Accelerate company processes with workflow automation

Simplify and streamline workflows, saving time and energy by automating routine tasks, eliminating errors, and focusing on strategic tasks.

  • Automate manual routine tasks
  • Simplify data collection
  • Speed up approval processes


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Achieve business goals more easily

Workflow automation of documents optimizes processing and document flow within an organization by eliminating lengthy manual steps and minimizing the risk of errors. Processes like approvals, signing, and archiving are carried out faster and with greater accuracy. Documents become instantly available where needed, speeding up decision-making and improving collaboration between teams.

In this way, automation not only saves time but also reduces the costs of paperwork and improves overall efficiency in workflows.

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Reduction in data processing errors

70%
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Improvement in productivity

30%
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Reduction in billing time

30%

Why automate document workflows?

Implementing workflow automation is a strategic step toward improving efficiency and optimizing operational processes. Automation enables the integration of various systems and tools into a unified ecosystem where routine tasks such as invoicing, order processing, and document archiving are executed without manual intervention.

The significant reduction in errors and faster processes directly impact data reliability and the speed of decision-making cycles.

Implementing workflow automation is not just about simplifying tasks but about creating a robust, scalable foundation for the company’s future growth and development.

What you gain with a workflow management system

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Reduction of manual errors

Workflow automation decreases the likelihood of human errors during data entry, ensuring higher accuracy and consistency of data throughout the company.

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Faster document approval

Automated workflows allow for quicker document and contract approvals, reducing delays and speeding up business operations.

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Increased employee productivity

Digitized processes often lead to lower operational costs, as online transactions and automated systems reduce the need for physical office spaces and human resources.

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Increased customer satisfaction

More efficient and accurate processing of orders and requests leads to quicker responses and higher customer satisfaction, strengthening relationships and loyalty.

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Improved analytical capabilities

Automation provides detailed analytical tools and reports that help managers make more informed decisions based on accurate and up-to-date data.

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Reduced archiving costs

Cost savings on the archiving of paper documents.

Signatus

„We perceive the SIGNATUS solution as a natural extension and part of ČSOB's 'digital first' strategy as a modern digital bank. Although it is a complex solution with numerous integrations into banking systems, from our client's perspective, it is a very simple process of signing bank product contractual documentation, literally with one click of the mouse. We see the benefit of the digital signature solution not only in improving customer experience but also in our commitment to responsible business and achieving sustainability and environmental protection goals. Digital signatures and the management of digital documents for our clients clearly help us meet this goal.“

Martin Šimko, Director of Digital Development and Sales
ČSOB

Strengthen your digital and multichannel presence. Put the client at the center of attention.

Key features

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Electronic Signature

Quick and secure signing of documents directly within the workflow.

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Roles and Permissions

Efficient management of work roles and rights for a simple workflow.

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Contact, Product, and Address Management

Clear management and record-keeping of contacts, products, and addresses in one place.

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Advanced Analytics and Reporting

Detailed analyses and monitoring for better decision-making.

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Customizable Workflows

Create and adapt workflows according to individual processes, business needs, and preferences.

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Conditional Logic

Conditional logic enables process automation based on specific rules and predefined scenarios.

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Automatic Notifications and Reminders

Automated notifications and alerts for status changes, deadlines, and important events.

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Document Archive

Centralized document archive with versioning, categorization, and quick filtering options.

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Document and Envelope Creation

Automated creation of documents and envelopes with predefined templates and dynamic data.

Signatus

„The implementation of this solution for remote signing, besides offering clear benefits for our customers, also fit perfectly with the company's plans to transition to a paperless office. We are currently covering the entire contract lifecycle with the option to sign documents electronically, without the need for paper, which makes us very pleased.“

Jakub Stankovský, Head of Contract Administration
Volkswagen Financial Services

Achieve your business goals faster and easier with automated document workflows

It implements if-then logic to automate complex decision-making processes, ensuring that tasks are executed based on predefined criteria and business rules.

It dynamically adapts workflows to changing conditions and inputs.

It simplifies entire business processes from initiation to completion, eliminating manual intervention and reducing process cycle time.

It seamlessly integrates with other business systems (CRM, ERP, HRIS) to ensure smooth data flow and process continuity.

It sends real-time notifications and alerts to stakeholders about task assignments, deadlines, and important updates, ensuring timely action and collaboration.

Configures reminders for upcoming deadlines, pending approvals, and other critical milestones.

It synchronizes data across multiple platforms and applications, ensuring consistency and accuracy in data management.

It integrates with third-party tools and services to improve functionality and simplify operations.

It automates the generation, routing and approval of forms and documents, reducing paperwork and administrative burdens.

Ensures compliance with organizational policies and regulatory requirements through standardized templates and approval workflows.

Provides real-time insights into workflow performance through customizable dashboards and reports.

Monitoring key performance indicators (KPIs) and metrics to identify bottlenecks, inefficiencies and areas for improvement.

Maintains comprehensive audit trails of all workflow activities, ensuring transparency and accountability.

Supports compliance with industry regulations and standards by providing detailed records of actions and decisions.

It scales to accommodate growing business needs and increasing complexity of workflows without compromising performance.

It offers the flexibility to customize and adapt workflows to changing business requirements and priorities.

Simplifies approval processes by routing requests to appropriate approvers and providing automated follow-up and escalations.

It supports parallel and serial approval workflows to accommodate different approval hierarchies and processes.

Optimizes resource allocation by analyzing workload, capacity and skills to ensure efficient use of personnel and assets.

It provides insights into resource utilization and productivity, enabling better planning and forecasting.

How can you leverage document workflow automation?

Order processing Contract management Onboarding of employees Invoice and payment management Approval of expenses Inventory management Customer service management Service and training Supplier management

Signatus

„The implementation of electronic signatures in our application was highly rated by our sales representatives and enabled us to: sign contracts with clients remotely; provide insurance coverage for Slovaks living abroad; reduce the number of manual interventions; deliver contracts to the NN headquarters faster; and insure our clients more quickly.“

Andrea Liptáková, Head of Sales Support Team
NN Group

Signatus

„The implementation was relatively challenging due to the need to coordinate several suppliers and because this modification affected several critical IT systems of the company. Emphasis had to be placed on the quality of the delivered solution as well as on precise planning of the modifications' deployment. Despite this, I consider the implementation successful, and I firmly believe that the result will be appreciated mainly by our customers, but also by colleagues whose agendas will be affected by this change.“

Vladimír Grega, Project Manager
Volkswagen Financial Services

Signatus

„Every year, Cetelem approves thousands of contracts, including several mandatory attachments that need to be printed in multiple copies. Signatus offered us a complete document digitalization solution, which is one of the key priorities of the BNP Paribas Personal Finance Group.“

Aleš Kos, Board Member and Director of Direct Sales
Cetelem Slovakia

Connect with experts in document management automation

Our workflow automation experts are ready to assist you every step of the way.

  • Business process analysis: We will thoroughly examine your current workflows and identify optimization opportunities.
  • Solution design and implementation: We will develop and deploy automation solutions that precisely meet the needs of your company.
  • Support and consultation: We provide continuous technical support and expert consultations to help you achieve the best results.
  • Further process improvement: We offer additional analyses and suggestions for continually increasing the efficiency of your business processes.
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