Workflow Automation for Smarter Business Processes
Before you hire, ask: Can this workflow be automated? In many cases, the answer is yes. Lockwood Moore will assist you in reducing operational costs, streamlining document handling, and boosting team productivity by utilizing intelligent workflow automation software tailored to your industry, compliance requirements, and internal structure. From eliminating data entry errors and duplicate payments, addressing slow payment processes, missed discounts, and incomplete audit trails, we assist businesses in overcoming common inefficiencies and A/P operations risks, including lost records, filing headaches, erratic payment schedules, and even potential embezzlement.
What is Workflow Automation?
Workflow automation is the process of automating document management to streamline office tasks and processes, reducing manual intervention. With workflow automation, you gain the ability to automatically capture and digitize documents, manage files efficiently through enterprise content management (ECM) software, and accelerate decision-making with automated approval workflows that route documents accurately and promptly through each stage of the process. Think of it as using an app on your phone to put your business processes on autopilot—reducing manual errors, bottlenecks, and inefficiencies across departments. From Accounts Payable to HR onboarding, sales contracts to service requests—if it involves a document or forms, it can be automated.
Why Businesses Choose AI-Assisted Workflow Automation
- Cost Saving Without New Hires
- Avoid the expense of staffing for repetitive tasks
- Maximize productivity by freeing up time for core business functions
- Reduce document handling by up to 60%
- Compliance Made Easy
Whether it’s HIPAA, ESIGN, or internal protocols, our solution ensures:
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- Full document version control
- Automated audit trails
- Controlled access and secure approval
- Seamless Collaboration & Document Control
- Share documents securely across teams and locations
- Lock down authorized access
- Prevent data silos with cloud-first sharing
- Business Continuity
Documents are stored securely in the cloud or hybrid environments, allowing your business to recover fast in the event of:
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- Natural Disasters
- Cyberattacks
- Office relocations
According to FEMA, 40 percent of all businesses do not reopen after a catastrophic business event, and 25 percent more fail within 12 months. Buildings, equipment, and inventory loss/damage can be fixed or replaced. Business records and transactions cannot.
What You Get When Partnering with Lockwood Moore for Workflow Automation Software
Our workflow automation software is designed to make your daily operations faster, easier, and more secure, without needing any technical background. Here’s what you can expect:
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- Drag-and-drop simplicity
- Ready-to-use for HR, finance, sales, and operations
- Works on any device – Desktop, tablet, or mobile
- Connects with your existing systems – No need to start from scratch
- Secure access controls – Give the right people the right access
- Encrypted and protected – Your documents stay safe and private
Automated Workflow Solutions for Every Corner of Your Business
- Finance & A/P
- Reduce errors
- Cost Savings
- Improved Compliance and audit trails
- Streamlined, automated invoice approval
- Scalability and growth readiness
- Increases efficiency and speed
- Human Resources
- Manage hiring packets/benefits forms
- Ensure on-boarding and training compliance
- Eliminates excessive paper-based costs
- Sales
- Speed up contract routing and approvals
- Streamline e-signature workflows.
- Operations
- Eliminate workflow bottlenecks
- Empower real-time visibility
Why Choose Lockwood Moore?
For over 50 years, local businesses in Reno and Sacramento have chosen Lockwood Moore for smarter IT, print, and document management solutions. Our document automation experts will help you design and deploy a workflow system that works exactly how your business works—secure, efficient, and ready to scale.
Get a Free Workflow Assessment
Our experts will analyze your current document workflows and identify tailored workflow automation
Call us now at (775) 323-9057 for Reno or (916) 852-8250 for Sacramento businesses