Understanding Your Document Creation Process

Most firms want to do a want to get the right documents to their clients on time and error free. In spite of wanting this to happen, however, many are still struggling in this area.

If you’re one of those firms, I have the next step for you to take!

I’ve already talked about some of the reasons you are struggling with delivery and errors. You learned about how you need to start understanding the reason why errors happen. This is done by collecting information about when errors happen.

The next step is to understand what your current process is. You may be thinking, “I don’t have a process,” or “I already know what my process is.”

In either of these cases you will be surprised at what you find out during this step. What we have found is that even though the firm thinks it knows what the process is, they don’t truly know what is really happening until they go through this exercise.

Go ahead and watch this video about some basics on how to map out your process:

Now that you’ve watched the video, take the next step by meeting with your team and mapping out the process!

I’d also like to invite you to attend our Document Systems webinar on February 25 at 3:00 EST, where we are going to teach you the steps you need to create your Document System. This will lead to delivering on time and error free documents.

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