CONTENT MANAGEMENT & WORKFLOW AUTOMATION
Put Your Information
to Work
Create a more organized, accessible information environment by connecting documents, data, people, and processes through content management and workflow automation.
INFORMATION SHOULDN’T BE HARD TO FIND—OR HARD TO USE
Most organizations don’t have an information problem because they lack information. The problem is that documents and data are often scattered across shared drives, email inboxes, individual desktops, paper files, disconnected applications, and legacy systems.
As information grows, employees spend more time searching, recreating, routing, tracking, and manually managing documents. Processes slow down, visibility decreases, and important business information becomes harder to control.
WHEN INFORMATION STARTS GETTING IN THE WAY
- Employees struggle to find the right document or latest version
- Information is stored across shared drives, email, desktops, and paper
- Documents are manually emailed or passed between people for approval
- Staff repeatedly enter the same information into multiple systems
- Processes depend heavily on individual employees knowing what happens next
- Leaders have limited visibility into document or process status
- Naming, filing, and retention practices vary across departments
- Remote or distributed teams have difficulty accessing needed information
- Existing document systems are underused, outdated, or poorly structured
- Growth creates more administrative work without improving the process
Holtworth helps organizations bring structure to information—connecting content, people, processes, and technology so information becomes easier to find, manage, and move through the business.
THE HOLTWORTH INFORMATION WORKFLOW PROCESS
FROM INFORMATION CHAOS TO CONTROLLED WORKFLOW
Effective content management begins with understanding how information moves through the organization today. Holtworth evaluates the people, processes, documents, data, and systems involved before designing a more structured information environment.
The goal isn’t simply to store documents electronically. It’s to create a practical framework for capturing, organizing, accessing, routing, protecting, and using information throughout its business lifecycle.
01
DISCOVER
Understand how information works today.
We evaluate where information originates, how it is captured and stored, who needs access to it, how it moves through the organization, and where existing processes create friction or risk.
02
ORGANIZE
Create structure around the content.
Holtworth defines document types, classifications, metadata, naming conventions, access requirements, and organizational structures that make information easier to find and manage.
03
DESIGN
Build the future-state workflow.
We map how documents and information should move through the business, including routing, review, approvals, exceptions, notifications, and other process requirements.
04
AUTOMATE
Reduce unnecessary manual work.
Repetitive steps can be automated where appropriate, helping reduce manual routing, duplicate entry, process delays, and dependence on employees remembering what happens next.
05
INTEGRATE
Connect information with the systems that use it.
Where appropriate, content and workflows can be connected with existing business applications so information moves more effectively across the organization’s technology environment.
06
GOVERN
Establish control around information.
Access, retention, document lifecycle, versioning, and other information-management requirements are incorporated into the solution based on the needs of the organization.
07
OPTIMIZE
Improve as the business evolves.
Holtworth evaluates performance after implementation and identifies opportunities to refine workflows, improve adoption, and expand automation as organizational needs change.
The result is not simply a place to store documents. It’s an information environment designed around how your organization actually works.
BUILT AROUND HOW YOUR ORGANIZATION WORKS
Content management should reflect the way your organization operates—not force people into processes that don’t fit the business. Holtworth designs information environments around the documents, decisions, workflows, systems, and requirements that shape everyday work.
Whether improving an existing platform or building a new environment, we focus on creating practical solutions that make information easier to capture, find, manage, and move through the organization.
CONTENT MANAGEMENT CAPABILITIES
- Document & Content Management
- Centralized Document Repositories
- Document Classification & Metadata
- Search & Retrieval
- Version Control
- Records & Information Management
- Retention & Lifecycle Management
- Secure Role-Based Access
- System Optimization & Migration
- Repository Consolidation
WORKFLOW & AUTOMATION CAPABILITIES
- Workflow & Process Automation
- Electronic Forms
- Intelligent Document Capture
- OCR & Automated Indexing
- Document Routing & Approvals
- Notifications & Escalations
- Task & Process Tracking
- Business Rules & Decision Routing
- Data Capture & Validation
- System & Application Integration
STILL WORKING WITH PAPER?
A content management initiative doesn’t require your organization to leave years of legacy records behind. Holtworth can help convert existing paper archives into organized digital information and prepare those records for migration into the new environment.
CONNECT THE INFORMATION YOU ALREADY HAVE
Modernizing information doesn’t always require replacing the systems an organization already uses. In many cases, the destination is already in place—the opportunity is improving how documents and data are captured, classified, validated, and delivered into it.
Holtworth evaluates the existing technology environment first. When current systems continue to meet the organization’s needs, we can help identify and implement capture and integration technologies that close the gaps between incoming information and the applications where that information belongs.
01
CAPTURE
Bring information into the process.
Documents may enter through scanners, email, uploads, electronic forms, shared folders, mobile devices, or other business channels.
02
RECOGNIZE & EXTRACT
Turn incoming documents into usable information.
Modern capture technologies can identify document types, extract relevant data, apply OCR, and reduce the amount of information employees must manually enter.
03
VALIDATE & ROUTE
Apply business rules before information moves forward.
Captured information can be validated, classified, indexed, and routed according to defined requirements, helping reduce manual handling and improve consistency.
04
INTEGRATE
Put information where the business needs it.
Documents and data can be delivered into existing content management, ERP, CRM, HR, line-of-business, cloud, or other destination systems when appropriate integrations are available.
The objective isn’t to create another place for information to live. It’s to get information into the right system with less manual intervention and greater consistency.
WHEN NEW TECHNOLOGY IS NEEDED
When the existing environment cannot support the organization’s requirements, Holtworth can help define business and technical needs, evaluate appropriate solutions, and design an information architecture that supports both current operations and future growth.
INFORMATION THAT MOVES AT THE SPEED OF THE BUSINESS
The value of content management and workflow automation isn’t measured by how many documents are stored electronically. It’s measured by how effectively people can access information, complete work, make decisions, and serve the organization.
When information is organized around the way the business operates—and routine movement of that information is automated where appropriate—organizations can reduce administrative friction while creating greater visibility, consistency, and control.
Faster ACCESS TO INFORMATION
Find the right documents and information without searching across inboxes, shared drives, paper files, and disconnected systems.
LESS MANUAL WORK
Reduce repetitive filing, routing, data entry, document handling, and other administrative steps that consume employee time.
MORE CONSISTENT PROCESSES
Create defined workflows that help information move through review, approval, processing, and completion more consistently.
GREATER PROCESS VISIBILITY
Give employees and leadership better insight into where work stands, what requires attention, and where processes may be slowing down.
Stronger Information CONTROL
Establish clearer structure around document access, versions, classification, retention, and information lifecycle.
A MORE SCALABLE OPERATION
Build information processes that can support additional volume, employees, locations, and complexity without requiring administrative work to grow at the same rate.
THE HOLTWORTH PRINCIPLE
Technology Isn’t the Outcome
Content management and automation technology should serve the organization—not become another system employees have to work around. Holtworth begins with the business process, determines what information needs to accomplish, and then applies technology where it can create meaningful improvement.
UNDERSTAND → SIMPLIFY → CONNECT → AUTOMATE → IMPROVE
The right solution may mean improving an existing environment, connecting technology already in place, introducing new capabilities where gaps exist, or combining those approaches around the needs of the business.
START WITH HOW INFORMATION WORKS TODAY
You don’t need to know which platform, workflow, or technology your organization needs before starting the conversation. Begin with how information works today—where it comes from, where it needs to go, and what makes the process harder than it should be.
Holtworth will help you evaluate the current environment, identify the gaps creating unnecessary work or limiting access to information, and determine the right path forward—whether that means improving what you already have, adding technology to close specific gaps, or designing a more comprehensive content management environment.
Not sure where the problem is? That’s okay. Understanding the current process is where we begin.