workflow automation Tag

Meet Compliance Requirements with the Help of Document Management & Workflow Automation
Get Serious About Digitizing: 6 Reasons Why Your Business Needs to Automate

Get Serious About Digitizing: 6 Reasons Why Your Business Needs to Automate

Document scanning and workflow automation can mean big things for your business. With manual processes, you’ll always be at the whims of human error and forced to deal with slow reaction times or unobservant employees. Automate your process, on the other hand, and you’ll be more flexible, more accountable and more responsive to the speed…

Workflow Automation & High Performance Teams

Workflow Automation & High Performance Teams

Here at MetaSource, we’re all about fostering collaboration with workflow automation, document management and document capture software. However, software tools of this nature only work if you use them to work together with a well functioning team. How well does your team function? Do you have any of these problems? Absence of Trust: fear of…

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…

Let’s Learn: Workflow Automation

Let’s Learn: Workflow Automation

The “Let’s Learn” series helps make navigating document scanning and document management space a little easier so you can get the best solution for your business challenge. What is workflow automation? Workflow automation, which can also be referred to as business process automation, is automating and streamlining paper based business processes to improve efficiency, reduce…

Why Automate AP – Part II: How Do You Start?

Why Automate AP – Part II: How Do You Start?

Invoice processing automation has been around for years yet almost 50% of organizations still process paper invoices manually. Why do they continue to accept lost invoices, missed early payment discounts and a lack of management visibility into the efficiency of this critical business process? Many believe that invoice processing automation is too complex and too…

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…

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 Management Feeds HR Systems: Save Money, Be More Efficient & Don’t Lose Anything