Client documents arriving by email and portal, renamed and filed by hand into client folders.
- 65 hoursEstimated annual time released (15 min × 260 days)
- WeeklyList of expected documents still missing
- QueueUnmatched items for a person, not a hunt through folders
Illustrative example. Figures are calculated from typical timings, not a measured customer result. Measured case studies, published with permission, will replace these over time.
Before
Documents arrive in different formats and names. Someone opens each, works out the client and period, renames it and files it, then chases the ones that have not arrived. Fifteen minutes here and there, all day.
After
Incoming documents are matched to clients and periods by rule, renamed consistently and filed in the correct folder. Expected documents that have not arrived are listed weekly. Anything the rules cannot match is queued for a person.
