01732 759725 30 Partners don’t need to be software experts to deliver these benefits. As Solutions Architect, I work alongside the sales and customer support teams to make sure they are equipped with the tools, training, and support to succeed. End-to-end workflows in practice Whether digitising incoming invoices, managing contract renewals, or handling personnel records, a joined-up workflow helps to reduce manual input and avoid human error, keep information flowing across teams without duplication, ensure only authorised users access sensitive documents, track every change or approval step automatically and maintain compliance without extra admin. UTAX software solutions integrate with existing tools (whether cloudbased or on-premise), meaning partners can start improving their customers’ workflows without overhauling every system. Scalable, flexible, and built for growth One of the major benefits of a wellintegrated workflow is scalability. With simple cloud integrations and flexible on-premise options, businesses can scale up or down depending on their workload. Whether expanding to handle more clients, opening a new office, or shifting to hybrid work, our document management systems adapt right alongside any business. From the outside, workflow automation might sound technical, but in reality, it’s incredibly practical. The day-to-day benefits are simple - faster admin, more visibility, and fewer errors. I’m proud to help support a nationwide network of authorised UTAX partners, helping them deliver smart, scalable, and future-proof document workflow solutions across industries. Whether you’re looking to expand your offering, differentiate in a competitive market, or create long-term customer relationships, we can give you the tools to do it. www.utax.co.uk By offering end-to-end workflow solutions, partners solve these issues by linking every stage of the document lifecycle into a seamless, digital process. This positions them as a trusted advisor for their customers’ digital transformations, and a long-term strategic partner. Why workflows matter In today’s digital world, workflow has become a bit of a buzzword, but the concept is simple. A workflow is just a series of coordinated tasks and people working together to achieve a specific goal. When those workflows are welldesigned and integrated, they form the backbone of a business’s productivity, supporting operational efficiency and customer and employee experience. That’s why workflow efficiency isn’t just about saving time for customers; it reflects positively on a partner’s brand, expertise, and customer relationships. Connected workflows Whether a customer is in legal, education, finance, or any other sector, digital transformation doesn’t start with shiny new software or cloud migrations; it starts with documents such as contracts and project files, invoices and receipts, personnel records, to marketing materials and correspondence. The main challenge is each of these document types have different processing needs. Some require careful categorising, while others need version tracking or secure access controls. This is why adaptable, connected workflows are so important. Through UTAX’s adaptable document management solutions, businesses can capture incoming documents the moment they arrive, recognise content automatically using OCR (Optical Character Recognition), categorise and send documents to the correct department or system, store documents securely with full audit trails and retrieve documents easily whenever needed. If automation is the first step to more efficient document management, integration is the next. While many businesses have automated individual tasks like scanning or toner replenishment in their print and document management, few have joined the dots across the entire document journey. This results in bottlenecks, duplicated work, and disconnected systems that slow everything down. This is where partners can deliver real value with UTAX document management solutions. Lee Parker, Solutions Architect at UTAX UK explains how partners can add value and help customers achieve end-to-end workflow efficiency with UTAX document management solutions Automation and integration WORKFLOW Lee Parker
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