Old Process

Optimized Process

Customer Places Order

Four part form prints out on dot matrix printer
One copy mailed to the customer
Two copies carried to warehouse

Transaction Printing generates forms with barcodes
One copy faxed to the customer
Loading copy printed at the warehouse
Driver Copy printed at the garage
PDF copy saved to accounting

Warehouse Loads Truck

Warehouse operator signs top copy and puts in stack
Copies 3 and 4 go to the driver

Warehouse operator signs the loading ticket and scans it
The ticket is stored in the customer folder in a document management system

Driver Makes Delivery

Customer signs forms.  Copy 4 to customer
Copy 3 to driver

Customer signs delivery receipt and keeps bottom half

Delivery Tickets Processed

Tickets are collected and entered into the accounting system by hand to generate invoices

Tickets are scanned into the accounting system to automatically release invoices and then stored in a document management system

Invoices Sent

Invoices are printed on pre-printed forms and mailed.

Invoices are printed on plain paper. 
Some customers receive invoice by fax or email

Payment Received

Payments are applied, and checks are copied and filed

Checks and remittance stubs are scanned to the customer folder in the document management system

Customer Service

Customer service puts customer on hold while they try to find proof of delivery

Customer service instantly accesses proof of delivery and emails or faxes it to customer.