Document Management & Workflow Blog

  • Going paperless? The right partner is key to your success.
    14 Aug 2019 Ally Blank

    Going paperless? The right partner is key to your success.

    You recently decided to go digital and end your company’s reliance on paper. You’ve already done some homework – you know the benefits, have performed some initial due diligence, and have drafted a preliminary blueprint of your digital journey. The decision is made, so let’s get started! Easy, right? Truth is, deciding to go paperless […]

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  • Digital Transformation in Banking Whitepaper: Keeping Up with the FinTech Disrupters
    01 Jul 2019 Colin Graf

    Digital Transformation in Banking Whitepaper: Keeping Up with the FinTech Disrupters

    The world’s biggest banks are pushing back against the industry-disrupting competition from online financial startups with billions of dollars of investments in digital technology, Bloomberg reports. Earlier this year, Spain’s Banco Santander SA announced plans to spend $22 billion over the next four years to stay competitive. In the U.S. J.P. Morgan Chase & Co. […]

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  • Why RPA Projects Fail
    16 May 2019 Colin Graf

    Why RPA Projects Fail

    There is a lot of hype surrounding the results of RPA (robotic process automation), which is a way to automate manual, repetitive processes in your business. When the application is implemented properly, for the right processes, businesses can gain enormous efficiencies. The best-case scenario for RPA gets even non-technical people excited about an application that […]

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  • MetaSource is Kofax Maintenance Partner of the Year
    30 Apr 2019 Colin Graf

    MetaSource is Kofax Maintenance Partner of the Year

    MetaSource has been named Kofax “Maintenance Partner of the Year” for success in helping clients achieve increased efficiency, growth and improved customer experience as a top reseller of Kofax intelligent automation solutions. The award was announced at the Kofax 2019 Partner Summit in Irvine, Calif. in April, in recognition of the high number of MetaSource […]

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  • Actionable Insights Start with Multichannel Capture: A Whitepaper
    05 Apr 2019 Colin Graf

    Actionable Insights Start with Multichannel Capture: A Whitepaper

    To obtain actionable insights, you need actionable data. To acquire actionable data, you need effective multichannel capture or it’s garbage in, garbage out. Multichannel capture is your organization’s ability to ingest documents and data from email, fax, scanners, MFPs, websites, social media, mobile devices, data streams, and paper. With more than 293 billion business and […]

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  • How a Financial Firm Uses RPA to Process 1,800 Docs Per Day without Human Intervention
    20 Mar 2019 Colin Graf

    How a Financial Firm Uses RPA to Process 1,800 Docs Per Day without Human Intervention

    At MetaSource we sell solutions not products. The products can be pretty impressive. But when we combine state-of-the-art technology and processes to create solutions tailor-made for the needs of a particular client, “impressive” doesn’t begin to cover it. Jaw-dropping is more like it. And every once in a while, we accomplish something so transformative that […]

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