| | Old Process | Optimized
Process |
|
| Customer Places Order | Four part form
prints out on dot matrix printer. | Transaction Printing
generates forms with barcodes |
| | | |
| | One copy mailed to the customer | One
copy emailed to the customer |
| | | |
| | Two copies carried to warehouse | 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 | Warehouse operator
signs the loading ticket and scans it |
| | | |
| | Copies 3 and 4 go to the driver | The
ticket is stored in the customer folder in a document management system |
|
| Driver
Makes Delivery | Customer signs forms. Copy 4 to customer | Customer
signs delivery receipt and keeps bottom half |
| | | |
| | Copy 3 to driver | |
|
| 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
and remittance stubs are scanned to the customer folder in the document management
system |
| | Checks are copied and filed | |
|
| 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. |