I spent last week with the Missouri Community Action Agencies as they celebrated their 50-year anniversary. And it made me think about how technology changes in the past 50 years have affected how they do business.
When someone called a receptionist answered and filled out one of these
Today you have
- Voice mail
- Voce to text transcripton
They had to keep client information on paper
Today they have
- Databases on servers
- Client management systems such as CAP60, empowOR, CAPsys, and THO
- Online database
- Cloud-based software applications
Applications were filled out by hand and mailed to the CAP agency
Today they are
- Applications can be filled out online
- Paper applications scanned, converted to electronic files, and routed to staff for approval
Applications were stored in folders as they were passed around the office
Today applications are
- Stored in electronic folders in Laserfiche with all the additional documents and forms
- Automatically routed through the office to team members to participate in the approval process
- Never lost and can be retrieved in seconds
- Laserfiche Workflow ensures that each application follows the organization’s policy and procedures
- Can be found in seconds, so when a client calls to find the status of their applications, staff members can report the status immediately
Completed Applications were stored in filing cabinets
IF YOU ARE USING 50-YEAR-OLD PROCESSES
As you look at the processes that Community Action Agencies and any other organization used 50 years ago and you are still using them, it is probably time to look at improving your process. There have been a lot of technology changes in the past 50 years, it would be a shame if your organization is missing out on them.
If you would like to learn how going paperless changed one Energy Assistance Department, click here.
If you would like to talk about how you could update your processes and become more efficient and effective, reach out to me.
Larry Phelps – email@example.com, 612-382-4069
You can also see more details on how CAP Agencies are going Paperless to save time.