{"id":20010,"date":"2026-07-09T09:26:12","date_gmt":"2026-07-09T07:26:12","guid":{"rendered":"https:\/\/www.fores.group\/?p=20010"},"modified":"2026-07-09T09:44:31","modified_gmt":"2026-07-09T07:44:31","slug":"ked-sa-da-rutina-digitalizovatako-oslobodit-tim-od-papierovania-a-nechat-ich-tvorit-hodnotu","status":"publish","type":"post","link":"https:\/\/www.fores.group\/sk\/ked-sa-da-rutina-digitalizovatako-oslobodit-tim-od-papierovania-a-nechat-ich-tvorit-hodnotu\/","title":{"rendered":"Ke\u010f sa d\u00e1 rutina digitalizova\u0165: Ako oslobodi\u0165 t\u00edm od papierovania a necha\u0165 ich tvori\u0165 hodnotu<\/span>"},"content":{"rendered":"\t\t
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09. j\u00fala 2026 | Digitaliz\u00e1cia rutiny by <\/strong>Kristi\u00e1n Petr\u00e1\u0161<\/strong><\/p>

\u201eM\u00f4\u017eeme sa pros\u00edm zhodn\u00fa\u0165, ktor\u00e1 verzia tohto postupu je vlastne platn\u00e1?\u201c<\/strong><\/p>

T\u00e1to ot\u00e1zka nezaznela na nejakom teoretickom workshope o digitaliz\u00e1cii. Zaznela na be\u017enej porade kvalit\u00e1rov vo v\u00fdrobnej firme so stovkami zamestnancov, kde sa \u010das\u0165 t\u00edmu pripravovala na extern\u00fd audit s neaktu\u00e1lnymi dokumentmi a \u010das\u0165 s nov\u0161\u00edmi, ktor\u00e9 e\u0161te nepre\u0161li form\u00e1lnym schv\u00e1len\u00edm. Nikto nekonal zle \u00famyselne \u2013 jednoducho sa stratili v papierovan\u00ed a excelovsk\u00fdch tabu\u013ek\u00e1ch<\/strong>, ktor\u00e9 si \u017eili vlastn\u00fdm \u017eivotom.<\/p>

Ak v\u00e1m tento scen\u00e1r znie povedome, nie ste v tom sami. A dobr\u00e1 spr\u00e1va je, \u017ee v\u00e4\u010d\u0161ina rutinnej administrat\u00edvy, ktor\u00e1 dnes zamestnancom kradne \u010das, sa d\u00e1 digitalizova\u0165<\/strong>. Bez nutnosti stava\u0165 IT syst\u00e9my od nuly.<\/p>

Papierovanie stoj\u00ed viac, ne\u017e si mysl\u00edte<\/h2>

Ke\u010f sa povie \u201epapierovanie“, v\u00e4\u010d\u0161ina \u013eud\u00ed si predstav\u00ed fyzick\u00e9 dokumenty. V praxi ide o \u010doko\u013evek, \u010do n\u00fati \u013eud\u00ed robi\u0165 manu\u00e1lne to, \u010do by mohol robi\u0165 syst\u00e9m: prepisovanie \u00fadajov medzi excelmi, honba za podpismi po chodbe, h\u013eadanie \u201etej spr\u00e1vnej“ verzie zmluvy v emailovej schr\u00e1nke, ru\u010dn\u00e9 vyp\u013a\u0148anie doch\u00e1dzky alebo t\u00fd\u017edenn\u00e9 reporty skladan\u00e9 z desiatich r\u00f4znych s\u00faborov.<\/p>

Tento druh pr\u00e1ce sa ned\u00e1 vidie\u0165 na v\u00fdkaze zisku a str\u00e1t ako samostatn\u00e1 polo\u017eka, no jeho cena sa prejavuje v\u0161ade<\/strong>. V spomalen\u00fdch rozhodnutiach, v chyb\u00e1ch sp\u00f4soben\u00fdch \u013eudsk\u00fdm faktorom, vo frustr\u00e1cii \u013eud\u00ed, ktor\u00ed namiesto odbornej pr\u00e1ce rie\u0161ia administrat\u00edvu, a napokon aj v riziku pri audite alebo kontrole, ke\u010f nikto s istotou nevie poveda\u0165, ktor\u00fd dokument je ten platn\u00fd.<\/p>

Rutina navy\u0161e nie je len ot\u00e1zka pohodlia. Je to ot\u00e1zka toho, kam smeruje \u010das v\u00e1\u0161ho t\u00edmu<\/strong>. Ka\u017ed\u00e1 hodina str\u00e1ven\u00e1 ru\u010dn\u00fdm prekop\u00edrovan\u00edm d\u00e1t je hodina, ktor\u00fa mohol niekto venova\u0165 z\u00e1kazn\u00edkovi, zlep\u0161eniu procesu alebo rie\u0161eniu skuto\u010dn\u00e9ho probl\u00e9mu.<\/p>

\u010co znamen\u00e1 digitalizova\u0165 rutinu v praxi<\/h2>

Digitaliz\u00e1cia rutiny neznamen\u00e1 ve\u013ek\u00fd, rizikov\u00fd a drah\u00fd IT projekt<\/strong> na roky dopredu. V\u00e4\u010d\u0161inou ide o cielen\u00e9, dobre navrhnut\u00e9 rie\u0161enia konkr\u00e9tnych bolest\u00ed \u2013 automatizovan\u00fd obeh dokumentov, preh\u013eadn\u00fd syst\u00e9m pre spr\u00e1vu \u00faloh, digit\u00e1lny onboarding nov\u00fdch kolegov alebo centralizovan\u00fa evidenciu zml\u00fav s notifik\u00e1ciami na bl\u00ed\u017eiace sa term\u00edny.<\/p>

Spolo\u010dn\u00e9 maj\u00fa tri veci:<\/p>

Centralizuj\u00fa inform\u00e1cie.<\/strong> Namiesto dokumentov roztr\u00fasen\u00fdch v emailoch, na zdie\u013ean\u00fdch diskoch a v hlav\u00e1ch jednotliv\u00fdch \u013eud\u00ed existuje jedno miesto pravdy, kam m\u00e1 pr\u00edstup ten, kto ho potrebuje.<\/p>

Automatizuj\u00fa schva\u013eovanie a obeh.<\/strong> Namiesto behania za podpismi syst\u00e9m s\u00e1m po\u0161le \u00falohu spr\u00e1vnemu \u010dloveku, upozorn\u00ed na bl\u00ed\u017eiaci sa term\u00edn a ulo\u017e\u00ed hist\u00f3riu zmien.<\/p>

Zni\u017euj\u00fa z\u00e1vislos\u0165 na jednom \u010dloveku.<\/strong> Ke\u010f proces be\u017e\u00ed v syst\u00e9me a nie \u201ev hlave pani Katar\u00edny z \u00fa\u010dtovn\u00edctva“, firma sa st\u00e1va odolnej\u0161ou vo\u010di fluktu\u00e1cii aj \u013eudsk\u00fdm chyb\u00e1m.<\/p>

Pr\u00e1ve preto sa dnes na digitaliz\u00e1ciu rutiny ve\u013emi dobre hod\u00ed ekosyst\u00e9m Microsoft 365<\/strong> a Power Platform \u2013 firmy maj\u00fa tieto n\u00e1stroje \u010dasto u\u017e zaplaten\u00e9 v r\u00e1mci licenci\u00ed, tak\u017ee rie\u0161enia na nich postaven\u00e9 nevy\u017eaduj\u00fa budovanie novej infra\u0161trukt\u00fary a vedia by\u0165 nasaden\u00e9 v priebehu t\u00fd\u017ed\u0148ov, nie mesiacov.<\/p>

Kde sa d\u00e1 za\u010da\u0165 \u2013 re\u00e1lne oblasti, re\u00e1lne v\u00fdsledky<\/h2>

Sk\u00fasenos\u0165 z desiatok projektov ukazuje, \u017ee rutina sa d\u00e1 zmapova\u0165 a zdigitalizova\u0165 prakticky v ka\u017edom oddelen\u00ed:<\/p>

Spr\u00e1va dokumentov a kvalita.<\/strong><\/a> Intern\u00e9 smernice, postupy a normy prech\u00e1dzaj\u00fa od vytvorenia cez pripomienkovanie a\u017e po schv\u00e1lenie a archiv\u00e1ciu automatizovan\u00fdm procesom. Ka\u017ed\u00fd dokument m\u00e1 nemenn\u00fa URL adresu ved\u00facu na aktu\u00e1lnu schv\u00e1len\u00fa verziu, tak\u017ee sa u\u017e nikdy nestane, \u017ee by niekto pracoval s neplatn\u00fdm postupom. Presne to bol pr\u00edpad v\u00fdrobnej firmy z \u00favodu \u2013 po nasaden\u00ed syst\u00e9mu riadenej dokument\u00e1cie zmizla neistota okolo platn\u00fdch verzi\u00ed aj stres pred auditom.<\/p>

Zmluvy a ich \u017eivotn\u00fd cyklus.<\/strong><\/a> Namiesto zml\u00fav roztr\u00fasen\u00fdch v emailov\u00fdch vl\u00e1knach existuje centr\u00e1lna datab\u00e1za s r\u00fdchlym vyh\u013ead\u00e1van\u00edm a automatick\u00fdmi upozorneniami na bl\u00ed\u017eiace sa term\u00edny obnovy \u010di ukon\u010denia. Firma tak neprepo\u010d\u00fava d\u00f4le\u017eit\u00e9 lehoty a m\u00e1 preh\u013ead, kto m\u00e1 aktu\u00e1lne \u010do v rie\u0161en\u00ed.<\/p>

Riadenie \u00faloh a projektov.<\/strong><\/a> Preh\u013eadn\u00e1 koordin\u00e1cia \u00faloh naprie\u010d t\u00edmami nahr\u00e1dza roztrie\u0161ten\u00e9 zoznamy v Exceli, ktor\u00e9 sledoval ka\u017ed\u00fd po svojom \u2013 a nikto naozaj.<\/p>

Onboarding nov\u00fdch zamestnancov.<\/strong><\/a> Digit\u00e1lny n\u00e1stroj prevedie nov\u00e9ho kolegu potrebn\u00fdmi krokmi automaticky, namiesto papierov\u00fdch checklistov, ktor\u00e9 sa str\u00e1caj\u00fa v prvom t\u00fd\u017edni.<\/p>

Doch\u00e1dzka a absencie.<\/strong><\/a> Evidencia, ktor\u00e1 be\u017eala na papieri alebo v samostatn\u00fdch tabu\u013ek\u00e1ch jednotliv\u00fdch ved\u00facich, sa presunie do jedn\u00e9ho syst\u00e9mu s jasn\u00fdmi schva\u013eovac\u00edmi krokmi.<\/p>

Efekt tak\u00fdchto zmien vie by\u0165 prekvapivo ve\u013ek\u00fd aj pri na prv\u00fd poh\u013ead \u201emal\u00fdch“ procesoch. U jedn\u00e9ho z na\u0161ich dlhodob\u00fdch partnerov sa v\u010faka automatiz\u00e1cii na Power Platforme skr\u00e1tila manu\u00e1lna administrat\u00edvna z\u00e1\u0165a\u017e mana\u017e\u00e9rskeho t\u00edmu z troch dn\u00ed na p\u00e4tn\u00e1s\u0165 min\u00fat t\u00fd\u017edenne \u2013 bez ak\u00fdchko\u013evek dodato\u010dn\u00fdch n\u00e1kladov nad r\u00e1mec u\u017e existuj\u00faceho M365 portf\u00f3lia.<\/p>

Pre\u010do na tom z\u00e1le\u017e\u00ed viac, ne\u017e sa zd\u00e1<\/h2>

Ke\u010f t\u00edm prestane tr\u00e1vi\u0165 \u010das h\u013eadan\u00edm spr\u00e1vnej verzie dokumentu, honbou za podpismi alebo ru\u010dn\u00fdm prepisovan\u00edm d\u00e1t, neuvo\u013en\u00ed sa len \u010das. Uvo\u013en\u00ed sa aj pozornos\u0165 a energia, ktor\u00fa m\u00f4\u017eu \u013eudia venova\u0165 pr\u00e1ci, v ktorej s\u00fa skuto\u010dne dobr\u00ed \u2013 anal\u00fdze, z\u00e1kazn\u00edkom, zlep\u0161ovaniu produktu, rie\u0161eniu v\u00fdnimiek, ktor\u00e9 si vy\u017eaduj\u00fa prem\u00fd\u0161\u013eanie, nie kop\u00edrovanie.<\/p>

Digitaliz\u00e1cia rutiny je preto v kone\u010dnom d\u00f4sledku invest\u00edcia do \u013eud\u00ed. D\u00e1va im<\/strong> priestor tvori\u0165 hodnotu namiesto administrovania papierov<\/strong>.<\/p>

Ak vo va\u0161ej firme pozn\u00e1te pocit, \u017ee sa d\u00f4le\u017eit\u00e9 veci str\u00e1caj\u00fa v papierovan\u00ed a excelovsk\u00fdch tabu\u013ek\u00e1ch, radi si s vami sadneme, zmapujeme re\u00e1lne procesy a uk\u00e1\u017eeme, kde m\u00e1 digitaliz\u00e1cia najr\u00fdchlej\u0161\u00ed a najv\u00fdraznej\u0161\u00ed dopad.<\/p>

Dohodnite si nez\u00e1v\u00e4zn\u00fd rozhovor s na\u0161\u00edm t\u00edmom.<\/a><\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Papierovanie a roztr\u00fasen\u00e9 excely dnes stoja firmy ove\u013ea viac ne\u017e len \u010das \u2013 kradn\u00fa pozornos\u0165 \u013eud\u00ed, ktor\u00fa by mohli venova\u0165 skuto\u010dnej pr\u00e1ci.<\/p>\n","protected":false},"author":18,"featured_media":20012,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[82,84,253],"tags":[],"class_list":["post-20010","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-zmena-procesu","category-planovanie","category-softver"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.fores.group\/sk\/wp-json\/wp\/v2\/posts\/20010","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fores.group\/sk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fores.group\/sk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fores.group\/sk\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fores.group\/sk\/wp-json\/wp\/v2\/comments?post=20010"}],"version-history":[{"count":7,"href":"https:\/\/www.fores.group\/sk\/wp-json\/wp\/v2\/posts\/20010\/revisions"}],"predecessor-version":[{"id":20021,"href":"https:\/\/www.fores.group\/sk\/wp-json\/wp\/v2\/posts\/20010\/revisions\/20021"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fores.group\/sk\/wp-json\/wp\/v2\/media\/20012"}],"wp:attachment":[{"href":"https:\/\/www.fores.group\/sk\/wp-json\/wp\/v2\/media?parent=20010"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fores.group\/sk\/wp-json\/wp\/v2\/categories?post=20010"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fores.group\/sk\/wp-json\/wp\/v2\/tags?post=20010"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}