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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: process

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.

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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.

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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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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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Technology Is Not Holding You Back!

When it comes down to it, efficiency is not defined by your technology it’s how you use it. My favorite example of a technology that is anything but efficient is buying a smart phone. I love smart phones but when was the last time it actually made you more efficient on the whole?

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How To Make Clear Designs

Did you see the Dow plunge nearly 1,000 points on May 5, 2010? Some people are guessing that a large part of that plunge was due to automated trading systems. The problem is nobody in a position of authority or oversight can transparently see or audit what is happening with automated trades.

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The Truth About The Paperless Office

There is a way to go paperless with the last 20% of your process: assess your cost of paper. Paper is costing you printing, handling, shipping, errors, storage and the cost of labor. If you were to automate those pieces of paper then you’ll convert a fixed cost of doing business (i.e. paperwork) into a variable cost that can be mostly eliminated.

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How NOT To Do It All Yourself

Outsourcing works the best when you have done your own preparation to provide the outsourcer with training materials, management oversight (via daily conversations, reporting and status monitoring, etc) and empowerment to perform the function.

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How To Communicate Right The First Time

Communication is the foundation of all relationships. Some of our relationships are quite complex dealing with our interpersonal lives, daily moods, personalities, office politics, etc. Other relationships exist in space like this blog or in email. And regardless of the mode, the same challenge persists in trying to communicate clearly.

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It’s The Exceptions That Slow You Down

Most of our customer’s requests fit nicely into these rules. But every now and then a customer will ask for something where either we forget to apply the rules or we simply don’t see how to apply the rules.

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