Work Smarter With Automated Document Management
Gain visibility, reduce delays, and take control of your documents with automated workflows built for the way you work today.
Technology Partners
Simplify Processes with Document Management & Workflow Automation
If you're still using paper or disorganized digital files, you're losing time and control.
The Swenson Group helps Bay Area businesses streamline operations with secure document management and smart workflow automation so you work faster, safer, and with less manual effort.
Facing These Document and Workflow Challenges?
Whether you’re a small team or a growing company, problems like these can make it hard to stay efficient and even harder to scale.
Disorganized Documents
Information is stored in too many places or not at all.
Manual Workflows
Handwritten approvals, back-and-forth emails, and paper forms waste hours.
No Tracking or Audit Trail
You don’t know who edited what, when, or why.
Bottlenecks and Delays
Processes break down when documents get stuck waiting for signatures or reviews.
Security Risks
Disorganized documents, paper and digital, can leave room for data breaches.
Trusted by Over 4,000 Businesses Across the San Francisco Bay Area
Why Businesses Choose Workflow Automation & Document Management
AI and workflow automation will make your team faster and your documents more secure.
Faster Approvals
Documents move automatically from person to person with instant alerts and e-signatures.
Centralized Storage
Everything is searchable, organized, and accessible in one secure location.
Real-Time Visibility
Track the status of documents and workflows at a glance.
Less Paper, More Progress
Cut down on physical storage, reduce printing, and enable remote access.
Compliance & Control
Maintain records, automate retention policies, and support audit readiness.
Does Your Tech Meet Minimum Standards?
Measure your tech readiness in 3 minutes. Get a FREE Opportunity Report.
Optimize Your Workflow in 3 Simple Steps
Step 1 - Analyze Your Document Environment
We start by assessing how you store, manage, and move documents today, and identify the manual processes slowing you down.
Step 2 - Automate & Organize
Our team builds a custom document management and workflow automation solution to digitize your processes, automate approvals, and ensure document security.
Step 3 - Support & Scale
With real-time monitoring, updates, and expert support, your system adapts as your business grows, so your workflows never hold you back.
FAQs
Are You Located in the Bay Area?
Yes, we are based in Livermore, and our people live work and play throughout the Bay Area.
Is the Swenson Group Privately Owned?
Yes, and we have been privately owned by Dean Swenson (CEO) and Jeff Swenson (COO) for over 30 years. We are not bound by corporate rules, we do what’s right for the customer.
How Hard is it to Implement a Document Management System?
With the right partner, implementation is straightforward. We handle setup, migration, and training to ensure a smooth transition with minimal disruption.
How Can a Document Management Solution Strengthen Security?
It protects your information with access controls, audit trails, encryption, and secure cloud storage, keeping sensitive documents safe and compliant.
What is the Role of AI in Workflow Automation?
AI helps identify patterns, route documents intelligently, flag anomalies, and automate repetitive tasks, making workflows faster and more accurate.
"Our post sales support ensures maximum ROI on your technology."
Let’s Upgrade the Way Your Team Works
Book a discovery meeting to see how document management and workflow automation can help your business move faster, stay compliant, and reduce operational headaches.
New
Considering a Document Management Solution?
Download our free educational whitepaper, 9 Hardcopy Document Security Risks, to learn everything you need to know about Document Management Services.
