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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.

Tag Archives: e-signature

The Day Will Come When Paper Goes Away!

Did you know that way back in the 70’s Xerox was developing electronic paper? The idea was to create a paper-like material to electronically display information. Sounds a lot like a Kindle, right? With the advance of iPads and other small devices, today’s technology is just a glimpse into what’s to come and how paper will be replaced.

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DocuSign… How Do I Use Thee? Let Me Count The Ways

Imagine how many more ways you could make use of it! E-signing saves time because you can have all the parties sign within the same day or hour via email. E-signature is easier because there is no printing, faxing, mailing, scanning or filing of paper. And e-signed documents are better because all signatures are verified, tracked and monitored so you know who has and has not signed.

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I Love Your Printing Policy

You work hard to capture data and put it into a form or application. Then you print it. What happens next? Who knows. Seriously, you can’t know where your data and paper is once it’s printed. If you hand it off to another person you have no insight as to what’s happening with it. That’s a phenomenal waste of time and leaves you in the dark, plus you have no control over your data.

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Your Future Without E-Signature

Most everyone who has ever used Docusign or a similar signature service will agree that using e-signature is inevitable. We’ve been using it with delivery services and grocery stores for years. Now we’re seeing it in real estate. Next is financial services. While the financial services world has used e-sign devices for years, adoption is still in the early stages and will soon become widespread.

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Designing An Excellent User Experience

While I’d never be so bold as to say my designs are flawless or always result in the best user experiences, I have been told that my designs have changed lives and we’ve reduced customer service calls by 90% due to better designs. Here are a couple of techniques I use to approach excellence when designing a user experience:

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The Value of E-Signature

Consider this… Saving only 25% of $75 per transaction is worth $18.75. That conservative cost savings alone is worth far more than the cost of implementing and operating an efficient sales order process with e-signature.

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Why E-Signature Isn’t A Strategy: It’s An Essential Tool

If you think about it, most sales order processes are usually done in the wrong order: the order is signed and placed BEFORE it’s been approved. What if you could approve the order before you sign it? With e-signature seamlessly integrated into your forms automation you can be 95% more efficient, 95% more accurate and even increase the number of orders that get fulfilled because they are done rapidly (e.g. customers won’t go find a different vendor while waiting for you to approve your own order!).

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How To Define Efficiency

When you view efficiency as an increase in your capacity then you’ll begin to notice ways to improve your ability to scale operations as revenue grows. Who doesn’t want the ability to double revenue while keeping costs the same? Who doesn’t want to process two,five, ten or even 100 times the number of sales orders for less than what you spend today processing one sales order?

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How To Achieve Seamless E-Signature On Electronic Forms

The difference between the new e-sign process and the current paper process is a dramatic increase in speed, lower costs (no shipping, no paper handling, no data re-keying, etc.) and increased capacity to sell, process and fulfill more orders. Those savings go straight to your bottom line!

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Stop Rejecting Sales Orders!!

How would your sales improve if you stopped rejecting orders and processed them the first time?

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