Tag: document management software

How to Create a Customer Service Competitive Advantage

How to Create a Customer Service Competitive Advantage

If you want to differentiate your organization by creating a competitive advantage in customer service, you can do so by managing your incoming content more effectively with document capture, workflow automation and document management. This blog explains how it all works. Content Ingestion The first step is to ingest all content related to customer cases…

2015 Partner Meeting Recap

2015 Partner Meeting Recap

Our recent national partner meeting was packed full of insightful and actionable information for MetaSource partners and many attendees were excited about what they learned. The event included a keynote presentation from Ralph Gammon, editor and publisher of the Document Imaging Report regarding his views of industry trends and the future of document management. Details…

How to Respond to Document Requests Quickly

How to Respond to Document Requests Quickly

Many reporters rely on the Freedom of Information Act (FOIA) to request and receive access to information from the federal government. One reporter recently wrote about his experience requesting information from the State Department. After a long wait and finally getting a response, he learned that there is a backlog of requests because “the office…

Let’s Learn: Document Management Software

Let’s Learn: Document Management Software

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…

8 Steps for Automating Business Processes with Document Management Software

8 Steps for Automating Business Processes with Document Management Software

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…

How to Streamline Expense Reporting with E-Forms & Workflow

How to Streamline Expense Reporting with E-Forms & Workflow

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…

When Is a Document Scanning Price Too Good To Be True?

When Is a Document Scanning Price Too Good To Be True?

It’s tempting to consider using the document scanning company that offers the lowest price per page or per box. But can the lowest price be too good to be true? Though price is always important, it is only one component of the entire cost. What’s in a Price There are several important steps to the…

The Top 5 Benefits of Distributed vs. Centralized Document Scanning

The Top 5 Benefits of Distributed vs. Centralized Document Scanning

With the advent of inexpensive yet powerful desktop scanners and easy to use point-and-click capture software, paper documents no longer need to be transported to and scanned at a company’s central facility. Document scanning and indexing can now be performed locally on-site (at multiple locations or branch offices) by anyone instead of dedicated scanner operators…

How Document Scanning & Management Can Maximize Social Return on Investment

How Document Scanning & Management Can Maximize Social Return on Investment

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…

Sales Order Automation: Faster Order-to-Cash

Sales Order Automation: Faster Order-to-Cash

Every day that an order sits in your inbox and every additional step that an order takes to get processed represents a delay in cash flow which can hurt the financial health of any organization. Furthermore, lost orders—which happen to a surprising number of companies—mean poor customer service at best and lost revenues at worst….