If you are one of the companies that is waiting to be pulled into the cloud, I have some recommendations for you. Making a full conversion to cloud technology is ideal and will provide enormous benefits. But, if you need to take baby steps, there is ONE main process I would recommend you implement now.
1. I arrive in your mailbox outside the building on Monday, May 11th.
2. The receptionist opens me and puts me in Joe Bob’s mail slot on Tuesday.
3. Joe Bob is out traveling to clients for three days, so when he returns on Monday May 18th he finds me!
4. Joe Bob lays me on the corner of his desk and at the end of his to-do list for approval.
5. Joe Bob forgets I am there, because I get covered with other papers and he is knee deep in the middle of a huge sales deal.
6. It’s now been two weeks, (Monday June 1st) and Joe Bob finds me again, nearly three weeks after I was mailed from my home.
7. Joe Bob delivers me back to the receptionist and says “I don’t approve these- it should go to Steve”. The receptionist then puts me in Steve’s mail slot.
8. Steve gets me the very next day and puts pretty marks on me and gives me back to the receptionist.
9. I am back in a mail slot, very dark. But this time, it’s Amy in accounting!
10. Amy pulls me out one day later and lays me on her desk. It’s Wednesday June 3rd, and she does not input bills until Monday I hear her say, so I wait, on the desk, for five nights.
11. Monday, June 8th, Amy runs me through a weird machine with lights and then clips me to some other papers and delivers me to Jan’s desk.
12. Wednesday Jan moves me around a bit and makes some pretty notes on the papers clipped next to me, and puts me back on her desk, but this time, I am in a basket. It must be time!
13. Friday, Amy picks me out of the basket and makes a lot of noise after she unclips my paper friends. I will later discover this is when she is taking a check that was cut to pay me and stuffing it in an envelope with a copy of me (THAT was the weird light machine).
14. She then attaches some other papers to me with a (OUCH!) staple and puts me BACK ON HER DESK……
15. Next Tuesday, June 16th, I move into my new home, a filing cabinet! Now if someone needs to find me, they can dig through a bunch of other files, and in a few years, they may even have to drive somewhere. So much fun!
Now- compare that to this:
1. Upload your bills (vendor direct email, fax, message).
2. Approve your bill from your PC or mobile device.
3. Pay your bill from your PC or mobile device.
If you are one of the companies that is waiting to be pulled into the cloud kicking and screaming, I am here to tell you that the “old” way, while comfortable, has to go. Making a full conversion to cloud technology is ideal and will provide enormous benefits. But, if you need to take baby steps, start here. Call us, we can make it happen!