ActivePDF Blog

How PDF Technology Adds Value to BPM

Business Process Management (BPM), a systematic approach to improving business processes, has become a critical part of business operations. Organizations are using BPM to create responsive work environments.

Digitizing processes for greater efficiency
Although BPM does not have to involve digitization, in many cases this is indeed the best way to improve the process. For example, in a recent AIIM Market Intelligence study, “Process Improvement and Automation 2016: A Look at BPM,” it was found that the most common workflow types used in an organization are those that can benefit from becoming a paperless process. These workflows include routing between individuals or processes; reviews and approvals; rules-based workflows; and routing to archive or other systems.

When businesses are looking to implement BPM, the top choices for places to start are all extremely document-heavy. Organizations often want to improve their records and document management, and review and approvals processes, with Human Resources and Accounts Payable/Accounts Receivable being the departments that are often most interested in adopting BPM and a digital workflow.

Transforming document-heavy processes into efficient, effective and secure digital workflows is one of the key ways to achieve the benefits of BPM. Today’s PDF technology, especially PDF automation, can be an elegant way to make this happen. PDF automation refers to automating the processing of PDF files by integrating these functions into the business and other software programs on which the underlying workflows rely.

Understanding the possibilities of PDF automation
The overriding benefit of PDF technology is that it enables you to simplify all aspects of distributing, managing and archiving compliant documents. This is the case with the comprehensive suite of PDF tools offered by ActivePDF, which make it easy to dynamically generate and manipulate PDF files from within server-based Enterprise Content Management (ECM), Document Management and workflow applications.

You can use the tools in the ActivePDF suite to:

  • Create files that are exact replicas of the original, with no changes to elements such as font styles and sizes
  • Streamline the process of rendering and assembling content into secure PDF documents
  • Set up online forms and automatically convert them to searchable/archivable PDF documents
  • Append existing PDF files to and from PDF and PDF/A
  • Convert Word files, Excel files, webpages or HTML files direct to PDF 
  • Comply with industry regulations for document archival and retrievability
  • Support high-volume form filling
  • Expedite sign-off processes in an easy and automated fashion
  • And more

Applying PDF business processes to achieve the benefits of BPM
According to the AIIM study, the top three benefits that organizations say they have obtained by automating their business processes were routing documents between individuals, improved agility and flexibility, and routing documents between processes. PDF technology adds value in all three of these areas.

ActivePDF automation tools enable the creation of secure PDF documents that can be easily routed between individuals or processes. If desired, you can even automatically extract specific information from each file before the routing takes place. Depending on the document and the information being extracted, visit ActivePDF Toolkit and/or Xtractor product pages for more information.

In the area of improved agility and flexibility, ActivePDF provides a variety of PDF tools to help businesses streamline document workflow, as well as the ability to access information and complete processes anytime, anywhere. This in turn supports remote work capabilities, improved collaboration, and increased speed and access to data. Possibilities include online forms that are automatically converted to PDF documents, merging files from various sources into one PDF, making documents easily searchable, and much more.

In addition, an often-overlooked benefit of PDF automation is the ability to help overcome two of the biggest issues that slow down BPM implementations: User reluctance or lack of user adoption. By using PDF technology to create a paperless work environment you can minimize the disruption to the user’s familiar workflow. User reluctance can then be overcome by allowing users to continue to create documents as they have in the past. Because PDF conversion then happens automatically, user adoption is not an issue. Once converted, the documents are in a format that users are already familiar and comfortable with, rendered as exact replicas of the originals.

Want to learn more about how ActivePDF can support improvements to your business processes? Use our Product Finder to see which products will work best for you, or contact us directly by giving us a call at 866-468-6733 (8 a.m. to 5 p.m. PST) or using our online contact form.



Posted: 4/20/2017
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