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…
Learn how workflow automation, cloud document management software, and digital mailroom solutions will help ensure compliance and prevent disruptive audits.
Whether you need to share a contract or application to a partner, upload mortgage documents to your quality control compliance advisor or send any other confidential information electronically, SFTP is not enough to guarantee secure access. Below are the limitations and how to overcome them. Limitations of SFTP Whoever has the SFTP address, login and…
There’s a lot of terminology used in the information management space, so it can feel overwhelming when you first dive in. With so much ground to cover, wouldn’t a guide with the most common and essential industry terms be helpful? The “Let’s Learn” series is here to help make navigating a little easier so you…
Automation, Document Management
An Inc. magazine article, “How to Automate Your Business for Fast Growth,” features an 8-step plan on how businesses large and small can introduce and implement automation. As a document management solution provider, we’ve adapted these eight steps to show how you can automate business processes with document management and workflow automation software: Automate the…
Even for organizations that have implemented some combination of document scanning and document management, incorporating receipts into the expense management process can be a major headache for all involved: those employees incurring expenses, their supervisors needing to approve them, and for accounting who needs to make these receipts available to auditors. Time Consuming & Tedious…
Document Management, Document Scanning
According to the Urban Institute, the nonprofit sector in the US has increased 25%, from 1.26 million nonprofit organizations in 2001 to 1.57 million in 2011, surpassing both commercial and government growth. There are 28,000 nonprofits in New York City alone, whose employees represent 14% of the City’s workforce (528,000 employees) and combined annual expenditure…
In many respects, the ongoing relationship between an organization and its employees can be tracked through its documents. If you haven’t already deployed a document management solution for your employee onboarding processes, our recent blog post on this topic may provide some insight. The same technologies used to automate the onboarding process can be extended for…