goodwill: from paper to images

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Paper to Images

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Find out more @ http://www.idatix.com/project-simplify-goodwill-of-middle-tennessee/

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Page 1: Goodwill: From Paper to Images

Paper to Images

Page 2: Goodwill: From Paper to Images

Goodwill of Middle Tennessee, Inc.

Operates over 300,000 sq. ft. of retail sales floor space in 29 locations

Operates over 70 donations sites

Operates 16 employment and training centers

Over 1700 employees

Over 12,000 clients utilized their services in 2011

Page 3: Goodwill: From Paper to Images

Document Management & Workflow Automation

Page 4: Goodwill: From Paper to Images

iSynergy at Goodwill Today

First implemented in their Human Resource department

Need to manage their revolving workforce: about 35% of the workforce annually as clients move into employment opportunities in their communities

Utilized by every segment of the business to complete employee change actions (hiring, terminations, wage changes etc.)

Page 5: Goodwill: From Paper to Images

Four Years Ago: HR/Payroll

Mounds of paper Rooms of file cabinets Insufficient approval for wage

changes Lost paperwork High stress for all supervisors to

meet deadlines Constant scramble to find and

move paperwork

Hiring Manager Payroll

Manager

Page 6: Goodwill: From Paper to Images

Capture & Document Management

iSynergy and ScanDox implemented to scan HR files● Human Resource files scanned into one of three document

repositories to create secure electronic file storage● Index lookups create a quick and efficient process for

indexing scanned documents for human resource staff● Paperwork is securely shredded

Page 7: Goodwill: From Paper to Images

Workflow Automation

Progression Workflow implemented for Personnel Action Forms● Workflow created for handling of complex approval

processes across multiple geographic locations and organizational levels

● Alerts created for hiring mangers and approvers● Two level approval created for wage increases● Three level approval created for wage increase above X%

Page 8: Goodwill: From Paper to Images

Progression Wage Workflow

Looks complicated, Works great!

Page 9: Goodwill: From Paper to Images

Benefits Achieved

Square Footage utilized for paper file storage now provides a call center training program

Ability to meet internal audit requirements for two levels of approval on employee wage actions

Secure electronic signature Ability to monitor workflow and approval of

personnel action forms Hiring mangers able to approve personnel action

forms from any Goodwill location Reduction in lost and duplicate paper work

Page 10: Goodwill: From Paper to Images

Measurable Results

25% reduction in hiring managers time spent on personnel actions forms

70% reduction in interdepartmental phone calls and inquires generated from personnel action forms

Over $100,00 in annual savings

(Maybe put Ed’s face and one of his quotes here, or on a few slides perhaps?)

Page 11: Goodwill: From Paper to Images

Future Expansion

Expanding iSynergy and Progression workflow for their Purchase Order and approval processes

Implementing Progression workflow and iForms to replace 3-part paper purchase order system

Implementing iForms as the front end capture for our personnel action forms

Implementing Progression Workflow and iForms for mileage and expense forms

Ability to have a single software solution for all mangers to approve and conduct all of their important business is invaluable to Goodwill