.

Human Resources

According to, “most HR processes can now be automated.” For some businesses, automating the many manual processes within HR can make a huge fiscal impact. Consider these 10 HR tasks you could be automating:

human resources

  1. Updating benefits selections
  2. Processing PTO request
  3. Updating employee data
  4. Sending reminders about employee reviews
  5. Organizing, indexing, and filing new hire paperwork
  6. Ensuring compliance
  7. Preparing for an audit
  8. Securing sensitive documents
  9. Backing up your data (disaster recovery planning)
  10. Standardizing the application and hiring process

For more info on HR automation, check out our 2018 Ultimate Automation Toolkit: HR Edition.

It’s packed with info relating to HR challenges like these:

  • High employee turnover
  • Undocumented or inconsistent processes
  • Excel spreadsheet overload
  • No plan for disaster recovery
  • SharePoint confusion

If you’ve got a high turnover rate, you’re not alone.

When we met Goodwill Industries, they had an annual turnover rate of 35% and needed a solution for their inefficient HR and payroll processes. After implementing Document Management and Enterprise Automation within their HR department, they were able to reduce time spent on paperwork by 25%, and they saw $100,000 in annual savings.


Some departments are more paper-laden than others. The legal department takes this to the next level! A single case can mean reams and reams of paper. Add to that the fact that multiple cases are worked in concurrence. That adds up to a TON of paper.

legal automation

Our first discussions with Lewis, Birch & Ricardo helped uncover their unique issues, which were caused by the sheer amount of paper volume and binders required to substantiate support for business evaluations and analysis. Their challenges included:

  • Being encumbered by binders and documents associated with each legal matter
  • Having to carry luggage carriers with boxes of documents for a single meeting
  • Being required by law to provide opposing attorneys with financial documents and analysis in a timely manner, meaning speedy replication was extremely challenging but necessary

With legal automation, your team will be able to automate digital filing, tie together related documents with customizable tags, and find the records they need with dynamic full-text search capabilities.


manufacturing automation

Manufacturing is riddled with complex processes and ever-changing regulations. Combine this with old-fashioned, paper-driven operations, and you’ve got yourself a recipe for needless complications and delays. Oftentimes, lost documentation requires extra time to recreate, and you lose revenue in the process. 

When you apply Enterprise Automation software to manufacturing, you’re able to:

  • Create QA checklists
  • Ensure compliance and auditability
  • Automate crucial processes
  • Manage SOPs and revisions
  • Maintain consistent instructions for everyone completing QA routines
  • Access process maps and analyze process data

For example, Lockheed Martin, a global security and aerospace company, uses Enterprise Automation to gain visibility into their assembly processes, to track requisitions for parts, and more.

Exploring Other Resources

Web Forms

Have you ever filled out a form online before? Imagine that ease of use across any business process. You can use web forms for purchase orders, PTO requests, or even financial reporting.

Check out this webinar recording to learn the 10 most commonly created web forms.

Paperless Possibilities

Document Management is the foundation that Enterprise Automation is built upon. At companies that aren’t paperless, the monetary and environmental costs continue to add up:

  • Employees spend an average of 30-40% of their time looking for information they can't easily find
  • For every misplaced document, your business could lose anywhere from $350-$700
  • 50% of business waste is made up of paper, and U.S offices use 12.1 trillion sheets of paper a year
  • With all the paper we use each year, we could build a 12-foot-high wall of paper from New York to California!

If you’re ready to embrace a paperless office, download “Not Your Mama’s Guide to Going Paperless” to learn more about how Document Management can impact your bottom line.

Still not sure where to begin your Enterprise Automation journey? Get guidance from the pros. We know what’s possible and where we’ve seen successes with companies like yours. Work hand in hand with our team of process improvement consultants as you figure out where to begin with Enterprise Automation, and where it will take you in the future.

RAA Demo

Steve Allen

Steve Allen is the founder and former CEO of DocuPhase, a best-in-class, browser-based software that delivers unmatched efficiency to companies around the world by automating core accounting processes. He drives the innovation and product vision of DocuPhase to develop solutions to simplify the workplace.