document workflow

A Guide to Digital Transformation

The popularity of the phrase, “digital transformation” has quickly grown in the last decade. As we enter the 2020’s, this phrase is only going to become more important. We think it’s safe to say that no one saw that start to 2020 that we’re all experiencing. Most of us are working remotely or from home. Zoom meetings and Google Hangouts have become the new normal for communicating with coworkers and clients. But what does the [...]

Why Remote Employees Need Document Management

Many of us are comfortably (some in their work pajamas) and effectively working from home these days. Technology makes it possible for us to connect and do our jobs with minimal hassle outside of the office. However, while we can communicate and collaborate from a distance, some remote employees are experiencing one struggle in their new work arrangement: secure access to documents they need to fulfill their responsibilities. Their company lacks document management functionality that [...]

Top 5 Ways Scanning Solves Business Problems

Many businesses find it difficult to strike a balance between physical documents and the often elusive dream of going paperless. Although both physical documents and digital documents offer their own benefits and drawbacks, one of the primary concerns for businesses is how to bridge the two worlds. By utilizing scanning solutions, your business can save time and money while closing the gap between paper and digital files. But, many businesses only use scanning as an [...]

Properly Implementing a Scanning Solution

For companies around the world, document scanning has proved to be an invaluable asset. Converting their data into digital files and storing them electronically — and turning their offices into practically paperless environments — proves advantageous in numerous areas, including better service, faster turnaround, improved compliance, enhanced collaboration, and significant cost savings. Not to mention bidding farewell to missing or lost documents. However, there are mistakes many businesses make when implementing a scanning solution. By [...]

Document Management Basics

Your business generates large amounts of paper and electronic documents. As your business grows, so do files, and the time and effort required to manage them. Storing, managing, distributing, and accessing information from this enormous volume of data can prove to be quite a hassle. Digital document management revolutionizes the management of information and provides the ability to rapidly find, retrieve, and share all the documents in your repository. So what is digital document management [...]

Tech Expert Q&A – Better Billing Solutions

  Question: I work for a local consulting company, and one of our challenges is billing our clients for all the paper reports, and documents they require us to print out as our final deliverable. What options do we have to automate the accurate collection and invoicing of these documents? Answer: There is a real cost to producing paper documents, and as a consultant you deserve to charge your clients for this cost. The good news [...]

Tech Expert Q&A – Improving Document Workflow for an Accounts Payable Department

Question: I am the CFO for a local construction company, and am in need of some advice regarding a solution for our mountain of paper that is moved through our organization every day. My highest priority is to streamline our Accounts Payable process so we can take advantage of all the discounts offered by our vendors.   Answer:  Vendors, and people you borrow money from offer you reasonable discounts and low interest rates if you can pay [...]

Tech Expert Q&A – Businesses Run on Forms

Question: Our employees use many different forms to run many parts of our business. However, we have constant problems with people using the wrong version of the form, and have trouble reading handwriting on the forms. What advice do you have to reduce these types of form problems?Answer: Great question! There are likely several different answers, depending on:Who uses these forms?Who fills out the forms?Are they in the office when they are completed, or in the [...]