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Enabling Business Communication at scale, uniquely engaging one customer at a time.Enabling Business Communication at scale
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“Thank you Bidvest team for your great service throughout 2024.”
- MTN
“Working with the Bidvest team is a real pleasure. We've thoroughly enjoyed partnering with a local provider for our business' WhatsApp profile - invoicing is simple and our templates are loaded and approved speedily. Prepaid24 would highly recommend Bidvest. Such a seamless process from setup to production!”
- Prepaid24
“We're incredibly grateful to the Bidvest Data Team who go above and beyond to support us with vital customer communication. Their commitment and innovation has kept us at the forefront of electronic customer engagement.”
- Sanlam Retail Mass
“Dear Bidvest team, Just wanted to take the time to say a very special thank you to TEAM BIDVEST. Everyone at OUP thanks all the people involved over the last few weeks and trust me, everyone in our organization now knows how much we can depend on Bidvest and we're all truly grateful for your efforts. Your responsiveness to our changing needs and requests is truly appreciated”
- Oxford
Learn how to effectively set up digital document workflow automation for your enterprise. Explore each step from defining objectives to full implementation and best practices to enhance efficiency and compliance.
In the fast-paced business environment of South Africa, enterprises must adopt efficient document workflow automation to improve productivity, enhance compliance, and streamline operations. Digital document workflow automation eliminates manual errors, reduces processing times, and facilitates better collaboration among teams. In this extensive guide, we will walk you through the comprehensive steps required to set up an effective digital document workflow automation system that addresses your unique business needs.
Digital document workflow automation refers to the process of automatically managing document-related tasks through predefined workflows within an organization. It leverages technology to facilitate the creation, approval, distribution, and storage of documents, reducing the reliance on paper-based processes and enhancing transparency throughout an organization.
Identify what you want to achieve with document workflow automation. Consider the documents that will be processed, the stakeholders involved, and the specific outcomes you desire. Key questions to address include:
Create a detailed map of your current manual document workflow. This mapping exercise should involve documenting each step of the process, identifying bottlenecks, redundancies, and areas that require improvements. Tools like flowcharts can help visualize the entire workflow.
Select software solutions that provide necessary features like:
Using process mapping, design the new automated workflow. This should incorporate feedback from stakeholders to ensure that it meets their requirements. Elements to consider include:
Launch a pilot program to test the new automated workflow with a selected group of users. Monitor performance, collect feedback, and make adjustments based on practical experiences. Emphasize the importance of training for all participants to ensure smooth adoption.
Upon successful piloting, deploy the automated workflow organization-wide. Provide ongoing support, gather user feedback, and ensure continuous improvement post-implementation. Regularly review the workflow to refine processes and incorporate new technologies as needed.
Implementing digital document workflow automation transforms the way South African enterprises manage their document processes. By adopting a structured approach, which includes defining objectives, mapping current workflows, selecting appropriate tools, and continuously refining the process, organizations can achieve improved efficiency, better compliance, and greater collaboration across teams. Embrace digital transformation today and position your enterprise for future success.
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“Thank you Bidvest team for your great service throughout 2024.”
- MTN
“Working with the Bidvest team is a real pleasure. We've thoroughly enjoyed partnering with a local provider for our business' WhatsApp profile - invoicing is simple and our templates are loaded and approved speedily. Prepaid24 would highly recommend Bidvest. Such a seamless process from setup to production!”
- Prepaid24
“We're incredibly grateful to the Bidvest Data Team who go above and beyond to support us with vital customer communication. Their commitment and innovation has kept us at the forefront of electronic customer engagement.”
- Sanlam Retail Mass
“Dear Bidvest team, Just wanted to take the time to say a very special thank you to TEAM BIDVEST. Everyone at OUP thanks all the people involved over the last few weeks and trust me, everyone in our organization now knows how much we can depend on Bidvest and we're all truly grateful for your efforts. Your responsiveness to our changing needs and requests is truly appreciated”
- Oxford
Discover our comprehensive solution features designed to transform your business communication experience
Bidvest Data manages and continuously expand our own API where our customers would integrate and utilize our omnichannel services. We also provide integration services as part of creating digital workflows where our customers have publicly exposed APIs providing access to internal data and services.
Supports electronic “card not present” payment integration to secure ecommerce payment gateways. This enables tracking and reconciliation of digital payments for the ease of the consumer, and improved collections for our customers.
Bidvest Data provides end to end complex WhatsApp for business solutions driven through API integrations. This includes all WhatsApp template sending, self help services, with view and request statements services, make payments, and chat to live agents.
Provides pre-defined menu driven structured conversation, generative AI with natural language processing, and seamless transition to live agent chat support for a unique customer experience across various messaging platforms.