{"id":2203,"date":"2023-09-21T11:00:00","date_gmt":"2023-09-21T09:00:00","guid":{"rendered":"https:\/\/www.d-velop.com\/blog\/?p=2203"},"modified":"2025-10-17T10:27:37","modified_gmt":"2025-10-17T08:27:37","slug":"information-processes","status":"publish","type":"post","link":"https:\/\/www.d-velop.com\/blog\/process-automation\/information-processes\/","title":{"rendered":"How you successfully digitise information processes in your company"},"content":{"rendered":"\n<p data-beyondwords-marker=\"dd470e16-5608-4a0d-bc3e-e4a636c7c15f\">Companies rely on digital technologies to remain competitive.\u202fThey save time and resources, simplify collaboration in companies and enable modern working methods.\u202fDigital information processes are therefore\u202fcrucial for efficient\u202fworkflows.\u202fIn this blog article we will look at how companies can digitise their diverse information processes and put them into practice.\u202fWe will show the most important steps and give tips to make the digitalisation process successful.<\/p>\n\n\n\n<h2 data-beyondwords-marker=\"bc6db1b4-c977-4d42-afab-2188c7880a25\" class=\"wp-block-heading\" id=\"h-what-are-information-processes-and-document-processes\"><span class=\"ez-toc-section\" id=\"what-are-information-processes-and-document-processes\"><\/span>What are information processes and document processes?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p data-beyondwords-marker=\"5c4f17c2-67ff-4ad3-b6fb-43fd512062fb\"><strong>Digital information processes<\/strong>\u202fin the company include all activities that use digital technologies to collect, process and store data.\u202fThese can be emails, online communication in social media, webinars and meetings, but also cloud computing, workflow or data management.\u202fInformation processes describe the path that information will take from one source to the next, from creation to processing and storage to distribution and use.\u202fBoth technical and human factors play a role.<\/p>\n\n\n\n<h3 data-beyondwords-marker=\"f93803ec-d7e5-4bd1-a041-6019c3ba1f67\" class=\"wp-block-heading\" id=\"h-document-processes-are-more-formalised\">Document processes are more formalised<\/h3>\n\n\n\n<p data-beyondwords-marker=\"83580385-76e9-43e1-83c1-9d9a9561b952\"><strong>Digital document processes<\/strong>,\u202fon the other hand, are a special sub-area of \u200b\u200bdigital information processes, that relate exclusively to the processing of documents.\u202fThey range from document creation, editing, review and approval to distribution, storage and archiving and are more formalised than information processes.\u202fThere are fixed rules and procedures for processing documents, while information processes are often more flexible and can be customised.<\/p>\n\n\n\n<h2 data-beyondwords-marker=\"cf6604ca-30cf-421d-8355-22a4e680605a\" class=\"wp-block-heading\" id=\"h-why-are-information-processes-important\"><span class=\"ez-toc-section\" id=\"why-are-information-processes-important\"><\/span>Why are information processes important?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p data-beyondwords-marker=\"70ea8a47-e5e3-4a3b-ad21-715962506b03\">Digital information processes primarily serve to increase efficiency, reduce costs and avoid errors.\u202fThey enable the processing and evaluation of information that is important for strategic decisions.\u202fA working example: With the help of database systems and analysis tools, important information about customers, sales trends or business success can be collected and utilised.\u202fIn addition, digital information processes in the company promote communication, such as: media-free\u202fflow of information and location-independent\u202fcollaboration.\u202fThe cloud makes virtual meetings with customers or employees possible in real time, anywhere, at any time.<\/p>\n\n\n\n<h3 data-beyondwords-marker=\"f260d8b1-bc15-4e8d-a52c-f415cdc18dcc\" class=\"wp-block-heading\" id=\"h-fast-exchange-of-knowledge-and-experience\">Fast exchange of knowledge and experience<\/h3>\n\n\n\n<p data-beyondwords-marker=\"16f12df9-f5fd-4e0b-a3b5-7fed07a1268e\">Digital information processes can be used for the rapid exchange of knowledge and experiences.\u202fThey enable effective management and control of processes.\u202fWorkflow management tools can be used to organise tasks and projects, coordinate appointments or make decisions.\u202fIn addition, rapid transmission of information promotes the development and implementation of innovations and new technologies.\u202f Through digital information process review, risks can be identified and minimised more quickly.<\/p>\n\n\n\n<h2 data-beyondwords-marker=\"90958d34-340e-41ca-a4cd-2bb1ad9e5782\" class=\"wp-block-heading\" id=\"h-digitisation-of-information-processes\"><span class=\"ez-toc-section\" id=\"digitisation-of-information-processes\"><\/span>Digitisation of information processes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p data-beyondwords-marker=\"239adad2-7313-4dea-a773-c281179ea7e2\">In most companies, it is the large number of paper documents that make a seamless, digital workflow impossible.\u202fTo ensure that documents are available to everyone and can be edited regardless of location,\u202fdigitalisation\u202frepresents the effective step into the future. A\u202f<a href=\"https:\/\/www.d-velop.com\/software\/edms\">document management system (DMS)<\/a>\u202fis the tool of choice. It not only manages all documents centrally and makes them available in\u202fthe\u202fcloud, it provides compliant\u202faudit-proof archive\u202ffor tax-relevant documents such as:<a href=\"https:\/\/www.d-velop.com\/software\/invoice-processing\">\u202finvoice processing<\/a>.<\/p>\n\n\n\n<h2 data-beyondwords-marker=\"c7f46d48-93d9-481e-b140-52630bb8e4a5\" class=\"wp-block-heading\" id=\"h-preparation-for-the-digitisation-of-information-processes\"><span class=\"ez-toc-section\" id=\"preparation-for-the-digitisation-of-information-processes\"><\/span>Preparation for the digitisation of information processes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p data-beyondwords-marker=\"a6719c54-47d5-4be1-88f9-08f9ddbf7497\">The digitisation of information processes of any kind, including document processes, is based on similar preliminary considerations and preparations.\u202fWhether these are processes that use many different media to generate, process and evaluate information, or those that only relate to the life cycle of text documents.\u202fIn each case, the following four steps are more or less identical:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69fa0eb4d3459&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69fa0eb4d3459\" data-beyondwords-marker=\"e51f7b78-c8ab-4502-9bb9-3a7f029c7ef6\" class=\"aligncenter size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"2788\" height=\"1262\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.d-velop.com\/blog\/wp-content\/uploads\/2023\/09\/Information-processes-preparation.png\" alt=\"information processes digitisation\" class=\"wp-image-2215\" srcset=\"https:\/\/www.d-velop.com\/blog\/wp-content\/uploads\/2023\/09\/Information-processes-preparation.png 2788w, https:\/\/www.d-velop.com\/blog\/wp-content\/uploads\/2023\/09\/Information-processes-preparation-300x136.png 300w, https:\/\/www.d-velop.com\/blog\/wp-content\/uploads\/2023\/09\/Information-processes-preparation-1024x464.png 1024w, https:\/\/www.d-velop.com\/blog\/wp-content\/uploads\/2023\/09\/Information-processes-preparation-1536x695.png 1536w, https:\/\/www.d-velop.com\/blog\/wp-content\/uploads\/2023\/09\/Information-processes-preparation-2048x927.png 2048w, https:\/\/www.d-velop.com\/blog\/wp-content\/uploads\/2023\/09\/Information-processes-preparation-1920x869.png 1920w\" sizes=\"auto, (max-width: 2788px) 100vw, 2788px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n<\/div>\n\n\n<h3 data-beyondwords-marker=\"9cd12f3e-9369-4509-bbf9-fff8aac6d931\" class=\"wp-block-heading\" id=\"h-1-analysis\">1. Analysis<\/h3>\n\n\n\n<p data-beyondwords-marker=\"204fe58b-f9e7-4bde-8290-787772b8125e\">Before digital tools and systems are introduced, the existing information processes must be analysed.\u202fIt is important to identify which steps are carried out manually in the company.\u202fThese processes range from data collection and analysis to\u202fdocument management, information distribution and reporting.\u202fEqually important is where any information bottlenecks exist, where inadvertent duplication of work occurs, and what information is most important to the company and its employees.<\/p>\n\n\n\n<h3 data-beyondwords-marker=\"23cb8930-b310-47ae-9d20-d18a85cc6cda\" class=\"wp-block-heading\" id=\"h-2-define-goals\">2. Define goals<\/h3>\n\n\n\n<p data-beyondwords-marker=\"f6151755-cd14-4a7a-9b3f-fe805d6ea6fe\">It is important to define what is actually intended to be achieved with digitalisation.\u202fIncreased efficiency?\u202fCost reduction?\u202fQuality improvement?\u202fThese preliminary considerations prepare the following step:<\/p>\n\n\n\n<h3 data-beyondwords-marker=\"eb1ed278-7ac8-4f52-a503-11a1b1bcdef7\" class=\"wp-block-heading\" id=\"h-3-select-tools-and-systems\">3. Select tools and systems<\/h3>\n\n\n\n<p data-beyondwords-marker=\"65fdde93-111b-43bd-a21e-a92cc2159dc2\">Which tools and systems help you achieve your goals?\u202fWhen digitising information processes, there are different focal points, each of which make different products seem useful.\u202fFor example, an <a href=\"https:\/\/www.d-velop.com\/software\/ecm\">ECM<\/a> system (enterprise content management)\u202fis ideal if many different types of media need to be managed.\u202fIf it&#8217;s just about digital documents, a document management system is recommended.\u202fFind out more from the manufacturers and choose the most suitable tools.\u202fIn any case, it is recommended to operate the respective system in the cloud in order to be able to exploit all the advantages of\u202fremote work, e.g.\u202fhome office\u202fand mobile office.<\/p>\n\n\n\n<h3 data-beyondwords-marker=\"26a7a07c-03b6-4268-b1cc-d2781a708078\" class=\"wp-block-heading\" id=\"h-4-development-of-interfaces\">4. Development of interfaces<\/h3>\n\n\n\n<p data-beyondwords-marker=\"9cd482d1-24ce-4691-8c8a-187edb64c3a4\">Different systems can be connected through\u202finterfaces, but these have to be developed.\u202fCare should be taken to ensure seamless integration.\u202fDMS manufacturers like d.velop, for example, have a lot of experience in integrating DMS and have their own interfaces, for example to\u202f<a href=\"https:\/\/www.d-velop.com\/software\/microsoft-365\">Microsoft 365<\/a>,\u202f<a href=\"https:\/\/www.d-velop.com\/software\/sap\">SAP<\/a>,\u202fDATEV\u202fand many other products.\u202fThis means that development does not have to take place in-house.<\/p>\n\n\n\n<h2 data-beyondwords-marker=\"d56bd9c6-2c3f-4d00-b7a2-ff695265d555\" class=\"wp-block-heading\" id=\"h-concrete-steps-digital-document-processes-in-the-dms\"><span class=\"ez-toc-section\" id=\"concrete-steps-digital-document-processes-in-the-dms\"><\/span>Concrete steps: digital document processes in the DMS<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p data-beyondwords-marker=\"f06f7b11-8c68-4a08-ab29-dc4fe2e40963\">Using the example of digital document processes, we will now explain the further project progress on the way to a\u202fpaperless office\u202f, in which data exchange works smoothly and without technical hurdles.\u202fTo do this, paper documents must first be converted into digital formats that can also be edited.\u202fAnd it goes like this:<\/p>\n\n\n\n<p data-beyondwords-marker=\"1982089a-047b-4c6b-b143-b3a739efc9cb\"><strong>1. Scanning<\/strong>:\u202fConverting paper documents into digital documents can be easily done on your own using a scanner.\u202fFor larger quantities, such as an entire paper archive, it is advisable to hire an experienced service company to do the digitisation for you.<\/p>\n\n\n\n<p data-beyondwords-marker=\"f029d0f8-6f50-4c79-86a4-59d13e7a6531\"><strong>2. OCR technology<\/strong>:\u202fWhen scanning documents,\u202fOCR technology\u202f(Optical Character Recognition) ensures that the PDF image files generated are also machine-readable.\u202fThis means: OCR recognises letters and numbers in an image and makes texts searchable for everyone in the company using full-text searches.\u202fBut that&#8217;s not all: the OCR software even enables the automatic categorisation of documents based on formal characteristics and the transfer of\u202f<a href=\"https:\/\/www.d-velop.com\/blog\/process-automation\/sap-master-data\/\">master data<\/a>\u202finto the system.\u202fThis saves time and reduces the number of errors that occur when entering data manually.<\/p>\n\n\n\n<div data-beyondwords-marker=\"420809d3-3335-47b8-a48c-08c18be3cc06\" class=\"wp-block-group is-style-cta-webinar\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 data-beyondwords-marker=\"f659ac94-1138-4d29-8421-aced68cbebe3\" class=\"wp-block-heading\" id=\"h-document-management-out-of-the-box-kick-start-your-digitalization\">Document management out of the box &#8211; Kick-start your digitalization<\/h3>\n\n\n\n<p data-beyondwords-marker=\"fc341f5e-7688-419b-b00f-5abcfc5d4a4c\">Learn in the webinar&nbsp;how to effectively manage, accelerate and simplify the way you work with documents and information in your organization using d.velop documents.<\/p>\n\n\n\n\t<div data-beyondwords-marker=\"38a2202a-dc83-40d1-b77e-cd63ee97273b\" class=\"wp-block-buttons\">\n\t\t<div class=\"wp-block-button is-style-outline\">\n\t\t\t<a class=\"wp-block-button__link\" href=\"https:\/\/content.d-velop.com\/webinar\/document-management-with-d-velop-documents?utm_campaign=Other+-+d.velop+Blog+-+International&#038;utm_source=intern-blog-en&#038;utm_medium=blogpost-information-processes&#038;utm_content=button\" target=\"\">Watch Now<\/a>\t\t<\/div>\n\t<\/div>\n\n\t<\/div><\/div>\n\n\n\n<p data-beyondwords-marker=\"eb570664-292a-48fb-adf4-d4e80b727b1c\"><strong>3. Storage<\/strong>:\u202fThe\u202fdigital documents\u202fare now ready to be stored and managed in a digital database.\u202fMost companies use a document management system (DMS) in which the\u202fdocuments categorised and tagged\u202fusing OCR technology automatically find their place.\u202fOnce saved, users have the option to create documents digitally, save them and share them in the cloud for collaboration.<\/p>\n\n\n\n<p data-beyondwords-marker=\"68816a73-6314-45d4-a1fb-b4f973eafb3b\"><strong>4. Automation<\/strong>:\u202fThe digitisation of document processes makes the implementation of automated workflows possible.\u202fManual processes will then be a thing of the past.\u202fFor example, a DMS can automatically send a notification when a document expires or\u202fdocument release\u202fis required.\u202fThis can be very helpful in\u202fcontract management\u202f, especially when combined with a\u202fdigital signature.<\/p>\n\n\n\n<p data-beyondwords-marker=\"01b7a104-8477-4d49-a4ae-0e141c02cabd\"><strong>5. Training<\/strong>:\u202fThe training of the employees who work with the digital system is just as important for the digitisation of document processes.\u202fThis ensures a consistent handling of documents used in the DMS and enables working with the documents that are relevant for the respective work.<\/p>\n\n\n\n<p data-beyondwords-marker=\"570c0966-8e8c-4982-92ed-4112afeffe46\"><strong>6. Test, Monitor and Optimise<\/strong>:\u202fKeep an eye on your digitised information and document processes.\u202fOptimise them continuously.\u202fYou can use tools for data analysis and\u202fprocess optimisation.<\/p>\n\n\n\n<h2 data-beyondwords-marker=\"1adddd09-d9c0-4624-941d-c97d78799f17\" class=\"wp-block-heading\" id=\"h-conclusion\"><span class=\"ez-toc-section\" id=\"conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p data-beyondwords-marker=\"2510c8d2-4d52-4f04-a850-efc56456b651\">Companies that successfully digitise their information processes can benefit from better communication, a media-free flow of information and location-independent collaboration.\u202fIn addition, there is an increase in efficiency, cost reduction and error avoidance, as well as a rapid exchange of knowledge and experience.<\/p>\n\n\n\n<h3 data-beyondwords-marker=\"f0c2115b-d800-4304-bd57-f3bfe4656c5a\" class=\"wp-block-heading\" id=\"h-dms-for-location-independent-access-to-documents\">DMS for location-independent access to documents<\/h3>\n\n\n\n<p data-beyondwords-marker=\"f282097a-3467-4eb4-bfa4-e37798a1bf7d\">If you want to digitise paper-based processes, you should integrate a document management system in the cloud into your company&#8217;s IT landscape. This will enable cross-company access to the most important documents, enhance productivity and position your company for the future.<\/p>\n\n\n\n<h3 data-beyondwords-marker=\"2b2cf0f4-ebfe-44bf-86fa-6a038680288a\" class=\"wp-block-heading\" id=\"h-digital-technologies-for-modern-ways-of-working\">Digital technologies for modern ways of working<\/h3>\n\n\n\n<p data-beyondwords-marker=\"8ff331d2-2504-4a0c-8d69-106078d92353\">Digital technologies are increasingly determining the ability of companies to survive.\u202fThose who work digitally are faster, more flexible and have a better chance of attracting sought-after specialists and talent. Modern working methods are a serious selection criterion for all candidates.<\/p>\n\n\n\n<div data-beyondwords-marker=\"6dd70cb3-a428-4c60-ae90-07da20d3dba6\" class=\"wp-block-group is-style-cta-whitepaper\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 data-beyondwords-marker=\"9c55fd77-5657-4bbd-9102-1c253c60075c\" class=\"wp-block-heading\" id=\"h-digital-document-management-easy-explained\">Digital Document Management Easy Explained<\/h3>\n\n\n\n<p data-beyondwords-marker=\"befc5d66-e02d-43df-9fc8-99fbda8fe067\">Key features, implementation steps, and AI insights \u2013 all in one practical guide.<\/p>\n\n\n\n\t<div data-beyondwords-marker=\"39422a96-d5b3-4f85-98ad-dd4471707f67\" class=\"wp-block-buttons\">\n\t\t<div class=\"wp-block-button is-style-outline\">\n\t\t\t<a class=\"wp-block-button__link\" href=\"https:\/\/content.d-velop.com\/whitepaper-dms-explained?utm_campaign=Other+-+d.velop+Blog+-+International&#038;utm_source=intern-blog-en&#038;utm_medium=blogpost-information-processes&#038;utm_content=button\" target=\"\">Read Now<\/a>\t\t<\/div>\n\t<\/div>\n\n\t<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Companies rely on digital technologies to remain competitive.\u202fThey save time and resources, simplify collaboration in companies and enable modern working [&hellip;]<\/p>\n","protected":false},"author":56,"featured_media":2217,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","beyondwords_generate_audio":"1","beyondwords_project_id":"50193","beyondwords_content_id":"467dfd2f-19b6-4840-a36b-fa9c99e32ea6","beyondwords_preview_token":"165df211-917e-4883-8c6e-802a8d35b1d5","beyondwords_player_content":"","beyondwords_player_style":"","beyondwords_language_code":"","beyondwords_language_id":"","beyondwords_title_voice_id":"","beyondwords_body_voice_id":"","beyondwords_summary_voice_id":"","beyondwords_error_message":"","beyondwords_disabled":"1","beyondwords_delete_content":"","beyondwords_podcast_id":"","beyondwords_hash":"","publish_post_to_speechkit":"","speechkit_hash":"","speechkit_generate_audio":"","speechkit_project_id":"","speechkit_podcast_id":"","speechkit_error_message":"","speechkit_disabled":"","speechkit_access_key":"","speechkit_error":"","speechkit_info":"","speechkit_response":"","speechkit_retries":"","speechkit_status":"","speechkit_updated_at":"","_speechkit_link":"","_speechkit_text":""},"categories":[6],"tags":[24],"class_list":["post-2203","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-process-automation","tag-document-management"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.9 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Information Processes and Digitisation | d.velop Blog<\/title>\n<meta name=\"description\" content=\"What are information processes and document processes? 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