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Contact Us!
Contact ETI today to learn more about how our workflow automation solutions can improve your bottom line.
Welcome to the blog for Efficient Technology Inc, written by the Efficient CEO, Richard D. Walker. The goal of this article is to create efficiency in the sales order process, to provide the best service to manage your forms library and to automate paperwork with e-signature, data capture and validation, and straight-through-processing (STP). This blog is dedicated to making work flow and empowering people to do their best work through excellent leadership, management, technology, software as a service (SaaS) and outstanding professional service. We gladly serve Los Angeles, New York, Chicago, San Diego, San Francisco, Austin and thousands of customers in all 50 United States.
Stay tuned! We at Efficient Technology Inc, as efficiency experts, process design consultants who streamline sales order process, seamlessly integrate e-sign into forms process flows, build and manage forms library, automate group plan enrollments, enable forms automation online, set up client intake and new patient forms, and build custom web applications, thank you for joining us in the commitment to reduce paperwork, eliminate errors and go green through less paper waste and shipping.
Take a look around our site and Make Work Flow for your organization.
Category Archives: Sales Order Process
Your Number One Deal Killer
And why not go the cheap route… forms are easy to build, right? Anyone can do it?!? Sure. Anyone can build a form that causes the customer to despise and curse you. Anyone can design a form that is put in the inbox never to reach the outbox. Anyone can design a form to lose more business than you can measure because you don’t know how many forms are never completed.
Also posted in Career, Communication, Efficiency, Web/Tech, e-signature
Tagged Efficiency, Sales Order Process, best practices, career path, deal killer, enterprise forms automation, forms, sales orders, transaction
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Efficiency Gives You More Than You Pay For
Long-term, hidden costs are hard to see when you’re choosing a technology. As you assess the expected results of the solution, also anticipate how much burden or relief the solution adds to your company’s capacity. The most efficient solutions are ones that free up time for everyone in your company, not just the end user.
Also posted in Career, Current Affairs, Efficiency, Web/Tech
Tagged Efficiency, architecture, efficient technology, forms automation, hidden costs, maintenance, quality, real-time, save money, transfer data
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Why Are We Even Talking About Forms?!?
The first step is perhaps the easiest but least addressed. Most forms in use today are not professionally designed. Rather, they’re given to any available person in the company who can control a mouse resulting in form designs that cannot be automated.
You’re Gonna Buy That Old Thing?!?
Our role at Arthur Andersen was to help our clients buy technology to improve their business and focus on the future. How could I do that when the future was the internet and what we were selling wasn’t? It wasn’t the fault of my bosses and peers, per se, rather customers often prefer ‘tried and true’ methods.
The Real Problem With E-Signature
The real problem is your processing infrastructure to perform business electronically. Has your company decided on which forms of electronic documents and signatures are acceptable? Do you have a way to track the document from start to end, including signature, and ensure the document’s integrity?
What’s Required To Achieve Straight Through Processing
The opportunity for financial service companies to achieve STP, and more importantly to reduce errors, speed up transactions, lower costs and deliver great service to customers, is now here. Straight-through-processing is no longer a myth, nor an overpriced, undue burden for anyone.
A Classy Referral Response
His thank you email was enough in my mind, but now that I have a pound of See’s Candies, don’t you think I want to send him as many referrals as I can find? Of course I do!
Also posted in Career, Communication, Current Affairs, Leadership
Tagged give, introduce, lose-lose, networking, refer, referral, response, reward, take, win-win
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Declaration Of Independence From Paper Forms
When, in the course of doing our jobs and running our personal lives, it becomes necessary to fill out paper forms, a decent respect for our time, effort and privacy requires that we declare the causes that impel us to separate ourselves from completing paper forms by hand and ink.
Also posted in Communication, Current Affairs, Efficiency, Leadership, Web/Tech, e-signature
Tagged NIGO, Paper, automation, declaration of independence, documents, electronic signature, error, forms, inefficiency, privacy, processing
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An Efficient Business Never Fails
Think about what limits your business’ ability to grow, adapt, contract, change and move. It’s not your people – they come and go all the time. It’s not your products – they have lifecycles too. It’s not money either – though it’s probably the second-most important ingredient.
Also posted in Career, Communication, Current Affairs, Efficiency, Leadership
Tagged CEO, Efficiency, Leadership, Sales Order Process, adapt, business, change, contract, grow, management, process, product lifecycle, workflow
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