James Richardson is the Vice President of Sales at MetaSource, with over 15 years of experience in business process management (BPM) and intelligent document processing (IDP). He has partnered with organizations across sectors – from healthcare to government – to optimize their workflows. While he has broad expertise in process optimization, James specializes in transforming human resources and accounts payable operations, combining AI-powered automation with human expertise to drive greater efficiency and business outcomes.
Deciding to digitize incoming invoices and automate invoice processing is a smart choice that can significantly benefit your organization, especially if you regularly process a high volume of invoices or have multiple locations that make efficient processing difficult. Invoice scanning allows you to quickly and securely access important AP documents from your computer or mobile…
Not-for-profit organizations are always looking to do more with less. Funding is limited, needs are increasing, and compliance guidelines are growing. With ever changing regulations and multiple audits, it is crucial that nonprofit organizations manage their key processes in the most efficient and cost-effective way. Digitizing human resource files and automating the onboarding of new…
For companies in the lower middle market (LMM) when it comes time to make process improvements, the accounts payable department is an easy target. Why? Because between the high volume of documents and the lack of efficiency due to never-ending manual processing, inefficient AP processes drain both your capital and your employees. Without AP automation,…
Workflow automation streamlines your manual business processes to reduce inefficiency, provide transparency, and lower costs to generate greater ROI. But while automation is a reliable, short-term implementation that can lead to long-term results, it’s not a magic pill to fix what ails your business. That’s why we always recommend starting small as you introduce automation…
Onboarding a large number of employees in a compressed timeframe can be a nightmare. Some applicants are new and some may be returning employees, requiring you to know the difference between the two, to match those returning with their existing records and run new employees through the entire on-boarding process—fast and without mistakes. It’s the…
To maximize your return on investment when implementing document management software, it’s important to develop a sound business strategy with specific and measurable goals based on key metrics. We recommend you start in a single department, identify key metrics, implement the document management solution, and then compare the results against the key metrics to determine…
Before automating your business processes, it’s important to identify the most meaningful metrics so that you can measure and analyze the results. Why do you need to choose accounts payable metrics to measure before starting with automation? Because without having data on your old processes, you won’t be able to determine the effectiveness of your…
Staying compliant in an HR department is a big job. It means that on top of managing the workplace needs of your employees, you’re also navigating the constantly changing compliance requirements that protect those employees’ sensitive information. We’re here to reassure you that if compliance feels like a huge weight on your shoulders, you’re not…
Paper-based human resource processes can be expensive, cumbersome and littered with errors. Manual data entry leads to avoidable mistakes, while finding individual files in overflowing storage boxes or cabinets is inefficient and time-consuming. Audits also can be disorganized and slow, as can ensuring your firm meets necessary compliance requirements. Every one of these issues can…