Easy Integration

When choosing any business solution, integration with existing systems is key. Companies invest considerably in their systems and existing processes, and replacing these is a cost – and disruption – they would rather avoid.

However, Connect integrates effortlessly with technology used by many businesses including ERP, CRM, document management tools, as well as with bespoke systems. The suite of tools from Connect bridge the gaps between your existing systems and tools allowing for them to become a linked, single solution. With Connect, all systems, departments and information sources are integrated, replacing disconnected data silos with an efficient communication solution. Implementation and integration is less costly than replacing existing systems, and what’s equally important, while Connect is being installed, your business can continue operating as usual.

Installation of Connect is straightforward and logical. A simple step by step process for implementation has been developed to ensure swift and effective deployment.

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Stage 1: The Question

“What is your most important business document?”

Migration from a paper-based document management process to an automated digital process begins by knowing what your most important document is. It is the keystone that supports the entire implementation of Connect. The most important documents for most businesses are often transactional documents, for example:

Ideal Documents

  • Invoices
  • Sales orders
  • Purchase orders
  • Delivery notes
  • Reminder letters
People discussing data

Stage 2: Discovery

Once your most important document has been identified, you need to understand the process behind its construction, creation, preparation and how it is distributed. To understand this better, any document in any process can be broken down into five key areas. From here business automation can begin.

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The Five M’s



The first stage is to understand how your document is processed manually, identify human intervention and consider the efficiency of the process as it is. Human intervention is prone to error which can be especially damaging when dealing with important or sensitive data.



Manual processes are a key drain on resources in organisations and manual intervention increases the risk of human error, which costs your business money. The most basic processes in many businesses still use excessive amounts of labour. Tasks such as folding and inserting should be automated for greater efficiency and to reduce the burden of labour costs.



Time is another important consideration when it comes to cost. Understanding how costly a process is in terms of time spent on it is vital to improving efficiency. Time-intensive manual processes drain human resources and are costly. The labour used for simple tasks could be better deployed into income generating tasks that grow the business.



Manual processes require the use of paper and paper is expensive. Furthermore, pre-printed stationery, envelopes and franking all cost money. Identifying the material costs in the document process allows for innovative solutions that reduce or even eliminate paper to be implemented. Reducing paper also means reducing labour costs and improving the efficiency of document management.



As with all the above, machinery has a cost associated with any manual process too. It makes sense to reduce the number of printers with high print volumes in the organisation and introduce larger, smarter printers that can produce higher volumes at a lower rate. Furthermore, newer printers can be integrated with Connect taking advantage of the intelligence programmed into the document management process.

Stage 3: Start your Connect journey

Complete the form below and we’ll get back to you to discuss your company’s needs.

Tips for filling out the form
  • The information provided in the form is used to give the Connect team a general idea of your business and your document processes.
  • Consider the importance of your transactional documents such as invoices and statements, as well as communication that drives revenue for your business,
  • Keep the process simple – it will be expanded on when you speak with a consultant.
  • Think about what information you would like to have access to, but currently do not.

Got a question?

Book a free phone consultation with one of our document automation specialists.

Case Studies

Connect has been successfully implemented in many organisations, bringing improvements to their document management processes, enhancing customer experience and improving the bottom line.

Connect - The UK's Trusted Business Process Automation Software site

Connect – The UK's Trusted Business Process Automation Software site