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…
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…
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…
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…
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…
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…
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…
Business Drivers Enterprise content management (ECM) systems manage unstructured content stored on paper documents, electronic records, faxes, email, etc. Enterprise resource planning (ERP) systems manage structured data across departments, including accounting, finance, purchasing, manufacturing, and customer service. How can we tie them together and why is this important? Content from paper documents often support transactional…