# MetaSource --- ## Pages - [Who We Serve](https://www.metasource.com/who-we-serve/): Learn how we help companies in various industries, including financial services, government, and healthcare, reach their goals with BPO services, automation solutions, and document management software. - [Government](https://www.metasource.com/who-we-serve/government/): Discover how government digital transformation solutions can help your agency modernize your processes, enhance efficiency, and build resilience. - [SourceAP](https://www.metasource.com/software/metasource/sourceap/): Discover how MetaSource’s AI-driven, configurable invoice processing automation solution makes complex AP processes simple. - [SourceHR](https://www.metasource.com/software/metasource/sourcehr/): MetaSource’s HR document management system can optimize HR processes with secure, cloud-based storage, workflow automation, and compliance management tools all in one solution. - [OpenText Support & Professional Services](https://www.metasource.com/software/opentext/support-and-professional-services/): Get technical support, upgrades, and professional services for OpenText AppEnhancer and ApplicationXtender document management software. - [Document Capture](https://www.metasource.com/technology/capture/): Explore top intelligent document capture solutions to enhance your document management efficiency and accuracy, ultimately reducing costs. - [Court Record Digitization & Scanning](https://www.metasource.com/who-we-serve/government/court-record-digitization/): Our court record digitization services drive process efficiency, enhanced collaboration, seamless accessibility, and file-less ecosystems. Go paperless today. - [Customer Onboarding](https://www.metasource.com/business-process-outsourcing/customer-onboarding/): Streamline customer onboarding, file management, and payment processing with our IDP solutions. Automate your workflow with MetaSource now! - [Higher Education Accounts Payable Automation](https://www.metasource.com/who-we-serve/accounts-payable/higher-education/): Learn how your college or university can streamline invoice processing and reduce overhead costs with higher education accounts payable automation. - [Accounts Payable (AP)](https://www.metasource.com/who-we-serve/accounts-payable/): Discover how accounts payable automation solutions streamline invoice processing to reduce manual tasks, errors, and costs. - [Financial Services Accounts Payable Automation](https://www.metasource.com/who-we-serve/accounts-payable/financial-services/): Learn how our invoice processing automation solutions can help your financial services firm streamline the entire invoice-to-pay process – from receipt through reconciliation and reporting. - [Healthcare Accounts Payable Automation](https://www.metasource.com/who-we-serve/accounts-payable/healthcare/): Our AI-driven healthcare accounts payable automation solution eliminates manual data entry to streamline invoice processing. Get started. - [AP Partnership](https://www.metasource.com/who-we-serve/accounts-payable/partnership/): Learn about our reseller and referral programs that were built to help fintechs deliver more complete accounts payable automation solutions. - [Document Management](https://www.metasource.com/technology/document-management-software/): Store, centralize, and organize electronic documents quickly with our cloud document management and enterprise content management software. Learn more. - [Digital Mailroom](https://www.metasource.com/business-process-outsourcing/digital-mailroom/): Digital mailroom services can help increase efficiency, enable remote work, and save money. Go digital with MetaSource today. - [Home](https://www.metasource.com/): Unlock streamlined operations with MetaSource, trusted subject matter experts in business process automation services and IDP solutions. - [Tangent Deposit21](https://www.metasource.com/software/deposit21/): MetaSource offers Tangent Deposit21 software, which can help you enhance your remittance processing through improved data accuracy and automated electronic deposit. - [Do Not Sell My Personal Information](https://www.metasource.com/privacy-policy/do-not-sell/): Learn about MetaSource's privacy policy and how you can opt out of the sale of your personal information when visiting our site. - [Sub-Processors](https://www.metasource.com/privacy-policy/sub-processors/): - [California Privacy Notice (CCPA/CPRA)](https://www.metasource.com/privacy-policy/ccpa/): - [GDPR](https://www.metasource.com/privacy-policy/gdpr/): - [Insurance Solutions](https://www.metasource.com/who-we-serve/insurance/): Discover top insurance solutions, including digital mailroom solutions to streamline claims processing, ensure compliance, and improve productivity. - [Guides & Checklists](https://www.metasource.com/learning-center/guides-checklists/): Learn more about workflow automation, document management software and mortgage compliance with our whitepapers - [Learning Center](https://www.metasource.com/learning-center/): Download resources and watch videos to learn more about business process outsourcing services and software solutions to support your company's digital transformation. - [MetaSource Software](https://www.metasource.com/software/metasource/): Explore MetaSource’s proprietary software offerings, which include our cloud document management solution and its mobile counterpart. - [OpenText Software](https://www.metasource.com/software/opentext/): Implement OpenText software and get total support from MetaSource to optimize your enterprise content management system. - [FileBound Document Management Software](https://www.metasource.com/software/filebound/): Learn how you can transform your business processes and empower your team with FileBound document management and workflow automation software. - [UKG & MetaSource's Long History Working Together](https://www.metasource.com/about-us/ukg-partnership/): Since 2013, MetaSource has been helping UKG and its customers across the U.S. with all their scanning and digital transformation needs. - [MetaSource’s Security Priority](https://www.metasource.com/about-us/security-and-compliance/): Learn how MetaSource's BPO services can help you ensure compliance and reduce fraud risk with improved document and data security. We are a SOC 2 Type 2, HIPAA, and GDPR compliant company. - [Nonprofits](https://www.metasource.com/who-we-serve/nonprofit/): Find out how to increase efficiency and ensure compliance with workflow automation and document management for nonprofits while reducing overall costs. - [Medical Records Scanning Service](https://www.metasource.com/document-scanning-services/medical-records/): Ensure HIPAA compliance and improve efficiency with MetaSource's medical record scanning services. Learn how we can help you gain easy access to files while protecting your patients' health information (PHI). - [Manufacturing](https://www.metasource.com/who-we-serve/manufacturing/): Manufacturing document management & automation solutions can unlock new opportunities for various departments, including AP & HR. Speak to our experts today! - [Business Process Outsourcing (BPO) Services](https://www.metasource.com/business-process-outsourcing/): Explore our BPO/BPM services and improve efficiency with document scanning and mailroom outsourcing. Learn why MetaSource is the leading partner. - [Solutions](https://www.metasource.com/solutions/): Discover how BPO services, technology, and document scanning services can help your organization enable remote work, increase productivity, and reduce costs. - [New York Document Scanning Services](https://www.metasource.com/document-scanning-services/new-york-city/): Located just outside New York City, MetaSource's local document scanning facility maintains the highest standards in security. Learn how we can help you digitize your documents for easy search and retrieval. - [Boston Document Scanning Services](https://www.metasource.com/document-scanning-services/boston-cambridge/): MetaSource's document scanning facility located just outside Boston, Massachusetts maintains the highest standards in security. Learn how we can help you digitize your documents. - [Book Scanning Services](https://www.metasource.com/document-scanning-services/books/): Learn how our book scanning services preserve research, vital records, and IP contained in hardcover books, manuals, and lab notebooks. - [Captiva/Intelligent Capture Support Lifecycle](https://www.metasource.com/software/opentext/intelligent-capture/support-lifecycle/): Gain information on OpenText Intelligent Capture software (formerly OpenText Captiva) version release dates, primary support end dates, and sustaining support start dates. - [Careers](https://www.metasource.com/about-us/careers/): Join a leading digital transformation solutions provider. MetaSource offers great career opportunities with a hard-working team of dedicated employees. - [Foxit File Compression Software](https://www.metasource.com/software/opentext/appenhancer/foxit/): Foxit's file compression tool, which MetaSource offers as an add-on to OpenText AppEnhancer document management software, enables you to easily compress, access, edit, normalize, share, and archive PDFs. - [OpenText AppEnhancer/AX Support Lifecycle](https://www.metasource.com/software/opentext/appenhancer/support-lifecycle/): Gain information on OpenText AppEnhancer (formerly ApplicationXtender) document management software version release dates, primary support end dates, and sustaining support start dates. - [Tungsten AP Essentials](https://www.metasource.com/software/tungsten-automation/ap-essentials/): Learn how to automate invoice processing in the cloud and improve your ROI with Tungsten AP Essentials, formerly Kofax AP Essentials and ReadSoft Online. - [Tungsten Professional Services](https://www.metasource.com/software/tungsten-automation/professional-services/): Learn how MetaSource can help you get the most out of your Tungsten Automation, formerly Kofax, software investment through professional services. We can assist you with upgrading your software, customizing your solution, and integrating platforms. - [Tungsten Software Support](https://www.metasource.com/software/tungsten-automation/support/): Explore MetaSource's technical support offerings, upgrade services, and professional services for Tungsten Automation, formerly Kofax, software solutions. - [Case Studies](https://www.metasource.com/learning-center/case-studies/): Learn more about document scanning, document management software, workflow automation, RPA, and mortgage compliance in these case studies - [Webinars & Videos](https://www.metasource.com/learning-center/videos/): Watch our videos to learn more about document scanning, document management software, workflow automation, RPA, and mortgage compliance - [Terms & Conditions](https://www.metasource.com/terms-and-conditions/): Learn about our terms and conditions, including our compliance with the European Union's General Data Protection Regulation (GDPR). - [Privacy Policy](https://www.metasource.com/privacy-policy/): Learn about our privacy policies, including our compliance with the European Union's General Data Protection Regulation (GDPR). - [Document Scanning: Backfile Conversion](https://www.metasource.com/document-scanning-services/backfile-conversion/): Go paperless, reduce costs, eliminate compliance risks, and improve efficiency with secure and accurate backfile conversion services. - [Tungsten RPA](https://www.metasource.com/software/tungsten-automation/rpa/): Learn how to fully automate the processing of information to drive greater employee productivity, reduce costs, increase operational efficiency, and deliver insight into critical business decisions with Tungsten RPA, formerly Kofax RPA. - [Tungsten Transformation](https://www.metasource.com/software/tungsten-automation/transformation/): Automate error-prone and time-consuming document-centric tasks with Tungsten Transformation, formerly Kofax Transformation. The software automatically classifies, separates, and extracts data from documents. - [Tungsten TotalAgility](https://www.metasource.com/software/tungsten-automation/totalagility/): Enhance your business processes with intelligent automation processing and task automation with Tungsten TotalAgility, formerly Kofax TotalAgility. - [Tungsten Capture](https://www.metasource.com/software/tungsten-automation/capture/): Integrate enterprise document capture with your existing business systems and workflows with Tungsten Capture, formerly Kofax Capture. - [Microfilming Service](https://www.metasource.com/document-scanning-services/microfilming/): Discover how MetaSource can convert your paper and digital files into microfilm for long-term archival. - [Lockbox Services](https://www.metasource.com/business-process-outsourcing/lockbox/): Discover expert lockbox services to accelerate the processing of all incoming payments, forms, and more. Ensure compliance and security for your customers. - [Aperture Card Scanning](https://www.metasource.com/document-scanning-services/aperture-cards/): Learn how MetaSource can digitize your aperture cards into PDF, TIFF, and JPG images to make them instantly searchable and easier to access and manage. - [Microfiche Scanning](https://www.metasource.com/document-scanning-services/microfiche-conversion/): Learn how MetaSource can convert your microfiche into digital formats like PDF, TIFF, and JPG images using production grade scanners. - [Microfilm Scanning](https://www.metasource.com/document-scanning-services/microfilm-conversion/): Learn how MetaSource can convert your microfilm into digital formats like PDF, TIFF, and JPG images for easier access and management. - [Large Format Scanning](https://www.metasource.com/document-scanning-services/large-wide-format/): Discover how MetaSource can help you digitize oversized documents, such as blueprints, construction plans, maps, and engineering drawings. - [Document Scanning Services](https://www.metasource.com/document-scanning-services/): Go paperless with our expert document scanning services. Convert your paper files, books, and large format documents into digital images. - [Whitepapers & eBooks](https://www.metasource.com/learning-center/whitepapers/): Learn more about workflow automation, document management software and mortgage compliance with our whitepapers - [Facilities & Locations](https://www.metasource.com/about-us/facilities-locations/): Learn where you can find MetaSource all over the world. We are located in Philadelphia, Salt Lake City, Phoenix, Beijing, and Pune - [MetaSource's History](https://www.metasource.com/about-us/metasource-history/): Discover MetaSource's history and evolution into a leading provider of digital transformation solutions including BPO services, workflow automation, and document management. - [How We Are Different](https://www.metasource.com/about-us/metasource-difference/): MetaSource redefines process improvement beyond simply outsourcing… as a profit improvement partner we leverage state of art and cutting edge technologies to provide meaningful and manageable solutions to a wide variety of complex challenges in very competitive market segments - [Contact Us](https://www.metasource.com/about-us/contact-us/): Contact MetaSource to learn more about BPO services, digital mailroom, workflow automation, document scanning services, and document management software. - [About Us](https://www.metasource.com/about-us/): MetaSource is a technology driven provider of business process outsourcing (BPO) solutions and services integrated with Enterprise Content Management (ECM) and workflow solutions and customer experience processes to meet our clients' goals. - [Become a Reseller](https://www.metasource.com/for-resellers/): Learn why over 150 document imaging, document management and office equipment resellers partner with MetaSource for enterprise content management (ECM). - [News](https://www.metasource.com/about-us/digital-transformation-news/): Read our news feed to learn the latest about document scanning, workflow automation, document management software and more - [Retail](https://www.metasource.com/who-we-serve/retail/): Discover our retail automation solutions to boost your customer service levels with loyalty program application processing services, call center services & more. - [Financial Services](https://www.metasource.com/who-we-serve/financial-services/): Learn how accounts payable automation for financial services can streamline the entire invoice-to-pay process – from receipt through reconciliation & reporting. - [Transportation](https://www.metasource.com/who-we-serve/transportation/): Explore our transportation document management & workflow automation solutions to expedite trip pack processing, so you & your drivers can get paid faster. - [Healthcare](https://www.metasource.com/who-we-serve/healthcare/): Explore how intelligent document processing & healthcare digital transformation solutions can streamline accounts payable and patient records management. - [Clean Energy](https://www.metasource.com/who-we-serve/clean-energy/): Discover how our clean energy compliance services, including quality control solutions, help PACE funders meet business goals. - [Mortgage](https://www.metasource.com/who-we-serve/mortgage/): Discover how mortgage automation and outsourcing solutions, including quality control services, can streamline processes and reduce costs. - [Human Resources (HR)](https://www.metasource.com/who-we-serve/human-resources/): Learn how HR digital transformation solutions like employee file scanning and intelligent automation can expedite processes and reduce costs. - [Image Access ImageTrust](https://www.metasource.com/software/opentext/appenhancer/imagetrust/): ImageTrust is the reliable capture software to scan and digitally index your documents, eliminating the need for physical paper and storage. Explore today. - [Tungsten Automation (formerly Kofax)](https://www.metasource.com/software/tungsten-automation/): Explore Tungsten Automation, formerly Kofax, capture and automation software. A trusted Tungsten partner, MetaSource can implement & support each offering. - [MetaMobil](https://www.metasource.com/software/metasource/metamobil/): Easily and securely access your OpenText AppEnhancer or MetaStor content anytime, anywhere with MetaSource's cloud document management mobile app. - [MetaStor](https://www.metasource.com/software/metasource/metastor/): MetaStor cloud document management solution, built on OpenText AppEnhancer content management software, allows you to instantly and securely search and retrieve documents anywhere on any device. - [MetaStor for Mortgage](https://www.metasource.com/software/metasource/metastor-for-mortgage/): MetaStor is a robust enterprise content management and workflow system for the mortgage industry. - [OpenText Intelligent Capture (formerly Captiva)](https://www.metasource.com/software/opentext/intelligent-capture/): OpenText Intelligent Capture (formerly Captiva) software creates actionable insights from your paper and electronic documents. Get started today. - [OpenText AppEnhancer User Admin](https://www.metasource.com/software/opentext/appenhancer/user-administration/): Learn about MetaSource's web-based user administration interface for OpenText AppEnhancer document management software. - [OpenText Process Automation](https://www.metasource.com/software/opentext/appworks/): Discover OpenText Process Automation, formerly OpenText AppWorks, a platform that seamlessly integrates with existing systems to automate & optimize your business processes. - [OpenText AppEnhancer](https://www.metasource.com/software/opentext/appenhancer/): Learn what OpenText AppEnhancer (formerly ApplicationXtender) document management software is, how it works, what features it offers & how we can help. - [Workflow Automation Software](https://www.metasource.com/technology/workflow-automation-software/): Learn how workflow automation software can streamline your manual processes, enable remote access to critical business documents, and boost productivity. - [Technology](https://www.metasource.com/technology/): Automate your workflow and processes with our intelligent document processing solutions including document capture and management with AI. - [Partner Portal Register](https://www.metasource.com/partner-portal-register/): If you are a reseller, register today for our portal to gain access to information and pricing on our document management, workflow automation and RPA solutions. - [Partner Portal Login](https://www.metasource.com/partner-portal-login/): MetaSource partners can log in to access the latest news, deal registration and other forms, and marketing collateral. - [Blog](https://www.metasource.com/document-management-workflow-blog/): Explore our blog posts that cover everything from digital transformation trends to document management best practices to tips for adopting workflow automation solutions. - [Software](https://www.metasource.com/software/): Explore how MetaSource's enterprise document management software and business automation solutions streamline workflows and reduce costs. --- --- ## Posts - [The Challenges of Processing Invoices with a P2P Supplier Network & How to Solve Them](https://www.metasource.com/document-management-workflow-blog/p2p-supplier-networks-invoice-processing-challenges/): Learn where procure-to-pay supplier networks fall short and how to achieve full AP automation with AI-driven solutions. - [Assess Digital Town Readiness & Improve It with Government Document Scanning](https://www.metasource.com/document-management-workflow-blog/digital-town-readiness/): Discover how to assess digital town readiness and enhance efficiency with document scanning. Learn key steps for modernizing local government operations. - [Streamlining Court Administration: How Digital Solutions Optimize Judicial Processes](https://www.metasource.com/document-management-workflow-blog/streamline-court-administration/): Discover how digital solutions can enhance court administration by improving efficiency, security, and compliance while reducing manual processes and costs. - [Success Story: How a Tax Relief Company Streamlined Customer Onboarding & Cut Operating Costs](https://www.metasource.com/document-management-workflow-blog/tax-relief-company-streamlines-customer-onboarding/): Explore how a tax relief company enhanced time-to-resolution and reduced operating costs with outsourced customer onboarding automation. - [5 Strategies to Reduce Manual Intervention in Invoice Processing](https://www.metasource.com/document-management-workflow-blog/reduce-manual-invoice-processing/): Discover why invoice processing remains labor-intensive, the limitations of traditional AP automation, and top methods for reducing manual work. - [How Automated HR Workflows & Document Management Streamline Compliance](https://www.metasource.com/document-management-workflow-blog/streamline-hr-compliance-with-document-management/): Learn how to streamline compliance with HR document management and workflow automation. - [Common Client Onboarding Automation Mistakes to Avoid](https://www.metasource.com/document-management-workflow-blog/avoid-client-onboarding-automation-mistakes/): Uncover the most common client onboarding automation mistakes and learn how to avoid falling victim to them. - [How to Implement a Secure Employee Document Management System](https://www.metasource.com/document-management-workflow-blog/secure-employee-document-management-system/): Learn how to implement a secure employee document management system. Follow our checklist to ensure compliance and protect sensitive HR data. - [6 Signs You Need AI-Powered Mailroom Outsourcing](https://www.metasource.com/document-management-workflow-blog/ai-powered-mailroom/): Discover the top signs your organization needs an AI-powered mailroom outsourcing solution and learn how a digital mailroom can enhance data security and boost operational efficiency. - [Why Automated Invoice Processing Is Critical for Modern AP Teams](https://www.metasource.com/document-management-workflow-blog/automated-invoice-processing/): Discover how automated invoice processing revolutionizes AP workflows with faster, more accurate data capture and validation for your organization's success. - [5 HR Automation Trends to Conquer 2025](https://www.metasource.com/document-management-workflow-blog/hr-automation-trends/): Explore the benefits of HR automation trends for 2025, so you can enhance compliance, decision-making, and efficiency. - [HR Document Management Best Practices: A Guide for Leaders](https://www.metasource.com/document-management-workflow-blog/hr-document-management-best-practices/): What HR document management best practices should you follow to maximize efficiency and improve employee experience? Read on! - [What Is Customer Onboarding Automation?](https://www.metasource.com/document-management-workflow-blog/what-is-customer-onboarding-automation/): Learn what AI-powered customer onboarding automation is, how it works, the benefits it offers, and how you can successfully implement it. - [Top 5 Accounts Payable Challenges & Solutions](https://www.metasource.com/document-management-workflow-blog/accounts-payable-challenges-and-solutions/): Learn solutions to the top 5 AP challenges like human error, delayed approvals, and fraud risk. Improve efficiency and control with AI-driven invoice processing. - [How AI-Driven IDP Differs from Traditional IDP](https://www.metasource.com/document-management-workflow-blog/ai-idp-vs-traditional-idp/): Discover the key differences between traditional and AI-powered IDP and learn how AI-powered solutions enhance accuracy, efficiency, and scalability. - [8 Accounts Payable Automation Best Practices in 2025](https://www.metasource.com/document-management-workflow-blog/accounts-payable-automation-best-practices/): Discover AP automation best practices for 2025, so you can enhance efficiency, reduce errors, and streamline operations. - [Intelligent Digital Mailroom Management: How AI Enhances Automation](https://www.metasource.com/document-management-workflow-blog/digital-mailroom-management/): Learn how AI-driven digital mailroom management solutions can streamline your business processes, increase productivity, and reduce costs. - [Harnessing AI in Accounts Payable to Streamline Invoice Processing](https://www.metasource.com/document-management-workflow-blog/harnessing-ai-in-accounts-payable/): Explore how AI in accounts payable can transform invoice processing, enhancing accuracy, efficiency, and compliance for financial operations. - [Select the Right Intelligent Document Processing (IDP) Partner: Criteria for Success](https://www.metasource.com/document-management-workflow-blog/intelligent-document-processing-partner/): Uncover the top qualities to look for in an intelligent document process partner, so you can choose the right one and improve your business processes. - [AI Workflow Automation vs. Traditional Automation: Key Differences](https://www.metasource.com/document-management-workflow-blog/ai-workflow-automation/): Discover the transformative benefits of AI workflow automation over traditional methods to enhance business efficiency and reduce costs. - [Leveraging Advanced Automation Technologies: Beyond RPA with AI & BPA](https://www.metasource.com/document-management-workflow-blog/leveraging-advanced-technologies/): Intelligent automation goes beyond traditional RPA by integrating AI and BPA. Learn when to use each technology for maximum efficiency and strategic advantage. - [6 Intelligent Document Processing Myths, Debunked](https://www.metasource.com/document-management-workflow-blog/intelligent-document-processing-myths-busted/): Separate fact from fiction by learning about the top myths clouding business leaders’ understanding of intelligent document processing solutions. - [Successfully Automate Customer Onboarding in 4 Steps](https://www.metasource.com/document-management-workflow-blog/automate-customer-onboarding/): Learn how to successfully automate client onboarding, so you can reduce your churn rate and improve revenue generation. - [What Is Intelligent Automation?](https://www.metasource.com/document-management-workflow-blog/what-is-intelligent-automation/): Discover how intelligent automation transforms business processes and improves cost savings compared to traditional automation. - [5 Benefits of Business Process Management Powered by AI](https://www.metasource.com/document-management-workflow-blog/benefits-of-business-process-management/): Ready to discover the benefits of BPM across various industries? Learn how AI-powered BPM solutions improve productivity, decision-making, and cost efficiency. - [4 Signs You Need a Customer Onboarding Process Upgrade](https://www.metasource.com/document-management-workflow-blog/signs-to-update-customer-onboarding-process/): Do you need to streamline your client onboarding process? Uncover the top signs you do as well as how you can with a customer onboarding automation solution. - [3 Levels of AP Automation: Choosing the Best Option for Your Business](https://www.metasource.com/document-management-workflow-blog/accounts-payable-automation-solutions/): Learn all about the different accounts payable automation solutions available, so you can choose the right one for your organization. - [Navigating Current Business Process Automation Trends](https://www.metasource.com/document-management-workflow-blog/business-process-automation-trends/): Stay ahead in 2024 with the latest BPA trends that revolve around artificial intelligence, hyperautomation, and cloud solutions. - [How to Maximize ROI with AI-Powered Business Process Automation](https://www.metasource.com/document-management-workflow-blog/accelerate-roi-with-automation/): Learn how your organization can achieve a high return on investment with business process automation solutions powered by artificial intelligence. - [How AI-Powered Intelligent Document Processing is Reshaping Higher Education](https://www.metasource.com/document-management-workflow-blog/how-idp-is-reshaping-higher-education/): Learn how colleges and universities are using and benefiting from AI-powered document processing automation solutions. - [How to Select the Right AP Automation Partner for Your Organization](https://www.metasource.com/document-management-workflow-blog/select-right-ap-automation-partner/): Looking for an invoice processing automation partner? Read this step-by-step guide to learn how to select the right one for your organization. - [How AP Automation Mitigates the Risk of Payment Fraud](https://www.metasource.com/document-management-workflow-blog/ap-automation-protects-against-fraud/): Learn about the current payment fraud landscape, the top manual invoice processing vulnerabilities, and the ways accounts payable automation mitigates fraud. - [Key Intelligent Document Processing Use Cases for Modern Businesses](https://www.metasource.com/document-management-workflow-blog/intelligent-document-processing-use-cases/): Learn how organizations are leveraging intelligent document automation to optimize processes like customer onboarding and invoice processing. - [An Introduction to Accounts Payable Automation](https://www.metasource.com/document-management-workflow-blog/what-is-ap-automation/): What is AP automation? How does it work? What benefits does it offer? Find answers to all these invoice processing automation questions and more here. - [Top Customer Onboarding Challenges & How to Overcome Them](https://www.metasource.com/document-management-workflow-blog/overcome-customer-onboarding-challenges/): Learn how client onboarding automation can help your organization overcome common challenges and improve customer satisfaction and retention. - [How a Veterinary Health Organization Streamlined Invoice Processing](https://www.metasource.com/document-management-workflow-blog/veterinary-health-organization-streamlines-invoice-processing/): Discover how a veterinary health organization adopted the right accounts payable automation solution and overcame its manual invoice processing challenges. - [Human-in-the-Loop: Optimizing AI-Driven Processes](https://www.metasource.com/document-management-workflow-blog/what-is-human-in-the-loop/): Discover what human-in-the-loop means, the benefits it offers organizations, and how businesses are leveraging it. - [Mastering Modern Finance: 2024 Accounts Payable Trends](https://www.metasource.com/document-management-workflow-blog/accounts-payable-trends-2024/): Make 2024 your AP team’s year by staying up to date on the latest trends impacting the function. - [Top Intelligent Document Processing (IDP) Trends to Watch in 2024](https://www.metasource.com/document-management-workflow-blog/intelligent-document-processing-trends-2024/): See what intelligent document automation trends the new year will bring, so you can better prepare and stay ahead of the competition. - [Defining & Prioritizing Your Business Process Automation (BPA) Goals](https://www.metasource.com/document-management-workflow-blog/define-bpa-goals/): Before you can effectively leverage business process automation technology, you need to set well-defined goals. Find out how to do just that. - [Top Hidden Barriers to Touch-Free Invoice Processing](https://www.metasource.com/document-management-workflow-blog/touchfree-invoice-processing-barriers/): Uncover the top challenges preventing AP teams from achieving true accounts payable automation as well as how to overcome them with the right solution. - [How Your Business Can Benefit from Intelligent Document Processing (IDP)](https://www.metasource.com/document-management-workflow-blog/intelligent-document-processing-benefits/): Learn how your organization can boost efficiency, reduce costs, and improve customer service with automated document processing technology. - [My Business Document Scanning Project Is Complete. Now What?](https://www.metasource.com/document-management-workflow-blog/post-document-scanning-steps/): It can be difficult to determine what to do after your document scanning project is complete. Find out the steps you should take to effectively leverage your digital files. - [What Is a Digital Mailroom?](https://www.metasource.com/document-management-workflow-blog/what-is-a-digital-mailroom/): A digital mailroom is a secure way to process mail and email that enter your organization faster and more efficiently with a BPO partner. - [A Guide to Understanding BPO vs. BPM vs. BPMaaS](https://www.metasource.com/document-management-workflow-blog/bpo-vs-bpm-vs-bpmaas-guide/): Discover how business process outsourcing, business process management, and BPM as a service differ as well as how they help organizations reduce costs and increase efficiency. - [IDP vs. OCR: Which Is Right for Your Business?](https://www.metasource.com/document-management-workflow-blog/idp-vs-ocr/): Discover the differences between optical character recognition (OCR) and intelligent document processing (IDP) and which solution is better for your organization. - [3 Benefits of AP Automation for Healthcare](https://www.metasource.com/document-management-workflow-blog/ap-automation-benefits-for-healthcare/): Manual processes are tedious and lead to late payments. Learn how leveraging AP automation would benefit your healthcare organization. - [Digital Mailroom Comparison: Which Solution Is Right for Your Organization?](https://www.metasource.com/document-management-workflow-blog/digital-mailroom-solution-comparison/): Which digital mailroom solution is right for your organization? Discover whether you need a basic, outsourced solution, one that provides simple workflow automation, or a highly intelligent, advanced system. - [What Is Business Process Management (BPM)?](https://www.metasource.com/document-management-workflow-blog/what-is-business-process-management/): Uncover what business process management is, discover the benefits it offers, and learn about popular use cases, like mail management, invoice processing, and claims processing. - [How a Health & Fitness Club Got Its Document Management System in Shape](https://www.metasource.com/document-management-workflow-blog/fitness-club-document-management/): Learn how Club Fit reduced manual work and streamlined day-to-day operations for several teams, including accounts payable, with the right content management solution. - [Why AP Automation Projects Fail & How to Ensure Success](https://www.metasource.com/document-management-workflow-blog/why-ap-automation-solutions-fail/): Ensure success and overcome common AP automation challenges during the initial set up of a new AP system. Enhance your department today. - [Intelligent Document Processing 101: What It Is & How It Works](https://www.metasource.com/document-management-workflow-blog/what-is-intelligent-document-processing/): Discover what intelligent document automation is, how it works, and how organizations leverage it to reduce costs and enhance efficiency. - [5 Strategies to Recession-Proof Your Business](https://www.metasource.com/document-management-workflow-blog/strategies-to-recession-proof-your-business/): Want to ensure your organization can effectively navigate a recession? Learn how you can cut unnecessary expenses through BPO services, gain a competitive edge with digital tools, and more here. - [How Debt Relief Companies Can Improve Customer Experience](https://www.metasource.com/document-management-workflow-blog/debt-relief-companies-improve-customer-experience/): Learn how to increase customer satisfaction and alleviate employee burnout with debt settlement process automation solutions. - [How to Go Paperless for Earth Day with IDP Services](https://www.metasource.com/document-management-workflow-blog/go-paperless-for-earth-day/): Want to play your part this Earth Day by reducing your organization’s environmental impact? Learn how you can by going paperless with intelligent document processing solutions. - [5 Signs Your Company Could Benefit from Automation](https://www.metasource.com/document-management-workflow-blog/signs-to-automate-business-processes/): Can your organization benefit from business process automation (BPA)? Discover how it can help you reduce costs, improve customer satisfaction, and increase employee retention. - [How Much Are Your Outdated Content Management Processes Costing You?](https://www.metasource.com/document-management-workflow-blog/outdated-content-management-processing-costs/): Learn how an enterprise content management solution can help your business reduce real estate, labor, and turnover costs. - [How to Select the Right Document Management Software](https://www.metasource.com/document-management-workflow-blog/how-to-select-document-management-software/): Learn the steps to select the best document management solution for your organization, so you can improve content accessibility and security, increase productivity, reduce costs, and ensure business continuity. - [Everything You Need to Know About the Evolution of BPO](https://www.metasource.com/document-management-workflow-blog/history-and-future-of-bpo/): Learn about the history and future of BPO services like mailroom management and invoice processing. Stay ahead of the curve and streamline manual tasks. - [Everything You Need to Know About Data as a Service](https://www.metasource.com/document-management-workflow-blog/data-as-a-service-introduction/): Learn how business data services enhance data collection and management for better decision making, improved connectivity, and increased cost savings with a data as a service strategy. - [8 Strategies for Building Business Resilience](https://www.metasource.com/document-management-workflow-blog/business-resilience-strategies/): Learn how you can build business resilience and thrive no matter what’s around the corner with strategies like going paperless, automating processes, and integrating systems. - [How Document Management Will Evolve in 2023](https://www.metasource.com/document-management-workflow-blog/document-management-trends-2023/): Learn what’s next in the evolution of content management with trends about cloud document management, low-code automation, and business resiliency that we expect to see in 2023. - [5 Business Process Management Trends to Watch in 2023](https://www.metasource.com/document-management-workflow-blog/business-process-management-trends-2023/): Learn why BPM solutions are surging in use and scope, what is expected to happen in 2023, and how its use can be beneficial to your organization. - [How Document Management Software Maximizes the Value of Your Business Apps](https://www.metasource.com/document-management-workflow-blog/how-document-management-software-maximizes-the-value-of-your-business-apps/): Streamline your content-centric processes and enhance document security with OpenText AppEnhancer content management software. - [How to Implement Business Process Automation](https://www.metasource.com/document-management-workflow-blog/set-up-business-process-automation/): Discover the steps to successfully setting up business process automation (BPA), so your organization can improve efficiency, customer satisfaction, employee engagement, and operational performance. - [Top 3 Manual Tasks to Streamline with Business Process Automation](https://www.metasource.com/document-management-workflow-blog/top-manual-tasks-to-streamline-with-business-process-automation/): Learn how you can streamline manual, repetitive tasks to increase efficiency and reduce costs with business process automation (BPA) technology. - [How Accounts Payable Automation Speeds Up Invoice Processing](https://www.metasource.com/document-management-workflow-blog/digital-mailroom-speeds-up-invoice-processing/): Learn how to accelerate invoice processing and generate economic gains by leveraging AP automation. - [What Is Debt Relief Process Automation?](https://www.metasource.com/document-management-workflow-blog/debt-relief-process-automation/): Learn how debt relief and settlement companies can offload tedious, manual tasks using process automation solutions. - [Your Guide to Business Process Automation (BPA)](https://www.metasource.com/document-management-workflow-blog/business-process-automation-guide/): Learn what business process automation is and how your organization can implement it to increase productivity, reduce costs, and improve customer experience. - [5 Benefits of a Digital Mailroom](https://www.metasource.com/document-management-workflow-blog/digital-mailroom-benefits/): Learn how digital mailroom services can help your organization save time, eliminate missing documents, enable remote work, and so much more. - [5 Questions to Ask Yourself Before You Go Paperless](https://www.metasource.com/document-management-workflow-blog/going-paperless-questions/): Is your business looking to go paperless and eliminate inefficient, manual processes? Here are key questions to ask yourself before you do. - [5 Digital Transformation Solutions for Crisis Management](https://www.metasource.com/document-management-workflow-blog/digital-transformation-solutions-for-crisis-management/): Learn about five digital transformation solutions that can help you effectively keep your business running during any business disruption. - [How Healthcare Interoperability Helps Your Facility Run Efficiently](https://www.metasource.com/document-management-workflow-blog/how-healthcare-interoperability-improves-efficiency/): Learn how healthcare interoperability significantly improves data accessibility and increases efficiency. - [6 Ways BPO Improves Your AP Processes](https://www.metasource.com/document-management-workflow-blog/accounts-payable-needs-bpo/): Eliminate manual paperwork with accounts payable automation combined with business process outsourcing to maximize invoice processing efficiency. - [Meet MetaStor®: OpenText™ AppEnhancer in the Cloud](https://www.metasource.com/document-management-workflow-blog/meet-metastor-cloud-document-management/): Do you ever wish you could securely process, store, and retrieve documents in the cloud? MetaSource's MetaStor makes it possible with a robust set of features and security you can rely on. - [What Government Digital Transformation Success Looks Like](https://www.metasource.com/document-management-workflow-blog/what-government-digital-transformation-success-looks-like/): Learn how MetaSource assists government agencies and departments streamline tasks to achieve their digital transformation goals. - [3 Things to Look for in a Government Digital Transformation Partner](https://www.metasource.com/document-management-workflow-blog/3-things-to-look-for-in-a-government-digital-transformation-partner/): Learn how we help government agencies handle increasing volumes of document and data processing through scanning, workflow automation, and more. - [What Is Integration as a Service & How Does It Work?](https://www.metasource.com/document-management-workflow-blog/what-is-integration-as-a-service-how-does-it-work/): Learn about Integration as a Service (IaaS), a combination of professional services and software designed to connect on-premise and cloud systems. - [2021 in Review: How Technology & BPO Benefited Business Operations](https://www.metasource.com/document-management-workflow-blog/2021-in-review-how-technology-bpo-benefited-business-operations/): Look back to learn how technology and business process outsourcing reduces remote work security risks and automates clerical work. - [Why Debt Relief Companies Are Leveraging Automation](https://www.metasource.com/document-management-workflow-blog/why-debt-relief-companies-leverage-automation/): Leverage debt relief automation to streamline processes and improve customer service in your debt settlement company. - [What Is Government Digital Transformation & How Does It Work?](https://www.metasource.com/document-management-workflow-blog/what-is-government-digital-transformation-how-does-it-work/): Learn about our work with government modernization and our expertise with project implementation, digitization technology, workflow automation, and more. - [Top Digital Transformation Trends to Watch in 2022](https://www.metasource.com/document-management-workflow-blog/top-digital-transformation-trends-to-watch-in-2022/): Learn about how integration as a service (IAAS), hyperautomation and heightened cybersecurity can help you increase productivity and digitally transform. - [How Outsourced Services and Technology Help Combat Inflation](https://www.metasource.com/document-management-workflow-blog/outsourced-services-and-technology-combat-inflation/): Learn how workflow automation and business process outsourcing services can help your business reduce costs as inflation increases. - [Intelligent Automation: A Kofax Automation Benchmark Study](https://www.metasource.com/document-management-workflow-blog/kofax-intelligent-automation-benchmark-study-2022/): By implementing intelligent automation into mission-critical workflows you ensure business continuity, improved customer experiences, and streamline hybrid work communication. - [Streamline Claims Processing with a Digital Mailroom Solution for Insurance Companies](https://www.metasource.com/document-management-workflow-blog/digital-mailroom-for-insurance-claims-processing/): See how our digital mailroom solution helps streamline processing, enables easier location of digitized documents & improves your customer service - [Cybersecurity Best Practices for the Remote Office](https://www.metasource.com/document-management-workflow-blog/cybersecurity-best-practices-for-the-remote-office/): Many organizations have embraced remote and hybrid workstyles as a result of the COVID-19 pandemic. Learn how to keep your documents and data secure whether your teams are working remotely or in the office. - [“The Great Resignation”: How to Overcome it with Technology](https://www.metasource.com/document-management-workflow-blog/the-great-resignation-overcome-it-with-technology/): Put your staff retention and hiring troubles behind you. Learn how to navigate “The Great Resignation” with the right technology solutions. - [Important Lessons for Debt Relief Company Success](https://www.metasource.com/document-management-workflow-blog/important-lessons-for-debt-relief-company-success/): With consumer debt growing at record levels and ongoing pandemic uncertainty adding to the financial anxiety of many Americans, the need for services from debt relief companies is increasing. - [What is Workflow Automation? Getting Started in 4 Easy Steps](https://www.metasource.com/document-management-workflow-blog/workflow-automation-getting-started/): Want to know how to revitalize your business? Learn what, how, and why workflow automation gets your business on the path to better performance and growth. - [How to Manage and Streamline Employee Applications](https://www.metasource.com/document-management-workflow-blog/employee-application-eforms/): Learn how converting employee applications into e-forms can improve your hiring process, reduce paper, improve efficiency, and reduce costs. - [Which Level of Workflow Automation Software Is Right for You?](https://www.metasource.com/document-management-workflow-blog/which-workflow-automation-is-right-for-you/): While automating business processes provides companies with many benefits, you don’t need to fully automate every step of a process to reduce costs and increase efficiency. - [3 Steps to Optimize Your Company’s Office Move](https://www.metasource.com/document-management-workflow-blog/optimize-company-office-move/): A company office move requires a great deal of planning and organization. Make sure your planning includes what to do with your paper documents before the move. - [How to Improve Business Efficiency and Run a Leaner Organization](https://www.metasource.com/document-management-workflow-blog/improve-business-efficiency/): To increase business efficiency & productivity an organization needs to address workflow components like staff, processes, paper, & invoicing. - [Why Document Management Software and Cloud Collaboration Are Beneficial for Your Business](https://www.metasource.com/document-management-workflow-blog/why-document-management-software-benefits-business/): Cloud platforms promote real-time collaboration, offer fast and easy scalability, and provide a stable, centralized repository for documents, and more. - [3 Criteria for Partnering With the Right BPO Company](https://www.metasource.com/document-management-workflow-blog/criteria-for-partnering-with-the-right-bpo-company/): When selecting a BPO company for document management and process automation, evaluate their expertise in 3 key areas. A qualified BPO partner will have extensive experience implementing business technology and with software integrations, offer comprehensive employee training, and provide ongoing tech support. - [3 Common Myths Surrounding Document Scanning the Reality](https://www.metasource.com/document-management-workflow-blog/3-document-scanning-myths-vs-reality/): While document scanning and document management software have proven to improve business processes, there are still misconceptions surrounding these services. In reality, document scanning is easier than you think and reduces business expenses such as the cost of office space used for paper file storage. - [Why Your Business Continuity Plan Needs Document Scanning](https://www.metasource.com/document-management-workflow-blog/why-your-business-continuity-plan-needs-document-scanning/): Document scanning and document management software are key components of a business continuity plan for your critical business documents. Scanned documents available in the cloud will be essential during the disaster recovery process and will ensure file security and accessibility for your team. - [4 Ways to Lower Operational Costs and Increase Efficiency](https://www.metasource.com/document-management-workflow-blog/increase-efficiency-and-lower-operational-costs/): Four ways to increase operational efficiency include: keeping employees focused on meaningful work, improving customer experiences while saving time, reducing overhead costs, and focusing on compliance for potential audits. - [Packing File Boxes for Document Scanning In 4 Easy Steps](https://www.metasource.com/document-management-workflow-blog/pack-file-boxes-for-document-scanning/): When you outsource document scanning, properly packing business documents in file boxes helps you avoid any additional handling fees and ensures efficient document processing. Follow MetaSource's guide to organize files by project, and properly pack, label, and secure document boxes for transport. - [Avoid Accidentally Deleting Files with Document Management](https://www.metasource.com/document-management-workflow-blog/avoid-deleting-files-with-document-management/): File deletion is one of the most dangerous perils of storing documents on a shared drive. Instead, document management software helps you avoid the accidental deletion of documents with folder and document level access rights, record retention schedules, and an easier file recovery process. --- # # Detailed Content ## Pages ### Who We Serve > Learn how we help companies in various industries, including financial services, government, and healthcare, reach their goals with BPO services, automation solutions, and document management software. - Published: 2025-03-18 - Modified: 2025-03-18 - URL: https://www.metasource.com/who-we-serve/ --- ### Government > Discover how government digital transformation solutions can help your agency modernize your processes, enhance efficiency, and build resilience. - Published: 2025-03-17 - Modified: 2025-03-17 - URL: https://www.metasource.com/who-we-serve/government/ --- ### SourceAP > Discover how MetaSource’s AI-driven, configurable invoice processing automation solution makes complex AP processes simple. - Published: 2025-01-21 - Modified: 2025-03-17 - URL: https://www.metasource.com/software/metasource/sourceap/ --- ### SourceHR > MetaSource’s HR document management system can optimize HR processes with secure, cloud-based storage, workflow automation, and compliance management tools all in one solution. - Published: 2024-12-06 - Modified: 2025-03-17 - URL: https://www.metasource.com/software/metasource/sourcehr/ --- ### OpenText Support & Professional Services > Get technical support, upgrades, and professional services for OpenText AppEnhancer and ApplicationXtender document management software. - Published: 2024-11-04 - Modified: 2024-11-04 - URL: https://www.metasource.com/software/opentext/support-and-professional-services/ --- ### Document Capture > Explore top intelligent document capture solutions to enhance your document management efficiency and accuracy, ultimately reducing costs. - Published: 2024-09-06 - Modified: 2025-03-17 - URL: https://www.metasource.com/technology/capture/ --- ### Court Record Digitization & Scanning > Our court record digitization services drive process efficiency, enhanced collaboration, seamless accessibility, and file-less ecosystems. Go paperless today. - Published: 2024-01-24 - Modified: 2025-03-17 - URL: https://www.metasource.com/who-we-serve/government/court-record-digitization/ --- ### Customer Onboarding > Streamline customer onboarding, file management, and payment processing with our IDP solutions. Automate your workflow with MetaSource now! - Published: 2024-01-19 - Modified: 2025-03-17 - URL: https://www.metasource.com/business-process-outsourcing/customer-onboarding/ --- ### Higher Education Accounts Payable Automation > Learn how your college or university can streamline invoice processing and reduce overhead costs with higher education accounts payable automation. - Published: 2023-12-04 - Modified: 2024-10-22 - URL: https://www.metasource.com/who-we-serve/accounts-payable/higher-education/ --- ### Accounts Payable (AP) > Discover how accounts payable automation solutions streamline invoice processing to reduce manual tasks, errors, and costs. - Published: 2023-11-07 - Modified: 2025-05-09 - URL: https://www.metasource.com/who-we-serve/accounts-payable/ --- ### Financial Services Accounts Payable Automation > Learn how our invoice processing automation solutions can help your financial services firm streamline the entire invoice-to-pay process – from receipt through reconciliation and reporting. - Published: 2023-09-26 - Modified: 2024-03-28 - URL: https://www.metasource.com/who-we-serve/accounts-payable/financial-services/ --- ### Healthcare Accounts Payable Automation > Our AI-driven healthcare accounts payable automation solution eliminates manual data entry to streamline invoice processing. Get started. - Published: 2023-09-06 - Modified: 2024-10-22 - URL: https://www.metasource.com/who-we-serve/accounts-payable/healthcare/ --- ### AP Partnership > Learn about our reseller and referral programs that were built to help fintechs deliver more complete accounts payable automation solutions. - Published: 2023-07-31 - Modified: 2025-01-08 - URL: https://www.metasource.com/who-we-serve/accounts-payable/partnership/ --- ### Document Management > Store, centralize, and organize electronic documents quickly with our cloud document management and enterprise content management software. Learn more. - Published: 2023-06-13 - Modified: 2024-12-06 - URL: https://www.metasource.com/technology/document-management-software/ --- ### Digital Mailroom > Digital mailroom services can help increase efficiency, enable remote work, and save money. Go digital with MetaSource today. - Published: 2023-04-11 - Modified: 2025-03-17 - URL: https://www.metasource.com/business-process-outsourcing/digital-mailroom/ --- ### Home > Unlock streamlined operations with MetaSource, trusted subject matter experts in business process automation services and IDP solutions. - Published: 2023-04-10 - Modified: 2025-03-17 - URL: https://www.metasource.com/ --- ### Tangent Deposit21 > MetaSource offers Tangent Deposit21 software, which can help you enhance your remittance processing through improved data accuracy and automated electronic deposit. - Published: 2023-03-03 - Modified: 2025-01-22 - URL: https://www.metasource.com/software/deposit21/ --- ### Do Not Sell My Personal Information > Learn about MetaSource's privacy policy and how you can opt out of the sale of your personal information when visiting our site. - Published: 2022-12-16 - Modified: 2024-03-27 - URL: https://www.metasource.com/privacy-policy/do-not-sell/ --- ### Sub-Processors - Published: 2022-12-16 - Modified: 2024-03-27 - URL: https://www.metasource.com/privacy-policy/sub-processors/ --- ### California Privacy Notice (CCPA/CPRA) - Published: 2022-12-16 - Modified: 2024-03-27 - URL: https://www.metasource.com/privacy-policy/ccpa/ --- ### GDPR - Published: 2022-12-16 - Modified: 2024-03-27 - URL: https://www.metasource.com/privacy-policy/gdpr/ --- ### Insurance Solutions > Discover top insurance solutions, including digital mailroom solutions to streamline claims processing, ensure compliance, and improve productivity. - Published: 2021-12-10 - Modified: 2025-01-22 - URL: https://www.metasource.com/who-we-serve/insurance/ --- ### Guides & Checklists > Learn more about workflow automation, document management software and mortgage compliance with our whitepapers - Published: 2021-12-06 - Modified: 2024-03-27 - URL: https://www.metasource.com/learning-center/guides-checklists/ --- ### Learning Center > Download resources and watch videos to learn more about business process outsourcing services and software solutions to support your company's digital transformation. - Published: 2021-08-09 - Modified: 2025-04-11 - URL: https://www.metasource.com/learning-center/ --- ### MetaSource Software > Explore MetaSource’s proprietary software offerings, which include our cloud document management solution and its mobile counterpart. - Published: 2021-08-09 - Modified: 2025-01-24 - URL: https://www.metasource.com/software/metasource/ --- ### OpenText Software > Implement OpenText software and get total support from MetaSource to optimize your enterprise content management system. - Published: 2021-08-09 - Modified: 2025-01-22 - URL: https://www.metasource.com/software/opentext/ --- ### FileBound Document Management Software > Learn how you can transform your business processes and empower your team with FileBound document management and workflow automation software. - Published: 2021-08-09 - Modified: 2024-03-28 - URL: https://www.metasource.com/software/filebound/ --- ### UKG & MetaSource's Long History Working Together > Since 2013, MetaSource has been helping UKG and its customers across the U.S. with all their scanning and digital transformation needs. - Published: 2021-08-04 - Modified: 2025-02-06 - URL: https://www.metasource.com/about-us/ukg-partnership/ --- ### MetaSource’s Security Priority > Learn how MetaSource's BPO services can help you ensure compliance and reduce fraud risk with improved document and data security. We are a SOC 2 Type 2, HIPAA, and GDPR compliant company. - Published: 2021-08-04 - Modified: 2024-05-21 - URL: https://www.metasource.com/about-us/security-and-compliance/ --- ### Nonprofits > Find out how to increase efficiency and ensure compliance with workflow automation and document management for nonprofits while reducing overall costs. - Published: 2021-08-04 - Modified: 2025-01-22 - URL: https://www.metasource.com/who-we-serve/nonprofit/ --- ### Medical Records Scanning Service > Ensure HIPAA compliance and improve efficiency with MetaSource's medical record scanning services. Learn how we can help you gain easy access to files while protecting your patients' health information (PHI). - Published: 2021-08-04 - Modified: 2025-01-22 - URL: https://www.metasource.com/document-scanning-services/medical-records/ --- ### Manufacturing > Manufacturing document management & automation solutions can unlock new opportunities for various departments, including AP & HR. Speak to our experts today! - Published: 2021-08-04 - Modified: 2024-08-12 - URL: https://www.metasource.com/who-we-serve/manufacturing/ --- ### Business Process Outsourcing (BPO) Services > Explore our BPO/BPM services and improve efficiency with document scanning and mailroom outsourcing. Learn why MetaSource is the leading partner. - Published: 2021-08-04 - Modified: 2024-06-14 - URL: https://www.metasource.com/business-process-outsourcing/ --- ### Solutions > Discover how BPO services, technology, and document scanning services can help your organization enable remote work, increase productivity, and reduce costs. - Published: 2021-08-04 - Modified: 2024-12-04 - URL: https://www.metasource.com/solutions/ --- ### New York Document Scanning Services > Located just outside New York City, MetaSource's local document scanning facility maintains the highest standards in security. Learn how we can help you digitize your documents for easy search and retrieval. - Published: 2021-08-03 - Modified: 2024-03-27 - URL: https://www.metasource.com/document-scanning-services/new-york-city/ --- ### Boston Document Scanning Services > MetaSource's document scanning facility located just outside Boston, Massachusetts maintains the highest standards in security. Learn how we can help you digitize your documents. - Published: 2021-08-03 - Modified: 2024-03-27 - URL: https://www.metasource.com/document-scanning-services/boston-cambridge/ --- ### Book Scanning Services > Learn how our book scanning services preserve research, vital records, and IP contained in hardcover books, manuals, and lab notebooks. - Published: 2021-08-03 - Modified: 2024-12-04 - URL: https://www.metasource.com/document-scanning-services/books/ --- ### Captiva/Intelligent Capture Support Lifecycle > Gain information on OpenText Intelligent Capture software (formerly OpenText Captiva) version release dates, primary support end dates, and sustaining support start dates. - Published: 2021-08-02 - Modified: 2025-01-07 - URL: https://www.metasource.com/software/opentext/intelligent-capture/support-lifecycle/ --- ### Careers > Join a leading digital transformation solutions provider. MetaSource offers great career opportunities with a hard-working team of dedicated employees. - Published: 2021-06-23 - Modified: 2025-01-22 - URL: https://www.metasource.com/about-us/careers/ --- ### Foxit File Compression Software > Foxit's file compression tool, which MetaSource offers as an add-on to OpenText AppEnhancer document management software, enables you to easily compress, access, edit, normalize, share, and archive PDFs. - Published: 2020-11-24 - Modified: 2024-03-27 - URL: https://www.metasource.com/software/opentext/appenhancer/foxit/ --- ### OpenText AppEnhancer/AX Support Lifecycle > Gain information on OpenText AppEnhancer (formerly ApplicationXtender) document management software version release dates, primary support end dates, and sustaining support start dates. - Published: 2020-11-23 - Modified: 2025-01-07 - URL: https://www.metasource.com/software/opentext/appenhancer/support-lifecycle/ --- ### Tungsten AP Essentials > Learn how to automate invoice processing in the cloud and improve your ROI with Tungsten AP Essentials, formerly Kofax AP Essentials and ReadSoft Online. - Published: 2020-03-03 - Modified: 2024-03-28 - URL: https://www.metasource.com/software/tungsten-automation/ap-essentials/ --- ### Tungsten Professional Services > Learn how MetaSource can help you get the most out of your Tungsten Automation, formerly Kofax, software investment through professional services. We can assist you with upgrading your software, customizing your solution, and integrating platforms. - Published: 2019-03-13 - Modified: 2024-07-22 - URL: https://www.metasource.com/software/tungsten-automation/professional-services/ --- ### Tungsten Software Support > Explore MetaSource's technical support offerings, upgrade services, and professional services for Tungsten Automation, formerly Kofax, software solutions. - Published: 2019-01-10 - Modified: 2024-07-22 - URL: https://www.metasource.com/software/tungsten-automation/support/ --- ### Case Studies > Learn more about document scanning, document management software, workflow automation, RPA, and mortgage compliance in these case studies - Published: 2018-11-26 - Modified: 2024-03-27 - URL: https://www.metasource.com/learning-center/case-studies/ --- ### Webinars & Videos > Watch our videos to learn more about document scanning, document management software, workflow automation, RPA, and mortgage compliance - Published: 2018-11-26 - Modified: 2025-03-28 - URL: https://www.metasource.com/learning-center/videos/ --- ### Terms & Conditions > Learn about our terms and conditions, including our compliance with the European Union's General Data Protection Regulation (GDPR). - Published: 2018-11-07 - Modified: 2024-03-27 - URL: https://www.metasource.com/terms-and-conditions/ --- ### Privacy Policy > Learn about our privacy policies, including our compliance with the European Union's General Data Protection Regulation (GDPR). - Published: 2018-11-07 - Modified: 2024-03-27 - URL: https://www.metasource.com/privacy-policy/ --- ### Document Scanning: Backfile Conversion > Go paperless, reduce costs, eliminate compliance risks, and improve efficiency with secure and accurate backfile conversion services. - Published: 2018-08-28 - Modified: 2024-03-27 - URL: https://www.metasource.com/document-scanning-services/backfile-conversion/ --- ### Tungsten RPA > Learn how to fully automate the processing of information to drive greater employee productivity, reduce costs, increase operational efficiency, and deliver insight into critical business decisions with Tungsten RPA, formerly Kofax RPA. - Published: 2018-08-27 - Modified: 2024-05-24 - URL: https://www.metasource.com/software/tungsten-automation/rpa/ --- ### Tungsten Transformation > Automate error-prone and time-consuming document-centric tasks with Tungsten Transformation, formerly Kofax Transformation. The software automatically classifies, separates, and extracts data from documents. - Published: 2018-08-27 - Modified: 2024-07-12 - URL: https://www.metasource.com/software/tungsten-automation/transformation/ --- ### Tungsten TotalAgility > Enhance your business processes with intelligent automation processing and task automation with Tungsten TotalAgility, formerly Kofax TotalAgility. - Published: 2018-08-27 - Modified: 2024-07-22 - URL: https://www.metasource.com/software/tungsten-automation/totalagility/ --- ### Tungsten Capture > Integrate enterprise document capture with your existing business systems and workflows with Tungsten Capture, formerly Kofax Capture. - Published: 2018-08-27 - Modified: 2024-06-25 - URL: https://www.metasource.com/software/tungsten-automation/capture/ --- ### Microfilming Service > Discover how MetaSource can convert your paper and digital files into microfilm for long-term archival. - Published: 2018-08-24 - Modified: 2024-12-05 - URL: https://www.metasource.com/document-scanning-services/microfilming/ --- ### Lockbox Services > Discover expert lockbox services to accelerate the processing of all incoming payments, forms, and more. Ensure compliance and security for your customers. - Published: 2018-08-24 - Modified: 2025-03-17 - URL: https://www.metasource.com/business-process-outsourcing/lockbox/ --- ### Aperture Card Scanning > Learn how MetaSource can digitize your aperture cards into PDF, TIFF, and JPG images to make them instantly searchable and easier to access and manage. - Published: 2018-08-24 - Modified: 2024-03-27 - URL: https://www.metasource.com/document-scanning-services/aperture-cards/ --- ### Microfiche Scanning > Learn how MetaSource can convert your microfiche into digital formats like PDF, TIFF, and JPG images using production grade scanners. - Published: 2018-08-24 - Modified: 2024-03-27 - URL: https://www.metasource.com/document-scanning-services/microfiche-conversion/ --- ### Microfilm Scanning > Learn how MetaSource can convert your microfilm into digital formats like PDF, TIFF, and JPG images for easier access and management. - Published: 2018-08-24 - Modified: 2024-03-27 - URL: https://www.metasource.com/document-scanning-services/microfilm-conversion/ --- ### Large Format Scanning > Discover how MetaSource can help you digitize oversized documents, such as blueprints, construction plans, maps, and engineering drawings. - Published: 2018-08-24 - Modified: 2024-03-27 - URL: https://www.metasource.com/document-scanning-services/large-wide-format/ --- ### Document Scanning Services > Go paperless with our expert document scanning services. Convert your paper files, books, and large format documents into digital images. - Published: 2018-08-23 - Modified: 2025-03-17 - URL: https://www.metasource.com/document-scanning-services/ --- ### Whitepapers & eBooks > Learn more about workflow automation, document management software and mortgage compliance with our whitepapers - Published: 2018-08-22 - Modified: 2025-01-13 - URL: https://www.metasource.com/learning-center/whitepapers/ --- ### Facilities & Locations > Learn where you can find MetaSource all over the world. We are located in Philadelphia, Salt Lake City, Phoenix, Beijing, and Pune - Published: 2018-08-18 - Modified: 2025-05-02 - URL: https://www.metasource.com/about-us/facilities-locations/ --- ### MetaSource's History > Discover MetaSource's history and evolution into a leading provider of digital transformation solutions including BPO services, workflow automation, and document management. - Published: 2018-08-18 - Modified: 2024-04-12 - URL: https://www.metasource.com/about-us/metasource-history/ --- ### How We Are Different > MetaSource redefines process improvement beyond simply outsourcing… as a profit improvement partner we leverage state of art and cutting edge technologies to provide meaningful and manageable solutions to a wide variety of complex challenges in very competitive market segments - Published: 2018-08-18 - Modified: 2025-01-22 - URL: https://www.metasource.com/about-us/metasource-difference/ --- ### Contact Us > Contact MetaSource to learn more about BPO services, digital mailroom, workflow automation, document scanning services, and document management software. - Published: 2018-08-18 - Modified: 2024-03-27 - URL: https://www.metasource.com/about-us/contact-us/ --- ### About Us > MetaSource is a technology driven provider of business process outsourcing (BPO) solutions and services integrated with Enterprise Content Management (ECM) and workflow solutions and customer experience processes to meet our clients' goals. - Published: 2018-08-18 - Modified: 2024-04-12 - URL: https://www.metasource.com/about-us/ --- ### Become a Reseller > Learn why over 150 document imaging, document management and office equipment resellers partner with MetaSource for enterprise content management (ECM). - Published: 2018-08-18 - Modified: 2024-03-27 - URL: https://www.metasource.com/for-resellers/ --- ### News > Read our news feed to learn the latest about document scanning, workflow automation, document management software and more - Published: 2018-08-18 - Modified: 2024-06-21 - URL: https://www.metasource.com/about-us/digital-transformation-news/ --- ### Retail > Discover our retail automation solutions to boost your customer service levels with loyalty program application processing services, call center services & more. - Published: 2018-08-18 - Modified: 2025-01-22 - URL: https://www.metasource.com/who-we-serve/retail/ --- ### Financial Services > Learn how accounts payable automation for financial services can streamline the entire invoice-to-pay process – from receipt through reconciliation & reporting. - Published: 2018-08-18 - Modified: 2025-03-17 - URL: https://www.metasource.com/who-we-serve/financial-services/ --- ### Transportation > Explore our transportation document management & workflow automation solutions to expedite trip pack processing, so you & your drivers can get paid faster. - Published: 2018-08-18 - Modified: 2024-08-12 - URL: https://www.metasource.com/who-we-serve/transportation/ --- ### Healthcare > Explore how intelligent document processing & healthcare digital transformation solutions can streamline accounts payable and patient records management. - Published: 2018-08-18 - Modified: 2025-03-17 - URL: https://www.metasource.com/who-we-serve/healthcare/ --- ### Clean Energy > Discover how our clean energy compliance services, including quality control solutions, help PACE funders meet business goals. - Published: 2018-08-18 - Modified: 2025-01-22 - URL: https://www.metasource.com/who-we-serve/clean-energy/ --- ### Mortgage > Discover how mortgage automation and outsourcing solutions, including quality control services, can streamline processes and reduce costs. - Published: 2018-08-18 - Modified: 2024-06-25 - URL: https://www.metasource.com/who-we-serve/mortgage/ --- ### Human Resources (HR) > Learn how HR digital transformation solutions like employee file scanning and intelligent automation can expedite processes and reduce costs. - Published: 2018-08-18 - Modified: 2025-03-17 - URL: https://www.metasource.com/who-we-serve/human-resources/ --- ### Image Access ImageTrust > ImageTrust is the reliable capture software to scan and digitally index your documents, eliminating the need for physical paper and storage. Explore today. - Published: 2018-08-18 - Modified: 2024-06-25 - URL: https://www.metasource.com/software/opentext/appenhancer/imagetrust/ --- ### Tungsten Automation (formerly Kofax) > Explore Tungsten Automation, formerly Kofax, capture and automation software. A trusted Tungsten partner, MetaSource can implement & support each offering. - Published: 2018-08-18 - Modified: 2024-07-22 - URL: https://www.metasource.com/software/tungsten-automation/ --- ### MetaMobil > Easily and securely access your OpenText AppEnhancer or MetaStor content anytime, anywhere with MetaSource's cloud document management mobile app. - Published: 2018-08-18 - Modified: 2024-03-28 - URL: https://www.metasource.com/software/metasource/metamobil/ --- ### MetaStor > MetaStor cloud document management solution, built on OpenText AppEnhancer content management software, allows you to instantly and securely search and retrieve documents anywhere on any device. - Published: 2018-08-18 - Modified: 2024-03-27 - URL: https://www.metasource.com/software/metasource/metastor/ --- ### MetaStor for Mortgage > MetaStor is a robust enterprise content management and workflow system for the mortgage industry. - Published: 2018-08-18 - Modified: 2021-12-14 - URL: https://www.metasource.com/software/metasource/metastor-for-mortgage/ --- ### OpenText Intelligent Capture (formerly Captiva) > OpenText Intelligent Capture (formerly Captiva) software creates actionable insights from your paper and electronic documents. Get started today. - Published: 2018-08-18 - Modified: 2025-01-22 - URL: https://www.metasource.com/software/opentext/intelligent-capture/ --- ### OpenText AppEnhancer User Admin > Learn about MetaSource's web-based user administration interface for OpenText AppEnhancer document management software. - Published: 2018-08-18 - Modified: 2024-03-27 - URL: https://www.metasource.com/software/opentext/appenhancer/user-administration/ --- ### OpenText Process Automation > Discover OpenText Process Automation, formerly OpenText AppWorks, a platform that seamlessly integrates with existing systems to automate & optimize your business processes. - Published: 2018-08-18 - Modified: 2025-03-31 - URL: https://www.metasource.com/software/opentext/appworks/ --- ### OpenText AppEnhancer > Learn what OpenText AppEnhancer (formerly ApplicationXtender) document management software is, how it works, what features it offers & how we can help. - Published: 2018-08-18 - Modified: 2025-01-22 - URL: https://www.metasource.com/software/opentext/appenhancer/ --- ### Workflow Automation Software > Learn how workflow automation software can streamline your manual processes, enable remote access to critical business documents, and boost productivity. - Published: 2018-08-18 - Modified: 2025-03-17 - URL: https://www.metasource.com/technology/workflow-automation-software/ --- ### Technology > Automate your workflow and processes with our intelligent document processing solutions including document capture and management with AI. - Published: 2018-08-14 - Modified: 2024-11-25 - URL: https://www.metasource.com/technology/ --- ### Partner Portal Register > If you are a reseller, register today for our portal to gain access to information and pricing on our document management, workflow automation and RPA solutions. - Published: 2018-07-27 - Modified: 2024-03-28 - URL: https://www.metasource.com/partner-portal-register/ --- ### Partner Portal Login > MetaSource partners can log in to access the latest news, deal registration and other forms, and marketing collateral. - Published: 2018-07-27 - Modified: 2024-03-28 - URL: https://www.metasource.com/partner-portal-login/ --- ### Blog > Explore our blog posts that cover everything from digital transformation trends to document management best practices to tips for adopting workflow automation solutions. - Published: 2018-06-18 - Modified: 2024-07-03 - URL: https://www.metasource.com/document-management-workflow-blog/ --- ### Software > Explore how MetaSource's enterprise document management software and business automation solutions streamline workflows and reduce costs. - Published: 2018-06-18 - Modified: 2025-01-22 - URL: https://www.metasource.com/software/ --- --- --- ## Posts ### The Challenges of Processing Invoices with a P2P Supplier Network & How to Solve Them > Learn where procure-to-pay supplier networks fall short and how to achieve full AP automation with AI-driven solutions. - Published: 2025-05-22 - Modified: 2025-05-22 - URL: https://www.metasource.com/document-management-workflow-blog/p2p-supplier-networks-invoice-processing-challenges/ - Categories: Automation Learn where procure-to-pay supplier networks fall short and how to achieve full AP automation with AI-driven solutions. Many accounts payable (AP) departments that invest in procure-to-pay (P2P) supplier networks expect a seamless, fully automated invoice process. However, more often than not, the outcome is usually a cycle of manual workarounds. AP teams find themselves scrambling to fill the gaps left by invoices arriving outside the network, slow supplier adoption of electronic invoicing, and missing key capabilities like three-way matching. These issues lead to even more – from delays to errors to rising costs. If your AP department is frustrated that your P2P network hasn’t delivered the full benefits of automation, you’re not alone. The reality is that P2P networks – while valuable – are just part of the solution. In fact, experts found that 74% of accounts payable teams have only partially automated invoice processing. Let’s dive into why P2P networks alone can’t deliver fully automated invoice processing and what the other part of the solution is. What Are P2P Supplier Networks & How Do They Work? Before we can explore the challenges of processing invoices with P2P supplier networks alone, we need to ensure we have a clear understanding of what these networks are and how they function. P2P supplier networks enable buyers and suppliers to manage procurement, invoicing, and payments electronically. These networks aim to eliminate paper-based invoices by allowing suppliers to submit invoices directly through a portal, electronic data interchange (EDI), or another digital format. Once an invoice is submitted, the P2P supplier network validates it before posting it to the buyer’s enterprise resource... --- ### Assess Digital Town Readiness & Improve It with Government Document Scanning > Discover how to assess digital town readiness and enhance efficiency with document scanning. Learn key steps for modernizing local government operations. - Published: 2025-05-06 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/digital-town-readiness/ - Categories: Document Scanning - Industries: Government Discover how to assess digital town readiness and enhance efficiency with document scanning. Learn key steps for modernizing local government operations. Amid an era of government digital transformation and heightened citizen expectations, municipal leaders should be asking one very important question: How do we access our critical information and how long does it take? If your answer involves digging through file rooms or waiting on staff to pull paper records – from permit applications and tax records to public requests and emergency responses, you’re already behind. Roughly 80% of surveyed city leaders believe the transition from paper-based to digital processes will prevail, indicating that the time to start improving digital readiness is now. But what exactly does improving digital town readiness mean? And what does it entail? Here, we’ll cover what it is, why it’s important, and some steps town leaders can follow to start building a smarter future. What Is Digital Town Readiness? At its core, digital town readiness means a community is able to serve residents efficiently through digital tools and systems. It’s built on four key pillars, each representing a fundamental component of how modern local governments serve and connect with their communities: Digital Infrastructure: Adoption, use & quality of digital infrastructure (i. e. , internet access, cloud storage, automation tools & cybersecurity) Data & Document Management: Secure access to & management of fully digitized records in adherence with compliance standards Government Services Accessibility: Comprehensive access to local town services (i. e. , online portals, e-services, remote accessibility & public record requests) Community Digital Engagement: The competence and usage of digital technologies by citizens, businesses & local organizations... --- ### Streamlining Court Administration: How Digital Solutions Optimize Judicial Processes > Discover how digital solutions can enhance court administration by improving efficiency, security, and compliance while reducing manual processes and costs. - Published: 2025-04-17 - Modified: 2025-05-07 - URL: https://www.metasource.com/document-management-workflow-blog/streamline-court-administration/ - Categories: Intelligent Document Processing - Industries: Government Discover how digital solutions can enhance court administration by improving efficiency, security, and compliance while reducing manual processes and costs. Courts have long been tasked with striking a careful balance between upholding traditions and adapting to the evolving demands of modern service delivery. In recent years, however, many of the time-honored processes have started to show limitations – particularly within court administration. Administrative bottlenecks within records management, document intake, communication, and compliance have become impossible to ignore – straining court staff, delaying time-sensitive tasks, and diminishing public trust. These challenges are tipping the scale, urging courts to prioritize overcoming them through digital solutions. In this blog post, we explain how the right government digital transformation solutions can modernize – and optimize – court administrative tasks. But before we dive into what these solutions are, we need to address the core obstacles they can solve. Common Court Administrative Challenges Many courts’ behind-the-scenes functions are suffering due to these common bottlenecks: Inefficiency of Paper-Based Processes Paper documents are inherently difficult to organize, store, search, and route. Studies show that 73% of workers waste one to three hours every day searching for documents and information. The problem is compounded when files are lost, misfiled, or damaged. Courts relying on paper workflows face frequent delays and frustration, both internally and in serving the public. And while many courts have already invested in modern case management systems (CMS) that serve as the backbone of daily operations, they still struggle with paper-based legacy files that remain disconnected from the digital environment. This creates an operational gap where staff must sift through physical records despite going somewhat... --- ### Success Story: How a Tax Relief Company Streamlined Customer Onboarding & Cut Operating Costs > Explore how a tax relief company enhanced time-to-resolution and reduced operating costs with outsourced customer onboarding automation. - Published: 2025-04-10 - Modified: 2025-05-09 - URL: https://www.metasource.com/document-management-workflow-blog/tax-relief-company-streamlines-customer-onboarding/ - Categories: Intelligent Document Processing - Industries: Financial Services Explore how a tax relief company enhanced time-to-resolution and reduced operating costs with outsourced customer onboarding automation. Pressure mounts for millions of Americans during tax season. A recent study revealed that 35% of people worry they won’t have enough money to pay on Tax Day this year, while roughly 50% rely on tax refunds to make ends meet. When it comes to those who don’t expect refunds, 35% fear they won’t have enough money for their tax bill, and nearly a quarter anticipate taking on debt to meet their obligations. For tax relief companies, these statistics translate to a surge of new clients seeking assistance. While this can be seen as a revenue-driving opportunity, it also presents a challenge by intensifying operational demands, particularly in customer onboarding. In this blog post, we explore how one tax relief company overcame this challenge – and reduced operating costs in the process – by reimagining their approach to customer onboarding. Recognizing the Problem: A Manual Process at Breaking Point This tax relief company was growing and, therefore, drowning in incoming customer onboarding documents. With every new client came more tax forms, financial statements, and correspondence all filing in through various channels. Some were sent as physical mail while others arrived in email attachments. Once the tax relief company received the documents, they had to manually sort through all of them, review them for completeness, and, finally, enter them into their CRM system, IRSLogics. This labor-intensive approach was incredibly time-consuming. In fact, industry research shows that 76% of employees waste up to three hours every day on data entry tasks alone.... --- ### 5 Strategies to Reduce Manual Intervention in Invoice Processing > Discover why invoice processing remains labor-intensive, the limitations of traditional AP automation, and top methods for reducing manual work. - Published: 2025-03-11 - Modified: 2025-03-11 - URL: https://www.metasource.com/document-management-workflow-blog/reduce-manual-invoice-processing/ - Categories: Automation Discover why invoice processing remains labor-intensive, the limitations of traditional AP automation, and top methods for reducing manual work. Accounts payable (AP) teams are under immense pressure to process invoices faster and reduce operational costs. Despite significant technological advancements, many AP teams are still struggling with manual intervention throughout the invoice lifecycle – a challenge that undermines efficiency and makes achieving the aforementioned goals impossible. A report by Ardent Partners states that it takes roughly 10 days and over nine dollars to process a single invoice manually. According to the same report, innovative processes that incorporate accounts payable automation result in 80% lower invoice processing costs and 73% faster cycle times. But how can your AP team reduce manual intervention in invoice processing, so you can realize these benefits and more? This blog post examines why manual invoice processing persists and provides the top strategies for eliminating manual touchpoints. Why Invoice Processing Remains Labor-Intensive In order to effectively automate invoice processing, you need to understand why it’s so often labor-intensive in the first place – even when technology is leveraged. Here are some root causes: Disparate Systems with Poor Integration Many AP teams use multiple invoice processing tools that don’t communicate effectively, forcing staff members to manually transfer data between systems. This slows down processing times, increases errors due to inconsistent data, and makes clear visibility into cash flow and spending unattainable. Inconsistent Invoice Formats Suppliers submit invoices in various formats, including PDFs, email attachments, paper files, and electronic data interchange, making standardization and automation difficult. AP teams spend valuable time manually normalizing data, which delays invoice approvals, opens... --- ### How Automated HR Workflows & Document Management Streamline Compliance > Learn how to streamline compliance with HR document management and workflow automation. - Published: 2025-03-06 - Modified: 2025-02-28 - URL: https://www.metasource.com/document-management-workflow-blog/streamline-hr-compliance-with-document-management/ - Categories: Automation Learn how to streamline compliance with HR document management and workflow automation. According to Harvard Business Review, 87% of surveyed businesses feel that companies that fail to make HR compliance a priority face significant risk. That’s why many human resources departments are prioritizing compliance and adopting tools that effectively minimize risk. One of the best tools? Secure document management software that automates HR workflows. The Complexities of HR Compliance Management It’s not news that failing to meet HR compliance requirements can lead to significant negative consequences. From hefty fines to irreversible reputational damage, the penalties for non-compliance are far more than a slap on the wrist. The challenge is actually keeping up with all of the federal and state compliance standards that must be met. In fact, 50% of HR professionals don’t feel confident that their teams can keep up with compliance laws. Consider record retention requirements. They pose a number of challenges in and of themselves. Between federal agencies’ HR document retention requirements, state and local government requirements that are often even stricter, and the nuanced requirements of specific document types, staying up to date with these standards alone can seem impossible. Now, add in the challenge of actually meeting all the requirements once you’re up to date with them. Without the right tools, it can be a long, slippery slope that often leads to non-compliance – regardless of the amount of time and resources attributed. How Automated Document Management Simplifies HR Compliance Manual document management has long been a source of inefficiency and risk for HR teams. Relying heavily on... --- ### Common Client Onboarding Automation Mistakes to Avoid > Uncover the most common client onboarding automation mistakes and learn how to avoid falling victim to them. - Published: 2025-02-19 - Modified: 2025-02-18 - URL: https://www.metasource.com/document-management-workflow-blog/avoid-client-onboarding-automation-mistakes/ - Categories: Automation Uncover the most common client onboarding automation mistakes and learn how to avoid falling victim to them. Client onboarding is one of the most critical phases in building long-term business relationships. According to Wyzowl, over 90% of customers believe companies could do better in onboarding new users. The same report found that the onboarding process is a major factor when making buying decisions for 63% of customers, further highlighting the stakes of getting it right. Fortunately, getting it right doesn’t need to be difficult. You can streamline the process and enhance both customer acquisition and satisfaction with automation – as long as you avoid common pitfalls, that is. Let’s dive into what these pitfalls are and how you can prevent falling victim to them. --- ### How to Implement a Secure Employee Document Management System > Learn how to implement a secure employee document management system. Follow our checklist to ensure compliance and protect sensitive HR data. - Published: 2025-02-10 - Modified: 2025-05-08 - URL: https://www.metasource.com/document-management-workflow-blog/secure-employee-document-management-system/ - Categories: Document Management Learn how to implement a secure employee document management system. Follow our checklist to ensure compliance and protect sensitive HR data. Human resource (HR) departments are home to countless documents containing sensitive employee information. Despite this, a recent survey found that 31% of HR professionals don’t believe their organizations maintain strong security measures for storing employee data. With 45% of small and midsize businesses still reporting paper-based document management (and 11% reporting having no system at all), it’s not all that surprising to learn that a lot of HR teams feel they need to improve employee data security. Without a modern employee document management system with advanced security features, keeping sensitive information safe is nearly impossible. Here, we’ll look at how to implement a secure and compliant system that follows HR document management best practices. Key Features of a Secure Employee Document Management System When looking to integrate a modern and secure document management system, not every solution is built the same. To ensure you’re adopting a system that meets current and future needs, you’ll want to look for the following key features. Centralized Digital Storage With document management systems, centralized storage is a must. Having every document located in one, easy-to-access location not only helps ensure everybody is on the same page, but also that no documents are floating around unsecured. Besides eliminating data fragmentation and the security risks surrounding that, you also gain the ability to easily search and find any documents you might need. This search functionality benefits teams when it comes time for audits and compliance checks, thus helping employees improve everyday productivity. It also addresses the... --- ### 6 Signs You Need AI-Powered Mailroom Outsourcing > Discover the top signs your organization needs an AI-powered mailroom outsourcing solution and learn how a digital mailroom can enhance data security and boost operational efficiency. - Published: 2025-01-20 - Modified: 2025-02-03 - URL: https://www.metasource.com/document-management-workflow-blog/ai-powered-mailroom/ - Categories: Business Process Outsourcing Discover the top signs your organization needs an AI-powered mailroom outsourcing solution and learn how a digital mailroom can enhance data security and boost operational efficiency. The corporate mailroom is a common roadblock for important business processes. With all of the labor involved—from receiving to opening to distributing paper mail---it’s difficult to stay on top of your incoming documents, but critical to do so. Falling behind leads to unfulfilled obligations (hello, poor customer satisfaction and retention) and missed opportunities (hello, poor client base and revenue growth). Fortunately, there are artificial intelligence (AI)-powered mailroom outsourcing solutions that can help you prevent such negative outcomes. AI can automatically sort and classify incoming mail, extract and process data, and seamlessly route documents. Couple the advanced technology with trusted mailroom outsourcing services, including document scanning, and you can achieve increased control, enhanced efficiency, decreased costs, improved data security, and so much more. --- ### Why Automated Invoice Processing Is Critical for Modern AP Teams > Discover how automated invoice processing revolutionizes AP workflows with faster, more accurate data capture and validation for your organization's success. - Published: 2025-01-06 - Modified: 2025-01-15 - URL: https://www.metasource.com/document-management-workflow-blog/automated-invoice-processing/ - Categories: Automation Discover how automated invoice processing revolutionizes AP workflows with faster, more accurate data capture and validation for your organization's success. When done manually, invoice processing is one of the most time-consuming, error-prone, inefficient jobs for AP teams. With tasks like managing high invoice volumes, tracking down approvals, and confirming legitimate purchase orders, how can it not be? Rather than continuing to struggle with a manual process, modern teams are leveraging automation and artificial intelligence (AI) in accounts payable to streamline workflows. Automated systems eliminate much of the monotony associated with invoice processing by allowing technology to take the lead, delivering increased accuracy and efficiency. Add in the newest AI technologies like computer vision, and moving to an automated invoice processing workflow becomes a no-brainer for any modern AP department. What Is Automated Invoice Processing? Modern automated invoice processing is achieved through AI-driven systems that capture and validate data faster and more accurately than traditional methods, regardless of volume or format. Essentially, all of the capturing, verifying, and approving of invoices can be put on autopilot and accomplished with improved levels of speed and precision. AI-Powered Data Capture: Going Beyond OCR In the earlier days of automation, optical character recognition (OCR) was the leading method for capturing and extracting text-based data from various types of documents. While traditional OCR has proven to be more efficient than manual data extraction, it still has a number of limitations. One major limitation is that it can only process documents in which a template has been previously provided. Beyond that, OCR also lacks the ability to gather information from non-text data like charts or images.... --- ### 5 HR Automation Trends to Conquer 2025 > Explore the benefits of HR automation trends for 2025, so you can enhance compliance, decision-making, and efficiency. - Published: 2024-12-19 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/hr-automation-trends/ - Categories: Thought Leadership Explore the benefits of HR automation trends for 2025, so you can enhance compliance, decision-making, and efficiency. A recent survey conducted by Gartner uncovered that only 35% of HR leaders are confident in their current technology, and only 24% believe they are achieving maximum value from it. This lack of confidence and output likely stems from outdated or poorly integrated systems - or a combination of the two. The solution to increasing efficiency and confidence in your systems? HR automation. Through automation, your HR department can modernize its approach to document management, resulting in improved productivity, compliance, and security. Here are the top HR automation trends to follow, so you can achieve these benefits and more in 2025: 1. Enhanced Focus on Current & Future Needs The year 2025 will be about more than just the year 2025... it will be about preparing for the future as well. According to Gartner, “55% of HR leaders say their current technology solutions do not cover current and future business needs. ” But tools that can only solve your immediate problems aren’t nearly as valuable as ones that can also help you reach your long-term goals. With that in mind, modern teams will be adopting flexible HR document automation solutions that can evolve with organizational demands. More and more will be looking toward adaptable solutions that are equipped to anticipate future needs, providing not only improved document management processes but data-driven insights that can help identify trends and facilitate a proactive operation. 2. Data-Driven Decision-Making with Dashboards Sixty-two percent of HR leaders report not being able to properly leverage analytics... --- ### HR Document Management Best Practices: A Guide for Leaders > What HR document management best practices should you follow to maximize efficiency and improve employee experience? Read on! - Published: 2024-12-12 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/hr-document-management-best-practices/ - Categories: Thought Leadership What HR document management best practices should you follow to maximize efficiency and improve employee experience? Read on! Human resource (HR) departments are responsible for a seemingly endless number of files, but nearly 50% of employees report struggling to find specific documents. This significantly decreases efficiency, makes ensuring compliance difficult, and creates unnecessary frustration for both HR employees and the team members they’re trying to support. That’s where HR document management software comes in. With the right system, the mountains of physical and electronic documents — and the challenges that come with them — become easy to manage. Here, we’ll cover HR document management best practices and provide advice on how to choose a system to ensure your HR department runs smoothly. 5 Best Practices for HR Document Management No two businesses - or human resource teams - are exactly alike, but there are some general best practices every leader should follow when it comes to establishing an efficient HR document management system: 1. Organize & Categorize Documents Effectively The first step in any document management process is identifying and organizing all of your files. With modern technologies featuring smart automation, organization is simplified by allowing for quick and easy document searches - whether you want to look files up by employee name, document type, or anything in between. In order to effectively search and find documents by type, you need to appropriately categorize them. When it comes to categorization, a simple approach is almost always the most effective. Consider creating an overarching folder for each employee and then organizing documents appropriately into subcategories based on their lifecycle.... --- ### What Is Customer Onboarding Automation? > Learn what AI-powered customer onboarding automation is, how it works, the benefits it offers, and how you can successfully implement it. - Published: 2024-11-26 - Modified: 2024-11-25 - URL: https://www.metasource.com/document-management-workflow-blog/what-is-customer-onboarding-automation/ - Categories: Automation Learn what AI-powered customer onboarding automation is, how it works, the benefits it offers, and how you can successfully implement it. In today’s competitive business world, where first impressions are everything, the customer onboarding process plays a pivotal role. A slow, disjointed, manual process can drive prospective clients to seek alternatives, negatively impacting your bottom line. In fact, 74% of potential clients will abandon the process and look to other companies for solutions if onboarding is unnecessarily complex. A smooth, efficient, automated onboarding experience, on the other hand, can help you establish strong customer relationships, improve clients’ time to first value, and expedite your time-to-revenue. This is especially true when artificial intelligence (AI) technologies are added into the mix. But what really is AI-powered customer onboarding automation? Why is it essential for growing and maintaining a strong client base? And how can you successfully implement it? This blog post will provide answers to all these questions and more. What Customer Onboarding Automation Is & How It Works AI-driven customer onboarding automation reduces manual work, streamlines workflows, and, ultimately, enhances the overall customer experience. It simultaneously makes it easier for customers to experience the value of a product or service from the start and accelerates the transition from prospect to paying customer. In other words, it’s a win-win. With an AI-powered automated customer onboarding process, your incoming documents are converted into actionable data and consolidated into one platform for processing. They’re instantaneously classified, data is automatically extracted and validated, and processing exceptions are identified. Once exceptions are resolved, your downstream systems are updated with the validated data and documents are routed to... --- ### Top 5 Accounts Payable Challenges & Solutions > Learn solutions to the top 5 AP challenges like human error, delayed approvals, and fraud risk. Improve efficiency and control with AI-driven invoice processing. - Published: 2024-11-14 - Modified: 2025-04-11 - URL: https://www.metasource.com/document-management-workflow-blog/accounts-payable-challenges-and-solutions/ - Categories: Automation Learn solutions to the top 5 AP challenges like human error, delayed approvals, and fraud risk. Improve efficiency and control with AI-driven invoice processing. Wanting an efficient accounts payable process and having an efficient accounts payable process are two very different things, especially if common challenges are left unaddressed. Processing errors, approval delays, visibility issues, fraud risks, and high costs are all hurdles every business faces. Fortunately, with accounts payable automation — and we’re talking full, end-to-end, hands-off automation, all of those problems can be solved. With the most up-to-date technologies like artificial intelligence (AI), your business can finally achieve a successful transition to an efficient, touch-free, automated AP process. In this article, we'll break down how automated systems can help you overcome the most common roadblocks to an efficient AP process. Challenge 1: Manual Data Entry & Processing Errors When looking at common challenges faced by AP staff, manual data entry and the processing errors that accompany it are inevitably going to be high on the list. In fact, a recent Institute of Financial Operations and Leadership (IFOL) study revealed that 58% of AP leaders are focusing on reducing the number of manual interventions in their AP processes, suggesting that it’s currently a major issue. Solution If you thought the solution was going to be optical character recognition (OCR) technology, you’re not alone. OCR is very well known, but it’s also not enough on its own to truly automate invoice processing. Years ago, it was a great standalone tool for the specific purpose of extracting machine and handwritten text from documents and images before converting that information into easy-to-use data. However, OCR has... --- ### How AI-Driven IDP Differs from Traditional IDP > Discover the key differences between traditional and AI-powered IDP and learn how AI-powered solutions enhance accuracy, efficiency, and scalability. - Published: 2024-11-04 - Modified: 2024-10-29 - URL: https://www.metasource.com/document-management-workflow-blog/ai-idp-vs-traditional-idp/ - Categories: Intelligent Document Processing Discover the key differences between traditional and AI-powered IDP and learn how AI-powered solutions enhance accuracy, efficiency, and scalability. Modern business means an ever-growing amount of digital information that, until recently, has been the job of a few poor souls to manually process into proper formats, analyze, and leverage in operations. Intelligent document processing (IDP), the caped hero, swooped in to help save employees from the painstaking process of converting unstructured data into actionable information. The goal of IDP is to take data that lacks a defined format, such as information in emails, invoices, and contracts, and efficiently transform it into data that is organized in an easily searchable format, such as transaction records and customer information, so it’s easier to leverage and analyze. Reports show that 80% to 90% of data is unstructured, and only 18% of businesses utilize this data due to the inherent challenges that come with it. IDP helps organizations overcome these challenges. While basic IDP has proven to be a transformative force in document processing, the rise of artificial intelligence (AI) has further increased its capabilities. In this post, we look at the limitations of traditional IDP and how AI is pushing the envelope. The Limitations of Traditional IDP Traditional IDP works more as robotic process automation (RPA), which is based on a set of rules and templates to replicate manual data extraction. While it is still undoubtedly better than having someone spend hours on tedious work, traditional IDP is only as good as the rules that run it. Because traditional IDP solutions work based on rules and templates, they struggle with unstructured data... --- ### 8 Accounts Payable Automation Best Practices in 2025 > Discover AP automation best practices for 2025, so you can enhance efficiency, reduce errors, and streamline operations. - Published: 2024-10-28 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/accounts-payable-automation-best-practices/ - Categories: Thought Leadership Discover AP automation best practices for 2025, so you can enhance efficiency, reduce errors, and streamline operations. Business has forever been about getting ahead or getting left behind, and the rapid advancement and adoption of technology have made that as true as ever. Case in point? The takeover of accounts payable (AP) automation is in full swing, especially with more recent AI-powered solutions driving new levels of capabilities. But in order to really get ahead of the curve, you need to not only adopt AP automation but stay up to date with the latest best practices. Doing so will allow you to streamline workflows, reduce errors, boost efficiency, and avoid being left behind. Let’s explore the eight best practices that can help your business thrive in 2025. Why AI-Powered AP Automation Is So Important Before we jump into the top AP automation best practices, we need to ensure we have a clear understanding of why AI-powered automation is so critical when it comes to invoice processing. If you’ve ever had to deal with manual AP processing - or half-baked automation, for that matter, you know that it comes with several inherent challenges. Common issues AP teams inevitably face when using manual processes are high error rates, slow processing times, increased costs, and just an overall lack of transparency and efficiency as it pertains to the entire AP process. You can probably guess that AI-powered AP automation solves all those challenges, and while you’d certainly be right, it’s important to understand the specific benefits it offers: Cost savings: When looking at making changes within your business, one of... --- ### Intelligent Digital Mailroom Management: How AI Enhances Automation > Learn how AI-driven digital mailroom management solutions can streamline your business processes, increase productivity, and reduce costs. - Published: 2024-10-14 - Modified: 2025-05-07 - URL: https://www.metasource.com/document-management-workflow-blog/digital-mailroom-management/ - Categories: Automation Learn how AI-driven digital mailroom management solutions can streamline your business processes, increase productivity, and reduce costs. When it comes to cutting costs and optimizing workflows, traditional mailrooms are beginning to stick out like sore thumbs in our digital world. Physical mailrooms are simply burdensome. They are space-consuming, inefficient, and require time and labor costs that are increasingly unnecessary. That’s where digital mailrooms come in. With a digital mailroom, you send all your mail and emails to a secure partner who, using a mix of advanced technologies and business process management services, sorts them, converts them into the proper digital format, accurately captures data from them, and delivers the digital files to the appropriate recipients. Digital mailroom solutions have been a solid option for reducing the hassles of physical mailrooms for some time, and the rise of AI-backed technology has turned them from a luxury to a necessity. Through the use of AI and automation, digital mailrooms are now more efficient and cost-effective than ever. Let’s dive into how AI is improving digital mailrooms, why they are beneficial to your business, and how you can implement the latest AI-driven solutions to your mailroom operations. Core Components of AI in Digital Mailrooms With automation technology, digital mailrooms eliminate repetitive, rudimentary tasks like basic mail sorting. Add in AI, and you now have a tool that can complete more complex tasks that used to require human decision-making. AI implementation is the cherry on top when it comes to digital mailroom automation and management because it excels in a number of core functions. Let’s dive into a few: Automated Sorting... --- ### Harnessing AI in Accounts Payable to Streamline Invoice Processing > Explore how AI in accounts payable can transform invoice processing, enhancing accuracy, efficiency, and compliance for financial operations. - Published: 2024-10-03 - Modified: 2025-05-08 - URL: https://www.metasource.com/document-management-workflow-blog/harnessing-ai-in-accounts-payable/ - Categories: Automation Explore how AI in accounts payable can transform invoice processing, enhancing accuracy, efficiency, and compliance for financial operations. Accounts payable (AP) departments are under constant pressure to ensure timely and accurate payments, comply with policies and regulations, and safeguard against fraud. Many AP team’s best efforts to achieve these goals are hindered by manual data entry, frequent errors, and inefficiencies, leading to increased costs and delayed payment processing. Enter artificial intelligence (AI)-powered invoice processing automation: a game-changer for AP operations. AI and automation technology can enhance your AP team’s accuracy, operational efficiency, and cost efficiency. But what is accounts payable automation and how can it bring these benefits to your organization? The Rise of AI & Automation in Financial Operations The rise of AI and automation in financial operations didn’t happen overnight. Technologies such as workflow automation, machine learning, and natural language processing have been in the works for several years, but they are now becoming increasingly popular in AP departments. Accounts payable automation enables you to automate complex tasks that were traditionally manual, enhancing key outcomes such as accuracy, speed, and cost efficiency. Here’s how: The appropriate AI-driven system for your business can automatically capture and process invoice data, reducing reliance on manual entry and minimizing errors. Automated data capture technology, powered by advanced AI, ensures that AP processing is accurate and timely, leading to faster approval workflows. Machine learning algorithms learn from historical data to improve the accuracy of invoice data capture over time. Natural language processing allows AI systems to understand and process text from incoming invoices, extracting relevant information such as vendor names, amounts,... --- ### Select the Right Intelligent Document Processing (IDP) Partner: Criteria for Success > Uncover the top qualities to look for in an intelligent document process partner, so you can choose the right one and improve your business processes. - Published: 2024-09-23 - Modified: 2024-10-28 - URL: https://www.metasource.com/document-management-workflow-blog/intelligent-document-processing-partner/ - Categories: Intelligent Document Processing Uncover the top qualities to look for in an intelligent document process partner, so you can choose the right one and improve your business processes. How many of the processes your organization is struggling with are data-centric ones? That was a trick question... In today’s modern business world, all processes are data-centric. And, unfortunately, 41% of organizations are struggling to understand and, therefore, effectively leverage their data because it’s either too intricate or inaccessible. That’s why many organizations are turning to intelligent document processing solutions that facilitate the use of even the most unstructured, complicated data. --- ### AI Workflow Automation vs. Traditional Automation: Key Differences > Discover the transformative benefits of AI workflow automation over traditional methods to enhance business efficiency and reduce costs. - Published: 2024-09-16 - Modified: 2024-09-12 - URL: https://www.metasource.com/document-management-workflow-blog/ai-workflow-automation/ - Categories: Automation Discover the transformative benefits of AI workflow automation over traditional methods to enhance business efficiency and reduce costs. Business automation has come a long way over the past few years. While automation used to be fairly basic, businesses can now choose between traditional methods and advanced, AI-driven workflow automation. Knowing the differences between these approaches is key for decision-makers who want to optimize operations, boost efficiency, and cut costs. Here are their main discrepancies, and reasons why AI-driven solutions are crucial for modern businesses. The Evolution of Automation Traditional automation uses software robots to perform tasks based on set rules. These systems are great for repetitive tasks like data entry and straightforward customer service queries. They work well enough when tasks have clear, consistent rules and slight variation. However, traditional automation struggles with more intricate, dynamic tasks that require flexibility and learning. That’s where AI workflow automation tools come in. They use advanced technology like machine learning to enhance efficiency in more complex processes. Unlike traditional systems, AI learns from your data, adapts to new information, and makes decisions on its own. This advanced form of automation goes beyond just completing mundane tasks—it offers insights and optimizes processes in real time, significantly improving productivity. In a recent survey, HubSpot reported that 62% of business leaders have already adopted AI and automation tools to support employee productivity. Key Differences Between AI Workflow Automation & Traditional Automation AI-powered workflow automation is gaining traction, mainly because of a few critical differences: Learning & Adaptability AI's ability to be trained and adapt is a huge advantage over traditional automation. Because many AI... --- ### Leveraging Advanced Automation Technologies: Beyond RPA with AI & BPA > Intelligent automation goes beyond traditional RPA by integrating AI and BPA. Learn when to use each technology for maximum efficiency and strategic advantage. - Published: 2024-09-05 - Modified: 2025-01-22 - URL: https://www.metasource.com/document-management-workflow-blog/leveraging-advanced-technologies/ - Categories: Automation Intelligent automation goes beyond traditional RPA by integrating AI and BPA. Learn when to use each technology for maximum efficiency and strategic advantage. There are many innovative solutions designed to streamline operations and enhance efficiency, but they’re not all created equal. While robotic process automation (RPA) has made significant strides by streamlining repetitive tasks, it's safe to say it's not perfect and often falls short when dealing with more complex and dynamic processes. According to a 2022 report by Gartner, RPA is primarily effective for rule-based, repetitive tasks. This means it could struggle with more complex and dynamic processes due to limitations in integration and scalability. To overcome these constraints, businesses are opting for more advanced technologies with enhanced capabilities, such as business process automation (BPA) and artificial intelligence (AI) solutions. How Artificial Intelligence Elevates Automation While RPA is effective for simple tasks, AI offers more sophisticated solutions for optimizing processes like data handling, predictive analysis, and decision making. A report by McKinsey even states that about 72% of organizations have adopted AI to varying degrees, suggesting increased advanced automation implementation and a change in how businesses operate. Unlike traditional RPA, AI algorithms quickly analyze vast amounts of data, identify patterns, and make intelligent decisions. These advanced capabilities assist companies with demand forecasting, supply chain optimization, personalized customer interactions, and overall process efficiency. Use Cases of AI in Automation AI is transforming the way many processes are automated, including: Predictive Analytics and Inventory Management: AI helps predict future trends by analyzing past data, leading to lower inventory costs and better forecasting accuracy. For example, retailers can use AI to analyze purchasing patterns and... --- ### 6 Intelligent Document Processing Myths, Debunked > Separate fact from fiction by learning about the top myths clouding business leaders’ understanding of intelligent document processing solutions. - Published: 2024-08-22 - Modified: 2024-11-25 - URL: https://www.metasource.com/document-management-workflow-blog/intelligent-document-processing-myths-busted/ - Categories: Intelligent Document Processing Separate fact from fiction by learning about the top myths clouding business leaders’ understanding of intelligent document processing solutions. Intelligent document processing (IDP) solutions have quickly popularized, with more and more organizations across industries implementing them to streamline document-centric processes. In fact, according to a McKinsey survey, organizations deploy IDP tools beyond the pilot phase more often than any other automation solution. With benefits ranging from reduced costs to improved employee and customer satisfaction levels, this uptick in adoption makes perfect sense. And yet, some organizations are still hesitant to move forward with adopting IDP solutions. The main reason? Misconceptions are clouding leaders’ understanding of what IDP truly entails and the results it can deliver. Let’s dive into the top myths, so we can separate fact from fiction once and for all. Myth #1: Only simple tasks can be automated. Back in the early days of automation, using software to streamline complex tasks that require human intelligence was out of the question. Today, intelligent document automation solutions are much more advanced. And contrary to popular belief, they are capable of streamlining more than just simple, mundane tasks. With the incorporation of artificial intelligence (AI) technologies like machine learning, IDP solutions can learn and adapt to effectively handle processes similar to how human workers do. When it comes to invoice processing, for instance, AI-powered IDP solutions can not only automatically capture and validate invoice data but also better detect fraudulent activity through historical payment data analysis. Myth #2: IDP solutions only make sense for large organizations. Several small to mid-sized organizations hesitate to adopt intelligent document processing solutions because they... --- ### Successfully Automate Customer Onboarding in 4 Steps > Learn how to successfully automate client onboarding, so you can reduce your churn rate and improve revenue generation. - Published: 2024-08-12 - Modified: 2024-08-07 - URL: https://www.metasource.com/document-management-workflow-blog/automate-customer-onboarding/ - Categories: Automation Learn how to successfully automate client onboarding, so you can reduce your churn rate and improve revenue generation. Client onboarding directly affects customer retention and, therefore, revenue generation. In fact, a recent study revealed that poor onboarding is one of the top three factors impacting customer churn. Fortunately, there is a way for you to optimize your organization’s process, provide a better experience for your clients, and, ultimately, reduce your churn rate: automate customer onboarding. Let’s dive into how you can successfully do so. --- ### What Is Intelligent Automation? > Discover how intelligent automation transforms business processes and improves cost savings compared to traditional automation. - Published: 2024-08-05 - Modified: 2024-07-19 - URL: https://www.metasource.com/document-management-workflow-blog/what-is-intelligent-automation/ - Categories: Automation Discover how intelligent automation transforms business processes and improves cost savings compared to traditional automation. Intelligent automation (IA) is revolutionizing the way businesses operate by streamlining complex tasks and optimizing workflows. IA enables companies to enhance efficiency, reduce costs, and stay competitive in an ever-evolving market. These are just some of the reasons why 99% of organizations had either already invested in intelligent automation in 2022 or were planning to invest in it in 2023. But what exactly is intelligent automation? How does it work? What other benefits does it offer organizations? And how do you implement it? These are all commonly asked questions this blog post answers. What Is Intelligent Automation? IA is the “next level” of business process automation (BPA). It integrates advanced technologies, such as artificial intelligence (AI), machine learning (ML), and natural language processing (NLP), to provide solutions to your challenges. Initially, BPA focused on simple, repetitive tasks that could be performed by basic software programs. With technologies that can learn, adapt, and respond to new situations, intelligent automation powers smarter, more adaptable systems than traditional BPA. A popular IA solution type is intelligent document processing (IDP), which leverages document scanning services, capture software, content management systems, workflow automation technology, and artificial intelligence to automatically extract, interpret, and manage data from various document types. This synergy not only enhances operational efficiency but also ensures accuracy and scalability in data handling, making it a vital tool for modern businesses aiming to stay competitive in a data-driven world. How Intelligent Automation Works Now, the question is: How do these powerful solutions work? Let’s... --- ### 5 Benefits of Business Process Management Powered by AI > Ready to discover the benefits of BPM across various industries? Learn how AI-powered BPM solutions improve productivity, decision-making, and cost efficiency. - Published: 2024-07-22 - Modified: 2024-07-16 - URL: https://www.metasource.com/document-management-workflow-blog/benefits-of-business-process-management/ - Categories: Business Process Outsourcing Ready to discover the benefits of BPM across various industries? Learn how AI-powered BPM solutions improve productivity, decision-making, and cost efficiency. Imagine a business environment where operations are streamlined, costs are reduced, and every process aligns perfectly with your strategic goals. This happens when you leverage business process management (BPM) solutions to transform your workflows, adapt to new regulations, and better meet customer demands. And the benefits of BPM services are amplified when you add advanced technologies like artificial intelligence (AI) into the mix. By integrating AI, you can enhance your BPM framework, automating routine tasks and enabling real-time, data-driven decisions. Let’s take a deeper look at AI-driven business process management and the advantages it offers organizations. The Purpose of Business Process Management The main goal of BPM is to make operational processes smoother and more efficient across organizations. BPM initiatives focus on evaluating and improving workflow management, organizing and streamlining business functions to meet goals, and adjusting to changes in the market. They simplify complex operations and increase productivity by reducing unnecessary steps and overlap. Adding artificial intelligence to BPM solutions helps organizations achieve these goals. In fact, according to Deloitte’s State of AI in the Enterprise Report, 94% of business leaders believe AI solutions are important or very important to their organizations’ overall success. Let’s dive deeper into the benefits of BPM and AI. 5 Benefits of Business Process Management & AI Integrating AI into BPM has reformed how companies approach their operations, leading to substantial benefits: Benefit #1: Enhanced Process Efficiency AI-powered BPM tools automate common tasks that previously required human intervention. The outcome is much more efficient... --- ### 4 Signs You Need a Customer Onboarding Process Upgrade > Do you need to streamline your client onboarding process? Uncover the top signs you do as well as how you can with a customer onboarding automation solution. - Published: 2024-07-08 - Modified: 2024-07-08 - URL: https://www.metasource.com/document-management-workflow-blog/signs-to-update-customer-onboarding-process/ - Categories: Business Process Outsourcing Do you need to streamline your client onboarding process? Uncover the top signs you do as well as how you can with a customer onboarding automation solution. Seventy-four percent of prospective clients are deterred by complex customer onboarding processes, making a streamlined process critical to building and maintaining a strong client base. Unfortunately, many organizations across many industries struggle not only to simplify their customer onboarding processes but to determine that they’re overly complex and ineffective in the first place. Here are four tell-tale signs that your current process could use an upgrade: Sign #1: High Drop-Off Rate First up, we have the most evident of our top signs: a high drop-off rate. Your customer onboarding process drop-off rate reveals the percentage of clients who discontinue their partnership with your organization before being fully onboarded. And it’s relatively easy to calculate. To start, take the total number of customers who entered your onboarding process and divide it by the number of customers who abandoned it. Then, multiply that number by 100. Experts found that an ideal onboarding completion rate is anywhere from 30% to 60%, making a 70% or lower drop-off rate a good benchmark. If your drop-off rate is higher than 70%, there’s likely something amiss in your customer onboarding process and it could be impacting your organization at a much higher level than you realize. Since you maintain resources to handle the onboarding process under the impression that you will generate revenue from it, your financial health could be at risk. Afterall, revenue isn’t generated when clients drop off, you don’t get the labor expenses you utilized back, and your staff doesn’t get their valuable... --- ### 3 Levels of AP Automation: Choosing the Best Option for Your Business > Learn all about the different accounts payable automation solutions available, so you can choose the right one for your organization. - Published: 2024-06-18 - Modified: 2024-10-29 - URL: https://www.metasource.com/document-management-workflow-blog/accounts-payable-automation-solutions/ - Categories: Automation Learn all about the different accounts payable automation solutions available, so you can choose the right one for your organization. A survey conducted by the Institute of Financial Operations and Leadership (IFOL) revealed that enhancing operational efficiency and cost management is a top priority for over 60% of accounts payable (AP) leaders. Invoice processing automation solutions help AP teams reach goals like these. With the power of technologies like artificial intelligence (AI), workflow automation, and optical character recognition (OCR) software combined with the reassurance of business process management services, AP automation solutions help: Reduce costs Boost productivity Expedite invoice approvals Enhance visibility Optimize cash flows Improve fraud detection Enhance data accuracy The key to successfully achieving all these benefits is to select the right automation solution for your organization. Let’s dive into the different levels available, so you can make an informed decision. --- ### Navigating Current Business Process Automation Trends > Stay ahead in 2024 with the latest BPA trends that revolve around artificial intelligence, hyperautomation, and cloud solutions. - Published: 2024-06-11 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/business-process-automation-trends/ - Categories: Thought Leadership Stay ahead in 2024 with the latest BPA trends that revolve around artificial intelligence, hyperautomation, and cloud solutions. Are you trying to keep up with technology's rapid rate of change, so your business can maintain a competitive edge? You're not alone. Organizations of all sizes face similar challenges - especially when it comes to business process automation (BPA). BPA technology enables companies to achieve the operational advantages they need to simultaneously scale growth and increase cost savings. By automating repetitive tasks, data becomes more accurate and processes become more efficient, freeing up staff to focus on more important work. But BPA is constantly changing, with advanced technologies and market demands shaping its development. Technologies like artificial intelligence (AI) and its subsets, including machine learning (ML), are currently transforming automation solutions and how businesses can leverage them. Your organization needs to keep up with the latest business process automation trends if you want to stay in the game. --- ### How to Maximize ROI with AI-Powered Business Process Automation > Learn how your organization can achieve a high return on investment with business process automation solutions powered by artificial intelligence. - Published: 2024-06-04 - Modified: 2024-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/accelerate-roi-with-automation/ - Categories: Automation Learn how your organization can achieve a high return on investment with business process automation solutions powered by artificial intelligence. All organizations – regardless of industry – are concerned with maximizing return on investment (ROI). With every decision made and every resource allocated, ROI is top of mind. In this pursuit to achieve a high ROI, organizations are increasingly turning to artificial intelligence (AI)-powered automation solutions. Business process automation (BPA) driven by AI has emerged as a transformative force, promising to revolutionize processes, optimize operations, and drive profitability to new heights. And its effectiveness has been proven. Statista found that on average, businesses increased revenue by 6-10% in 2022 just by adopting AI tools. The question is: How exactly are these businesses using AI-powered automation solutions to maximize ROI and how can you do the same? Here’s your answer: Identify High-Impact Use Cases The first step towards optimizing your payback from automation is to determine where you should implement it in the first place. Start by assessing your current workflows and processes to determine which tasks can be streamlined with AI automation technology. Look for functions that are repetitive, time-consuming, error-prone, and currently manual. Automation can deliver tangible benefits that lead to high ROI, like increased efficiency, cost savings, decreased cycle times, enhanced insights, and improved employee satisfaction... when used in the right areas, that is. Here are some common use cases to consider: Invoice processing: With AI-powered accounts payable (AP) automation, you can streamline the extraction of data from invoices – from vendor information to line items – as well as data validation. AP automation solutions can even match... --- ### How AI-Powered Intelligent Document Processing is Reshaping Higher Education > Learn how colleges and universities are using and benefiting from AI-powered document processing automation solutions. - Published: 2024-05-21 - Modified: 2024-10-28 - URL: https://www.metasource.com/document-management-workflow-blog/how-idp-is-reshaping-higher-education/ - Categories: Intelligent Document Processing Learn how colleges and universities are using and benefiting from AI-powered document processing automation solutions. In today’s digital landscape, more and more organizations are prioritizing technology adoption – and higher education institutions are no exception. Gartner predicts 60% of higher education institutions will upgrade to operating models that combine physical and virtual capabilities by 2027. And for many, these “virtual capabilities” will be driven by advanced digital tools like intelligent document processing (IDP) solutions powered by artificial intelligence (AI). Let’s unpack why and how colleges and universities are adopting IDP technology. The Benefits of IDP Technology for Higher Education With the power of AI and other advanced tools, including optical character recognition (OCR) technology, content management systems, and workflow automation, IDP solutions deliver several benefits to higher education institutions. Here are a few: Increased Efficiency One of the most prominent advantages of leveraging automated document processing solutions is increased efficiency. By automating manual tasks, such as data entry, IDP solutions significantly increase productivity and, in turn, expedite critical processes related to admissions, financial aid, and everything in between. In fact, a recent study revealed AI technology alone helps boost worker productivity by 14%. Add in the other beneficial technological components that typically make up IDP solutions, and your higher education institution can easily reach new levels of efficiency. Improved Employee Satisfaction Improved productivity levels and improved employee satisfaction often go hand-in-hand. After all, a good staff wants to feel accomplished at the end of the day and avoid those rushed, high-stress situations that often result in frustrating errors. By adopting IDP solutions, colleges and universities... --- ### How to Select the Right AP Automation Partner for Your Organization > Looking for an invoice processing automation partner? Read this step-by-step guide to learn how to select the right one for your organization. - Published: 2024-05-01 - Modified: 2024-11-11 - URL: https://www.metasource.com/document-management-workflow-blog/select-right-ap-automation-partner/ - Categories: Automation - Tags: accounts payable Looking for an invoice processing automation partner? Read this step-by-step guide to learn how to select the right one for your organization. Modern finance leaders are pursuing accounts payable (AP) automation solutions with several goals in mind... Maybe you want to eliminate manual data entry and give your staff back time for more high-value tasks. Maybe you’re focusing on cost reduction given today’s economy. Maybe you’re hoping to improve vendor relationships. Regardless of the specific objectives you’re aiming for this year, most AP teams have the same overarching goal that will bring these more unique ones to fruition: streamline invoice processing. In fact, a December 2023 survey revealed 93% of businesses expect accounts payable and accounts receivable technology to deliver “accurate, efficient and streamlined processes”. But in order to achieve this goal – and any others that rely on its fulfillment – you need to partner with the right accounts payable process automation provider. Let’s dive into how to do just that. Understand the Risks of Choosing the Wrong Partner First thing’s first: you need to fully comprehend the importance of selecting the right partner. There are a lot of AP automation solution providers out there and there are more risks associated with choosing the wrong one than simply not fulfilling your goals, including: Cost overruns from unexpected expenses, implementation delays, and customization Process inefficiencies from convoluted workflows and poor integration with legacy systems Low user adoption rates if the technology is too complex or difficult to use Strained supplier relationships due to delayed or erroneous payments Lack of flexibility to adjust to changing business needs or efficiently scale your operations Increased... --- ### How AP Automation Mitigates the Risk of Payment Fraud > Learn about the current payment fraud landscape, the top manual invoice processing vulnerabilities, and the ways accounts payable automation mitigates fraud. - Published: 2024-04-17 - Modified: 2024-10-29 - URL: https://www.metasource.com/document-management-workflow-blog/ap-automation-protects-against-fraud/ - Categories: Automation - Tags: accounts payable, digital mailroom, document scanning services, workflow automation Learn about the current payment fraud landscape, the top manual invoice processing vulnerabilities, and the ways accounts payable automation mitigates fraud. If it feels like your organization’s risk of payment fraud is high, you’re not alone. According to the 2023 Association for Financial Professionals (AFP) Payments Fraud and Control Survey, 65% of organizations fell victim to fraudulent activity in 2022. Fortunately, your organization isn’t powerless in preventing payment fraud. Automated accounts payable (AP) solutions can significantly reduce your risk of falling victim to common schemes. To understand how, let’s dive into what the payment fraud landscape looks like, the biggest vulnerabilities of traditional invoice processing, and specific ways in which AP automation technology improves fraud prevention. The Payment Fraud Landscape Payment fraud encompasses a range of deceptive practices aimed at unlawfully obtaining funds or sensitive financial information. Common tactics include: Invoice manipulation Identity theft Phishing scams Unauthorized access to payment systems The consequences of falling victim to these schemes can be devastating. Organizations face damaged reputations, legal liabilities, and significant financial losses. In fact, one study revealed online payment fraud alone is expected to result in $343 billion worth of losses between 2022 and 2027. To make matters worse, 44% of organizations that fell victim to payment fraud were unable to recover lost funds in 2022. Manual Invoice Processing Vulnerabilities If your organization currently maintains manual, paper-based AP processes, your chances of becoming a payment fraud victim – and experiencing major financial losses – are unnecessarily high. Paper checks continue to be the payment method most vulnerable to fraud, and there’s no sign of this changing anytime soon. According to the... --- ### Key Intelligent Document Processing Use Cases for Modern Businesses > Learn how organizations are leveraging intelligent document automation to optimize processes like customer onboarding and invoice processing. - Published: 2024-04-03 - Modified: 2024-10-28 - URL: https://www.metasource.com/document-management-workflow-blog/intelligent-document-processing-use-cases/ - Categories: Intelligent Document Processing Learn how organizations are leveraging intelligent document automation to optimize processes like customer onboarding and invoice processing. In today’s fast-paced digital world, business efficiency has become more crucial than ever. Unfortunately, employees are only productive 31% of the average eight-hour workday. That leaves 69% of the day for what, exactly? In many organizations, employees are spending that time completing repetitive, tedious tasks and searching for information that’s not readily available. The dissatisfaction that stems from completing such mind-numbing work can result in employees getting distracted more easily – whether it’s by that one chatty coworker (the beauty of returning to the office) or their dog who catches a case of the “zoomies” far too often (the beauty of working from home). Many modern organizations across a variety of industries are turning to intelligent document processing (IDP) solutions to minimize tedious tasks as well as the dissatisfaction and distractions that come with them. But how exactly are organizations using IDP solutions to achieve these results? Let’s dive into the top use cases... --- ### An Introduction to Accounts Payable Automation > What is AP automation? How does it work? What benefits does it offer? Find answers to all these invoice processing automation questions and more here. - Published: 2024-03-20 - Modified: 2024-10-29 - URL: https://www.metasource.com/document-management-workflow-blog/what-is-ap-automation/ - Categories: Automation - Tags: accounts payable What is AP automation? How does it work? What benefits does it offer? Find answers to all these invoice processing automation questions and more here. Imagine this: your accounts payable (AP) department is effortlessly processing and paying both paper and electronic invoices that your organization receives from suppliers. AP automation can turn this vision into reality. And yet, 90% of organizations are currently processing invoices with little to no automation. If your organization is part of this statistic because you’re unfamiliar with accounts payable automation and how you can leverage it, you’re in luck. This article explains what invoice processing automation is, how it works, the benefits it offers, and more. What Is AP Automation & How Does It Work? Accounts payable automation is a method of digitizing the AP process, minimizing manual tasks, and, ultimately, streamlining invoice processing. The best AP automation solutions consist of both technologies, such as robotic process automation (RPA), artificial intelligence (AI), and optical character recognition (OCR), as well as expert business process management services. This combination results in end-to-end invoice processing automation – from receipt to approval. Here’s how it works: Receipt: AP automation solutions use technology to collect invoices submitted via email, Secure File Transfer Protocol (SFTP) uploads, and supplier portals. Top solution providers can also receive and digitize paper invoices on your behalf. Data capture: The best accounts payable automation solutions use AI, OCR, and other advanced technologies to extract supplier names, purchase order (PO) numbers, invoice amounts, remit to addresses, and other header and line-item details from invoices. Pre-matching: Top solutions can match invoices to POs and delivery receipts. The ideal solution provider can effectively pair... --- ### Top Customer Onboarding Challenges & How to Overcome Them > Learn how client onboarding automation can help your organization overcome common challenges and improve customer satisfaction and retention. - Published: 2024-03-04 - Modified: 2024-02-20 - URL: https://www.metasource.com/document-management-workflow-blog/overcome-customer-onboarding-challenges/ - Categories: Business Process Outsourcing Learn how client onboarding automation can help your organization overcome common challenges and improve customer satisfaction and retention. Did you know over 90% of customers believe the organizations they buy from could improve their client onboarding processes? Since your customer onboarding process is critical to starting engagements off on the right foot and retaining customers, it’s imperative you optimize it. Unfortunately, there are likely several challenges standing in your way. Let’s dive into what those challenges might be and how you can overcome them. The Prolonged Onboarding Odyssey: Poor Time-to-Value For new customers, there’s nothing worse than a seemingly never-ending onboarding process. Your customers want to derive value from their investments as soon as possible. According to a recent report, 75% of customers expect the onboarding process to take no more than 60 minutes. Yes, you read that correctly – no more than 60 minutes. Now, for many organizations, an hour-long process just isn’t feasible... but a streamlined one is. In today's fast-paced digital world, people value their time more than ever. A lengthy onboarding process not only tests their patience with your company but also jeopardizes your chances of converting leads into loyal customers. After all, most prospects want to know how long the client onboarding process will take before they commit to buying any products or services. If they find out it’s far from short and sweet, the chances of them making that commitment dwindle significantly. Lost in Translation: Ineffective Communication and Limited Support Another prevalent challenge in the onboarding landscape is poor communication and customer support. When customers encounter difficulties or have questions during the... --- ### How a Veterinary Health Organization Streamlined Invoice Processing > Discover how a veterinary health organization adopted the right accounts payable automation solution and overcame its manual invoice processing challenges. - Published: 2024-02-15 - Modified: 2024-10-29 - URL: https://www.metasource.com/document-management-workflow-blog/veterinary-health-organization-streamlines-invoice-processing/ - Categories: Solutions by Application - Tags: accounts payable Discover how a veterinary health organization adopted the right accounts payable automation solution and overcame its manual invoice processing challenges. A veterinary health organization that provides advanced medical care for pets through 24-hour emergency and specialty hospitals as well as urgent care clinics was struggling with an outdated accounts payable (AP) process. The growing organization was manually processing, approving, and posting supplier invoices. This approach was overwhelming its back-office staff and frustrating its valued suppliers. So, it automated its invoice processing with a solution that digitizes and simplifies invoice handling. The Challenges of Manual Invoice Processing Manually processing invoices used to be a tremendous burden for the veterinary health organization. Despite working more than 70 hours per week, the organization’s team of five AP professionals couldn’t keep up with the 6,000 to 7,000 invoices it receives each month. The AP staff was wasting lots of time keying data, forwarding emails, chasing down approvals, and fixing errors and mistakes. The number of hospitals that the veterinary health organization operates and its high staff turnover also made it difficult to ensure general ledger information was coded correctly. Additionally, the team could never be sure that they received all the company’s outstanding invoices. Suppliers often sent invoices to one of the veterinary health organization’s hospitals or to its corporate office. Invoices that were not forwarded to its AP team in a timely manner were at risk of being paid late. In a few cases, utility providers threatened to discontinue service to one of the organization’s pet hospitals because of late payments. And, on top of this, it was not uncommon for emails requesting... --- ### Human-in-the-Loop: Optimizing AI-Driven Processes > Discover what human-in-the-loop means, the benefits it offers organizations, and how businesses are leveraging it. - Published: 2024-02-06 - Modified: 2024-02-27 - URL: https://www.metasource.com/document-management-workflow-blog/what-is-human-in-the-loop/ - Categories: Automation Discover what human-in-the-loop means, the benefits it offers organizations, and how businesses are leveraging it. In the ever-evolving landscape of artificial intelligence (AI) and – more broadly – intelligent document processing (IDP), the term "human-in-the-loop" (HITL) has emerged as a pivotal concept. It’s redefining the way businesses operate and drive success. In fact, according to McKinsey, “executives from companies that have seen success with automation are twice as likely as others to report using human-in-the-loop designs. ” Let’s take a look at what human-in-the-loop really means, the benefits it offers, and top applications to understand why this is the case. What Is Human-in-the-Loop? At its core, human-in-the-loop refers to a collaborative framework where humans and machines work hand-in-hand to achieve tasks more effectively than either could alone. In the realm of artificial intelligence, this synergy becomes especially powerful. Instead of relying solely on automated processes, HITL incorporates human expertise to handle complex, nuanced, or ambiguous tasks that machines might find challenging. With a human-in-the-loop approach, experts can oversee processes and play a crucial role in training machine learning (ML) models. They provide labeled data, correct errors, and validate results, contributing to the continuous improvement and refinement of AI systems. Key Benefits of Human-in-the-Loop Processing The combination of AI algorithms automating repetitive tasks and humans maintaining control over processes yields significant benefits, including: Increase Efficiency Machines excel in handling common scenarios, but they may struggle with situations that deviate from the norm. When humans can step in to address these unique challenges and “teach” machines how to properly overcome them, organizations get a more robust, adaptive... --- ### Mastering Modern Finance: 2024 Accounts Payable Trends > Make 2024 your AP team’s year by staying up to date on the latest trends impacting the function. - Published: 2024-01-23 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/accounts-payable-trends-2024/ - Categories: Thought Leadership - Tags: accounts payable Make 2024 your AP team’s year by staying up to date on the latest trends impacting the function. A significant shift is underway in the accounts payable (AP) function. The challenging labor market, growing economic uncertainty, emergence of artificial intelligence (AI)-powered systems, and increasingly sophisticated payment fraud threats have forced AP departments to rethink the way they operate. Experts predict these factors will shape the year ahead, transforming the AP function’s focus from tactical actions to strategic thinking. The Role of AP Professionals Will Evolve Imagine this: you spend your days completing monotonous work and your job is perceived as both a cost center and a drain on company resources. Unfortunately, most AP professionals don’t have to use their imaginations – that’s their reality. According to the Institute of Finance and Management (IOFM), the average AP practitioner spends 84% of their day on manual, repetitive tasks, such as keying data, chasing down invoice and payment approvals, fixing errors, printing checks and stuffing them into envelopes, and responding to calls and emails from suppliers about their invoice and payment statuses. The same study also found that AP managers spend more time each day processing transactions than on the managerial tasks they were hired to perform. Fortunately, AP professionals will likely see their roles change in a big way in 2024. More accounts payable departments will modernize their systems and processes to free staff to focus more time on higher-order activities, such as analyzing data and collaborating with stakeholders. In fact, Gartner estimates 40% of finance roles will be new or reshaped through 2025 due to technology adoption. Elevating the... --- ### Top Intelligent Document Processing (IDP) Trends to Watch in 2024 > See what intelligent document automation trends the new year will bring, so you can better prepare and stay ahead of the competition. - Published: 2024-01-02 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/intelligent-document-processing-trends-2024/ - Categories: Thought Leadership See what intelligent document automation trends the new year will bring, so you can better prepare and stay ahead of the competition. Building and maintaining a solid data foundation is critical to organizational growth. With quality data at your fingertips, your organization can enhance decision-making, boost productivity, ensure business continuity, reduce costs, and improve both employee and customer satisfaction rates. That’s why more and more businesses are prioritizing data quality. In fact, Gartner predicts that 50% of organizations will embrace modern data quality solutions in 2024. And intelligent document processing (IDP) technology is among them. --- ### Defining & Prioritizing Your Business Process Automation (BPA) Goals > Before you can effectively leverage business process automation technology, you need to set well-defined goals. Find out how to do just that. - Published: 2023-12-21 - Modified: 2024-01-08 - URL: https://www.metasource.com/document-management-workflow-blog/define-bpa-goals/ - Categories: Automation Before you can effectively leverage business process automation technology, you need to set well-defined goals. Find out how to do just that. A new year is upon us, and the pressure is on organizations to streamline processes and drive efficiency across departments. According to a recent report, companies are expected to prioritize automation in 2024 in order to minimize mundane tasks and, therefore, increase productivity. Have you prioritized your business process automation (BPA) goals for next year? Is it clear what the must haves vs. the nice to haves are? --- ### Top Hidden Barriers to Touch-Free Invoice Processing > Uncover the top challenges preventing AP teams from achieving true accounts payable automation as well as how to overcome them with the right solution. - Published: 2023-12-07 - Modified: 2024-10-29 - URL: https://www.metasource.com/document-management-workflow-blog/touchfree-invoice-processing-barriers/ - Categories: Automation - Tags: accounts payable Uncover the top challenges preventing AP teams from achieving true accounts payable automation as well as how to overcome them with the right solution. Accounts payable (AP) automation is not a new term. If you’re an AP professional, you’ve likely heard it time and time again. Your organization may have even already adopted an AP automation solution. If this is the case and you’re unhappy with the results, you’re not alone. Several AP departments adopt automation solutions that promise to streamline the entire invoice-to-pay process but really only automate parts of it, leaving staff with a lot of manual work that still needs to be done. In fact, just 10% of organizations have fully automated their AP processes, leaving 90% with partial to no automation. This begs the question: Why have so few organizations been able to transition to touch-free, fully automated invoice processing? For most businesses, hidden barriers are standing in the way... Relying On OCR for Data Capture Optical character recognition (OCR) is yet another well-known term that may not be as well-understood. When OCR systems first came to light in the business world, they were seen as magical solutions for overworked employees. Unfortunately, when it comes to invoice processing, OCR technology isn’t quite the all-powerful solution we had hoped for. Capturing invoice data accurately isn’t enough when that data can’t be effectively validated. Consider this: OCR technology accurately captures a purchase order (PO) number off an invoice. That’s great, but what if the PO number is invalid? OCR technology can’t determine that on its own. So, it will go ahead and capture the invalid data, which then gets moved along in... --- ### How Your Business Can Benefit from Intelligent Document Processing (IDP) > Learn how your organization can boost efficiency, reduce costs, and improve customer service with automated document processing technology. - Published: 2023-11-29 - Modified: 2024-10-28 - URL: https://www.metasource.com/document-management-workflow-blog/intelligent-document-processing-benefits/ - Categories: Intelligent Document Processing Learn how your organization can boost efficiency, reduce costs, and improve customer service with automated document processing technology. The future of business – regardless of your industry – is data. But not just any data... In order to thrive in today’s data-driven world, your information needs to be highly organized and readily usable by a computer system for numerous operations. In other words, your data needs to be structured. Unfortunately, 90% of the world’s data is unstructured, meaning it’s disorganized, doesn’t conform to pre-defined data models, and isn’t easily searchable or usable. With intelligent document processing (IDP) solutions, you can convert your organization’s unstructured information into structured data and achieve a variety of benefits as a result. --- ### My Business Document Scanning Project Is Complete. Now What? > It can be difficult to determine what to do after your document scanning project is complete. Find out the steps you should take to effectively leverage your digital files. - Published: 2023-11-01 - Modified: 2025-01-22 - URL: https://www.metasource.com/document-management-workflow-blog/post-document-scanning-steps/ - Categories: Document Scanning - Tags: document scanning services It can be difficult to determine what to do after your document scanning project is complete. Find out the steps you should take to effectively leverage your digital files. Since the pandemic, more and more businesses are embracing digital solutions to remain competitive and agile. In fact, a KPMG survey found that 47% of organizations believe “the pandemic has permanently accelerated digital transformation and the adoption of emergent technologies. ” Many companies are well aware that before they can adopt these so-called emergent technologies, they need to first digitize their documents. What isn’t always clear to organizations is what to do once they’ve completed their document scanning projects, which is why we’re laying it out, step-by-step. Step 1: Determine Where to Store Your Scanned Documents The very first step to take once your business documents are scanned is to determine the best place to store them. This differs based on a few factors, including the types of documents you had digitized and the departments that need access to them. If you’re working with a business process management (BPM) partner to scan your invoices, for instance, your accounts payable team will need to easily access them in your enterprise resource planning (ERP) system or accounting software. If your BPM provider is digitizing your incoming mail, multiple departments may need access at once. This is where document management software that can be customized based on your unique business needs comes in. The right enterprise content management software solution can provide qualified personnel with fast access to the documents they need from anywhere, at any time. This is a key benefit in the modern business world. In fact, according to a recent... --- ### What Is a Digital Mailroom? > A digital mailroom is a secure way to process mail and email that enter your organization faster and more efficiently with a BPO partner. - Published: 2023-10-19 - Modified: 2024-04-09 - URL: https://www.metasource.com/document-management-workflow-blog/what-is-a-digital-mailroom/ - Categories: Business Process Outsourcing - Tags: business process outsourcing, digital mailroom, document scanning services A digital mailroom is a secure way to process mail and email that enter your organization faster and more efficiently. Learn more about what it is and how it works. You’ve probably heard the term before, but what is a digital mailroom, really? A digital mailroom is a way to process the incoming documents that enter your organization faster and more efficiently. Paper mail is processed using document scanning and capture techniques, which digitize files, to make them available electronically. Emails are monitored to extract embedded files and attachments, which are then properly formatted for automated processing. For businesses of all types and sizes, it’s tough to keep up with the mail and email that’s constantly coming in. Not only is mail management a drain on staff resources, but falling behind with it can cause repercussions like slow customer service, noncompliance issues, and fees for late payments. With a digital mailroom, you outsource incoming mail management to a company that specializes in it, saving yourself time and frustration, and enabling you to process important documents faster. A digital mailroom can help you with both paper mail and email. Here’s everything you need to know about a digital mailroom and how it can help you with both paper mail and email. --- ### A Guide to Understanding BPO vs. BPM vs. BPMaaS > Discover how business process outsourcing, business process management, and BPM as a service differ as well as how they help organizations reduce costs and increase efficiency. - Published: 2023-09-28 - Modified: 2024-04-22 - URL: https://www.metasource.com/document-management-workflow-blog/bpo-vs-bpm-vs-bpmaas-guide/ - Categories: Business Process Outsourcing - Tags: business process management (BPM), business process outsourcing Discover how business process outsourcing, business process management, and BPM as a service differ as well as how they help organizations reduce costs and increase efficiency. When exploring the world of business process technology and outsourcing solutions, you will likely come across three terms: business process outsourcing (BPO), business process management (BPM), and business process management as a service (BPMaaS). Let's take a closer look at what each means, how they differ, and how your organization can leverage them to increase efficiency, boost productivity, and reduce costs. Business Process Outsourcing (BPO): Leveraging Third-Party Expertise What Is BPO? When an organization contracts a third-party service provider to handle specific business tasks on their behalf, they’re leveraging BPO. While it began as a strategy for optimizing call centers with assistance from vendors overseas, business process outsourcing services are now often U. S. -based and range from managing incoming mail to processing invoices. Today’s top BPO providers even incorporate technologies into their services to further streamline business processes. These technologies range from workflow automation to robotic process automation (RPA) to artificial intelligence (AI). What Are the Benefits of BPO? Business process outsourcing gives knowledge workers back the time they need to focus on higher level, more value-adding tasks. This typically leads to increased employee recognition and, in turn, increased employee satisfaction. With 56% of executives feeling as though their companies aren’t equipped to retain employees, this is a game changer. The financial benefits of business process outsourcing also change the game for many organizations. After all, when you switch from an in-house, fixed cost model to a variable cost model, you can avoid overspending when business is slow. Business... --- ### IDP vs. OCR: Which Is Right for Your Business? > Discover the differences between optical character recognition (OCR) and intelligent document processing (IDP) and which solution is better for your organization. - Published: 2023-09-12 - Modified: 2024-12-06 - URL: https://www.metasource.com/document-management-workflow-blog/idp-vs-ocr/ - Categories: Intelligent Document Processing - Tags: business process automation (BPA), optical character recognition (ocr), workflow automation Discover the differences between optical character recognition (OCR) and intelligent document processing (IDP) and which solution is better for your organization. The ability to accurately extract data from different types of documents is the core of effective business process automation. Two technologies that have become pivotal in this arena are intelligent document processing (IDP) and optical character recognition (OCR). Although they serve the same purpose – extracting data from documents – they have different data processing capabilities. Optical Character Recognition: The Conventional Approach OCR and its cousin intelligent character recognition (ICR) are mature technologies that extract machine and handwritten print from different types of documents, including scanned paper documents, PDFs, and images captured by digital cameras, and convert it into editable and searchable data for enhanced document management. Despite their impressive capabilities, OCR and ICR work only with structured, template-based documents like forms. Additional limitations include: Inability to extract context from the data it captures Difficulty processing unstructured or semi-structured documents, such as invoices, utility bills, receipts, and contracts Difficulty processing handwritten documents, especially cursive (even for ICR) No end-to-end processing capabilities, requiring more hands-on management Intelligent Document Processing: The Next Level in Data Extraction IDP is a more advanced and flexible intelligent automation technology, combining OCR software and artificial intelligence (AI) technologies like machine learning (ML) and its subsets, including natural language processing (NLP), deep learning, and neural networks. Intelligent document automation is self-learning, highly adaptive, versatile, and capable of dealing with both semi-structured and unstructured documents. Key advantages of intelligent document processing solutions include: Ability to understand and interpret data contextually, mimicking human comprehension Seamless integration with existing systems,... --- ### 3 Benefits of AP Automation for Healthcare > Manual processes are tedious and lead to late payments. Learn how leveraging AP automation would benefit your healthcare organization. - Published: 2023-09-06 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/ap-automation-benefits-for-healthcare/ - Categories: Automation - Tags: accounts payable, healthcare - Industries: Healthcare Manual processes are tedious and lead to late payments. Learn how leveraging AP automation would benefit your healthcare organization. Many healthcare providers still use manual processes that are slow and inefficient, often leading to lost invoices and late payments. This puts a strain on relationships with frontline workers, reduces the quality of patient care, and can increase costs. By implementing an accounts payable automation solution, your healthcare facility can say goodbye to the manual data entry that comes with AP processing. The right outsourced AP automation partner will help you streamline the entire process, from invoice receipt through delivery to the appropriate members of your team. Here are some major benefits of outsourcing AP automation: Expedite Turn Times and Improve Efficiency Manual data entry is time-consuming – and so is correcting errors made because of it. In fact, manually processing invoices can take up to 45 days. However, automating invoice processing can take 5 days or less. AP automation lets workers easily access information from anywhere, so they can spend less time searching for files and more time providing the best care possible. The best solutions can integrate with your existing accounting system to ensure all vendor and invoice data is synchronized, so you can truly achieve end-to-end process automation and faster turn times. Reduce Costs and Secure Discounts A recent Institute of Finance & Management Report found that manually processing invoices costs 3 times more than using an automated solution. With AP automation, there's no need to hire more employees to keep up with the high volume of invoices. There’s also no need to replace employees to complete... --- ### Digital Mailroom Comparison: Which Solution Is Right for Your Organization? > Which digital mailroom solution is right for your organization? Discover whether you need a basic, outsourced solution, one that provides simple workflow automation, or a highly intelligent, advanced system. - Published: 2023-08-03 - Modified: 2024-03-20 - URL: https://www.metasource.com/document-management-workflow-blog/digital-mailroom-solution-comparison/ - Categories: Business Process Outsourcing - Tags: digital mailroom, workflow automation Which digital mailroom solution is right for your organization? Discover whether you need a basic, outsourced solution, one that provides simple workflow automation, or a highly intelligent, advanced system. According to a 2022 McKinsey report, 87% of people who are offered a flexible work option take it. This fact combined with the rise in tech-driven business strategies and the need to reduce costs has resulted in an increased adoption of digital tools like virtual mailrooms. With the ability to digitize incoming mail, ensure it efficiently reaches the appropriate employees wherever they’re located, and decrease labor and real estate expenses, it’s no wonder that more organizations are turning to digital mailroom solutions. But many organizations are left wondering what type of digital mailroom solution to turn to... Should you go with an automated solution? Do you need a more advanced option to reach your goals? Or will a basic system suffice? Here's a breakdown of the different levels of digital mailrooms, so you can ensure you choose the right one for your business. Basic Digital Mailroom: Reduce Paper & Save Time The basic solution is seen as the first step into the realm of the digital mailroom. It’s the primary service of outsourcing your mailroom, providing the foundation of a paperless system. With a basic-level solution, your organization can reduce manual mailroom tasks. Your digital mailroom partner will receive your incoming paper mail and then open, prep, scan, and index it. The best partners also handle incoming emails by receiving them at a dedicated inbox, stripping important documents from them, and then converting those documents into the proper file format for processing. --- ### What Is Business Process Management (BPM)? > Uncover what business process management is, discover the benefits it offers, and learn about popular use cases, like mail management, invoice processing, and claims processing. - Published: 2023-07-12 - Modified: 2023-07-10 - URL: https://www.metasource.com/document-management-workflow-blog/what-is-business-process-management/ - Categories: Business Process Outsourcing - Tags: business process management (BPM), business process outsourcing, digital mailroom Uncover what business process management is, discover the benefits it offers, and learn about popular use cases, like mail management, invoice processing, and claims processing. In today's dynamic and ever-evolving business landscape, organizations strive to optimize their operations, enhance customer experiences, and stay competitive. Enter business process management (BPM). At its core, business process management is a systematic approach to improving an organization's workflow and operational efficiency. According to Gartner, business process management is "a discipline that uses various methods to discover, model, analyze, measure, improve, and optimize business processes. " This includes identifying process bottlenecks, automating manual tasks, and streamlining workflows for maximum productivity. Why Do Organizations Turn to Business Process Management? Business process management projects have increased in popularity in recent years because they drive valuable outcomes. Experts found that they can result in 50% productivity gains for administrative processes and 30% for knowledge worker processes. And increased productivity isn’t all organizations gain from adopting BPM services. Businesses achieve a wide range of benefits, including: Decreased Costs: By streamlining workflows, business process management helps organizations save money on operational costs, redundant tasks, human errors, and more. Increased Efficiency: Business process management services help identify and eliminate inefficiencies within workflows by reducing manual, time-consuming tasks. Improved Transparency: With BPM, organizations gain a better understanding of how their processes work, making it easier to identify areas for improvement and track progress. Reduced Compliance Risks: By automating workflows and eliminating manual tasks, organizations reduce the risk of errors and compliance issues often caused by data entry errors or lost documents. Enhanced Employee & Customer Satisfaction: BPM practices reduce repetitive, manual tasks and increase efficiency, enabling employees... --- ### How a Health & Fitness Club Got Its Document Management System in Shape > Learn how Club Fit reduced manual work and streamlined day-to-day operations for several teams, including accounts payable, with the right content management solution. - Published: 2023-06-29 - Modified: 2024-10-24 - URL: https://www.metasource.com/document-management-workflow-blog/fitness-club-document-management/ - Categories: Document Management - Tags: document management software, document scanning services, workflow automation Learn how Club Fit reduced manual work and streamlined day-to-day operations for several teams, including accounts payable, with the right content management solution. Club Fit, a health and fitness club with two locations in upstate New York, is something of a second home for many of its members – a place where they can enjoy a glass of wine after a yoga class, play a friendly game of mahjong, and choose between a wide variety of workout options that run from A (ab blast) to Z (Zumba). It’s an approach to fitness and customer service that has kept Club Fit in business for 50 years with an ever-growing membership roster. But not long ago, the organization found that decades of helping its members stay healthy and trim had left its record-keeping processes with a few extra pounds... So, they went looking for a leaner method of document management that would keep their records in reach without all the paper. The Challenges: An Unhealthy Document Management System, Manual Work & Wasted Time As James Stropoli, Executive Director of Business Systems at Club Fit, explained, for decades, the business kept its membership information in big red binders that grew fatter with every membership addition, renewal, or upgrade. “We didn’t throw out anything,” Stropoli said. “We had binders and binders. We had walls of binders. ” The wall of binders at each club eventually grew to dimensions that Stropoli estimated at 9 feet high and 12 feet long. Every time something had to be added to a binder, someone had to find the right one, locate the hole punch, and try to squeeze another stack of... --- ### Why AP Automation Projects Fail & How to Ensure Success > Ensure success and overcome common AP automation challenges during the initial set up of a new AP system. Enhance your department today. - Published: 2023-06-16 - Modified: 2025-05-08 - URL: https://www.metasource.com/document-management-workflow-blog/why-ap-automation-solutions-fail/ - Categories: Automation - Tags: accounts payable Ensure success and overcome common AP automation challenges during the initial set up of a new AP system. Enhance your department today. The success of many accounts payable (AP) automation projects remains elusive. The Institute of Finance and Management (IOFM), for example, found that while 77% of AP departments have deployed some type of invoice processing automation, 68% manually handle most of the invoices they receive from suppliers. Similarly, Ardent Partners found that handling invoice exceptions – invoices that cannot be posted directly to an ERP application without human operator intervention – is the top challenge that AP departments face. Although very few AP automation projects are a complete bust, feedback from attendees at the 2023 IOFM’s APP2P Spring Conference & Expo suggests that many fail to deliver their full anticipated value. Some projects don’t generate the expected financial payback to justify the accounts payable automation solution. Other projects cannot scale. And some don’t deliver the full range of hoped-for functionality. In this blog post, we’ll dig into the top reasons these AP automation challenges and negative outcomes occur while providing you with the information you need to ensure AP automation project success. Top 6 AP Automation Challenges By leveraging intelligent automation, companies can ensure faster, more accurate invoice handling, minimizing errors and improving overall productivity. The key word? Can. In order to actually achieve these benefits, you need to effectively implement the technology. Here are six common AP automation challenges that might be standing in your way: Challenge #1: Complicated Setup There are multiple, interrelated factors that can contribute to accounts payable automation projects falling short of expectations. But the most... --- ### Intelligent Document Processing 101: What It Is & How It Works > Discover what intelligent document automation is, how it works, and how organizations leverage it to reduce costs and enhance efficiency. - Published: 2023-06-07 - Modified: 2025-01-22 - URL: https://www.metasource.com/document-management-workflow-blog/what-is-intelligent-document-processing/ - Categories: Intelligent Document Processing - Tags: document management software, workflow automation Discover what intelligent document automation is, how it works, and how organizations leverage it to reduce costs and enhance efficiency. In today's digital world, organizations still handle enormous amounts of data and documents. Manually sorting and processing them can be time-consuming, error-prone, and costly. In fact, organizations in the United States collectively spend over $5 billion each year just to employ data entry keyers. Intelligent document processing (IDP) has emerged as a way to not only eliminate manual tasks and minimize operating costs but also free up employees’ time, reduce errors, improve decision-making, ensure business continuity, and enable remote work. What Is Intelligent Document Processing? Intelligent document processing solutions combine document scanning services, optical character recognition (OCR) technology, content management systems, document workflow automation technology, and AI technologies like machine learning and natural language processing tools to convert unstructured and semi-structured data into structured, actionable information. They “bridge the business operations gap between the analog and digital worlds," according to a recent report by McKinsey & Company. “The technology not only digitizes analog documents but also allows computers to understand the data in documents," the report says. That said, these solutions streamline the processing of a variety of documents, including invoices, claims, and incoming mail. They automatically capture, classify, transform, and deliver data to the appropriate business systems, so it can be used for analysis, reporting, and, ultimately, effective decision-making. Automated document processing uses advanced algorithms and OCR technology to process files and identify information, including names, addresses, dates, and amounts – whether handwritten or typed. And the cherry on top is that the technology can learn from past experiences,... --- ### 5 Strategies to Recession-Proof Your Business > Want to ensure your organization can effectively navigate a recession? Learn how you can cut unnecessary expenses through BPO services, gain a competitive edge with digital tools, and more here. - Published: 2023-05-31 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/strategies-to-recession-proof-your-business/ - Categories: Thought Leadership - Tags: business process automation (BPA), workflow automation Want to ensure your organization can effectively navigate a recession? Learn how you can cut unnecessary expenses through BPO services, gain a competitive edge with digital tools, and more here. Is a recession coming? The answer differs based on who you ask, but according to a Bloomberg survey of economists, the recent interest rate hikes by the Federal Reserve along with the current banking crisis have greatly increased the odds. The survey revealed that the “probability of a downturn in the next year is now 65%. ” Fortunately, while it can be challenging to thrive during a downturn, it's not impossible. In fact, according to an article for MIT Sloan Management Review, a downturn presents opportunities that some businesses can use to their advantage. The article states, "The worst of times for the economy as a whole can be the best of times for individual companies to improve their fortunes. ” The question is: how can your business improve its fortune if a recession comes? Here are five strategies for building resilience, navigating a downturn, positioning your organization to take advantage of opportunities that emerge, and, ultimately, recession-proofing your business. Start Preparing as Soon as Possible One of the best ways to prepare for a recession is to start planning early on. This means anticipating the economic downturn and taking steps to mitigate its impact on your business. Among other steps, businesses prepare by developing a cash management plan, diversifying their customer base, and focusing on their core competencies. It’s also a good idea to pay close attention to the feedback your current customers are providing. You can leverage their input to adapt accordingly and maintain strong satisfaction levels no... --- ### How Debt Relief Companies Can Improve Customer Experience > Learn how to increase customer satisfaction and alleviate employee burnout with debt settlement process automation solutions. - Published: 2023-05-05 - Modified: 2025-05-09 - URL: https://www.metasource.com/document-management-workflow-blog/debt-relief-companies-improve-customer-experience/ - Categories: Automation - Industries: Financial Services Learn how to increase customer satisfaction and alleviate employee burnout with debt settlement process automation solutions. By the end of fiscal year 2022, household debt in the U. S. reached a staggering $16. 9 trillion. Based on that figure, it’s unsurprising that delinquency on all types of debt reached a 13-year high in December of last year. If one thing is clear, it’s this: consumers are in dire need of debt relief. For debt settlement companies, this increased need for relief can be overwhelming. As consumer debt has ballooned, so too have workloads and customer service expectations. In fact, Intercom found that 83% of support teams reported an increase in customer expectations in 2022. Luckily, there are steps debt relief companies can take to not only provide consumers with the assistance they need but increase customer satisfaction rates too. Audit the Customer Experience As a first course of action, it’s important to take stock of where your debt relief company’s customer experience stands. Implement mechanisms to obtain customer feedback and take time to deeply understand their wants and needs. According to a 2022 Salesforce survey, 73% of customers expect businesses to comprehend their individual needs and expectations, making this a great starting point. Surveying your employees to uncover common pain points in the customer experience process can also yield important insights. Ask them about any common customer complaints they hear as well as internal challenges that could be negatively impacting the customer experience. Are employees struggling to find the customer information they need when they need it? Is your staff struggling with data discrepancies? Are these... --- ### How to Go Paperless for Earth Day with IDP Services > Want to play your part this Earth Day by reducing your organization’s environmental impact? Learn how you can by going paperless with intelligent document processing solutions. - Published: 2023-04-18 - Modified: 2024-10-28 - URL: https://www.metasource.com/document-management-workflow-blog/go-paperless-for-earth-day/ - Categories: Intelligent Document Processing - Tags: business process outsourcing, digital mailroom, document management software, document scanning services Want to play your part this Earth Day by reducing your organization’s environmental impact? Learn how you can by going paperless with intelligent document processing solutions. With Earth Day around the corner on April 22nd, now is the perfect time to think about changes your business can make to reduce your environmental impact. While there are many environmentally friendly practices you could implement, there’s one change that will have a positive impact on the environment and your business: going paperless. After all, 50% of waste produced by businesses is made up of paper, with offices in the U. S. using over 12 trillion sheets every year, according to TheWorldCounts. At the same time, paper-based business processes are slow, time-consuming, and highly inefficient. But how can you successfully go paperless this Earth Day to better both the environment and your organization? Continue reading to find out. What Does It Mean to Go Paperless? First thing’s first – let’s gain a clear understanding of what going paperless actually means. In the simplest of terms, going paperless means going digital. It entails converting your current physical business documents into virtual copies that are easy to manage, access, track, and share from anywhere with any computer or mobile device. Many organizations turn to intelligent document processing (IDP) solutions made up of document scanning services, content management software, and workflow automation software to successfully transition to a digital environment. There are two methods for kickstarting this transition and, oftentimes, organizations leverage both simultaneously: digitizing incoming documents and converting backfiles. What Are the Best Ways to Go Paperless? Now, let’s dive into the best ways to digitize incoming business documents and convert... --- ### 5 Signs Your Company Could Benefit from Automation > Can your organization benefit from business process automation (BPA)? Discover how it can help you reduce costs, improve customer satisfaction, and increase employee retention. - Published: 2023-04-04 - Modified: 2024-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/signs-to-automate-business-processes/ - Categories: Automation - Tags: accounts payable, business process automation (BPA), document capture software, document management software, workflow automation Can your organization benefit from business process automation (BPA)? Discover how it can help you reduce costs, improve customer satisfaction, and increase employee retention. Business process automation (BPA) refers to the use of technology, such as workflow automation, robotic process automation (RPA) and artificial intelligence (AI), to perform repetitive tasks that would otherwise have to be completed by knowledge workers who could be completing higher value work. From accounts payable to HR to customer service, business process automation can enhance the efficiency of your organization while reducing costs, increasing process accuracy and consistency, and improving employee satisfaction. In fact, Zapier found over 90% of knowledge workers believe automation has improved their work lives. But can your organization gain benefits like these with automation technology? Here are 5 signs it can. 1. Poor Turn Times Are your processes slow? Do customers become frustrated with poor response times? Are your employees wasting time on mundane, manual tasks? Automation can help accelerate standard business processes and shrink the amount of time it takes you to complete bigger projects. Take your mailroom process as an example. Manually sorting and distributing incoming mail can be tedious, time-consuming, and error prone – and result in unnecessarily poor turn times organization-wide. Fortunately, you can digitize your mailroom by replacing your manual process with an automated one. Outsourced digital mailroom solutions streamline mail management by quickly scanning and disseminating mail to employees – wherever they’re located. Business automation technology can also accelerate accounts payable tasks. With a combination of workflow automation and business process management services, you can reduce invoice processing time – from receipt to payment – from 45 days to... --- ### How Much Are Your Outdated Content Management Processes Costing You? > Learn how an enterprise content management solution can help your business reduce real estate, labor, and turnover costs. - Published: 2023-03-21 - Modified: 2025-05-05 - URL: https://www.metasource.com/document-management-workflow-blog/outdated-content-management-processing-costs/ - Categories: Document Management - Tags: document management software, document scanning services, remote work Learn how an enterprise content management solution can help your business reduce real estate, labor, and turnover costs. In 2022, inflation reached a new 40-year high when it exceeded 9%. Between this and the threat of a recession looming over the U. S. , businesses are grasping onto ways to cut costs and improve financial stability. But how can your organization achieve this? That’s the ultimate question. Gartner found that 78% of chief financial officers are planning to either maintain or increase investments in digital transformation technology through 2023 to become more financially stable amid economic challenges. And since documents and data are at the heart of most - if not all - business processes, your content management process is a great place to start. You might be surprised by just how much your manual, paper-based content management processes are costing your organization and how much digital ones can save you. Real Estate Costs Storing paper-based documents in your office is an inefficient (and costly) use of real estate. Let’s do the math: a standard 4-drawer filing cabinet can take up 17 square feet of office space, which includes the size of the unit plus the amount of space needed to access the files inside. If you’re paying $38 per square foot for office space—the average U. S. office listing rate in 2022—a single filing cabinet costs you nearly $700 a month. That’s roughly $8,000 a year... for one filing cabinet. This isn’t a good use of the space you’re paying for, especially if you’ve transitioned to a remote work model as so many businesses have over the... --- ### How to Select the Right Document Management Software > Learn the steps to select the best document management solution for your organization, so you can improve content accessibility and security, increase productivity, reduce costs, and ensure business continuity. - Published: 2023-03-07 - Modified: 2025-05-07 - URL: https://www.metasource.com/document-management-workflow-blog/how-to-select-document-management-software/ - Categories: Document Management - Tags: document management software Select the best document management solution for your organization, so you can improve content accessibility and security, increase productivity, reduce costs, and ensure business continuity. Do your employees spend a great deal of time searching for the documents they need in rows of filing cabinets and disorganized shared drives? Are your organization’s productivity levels suffering as a result? If so, you’re not alone. A recent Forrester survey shows that 97% of respondents from organizations with minimal digital document capabilities experienced “a negative impact from the pandemic on employee productivity,” compared to just 18% of more technologically advanced organizations. Queue document management software that facilitates secure, easy, digital access to business files organization-wide. With the right solution, you can give your employees back the time they need for more valuable tasks. This not only improves productivity, but reduces labor costs, enhances both employee and customer experience thanks to reduced processing times, and ensures business continuity. But how do you choose the right document management software for your organization, so you can gain these benefits? Here are some key steps to take: Understand Your Options Before even beginning to look at specific solutions, you should make sure you fully understand the differences between on-premise and cloud document management software. For instance, on-premise software is managed and hosted locally on a server, while cloud-based solutions are hosted and more easily accessible from wherever your employees are working. With an on-premise solution, you’ll have to pay upkeep and maintenance expenses that a cloud-based one wouldn’t require. However, on-premise solutions are more ideal for organizations with strict compliance requirements since they’re typically managed in-house and provide you with full control... --- ### Everything You Need to Know About the Evolution of BPO > Learn about the history and future of BPO services like mailroom management and invoice processing. Stay ahead of the curve and streamline manual tasks. - Published: 2023-02-28 - Modified: 2024-06-13 - URL: https://www.metasource.com/document-management-workflow-blog/history-and-future-of-bpo/ - Categories: Business Process Outsourcing - Tags: business continuity, business process outsourcing, document scanning services Learn about the history and future of BPO services like mailroom management and invoice processing. Stay ahead of the curve and streamline manual tasks. Despite hearing the term over and over again, many business professionals are still asking a big question: What is business process outsourcing (BPO)? is a practice in which an organization contracts a third-party service provider to perform business tasks on their behalf. This approach allows companies to focus on their core competencies while benefiting from the expertise and efficiencies offered by their BPO partner. Many people still connect BPO with its roots in call centers abroad. However, it has dramatically expanded and evolved as not only the internet but advanced technology solutions have become critical to business success. Today, business process outsourcing services include everything from AP automation to mailroom outsourcing to document scanning to HR recruiting to IT services. But why are companies increasingly leveraging BPO? Let’s take a deep dive into the evolution of these services and how organizations have used them over the years to find out: How the Internet Revolutionized BPO The modern-day internet was a game changer for businesses of all kinds - as was the idea of digital transformation that followed. Organizations were given a tool that enabled them to transition from activities, processes, and capabilities with an analog backbone to activities, processes, and capabilities with a digital one. Paper documents? Filing cabinets? In-person communication? It could all become digital. The issue was - and still is for many organizations - actually transitioning to a digital backbone successfully. Years and years’ worth of documents need to be scanned. Data needs to be entered into... --- ### Everything You Need to Know About Data as a Service > Learn how business data services enhance data collection and management for better decision making, improved connectivity, and increased cost savings with a data as a service strategy. - Published: 2023-02-07 - Modified: 2023-08-24 - URL: https://www.metasource.com/document-management-workflow-blog/data-as-a-service-introduction/ - Categories: Business Process Outsourcing - Tags: business process outsourcing, document management software, document scanning services, e-forms Discover how business data services enhance data collection and management for better decision making, improved connectivity, and increased cost savings with a data as a service strategy. In today’s digital age, everything revolves around data. From logging employee productivity to managing client information, the business world is dependent on capturing and analyzing data to gain insight into organizational functions. When companies fail to do so effectively, their operations suffer. According to a global survey conducted by Dimensional Research, 82% of organizations operate using outdated data, and 85% are forced to face “incorrect decisions and poor business outcomes” because of it. That said, it’s crucial that your organization effectively manage data, so you can make more informed decisions and avoid negative outcomes. That’s where data as a service (DaaS) comes in. What Is Data as a Service? DaaS is a strategy that encompasses the collection and management of an organization’s data. The goal is to be able to collect, organize, analyze, enhance, calculate, and share data better. But how can your organization achieve this goal? It may sound like a big ask, but the answer is simple: leverage business data services. These services combine outsourced management and intelligent technology to maintain the integrity and efficacy of your data. They often include business process outsourcing (BPO) services like document scanning, digital mailroom solutions, document management software, and e-forms software. What Are the Benefits of DaaS? Organizations that take advantage of business data services experience a wide variety of benefits, including: Better Decision Making Ever try to find a light switch in the dark? Making organizational decisions without the data to understand the impact is similar. With business data services,... --- ### 8 Strategies for Building Business Resilience > Learn how you can build business resilience and thrive no matter what’s around the corner with strategies like going paperless, automating processes, and integrating systems. - Published: 2023-01-04 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/business-resilience-strategies/ - Categories: Thought Leadership - Tags: business process automation (BPA), document management software, document scanning services, workflow automation Build business resilience and thrive no matter what's around the corner with strategies like going paperless, automating processes, and integrating systems. While Americans in general continue to debate whether we’re currently in a recession, CEOs across the nation seem to be on the same page. According to Fortune, approximately 98% of CEOs believe a recession will hit by mid-2024. This is undoubtedly a stark outlook, and organizations need to prepare in order to ensure business continuity and success regardless of what the future holds. This entails preparing for not only the possibility of a recession but the possibility of other crises, such as another global pandemic, a cybersecurity incident, or a natural disaster. How can your organization effectively prepare for anything the future holds? By building business resilience. Here are 8 strategies you can use to do so: Go Paperless One of the major lessons the pandemic taught businesses is that remote access to documents is crucial. Scanning your paper documents into a cloud-based document management system can help you maintain access to your data throughout unpredictable events, such as fires, floods, and pandemics. And adopting a digital mailroom further empowers your team to efficiently adapt to disruptions by ensuring incoming documents are easy to access from anywhere, on any device. Integrate Your Systems An S&P Global Market Intelligence survey found that 54% of IT decision-makers believe lack of application integrations and siloed information are their biggest technology challenges to being productive. You can’t effectively navigate unexpected challenges when you can’t easily access the data you need to run your business. Using document management software that integrates with the accounting, ERP,... --- ### How Document Management Will Evolve in 2023 > Learn what’s next in the evolution of content management with trends about cloud document management, low-code automation, and business resiliency that we expect to see in 2023. - Published: 2022-12-20 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/document-management-trends-2023/ - Categories: Thought Leadership - Tags: business continuity, document management software, workflow automation Find out what’s next in the evolution of content management with trends about cloud document management, low-code automation, and business resiliency. Document management technology plays a critical role in how companies operate. Just 10 years ago, the landscape of data management still relied heavily on paper files and cabinetry. With advances in technology – paired with the increased demand for remotely accessible data – the world of content management continues to evolve into a digital environment at incredible speed. As McKinsey recently reported, 58% of employees have “the option to work from home for all or part of the week. ” As the report notes, this is equivalent to 92 million people from a cross section of jobs. With this pandemic-driven shift in work patterns comes the increased need for accessible data. Document management software will continue to be at the center of this need, making keeping up with its current trends crucial to business success. Here are 3 document management trends worth monitoring in 2023 and beyond: Increased Adoption of Cloud Document Management A traditional paper filing cabinet in 2023 will be a dusty proposition in every sense of the word. From missing files to accidentally mismanaged confidential data to time-sensitive documents that can’t be accessed remotely, we expect more and more companies to say “enough” and take the jump into the world of cloud-based everything – starting with document management software. According to a recent Forrester study, senior IT and business decision makers believe that improving employee collaboration and enabling document access, editing, and sharing while working remotely are among the top 5 most important benefits of adopting digital... --- ### 5 Business Process Management Trends to Watch in 2023 > Learn why BPM solutions are surging in use and scope, what is expected to happen in 2023, and how its use can be beneficial to your organization. - Published: 2022-12-13 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/business-process-management-trends-2023/ - Categories: Thought Leadership - Tags: efficiency, workflow automation Learn why BPM solutions are surging in use and scope, what is expected to happen in 2023, and how its use can be beneficial to your organization. Business process management (BPM) has been around for decades - but what exactly does it mean? According to Gartner, BPM is “a discipline that uses various methods to discover, model, analyze, measure, improve and optimize business processes. ” Unsurprisingly, the most effective business process management methods involve technology that automates and streamlines business processes, resulting in reduced costs, improved employee morale, remote work enablement, and increased productivity. According to Forrester, BPM initiatives result in up to 50% productivity gains for administrative processes and up to 30% for knowledge worker processes. In order to achieve the above benefits, however, you need to stay on top of what’s new in the ever-evolving world of business process management. Here are 5 BPM trends to watch in 2023. 1. The Democratization of BPM Historically, business process management has been utilized and driven by IT experts at large corporations, which has been both complex and costly. However, technology is becoming more user-friendly and cost-effective, allowing businesses of all sizes access to automation, key insights, and collaborative functions that weren’t available to them before. This democratization offers new opportunities for optimizing business processes that do not require the technical expertise of your IT professionals, but rather are led by your internal teams across departments. Look for BPM technology that lets you do more outside of the IT department this year. 2. Improved Intelligent Process Modeling As we enter 2023, we expect to see business process management technology further evolve process mapping capabilities within organizations. Digitization and... --- ### How Document Management Software Maximizes the Value of Your Business Apps > Streamline your content-centric processes and enhance document security with OpenText AppEnhancer content management software. - Published: 2022-12-06 - Modified: 2024-10-24 - URL: https://www.metasource.com/document-management-workflow-blog/how-document-management-software-maximizes-the-value-of-your-business-apps/ - Categories: Solutions by Application - Tags: AppEnhancer, document management software, OpenText Streamline your content-centric processes and enhance document security with OpenText AppEnhancer content management software. All too often, companies find themselves burdened with business applications that make it harder to access information, collaborate, secure data, and, ultimately, work efficiently. More often than not, employees find themselves spending a large portion of their days just looking for information within various systems. In fact, Asana’s 2022 Anatomy of Work Study found that employees only spend 40% of their time on skilled and strategic work. Fortunately, you can give your employees back the time they need for high-value tasks, facilitate a collaborative environment, and secure your data all at once. How? By adopting a centralized document management solution that easily integrates with the platforms your teams use every day. Here are a couple scenarios that show how the right content management solution can help you maximize the value of your existing business apps and achieve the benefits above: Finding the Right Documents Quickly Imagine you’re a project manager with strict deadlines. You need files ranging from project records to customer financial statements at your fingertips in order to meet due dates. In the past, you’ve used a project management app that has left you and your team struggling to find the information you need. Time and time again, you’ve been forced to extend your file search into other applications, resulting in a lot of wasted time. With a document management platform like OpenText AppEnhancer (formerly ApplicationXtender), you and your team can easily find what you need within one centralized system that connects you to content in various business... --- ### How to Implement Business Process Automation > Discover the steps to successfully setting up business process automation (BPA), so your organization can improve efficiency, customer satisfaction, employee engagement, and operational performance. - Published: 2022-11-17 - Modified: 2023-05-03 - URL: https://www.metasource.com/document-management-workflow-blog/set-up-business-process-automation/ - Categories: Automation - Tags: business process automation (BPA), digital mailroom, document scanning services, workflow automation Discover the steps to successfully setting up business process automation (BPA), so your organization can improve efficiency, customer satisfaction, employee engagement, and operational performance. Business process automation (BPA) has stepped into the spotlight in recent years –and for good reason. Typically consisting of document capture, workflow automation, and robotic process automation (RPA) software, BPA solutions help organizations transform inefficient, manual processes into streamlined ones. With BPA solutions, you can increase productivity, save time, reduce costs, ensure business continuity, improve your bottom line, and enhance customer satisfaction levels. However, there are obstacles standing in the way of organizations achieving these benefits. According to a Deloitte survey, lack of a clear vision and strategy is a top barrier keeping businesses from reaching their full automation potential. Let’s dive into how to develop a clear vision and successfully implement BPA in your organization, so you can attain the benefits above. Identify the Departments That Could Run More Efficiently It’s not realistic to automate all departments at once. Process automation requires a strategic approach with careful planning to ensure you’re following the right steps and post-implementation tests to ensure the automation solution is working as it should. Only once a solution has proven successful with documented results should it be rolled out to other areas of your business. But how do you decide which department to start with? Simple: ask your employees. Their familiarity with the ins and outs of the departments gives them the best insights into what’s working and what’s not. Ask the head of each department to meet with their team to discuss the pain points they face as they do their work. Then, meet... --- ### Top 3 Manual Tasks to Streamline with Business Process Automation > Learn how you can streamline manual, repetitive tasks to increase efficiency and reduce costs with business process automation (BPA) technology. - Published: 2022-11-02 - Modified: 2024-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/top-manual-tasks-to-streamline-with-business-process-automation/ - Categories: Automation - Tags: business process automation (BPA), document scanning services, human resources, workflow automation Learn how you can streamline manual, repetitive tasks to increase efficiency and reduce costs with business process automation (BPA) technology. Manual tasks, such as data entry, document filing, and mail distribution, are more than just headaches. Having your employees manage repetitive, mundane work is likely costing your organization – big. According to a recent Asana report, employees spend 60% of their time on repetitive tasks. With so much time spent on non-strategic work, a company is likely to overspend on labor. Not to mention, mundane tasks often lead to employee burnout, increased work errors, and lower productivity. Implementing business process automation (BPA) and undergoing a digital transformation can help your organization streamline workflows and avoid these negative outcomes. But what business processes should you automate? Here are 3 manual tasks we recommend streamlining for increased efficiency, improved employee satisfaction, and cost savings. Mailroom Management By outsourcing your mailroom, you can leave all the manual work to a trusted partner. Your digital mailroom partner will receive, sort, prep, and scan all incoming paper documents before indexing them. They will also monitor a dedicated email inbox to process your incoming electronic documents. Then, they will digitally distribute your files to the intended recipients using BPA technology. A digital mailroom offers a way to expedite processes across your entire organization, allowing you to not only cut costs but increase productivity, ensure compliance, and enable remote work. Invoice Processing Processing invoices manually can lead to inefficiency, strained vendor relationships, late payments, and impaired cash flow visibility. Automatically processing invoices, on the other hand, results in 99% data entry accuracy, actionable insights, much faster turn... --- ### How Accounts Payable Automation Speeds Up Invoice Processing > Learn how to accelerate invoice processing and generate economic gains by leveraging AP automation. - Published: 2022-10-20 - Modified: 2024-11-14 - URL: https://www.metasource.com/document-management-workflow-blog/digital-mailroom-speeds-up-invoice-processing/ - Categories: Automation - Tags: accounts payable, digital mailroom, document scanning services, workflow automation Did you know that you can accelerate invoice processing and generate economic gains by leveraging AP automation? Read this post to learn more. In today’s digital workplace, companies receive invoices by email at a higher rate than ever before. Even so, many still insist on printing electronic invoices before processing them, which creates more work and costs companies both time and money. Bringing electronically-received invoices into the physical realm opens up organizations to the same problems they face with paper: lost invoices, late payments, duplicate payments, long processing times, and a comprehensive lack of transparency and visibility into the accounts payable process. Instead of printing these invoices out and adding to manual work, companies have realized that accounts payable automation is a better way forward. Processing is faster and human error is reduced, giving companies an advantage over their competitors. In fact, accounts payable automation can significantly reduce invoice processing time from 45 days to just 3 days, costing 3x less than manual processing. Here’s how AP automation can expedite invoice processing and, in turn, reduce costs for your organization: Streamline Invoice Preparation Whether a firm receives their invoices via paper mail or email, digital formatting must take place before workflow automation can begin. And without an effective accounts payable automation solution, the process is a long one. With paper invoices, mail has to be opened and scanned before invoice data is manually keyed into the accounting system to begin automated processing. This consumes a significant amount of time, is prone to errors, and takes away from employees’ core tasks. With electronic invoices, things are a little more complicated. Electronic documents can arrive... --- ### What Is Debt Relief Process Automation? > Learn how debt relief and settlement companies can offload tedious, manual tasks using process automation solutions. - Published: 2022-10-04 - Modified: 2025-05-09 - URL: https://www.metasource.com/document-management-workflow-blog/debt-relief-process-automation/ - Categories: Automation - Tags: digital mailroom, digital transformation, workflow automation - Industries: Financial Services Learn how debt relief and settlement companies can offload tedious, manual tasks using process automation solutions. With inflation reaching a 40-year high in June 2022, nearly half of all Americans are falling deeper into debt as they struggle with the rising cost of living. According to a recent survey, 43% of Americans expect to add to their debt by the end of the year. What does this mean for debt relief and settlement companies? Between inflation and the nation's increasing risk of recession, debt relief and settlement companies are bound to see a significant uptick in workload. However, following The Great Resignation, many of these companies are understaffed. This means extra responsibilities for team members who already have their plates full. Your employees can quickly become burned out and your organization can easily fall behind if you aren't leveraging the right tools. What Debt Settlement Process Automation Is Debt settlement process automation can help your company effectively keep up with increasing demand by streamlining incoming client correspondence and documentation. With this solution, you can offload tedious, manual tasks to highly intelligent technology that can complete them more accurately and efficiently. This means your staff can focus on more high value core tasks. Here are a few benefits of adopting a debt relief process automation solution: Improve speed to settlement Eliminate data discrepancies Handle large volumes more efficiently Eliminate stare and compare In fact, companies in the financial services sector that have worked with digital transformation solution providers like MetaSource have reduced cycle time by 60% and decreased resource needs and time allocation by 80%. How Debt... --- ### Your Guide to Business Process Automation (BPA) > Learn what business process automation is and how your organization can implement it to increase productivity, reduce costs, and improve customer experience. - Published: 2022-09-15 - Modified: 2024-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/business-process-automation-guide/ - Categories: Automation - Tags: business process automation (BPA), productivity Discover what business process automation is and how your organization can implement it to increase productivity, reduce costs, and improve customer experience. Implementing technology to streamline corporate operations is becoming increasingly popular. Many organizations have quickly joined the automation revolution to boost productivity, enhance customer service, reduce costs, and enable remote work. In fact, a McKinsey study found that 80% of companies that transitioned most of their employees to a remote work model due to COVID-19 increased automation. With remote work here to stay and productivity, customer service, and cost always top of mind, business process automation (BPA) is the future of business... but what is it and what does it do? What is Business Process Automation? Business process automation uses advanced technology to complete repetitive tasks with minimal human intervention, allowing your employees to focus on higher-level business objectives. BPA solutions typically consist of document capture, workflow automation, and robotic process automation (RPA) software. Document capture software efficiently extracts critical information from documents during the scanning process and passes it off to the correct system for electronic storage. Workflow automation expedites document-based tasks while robotic process automation uses software robots to streamline repetitive tasks across various sources, such as websites and desktop programs. When combined, these technologies have the power to automate all kinds of processes throughout various departments within your organization. What Departments Can You Streamline with BPA? BPA expedites many business processes and can digitally transform your organization. Companies in numerous industries, such as government, healthcare, financial services, and insurance, implement BPA to create new efficiencies and streamline their repetitive tasks. Here are a few common use cases: Accounts... --- ### 5 Benefits of a Digital Mailroom > Learn how digital mailroom services can help your organization save time, eliminate missing documents, enable remote work, and so much more. - Published: 2022-09-07 - Modified: 2024-03-11 - URL: https://www.metasource.com/document-management-workflow-blog/digital-mailroom-benefits/ - Categories: Business Process Outsourcing - Tags: digital mailroom, document scanning services Learn how digital mailroom services can help your organization save time, eliminate missing documents, enable remote work, and so much more. Paper-based mailroom processes are time-consuming, lead to misplaced documents, take up valuable storage space, and result in unnecessary costs. Manual mailroom processes keep companies from effectively enabling remote work. And with 1 in 3 employees ready to quit their job if they cannot work remotely after the pandemic, this poses a major problem. Fortunately, there’s a simple solution to all of these challenges: digitize and outsource your mailroom. With a digital mailroom, you can leave the entire process – for both paper mail and emails – to a trusted partner. They will handle everything from receiving your incoming documents to opening and scanning them to indexing them to ensuring that they’re automatically delivered to the correct recipients. With such a seamless, paperless process, the benefits are endless. Here are just a few: Save Time It’s true what they say: time = money. Failing to process incoming documents, such as invoices, insurance claims, and grievances and appeals, on time can result in late payment fees and missed early payment discounts. In addition, slow mailroom processes can directly impact your customer relations. A constant delay in processing sales orders and credit applications, for instance, can translate to poor customer service and lost valuable customers. In an age when everyone expects fast and efficient customer service, timely responsiveness is crucial for companies to gain a competitive advantage. That’s where a digital mailroom solution comes in. By digitizing your mailroom, you can rest assured that your files are always at your fingertips. According to... --- ### 5 Questions to Ask Yourself Before You Go Paperless > Is your business looking to go paperless and eliminate inefficient, manual processes? Here are key questions to ask yourself before you do. - Published: 2022-08-10 - Modified: 2024-04-22 - URL: https://www.metasource.com/document-management-workflow-blog/going-paperless-questions/ - Categories: Document Scanning - Tags: business process outsourcing, document management software, document scanning services Is your business looking to go paperless and eliminate inefficient, manual processes? Here are key questions to ask yourself before you do. Did you know the average office worker still uses approximately 10,000 sheets of paper a year? That’s a lot of paper. And when multiplied by the number of employees in your organization, it’s more than just a lot of paper - it’s a lot of clutter, lost documents, hard-to-find files, and potentially wasted storage space. Without paper cluttering your office and slowing down your processes, you can improve turn times and offer better, more responsive customer service. The right digital solution lets you instantly access documents, eliminate bulky filing cabinets, and stop wasting money on real estate for storing files. But perhaps the most satisfying result is expediting your critical processes – like invoice processing, HR onboarding, and mailroom management. There are various solutions for achieving a paperless office, such as document scanning, document management, and workflow automation. But before adopting any solutions, you should consider a few key points to ensure your organization can achieve the benefits above. Here are 5 questions you should ask yourself before going paperless: 1. Which area of your business has the most paper clutter? Start by identifying the areas or departments that struggle the most with paper. If you’re unsure where to start, take a look at your human resources and accounts payable departments first. Your human resources department, for instance, may be struggling with the great deal of paperwork the hiring process often generates. Large amounts of paper may also hinder the team’s ability to effectively manage employee files and keep up... --- ### 5 Digital Transformation Solutions for Crisis Management > Learn about five digital transformation solutions that can help you effectively keep your business running during any business disruption. - Published: 2022-08-04 - Modified: 2025-05-05 - URL: https://www.metasource.com/document-management-workflow-blog/digital-transformation-solutions-for-crisis-management/ - Categories: Solutions by Application - Tags: accounts payable, business continuity, business process automation (BPA), business process outsourcing, digital mailroom, digital transformation, document management software Learn about five digital transformation solutions that can help you effectively keep your business running during any business disruption. The need for organizational crisis management is one of the many sobering lessons of the COVID-19 pandemic. During the first year of the pandemic, 200,000 more business closures occurred than normal, according to the Federal Reserve. Even in the midst of unprecedented hardships, many of these closures could’ve been avoided through strategic disaster planning. That’s where a crisis management plan comes into play. A crisis management strategy identifies and mitigates threats to business operations and profitability. With a detailed plan in place, companies can ensure financial stability, safety of employees, and business continuity throughout unexpected events. And a major component of any crisis management plan is having the right tools in place. Here are 5 digital transformation solutions that can help you effectively keep your business running when disaster strikes. Document Scanning: Converting Paper to Digital Document scanning services convert physical files into a digital format, so documents remain safe during crises like floods and fires. Digitizing your documents also enables your employees to continue working when crises, such as pandemics and natural disasters, prevent them from going into the office. When files are available virtually, staff can access the documents they need from anywhere, on any device. And that goes for all document types. The best business process outsourcing partners offer traditional backfile conversion services as well as large format and book scanning services. You can make everything from employee records to blueprints to laboratory notebooks available digitally. Digital Mailroom: Enabling Remote Work Not being able to access incoming... --- ### How Healthcare Interoperability Helps Your Facility Run Efficiently > Learn how healthcare interoperability significantly improves data accessibility and increases efficiency. - Published: 2022-06-28 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/how-healthcare-interoperability-improves-efficiency/ - Categories: Solutions by Industry - Tags: accounts payable, document management software, document scanning services, medical records scanning, robotic process automation (rpa), workflow automation - Industries: Healthcare Learn how healthcare interoperability significantly improves data accessibility and increases efficiency. Healthcare facilities and providers' main job is to offer quality patient care. However, challenges with exchanging data between systems can hinder healthcare professionals’ ability to do so. With large volumes of patient medical records, invoices, and incoming mail, transferring information using outdated methods can be time-consuming and inefficient. According to The Pew Charitable Trusts and the Massachusetts eHealth Collaborative, most healthcare facilities have between 0. 5 to 9 full-time employees who primarily manage patient records. That’s a lot of valuable time wasted handling physical documents. And the time wasted managing documents likely increased during the pandemic as more patients results in more documents. This is where healthcare interoperability comes in. What healthcare interoperability is & why it’s important Healthcare interoperability is the ability for various information systems, devices, and programs to access, exchange, integrate, and share data with one another. With interoperability, healthcare facilities can seamlessly exchange data across various departments, locations, and organizations. With the right level of healthcare interoperability, patient information can be sent, received, found, and integrated into a healthcare facility's electronic health/medical record (EHR/EMR) system. This makes finding required patient files easier and quicker than ever before – regardless of where the documents originate. When a healthcare facility achieves interoperability, not only does it become easier for data to be shared across institutions, but it creates new opportunities for patients as well. Interoperability paves the way for patients to obtain easier access to their own information from various devices. In other words, it facilitates a whole... --- ### 6 Ways BPO Improves Your AP Processes > Eliminate manual paperwork with accounts payable automation combined with business process outsourcing to maximize invoice processing efficiency. - Published: 2022-05-26 - Modified: 2025-01-22 - URL: https://www.metasource.com/document-management-workflow-blog/accounts-payable-needs-bpo/ - Categories: Automation - Tags: accounts payable, digital mailroom, document scanning services, workflow automation Want to maximize invoice processing efficiency? Eliminate manual tasks with accounts payable automation and business process outsourcing. Accounts payable processes often require a lot of document shuffling. Having these documents processed manually reduces efficiency, increases errors, raises costs, and often creates a lack of transparency into your invoice processes. An easy, reliable remedy for that? Business process outsourcing (BPO). With BPO, it’s possible to forward paper and digital invoices to a trusted partner for processing. This partner will receive, digitize, and index your invoices. If desired, they can also kick off automated processing and routing to the appropriate person for review, effectively handling nearly the entire invoice process. By outsourcing to a trusted BPO partner with AP automation expertise, you can gain several benefits. 1. Keep up with invoices Managing and paying all of your invoices is a demanding job. Regardless of volume, companies need to maintain fast turnaround times. Outsourcing your mailroom is a great way to process documents quicker and automate AP processes. Mailed or emailed invoices can be received, opened, and routed by BPO experts to easily meet turnaround requirements during your normal business cycle, peak seasons, acquisitions, and periods of rapid company growth. Purchase order (PO) invoices can be processed automatically, freeing up your AP staff’s time to focus on more value-added work. Decision makers can quickly track and approve invoices on a desktop or mobile device with a single click. Most companies that implement AP automation see a dramatic reduction in invoice processing time. One study by Levvel found that the average processing time for an invoice was reduced from 45 days... --- ### Meet MetaStor®: OpenText™ AppEnhancer in the Cloud > Do you ever wish you could securely process, store, and retrieve documents in the cloud? MetaSource's MetaStor makes it possible with a robust set of features and security you can rely on. - Published: 2022-05-12 - Modified: 2025-05-05 - URL: https://www.metasource.com/document-management-workflow-blog/meet-metastor-cloud-document-management/ - Categories: Software & Products - Tags: AppEnhancer, ApplicationXtender, document management software, MetaStor Do you ever wish you could securely process, store, and retrieve documents in the cloud? MetaSource's MetaStor makes it possible with a robust set of features and security you can rely on. OpenText™ AppEnhancer, formerly ApplicationXtender, enables you to process, route, access, and manage all of your business documents and data efficiently and securely. Now, what if you could do all that from anywhere at any time? With MetaSource’s cloud-based enterprise content management solution, MetaStor, you can. What Is MetaStor & What Benefits Does It Offer? MetaStor is a cloud-based document management solution that’s powered by AppEnhancer. There’s never been a better way to streamline loan boarding, invoice processing, debt relief processes, and other paper-intensive tasks. The benefits the solution offers prove it: Clean and intuitive interface that requires little training to use Unlimited users with multiple levels of security No capital expenditures or licensing fees Server and location redundancy for business continuity Mobile experience via MetaMobil™, enabling secure access to documents from anywhere Reporting that provides visibility into processes and actionable insights Rapid deployment with no installation required Seamless integrations with core business systems Automated collaboration that results in increased productivity How Secure is MetaStor? According to a Forbes article, corporate cyberattacks increased by 50% in 2021. This rapid rise in threats has businesses prioritizing cybersecurity – and for good reason. Fortunately, the right cloud-based content management solution from the right partner can drastically improve your document security for both in-office and remote teams. Cloud-based solutions like MetaStor decrease the risk of stolen or missing documents and protect your content from natural disasters like floods and fires. Moreover, MetaStor was built with security in mind. MetaSource goes above and beyond to... --- ### What Government Digital Transformation Success Looks Like > Learn how MetaSource assists government agencies and departments streamline tasks to achieve their digital transformation goals. - Published: 2022-04-28 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/what-government-digital-transformation-success-looks-like/ - Categories: Automation - Tags: digital transformation, e-forms - Industries: Government Uncover examples of what success looks like for court case file digitization and permitting process transformation. Government agencies’ priorities have markedly shifted since the pandemic first hit. The National Association of State Chief Information Officers’ (NASCIO) annual State CIO Top Policy and Technology Priorities 2018 Survey revealed that creating a digital government was number 4 on state CIOs’ list of priorities. According to the 2022 survey, this initiative is now ranked as the number 2 priority. The 2022 survey also shows that reimagining the government workforce is now a top priority. In 2018, this initiative didn’t even make the list. With this in mind, it’s clear that over the last handful of years, digitizing government processes and enabling agencies to govern remotely have become critical objectives. Now, the question is: how can you achieve them? Start by learning what government digital transformation is and what you should look for in a partner. Then, gain some insight into what exactly government digital transformation success looks like. Below, we provide examples of what success looks like for court case file digitization and permitting process transformation. Court Case File Digitization Digital transformation success looks different agency by agency, but when it comes to courts, it all starts with record digitization (digital court, here we come! ). Paper case files come with lots of manual labor, operational inefficiencies, and weakened public service and responsiveness. By digitizing case files, courts can overcome all of these challenges and reap several benefits, such as: Streamlining operational efficiency by reducing reliance on analog media and enabling remote work Supporting electronic public access mandates with... --- ### 3 Things to Look for in a Government Digital Transformation Partner > Learn how we help government agencies handle increasing volumes of document and data processing through scanning, workflow automation, and more. - Published: 2022-03-29 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/3-things-to-look-for-in-a-government-digital-transformation-partner/ - Categories: Thought Leadership - Tags: digital transformation, document capture software, document management software, document scanning services, e-forms, workflow automation - Industries: Government The right government digital transformation partner can help your agency mitigate risks and build resilience. Learn how to find the right partner today. The COVID-19 global pandemic forced government agencies to rapidly adopt digital trends over the past two years. And for many, the desire to build resilience was a driving factor in their adoption of new technologies. After the shock of the pandemic, government agencies came to the realization that becoming more resilient is key. Key to what? To improving their organizational immune systems and ensuring that they can effectively meet the public’s needs no matter what. According to a Deloitte survey, the pursuit of greater resilience ranked #4 in the U. S. government’s digital transformation priorities. But prioritizing something and achieving it are two vastly different things. In order to actually mitigate risks associated with unforeseen circumstances, government agencies need to partner with a digital transformation provider who can supply them with the modernization solutions they need. Don’t know how to choose the right partner? Evaluate candidates based on the criteria below. Experience Delivering Digital Solutions to Government Agencies The right partner will have extensive experience helping government agencies first digitize files through document scanning and capture solutions and then modernize processes with transformative tools that can help them achieve the greater resilience they desire. When it comes to the initial, scanning portion of the digital transformation process, the ideal partner will have experience working with a range of agencies and departments – from judicial courts to social services departments – and a variety of document types, such as: Court documents Building permits Human resource files Invoices Child services documents Food... --- ### What Is Integration as a Service & How Does It Work? > Learn about Integration as a Service (IaaS), a combination of professional services and software designed to connect on-premise and cloud systems. - Published: 2022-03-16 - Modified: 2024-10-24 - URL: https://www.metasource.com/document-management-workflow-blog/what-is-integration-as-a-service-how-does-it-work/ - Categories: Automation - Tags: business process automation (BPA) Learn about Integration as a Service (IaaS), a combination of professional services and software designed to connect on-premise and cloud systems. Today, companies use a wide variety of on-premise and cloud-based software and platforms designed for business process automation. Adopting several state-of-the-art solutions sounds good in theory, but unless you can get them to work together, it can be hard to get the most out of your technology investments. The organizations that fail to integrate their systems suffer from data entry errors and unproductive teams. According to a survey conducted by S&P Global Market Intelligence, 54% of the 1,200 IT decision-maker respondents said their biggest technology hindrances to being productive are applications not integrating with one another and information being siloed in different applications. That’s where Integration as a Service, also known as IaaS, comes in. What Is Integration as a Service? You’ve likely heard of Integration Platform as a Service (IPaaS) – a platform for developing and deploying integrations to connect cloud-based and on-premise systems. Well, Integration as a Service (IaaS) is similar. It’s a combination of professional services and software designed to connect on-premise and cloud systems for streamlined data search and retrieval and enhanced collaboration. It eliminates the need to manually move data between applications, improving accuracy, productivity, and error rates. According to Gartner, IaaS covers all integration functionality delivered as a service, including secure B2B communications, data and message translation, and adapters for applications, data and cloud APIs. IaaS connects backend systems, sources, operational applications, document management platforms, and more, enabling integration across the cloud – all in real-time. Not to mention, IaaS allows you to connect... --- ### 2021 in Review: How Technology & BPO Benefited Business Operations > Look back to learn how technology and business process outsourcing reduces remote work security risks and automates clerical work. - Published: 2022-03-08 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/2021-in-review-how-technology-bpo-benefited-business-operations/ - Categories: Thought Leadership - Tags: digital transformation, remote work, security Look back to learn how technology and business process outsourcing reduces remote work security risks and automates clerical work. Amid lockdowns, supply chain blockages, and staff shortages, the world faced yet another year of pandemic-related challenges that shifted the ways we collaborate and work. With so much uncertainty over the past two years, it’s no surprise that many are still feeling a little overwhelmed. Despite all the challenges, many organizations implemented creative and technology-based solutions to improve operations – even while working remotely. Below, we look back at the past year through some of our most widely read content around how technology and business process outsourcing (BPO) reduced remote work security risks, resolved the issue of being short-staffed, and helped organizations operate more sustainably. Working Remotely with Security in Mind Throughout 2021, fraud remained at the forefront of technology implementation. And after a 2020 survey conducted by the Association of Certified Fraud Examiners (ACFE) revealed that 71% of the anti-fraud professional respondents expected fraud levels to increase over the next year, organizations were right to prioritize remote security. 2021 proved that increased remote work increases security risks, particularly if your organization utilizes a shared drive vs. a more secure document management software solution. Unlike a shared drive, document management software provides an organization-wide solution to security risks as well as other remote work challenges. How? Through role or group-based security, temporary guest access options, and secure remote accessibility. While adopting secure tools is critical across all departments, many companies particularly prioritized fraud prevention in their accounting departments. Organizations spent time learning how the right AP automation and outsourcing solutions... --- ### Why Debt Relief Companies Are Leveraging Automation > Leverage debt relief automation to streamline processes and improve customer service in your debt settlement company. - Published: 2022-03-03 - Modified: 2025-05-09 - URL: https://www.metasource.com/document-management-workflow-blog/why-debt-relief-companies-leverage-automation/ - Categories: Automation - Tags: digital mailroom, digital transformation, workflow automation - Industries: Financial Services Leverage debt relief automation to streamline processes and improve customer service in your debt settlement company. It’s no secret that Americans are going through a debt crisis. In the last quarter of 2021, U. S. credit card debt increased by $52 billion, reaching $860 billion. The Federal Reserve Bank of New York’s household debt and credit report shows that this rise marked the largest quarterly increase in 22 years. And the debt crisis doesn’t end with credit cards. According to the New York Fed, total household debt rose by $333 billion in the last quarter of 2021, exceeding $15. 5 trillion. This growing consumer debt comes with a growing need for debt settlement services, leaving debt relief companies to face an unmanageable amount of incoming mail, emails, and documents. Employees are left having to work overtime to process these incoming documents and respond to customer service needs, all while maintaining fast response times. The result? Burnt-out employees and unavoidable customer service issues. So, how can your debt relief company provide the assistance consumers need when you can’t handle the influx in volume and the flood of correspondence that comes with it? How debt relief process automation drives digital transformation If your company doesn't have an efficient way to respond to numerous clients seeking help with their debt, you can easily become overwhelmed with the amount of paperwork and customer communications. Fortunately, there are automated solutions available that can help you effectively manage your incoming correspondence, improve customer service with faster processing times, and even reduce costs. By partnering with a BPO services provider, you can leverage... --- ### What Is Government Digital Transformation & How Does It Work? > Learn about our work with government modernization and our expertise with project implementation, digitization technology, workflow automation, and more. - Published: 2022-03-01 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/what-is-government-digital-transformation-how-does-it-work/ - Categories: Automation - Tags: accounts payable, digital transformation, document management software, document scanning services, human resources, workflow automation - Industries: Government Uncover the benefits of government modernization, what it is, and how it works, so your agency can adopt the solutions required to effectively serve the public from anywhere. Digital transformation is not a new concept to government agencies, but their efforts to achieve it are changing. Over the last 20 or so years, the government sector has advanced digitally on many levels – from the early days of e-government initiatives during the dot-com boom to the establishment of digital service teams. But it wasn’t until the COVID-19 pandemic that government digital transformation efforts were magnified. The pandemic drove higher levels of digitization in the public sector, at much faster speeds. According to a Deloitte survey, agencies’ fast-acting efforts were not done in vain. The survey, which included input from 800 government officials around the world, showed that 77% of agencies are already seeing a positive impact from their digital transformation efforts during the pandemic. Despite this positive result, the survey also indicated that 80% of respondents do not think that their agencies’ efforts have gone far enough. Gartner’s research backs up this notion, stating that while government CIOs recognize how valuable digitization is, they’re struggling to complete initiatives. In fact, according to Gartner, 80% of government agencies are “still at the initial or developing digital maturity stages. ” The remote-based world is here to stay, and agencies need to arm themselves with the solutions required to effectively serve the public from anywhere. To do that, you need to first understand the key benefits of government modernization, what it is, and how it works. The Benefits of Government Digital Transformation The benefits of government digital transformation span far beyond... --- ### Top Digital Transformation Trends to Watch in 2022 > Learn about how integration as a service (IAAS), hyperautomation and heightened cybersecurity can help you increase productivity and digitally transform. - Published: 2022-01-27 - Modified: 2025-05-06 - URL: https://www.metasource.com/document-management-workflow-blog/top-digital-transformation-trends-to-watch-in-2022/ - Categories: Thought Leadership - Tags: digital transformation, remote work, workflow automation From integrations to remote-friendly solutions to hyperautomation, there are several digital transformation trends worth watching in 2022. Integration, scalability and the strategic implementation of technology, such as workflow automation and document management software, will play a bigger role in businesses this year as they look to take the next step in their digital transformations. Digital tools that seemed like a competitive edge just a few years ago are increasingly becoming the standard for workplace efficiency – especially with hybrid and fully remote work models here to stay. According to Gartner, 53% of workers in the United States will be remote in 2022. That means effectively going digital is more important than ever. These digital transformation trends can help you not only go digital, but outpace the competition, improve ROI, increase productivity, and create the space you need to grow your business this year. Enhanced Focus on Integration Your business probably relies on many different software and services to run effectively. But with information in so many systems, it can be difficult to achieve the level of efficiency that all of your solutions promise. That’s why more companies will be focusing on integrating systems in 2022. More specifically, companies will be looking to Integration as a Service (IaaS) partners for help linking front-end platforms. Top partners offer automation solutions that can transform your infrastructure of sub-systems that operate separately into an infrastructure of fully connected systems that work together seamlessly. Companies across all industries will be partnering with IaaS partners this year to ensure that their systems are talking to each other in a way that eliminates inefficiencies... --- ### How Outsourced Services and Technology Help Combat Inflation > Learn how workflow automation and business process outsourcing services can help your business reduce costs as inflation increases. - Published: 2022-01-05 - Modified: 2023-12-07 - URL: https://www.metasource.com/document-management-workflow-blog/outsourced-services-and-technology-combat-inflation/ - Categories: Automation, Business Process Outsourcing - Tags: accounts payable, business process outsourcing, digital mailroom, digital transformation, workflow automation Learn how workflow automation and business process outsourcing services can help your business reduce costs as inflation increases. Consumer prices continue to surge as inflation accelerates at its fastest pace since 1982. Driven primarily by supply chain issues, labor shortages, and high food costs, it's likely that households that make less than $40,000 a year will experience severe financial hardship. According to a recent Gallup survey, 45% of U. S. households have already begun feeling the weight of inflation. Of those surveyed, 10% describe hardship as threatening their current standard of living. And the hardships don’t end with consumers. Rising prices will likely lead to lower consumer spending as well as higher input costs, squeezing profit margins and reducing sales for businesses. With supply constraints and higher wages caused by shortages, companies are being forced to think outside the box to cut expenses and address inflation. Forward-thinking companies are quickly adopting new technology solutions and partnering with business process outsourcing (BPO) companies to boost productivity, operate more cost-effectively, and, ultimately, successfully navigate inflation. Could outsourcing and digitization be the solution to rising costs? New technology and BPO services help companies reduce costs across their entire organizations. These solutions also help combat the current labor shortages by reducing manual tasks, so your employees can do more in less time. Here are a few solutions that you can prioritize to help your business weather inflation: Digital Mailroom Outsourcing USPS has announced that mail delivery will now take closer to five days to arrive, instead of two or three days. Even so, your customers will expect you to respond in the... --- ### Intelligent Automation: A Kofax Automation Benchmark Study > By implementing intelligent automation into mission-critical workflows you ensure business continuity, improved customer experiences, and streamline hybrid work communication. - Published: 2021-12-14 - Modified: 2024-10-24 - URL: https://www.metasource.com/document-management-workflow-blog/kofax-intelligent-automation-benchmark-study-2022/ - Categories: Automation - Tags: accounts payable, business process automation (BPA), digital mailroom, workflow automation Digital transformation has become crucial for companies that want to stay competitive in the coming years. According to McKinsey, companies that undergo a digital transformation and digitize their business processes are 20-50% more likely to generate economic gains. In fact, Gartner estimates that by 2025, over 80% of organizations will shift their paper-based data centers to the cloud. Those businesses that continue having manual or paper-based processes and don't automate will fall behind. As your business begins to implement automation into its workflows, the question is: which business processes should you prioritize, and what are the benefits of adding additional intelligent automation? Executives are preparing for what comes next and they wholeheartedly believe companies that implement automation will be more successful than their peers that don’t. Kofax, a process automation software provider, recently published its 2022 Intelligent Automation Benchmark Study, interviewing business leaders on what business workflows companies are automating and why. According to the Kofax study, 89% of digitally transformed companies have a competitive advantage. Which workflows are top companies prioritizing for intelligent process automation? As companies begin to incorporate intelligent automation into their workflows, it's important to stop and consider the challenges and drivers your business is currently facing. Once that is determined, you’ll have a clear idea of what processes will benefit the most from intelligent automation. Not sure where to get started? Here are the findings of where business leaders are prioritizing intelligent automation within their businesses: 85% accounts payable automation 83% document security management 82%... --- ### Streamline Claims Processing with a Digital Mailroom Solution for Insurance Companies > See how our digital mailroom solution helps streamline processing, enables easier location of digitized documents & improves your customer service - Published: 2021-11-30 - Modified: 2025-05-07 - URL: https://www.metasource.com/document-management-workflow-blog/digital-mailroom-for-insurance-claims-processing/ - Categories: Intelligent Document Processing - Tags: data entry & indexing, digital mailroom, digital transformation, document scanning services - Industries: Insurance Insurance companies manage daunting amounts of paper mail daily, such as claims, checks, grievances and appeals (G&A), and enrollment forms. Mail needs to be opened, sorted, and sent to the appropriate department or person so processing can begin and can be incredibly time-consuming if done manually. This leads to slow turnaround times and can also lead to lost or misplaced documents, slowing down processing times even more. This is especially problematic for time sensitive tasks, such as claims processing. Challenges with a Manual Claims Processing Process When an insurance company receives a claim, the claim must go through a series of steps before being resolved, such as ensuring all necessary information has been provided, validating the claim’s authenticity, and reviewing the terms of the claimant’s policy. Managing paper as part of this process creates inefficiencies and results in slow response times, especially if you receive hundreds or thousands of claims each week. How a Digital Mailroom Streamlines Claims Processing for Improved Productivity and Customer Service Claims processing can create a backlog of paperwork requiring intense manual labor to open and sort mail and input data into existing systems for processing. As part of a digital mailroom solution, an outsourced mailroom partner will handle all the heavy lifting: Claims are sent to a dedicated P. O. box Mail is collected, opened, and prepped for scanning Documents are scanned and classified by document type (claims, medical bills, etc. ) Data such as claim number, policy number, and date of care is indexed... --- ### Cybersecurity Best Practices for the Remote Office > Many organizations have embraced remote and hybrid workstyles as a result of the COVID-19 pandemic. Learn how to keep your documents and data secure whether your teams are working remotely or in the office. - Published: 2021-11-04 - Modified: 2025-05-05 - URL: https://www.metasource.com/document-management-workflow-blog/cybersecurity-best-practices-for-the-remote-office/ - Categories: Document Management - Tags: document management software, MetaStor, remote work, workflow automation Many organizations have embraced remote and hybrid workstyles. Learn how to keep your documents and data secure whether your teams are working remotely or in the office. Many organizations have embraced remote and hybrid workstyles as a result of the COVID-19 pandemic. While remote work structures can lead to increased productivity, they can also lead to increased cyber risk. Since 2019, ransomware attacks have risen by 62% worldwide, and by a staggering 158% in North America alone, according to cybersecurity firm SonicWall’s 2021 report. This rise is in part due to the pandemic-prompted spike in internet usage as many shifted to remote working. That’s why cybersecurity is more important for your business than ever. To ensure that your teams are accessing company data and documents securely, you must understand how remote structures impact your data security, monitor the technology in use, develop target strategies and training exercises to educate employees on cyber safety, and partner with the right software providers. Sound a bit overwhelming? Don’t worry! This blog post will provide you with best practices for combating risk and protecting your data. 1. Train Your Employees Mitigating digital risk starts with educating your employees. Organizations that fail to provide their teams with the knowledge and tools to recognize suspicious activity face higher chances of cyberattacks. Remote and in-office teams alike should undergo basic security training to recognize suspicious files, links, emails, and more. Training can be conducted annually or in small modules throughout the year to help keep security top of mind. 2. Create Fool-Proof Authentication Strategies Document management, workflow automation, and other cloud-based tools for collaboration have become key solutions for remote teams. In order to... --- ### “The Great Resignation”: How to Overcome it with Technology > Put your staff retention and hiring troubles behind you. Learn how to navigate “The Great Resignation” with the right technology solutions. - Published: 2021-10-19 - Modified: 2023-08-14 - URL: https://www.metasource.com/document-management-workflow-blog/the-great-resignation-overcome-it-with-technology/ - Categories: Automation - Tags: business process automation (BPA), business process outsourcing, digital mailroom, digital transformation, human resources, workflow automation Put your staff retention and hiring troubles behind you. Learn how to navigate “The Great Resignation” with the right technology solutions. Pandemics change human societies on many levels. COVID-19 dramatically restructured the work model that had been around since the start of the industrial revolution. During the past year and a half, workers’ expectations have evolved. And, according to a new Bankrate Survey, it’s this shift in mindset that has over half of Americans planning to look for new jobs within the next year. The survey’s results show that workers deciding to resign are seeking more opportunities for career advancement and much more flexible working conditions, with the ability to work remotely at top of mind. More people than ever before are actively looking for new jobs. In fact, a poll from Monster found that 95% of workers are at least contemplating a job change. “The Great Resignation”, as experts are calling it, isn’t going away any time soon either. This ongoing issue has been affecting companies across multiple industries for months. According to the U. S. Bureau of Labor Statistics, in July 2021 alone, a concerning 4 million Americans quit their jobs. So, how can your business not only navigate “The Great Resignation”, but thrive in the midst of it? By incorporating new technology into your business processes. Why digital transformation is the solution to "The Great Resignation" Automation technology was created to carry out tasks that enable teams to focus on their core functions and, simply put, make everyone's lives easier. While numerous companies are struggling to hire and retain employees, redirecting your efforts toward adopting digital solutions might... --- ### Important Lessons for Debt Relief Company Success > With consumer debt growing at record levels and ongoing pandemic uncertainty adding to the financial anxiety of many Americans, the need for services from debt relief companies is increasing. - Published: 2021-10-13 - Modified: 2025-05-09 - URL: https://www.metasource.com/document-management-workflow-blog/important-lessons-for-debt-relief-company-success/ - Categories: Automation - Tags: business process automation (BPA), digital mailroom, digital transformation - Industries: Financial Services With consumer debt growing at record levels and ongoing pandemic uncertainty adding to the financial anxiety of many Americans, the need for services from debt relief companies is increasing. According to Experian, one of the three primary credit bureaus, consumer debt balance hit a record high in 2020, reaching $14. 88 trillion. Experian data shows the consumer debt balance in the U. S. rose 6% from 2019 to 2020, and average individual debt exceeded 2010 levels, when numbers increased as a result of the Great Recession. That’s a lot of debt and a lot of consumers in need of assistance from debt relief companies. But without some relief themselves, many of these companies will struggle to keep up with demand. Many, however, are resigned to the idea that they will continue to be mired in paper and manual processes. This was made clear at this year’s American Fair Credit Council (AFCC) Fall Conference in Las Vegas, where organizations in the debt relief industry gathered for networking and educational sessions on topics like reputation and “rebranding. ” As an exhibitor at the conference, the MetaSource Team had a chance to speak with numerous industry representatives about the obstacles they face. Here’s an overview of what we learned and what we shared about an available solution. Volumes are Increasing & Preparation is Key Keeping up will mean being prepared for millions of borrowers exiting pandemic-related forbearance programs. For borrowers drowning in financial challenges, beginning to make mortgage and rent payments again while... --- ### What is Workflow Automation? Getting Started in 4 Easy Steps > Want to know how to revitalize your business? Learn what, how, and why workflow automation gets your business on the path to better performance and growth. - Published: 2021-09-29 - Modified: 2024-09-30 - URL: https://www.metasource.com/document-management-workflow-blog/workflow-automation-getting-started/ - Categories: Automation - Tags: accounts payable, business process automation (BPA), business process outsourcing, digital mailroom, workflow automation Workflow automation is a method of expediting and streamlining document-based business processes to improve efficiency, reduce costs, and provide transparency. With automation, you’ll enjoy accelerated document processing times, fewer errors thanks to the elimination of manual data entry, and better accountability due to the visibility that digital tracking provides. Workflow automation is also known by these commonly used terms: Business process automation (BPA) is the automation of business processes, in whole or in part, where documents, information, or tasks are passed from one person to another for action, according to a set of rules. Business process management (BPM) is used by a business to contain costs. It consists of using workflow automation software applications and integrating them throughout the organization while minimizing labor costs. Business process outsourcing (BPO) is the contracting of a specific business task to a third-party service provider. Usually, BPO is implemented as a cost-saving measure for tasks that a company requires but does not depend upon to maintain its position in the marketplace. No matter how you define workflow automation, the key is that it helps you take control of your business processes and can help set you apart from your competition. Why Automate Business Processes? Sluggish processing of critical business documents – like invoices, sales orders, human resource onboarding documents, credit applications, etc. – is threatening your relationships with suppliers, damaging your customer service response times, and slowing hiring times, negatively affecting your ability to attract great talent. Pausing a process to fix a manual... --- ### How to Manage and Streamline Employee Applications > Learn how converting employee applications into e-forms can improve your hiring process, reduce paper, improve efficiency, and reduce costs. - Published: 2021-08-26 - Modified: 2024-10-29 - URL: https://www.metasource.com/document-management-workflow-blog/employee-application-eforms/ - Categories: Document Management - Tags: document management software, e-forms, human resources Learn how converting employee applications into e-forms can improve your hiring process, reduce paper, improve efficiency, and reduce costs. Storing paper-based employee records is simply not cost-effective for organizations. A recent McKinsey study found companies that underwent a digital transformation and digitized their business processes are 20-50% more likely to generate economic gains. Not only are paper HR documents inefficient and costly, but not having easy access to these critical files because they're misplaced in filing cabinets or stored off site makes it inevitable for HR departments to get into trouble should there be a lawsuit or an audit. Here are some tips to digitize your HR files: How E-Forms Benefit Your Organization When it comes to hiring new employees, e-forms are much more efficient to work with instead of using paper-based forms. An e-form is a customizable digital version of a paper form. They can be filled out and entered into your system much more quickly because they can automatically format, calculate, look up, and validate information. Additionally, with digital signatures, e-forms can be sent via email, significantly reducing approval cycle times. By using e-forms you reduce waste, increase productivity by saving your employees time, decrease the amount of space needed to store files, and ultimately increase your overall business profitability. With e-forms you never have to be concerned about your employees filling out the wrong document. You can create a single e-form for each position and applicants will only be able to fill out the appropriate form to which they're applying. Additionally, they can be customized to your organization's individual needs. Here are a few ways in... --- ### Which Level of Workflow Automation Software Is Right for You? > While automating business processes provides companies with many benefits, you don’t need to fully automate every step of a process to reduce costs and increase efficiency. - Published: 2021-08-24 - Modified: 2024-01-22 - URL: https://www.metasource.com/document-management-workflow-blog/which-workflow-automation-is-right-for-you/ - Categories: Automation - Tags: document management software, optical character recognition (ocr), workflow automation As of 2020, a Statista study found the primary reasons for digital transformation in organizations worldwide were due to improved earnings (19%) and customer demand (26%). This means even smaller businesses can experience impressive productivity gains with partial automation of their paper-based business processes. While many rave about the power of workflow automation, the first step is assessing the level of automation that fits your business needs. Partial Automation: Experience Impressive Productivity Gains Following the scanning and indexing of documents, routing the digitized documents automatically throughout the organization for review and action can dramatically speed up processes, resulting in increased productivity and a reduction in lost documents (and headaches). Whether implementing document management software for streamlining processes or automating workflows, you can still execute a processing solution that includes manual review. Once your digitized documents are loaded into the document management software, they’re automatically routed based on rules you can set based on your business needs. For example, invoices over $5,000 can be routed to an individual to manually review and approve for payment. The invoice would then automatically move to the next person in the process. This means instead of having paper manually transferred between employees, you’ll have a more efficient, automated, and trackable process using automated workflows. Full Automation: Achieve a Competitive Advantage Fully automating your workflows means outsourcing your mailroom. Incoming mail is received or picked up by your business process outsourcing (BPO) partner who then scans, indexes, and uploads digitized documents and data into document management... --- ### 3 Steps to Optimize Your Company’s Office Move > A company office move requires a great deal of planning and organization. Make sure your planning includes what to do with your paper documents before the move. - Published: 2021-08-11 - Modified: 2025-05-05 - URL: https://www.metasource.com/document-management-workflow-blog/optimize-company-office-move/ - Categories: Document Scanning - Tags: document management software, document scanning services, office relocation Thinking about moving to a new office soon? While a new office is exciting, unexpected costs could lead to the move going over budget. According to commercial real estate firm AQUILA, a 5,000 square foot office can cost $5,000 to $7,000 dollars to move, but there are a number of variables including, how far you’re moving, the number of items you’re moving, as well as the weight, especially if you have a significant number of paper documents. This is why it's not uncommon for organizations to underestimate how much it costs to move and store paper-based documents–one of the major costs you need to consider. Documents in filing cabinets, bankers boxes, and anything that's spread on desks not only weighs a lot and is expensive to transport but also consumes unnecessary office real estate. That’s why there’s no better time to spring clean your paper documents than when you're moving. This process can be daunting, but here are some steps to better assess costs, timing, and how to efficiently make the shift: Step 1: Round-up All Paper-Based Documents Determining which documents should be digitized, which you can do without, and which are going into long-term storage is a first key step in efficiently starting afresh. Start evaluating your paper-based documents as soon as possible. This way you'll have a full inventory early on in the process and you won't panic when you realize how many documents you need to move. There are a lot of factors to consider. For example,... --- ### How to Improve Business Efficiency and Run a Leaner Organization > To increase business efficiency & productivity an organization needs to address workflow components like staff, processes, paper, & invoicing. - Published: 2021-08-05 - Modified: 2025-05-05 - URL: https://www.metasource.com/document-management-workflow-blog/improve-business-efficiency/ - Categories: Business Process Outsourcing - Tags: digital mailroom, document management software, document scanning services, workflow automation As your business grows, sometimes it feels like you don’t have quite enough help. Departments have multiplied and so has the number of employees within them. Processes that used to be simple now take way too long from start to finish. Inefficiency in your company processes could be costing your business every year. A Deloitte study found 59% of businesses use outsourcing to reduce these costs. Whether your business is small or large, there’s simply more paperwork in general, and all of your filing cabinets are stuffed to the gills and taking up too much space. The projects you take on today have extraordinary scopes, requiring you to meet stringent regulations and rise to higher standards. You might think the solutions to these problems are simply to hire even more staff or move to a bigger space to fit all those filing cabinets. However, with the new normal, 77% of business owners want to be able to access files remotely. It’s no longer practical to have your company’s workflow depend on paper-based documents, and hiring more staff is not necessarily the way to solve the challenges you’re facing. We’re lucky that today’s technology provides us with a host of other solutions that are more cost-effective, scalable, and more sustainable in the long run. Here are three ideas to help you address your booming biz pain points, plus some inspiring stories from other business owners who did it first. Growing Pain #1: Odd Jobs That Come Up Consistently In a growing... --- ### Why Document Management Software and Cloud Collaboration Are Beneficial for Your Business > Cloud platforms promote real-time collaboration, offer fast and easy scalability, and provide a stable, centralized repository for documents, and more. - Published: 2021-07-15 - Modified: 2025-05-05 - URL: https://www.metasource.com/document-management-workflow-blog/why-document-management-software-benefits-business/ - Categories: Document Management - Tags: document management software, MetaStor, workflow automation Cloud platforms promote real-time collaboration, offer fast and easy scalability, and provide a stable, centralized repository for documents, and more. Now that remote work is part of the new normal for businesses, cloud-based collaboration on digital platforms, along with cloud-based file storage, have become necessary tools to maintain business continuity, communication, and productivity within teams. Gartner estimates that by 2025, over 80% of organizations will shift their paper-based data centers to the cloud. We saw this shift happen rapidly as companies turned to remote work to keep their businesses running amid the COVID-19 pandemic. As offices reopen, many employees will remain remote, with some returning to the office or a hybrid workstyle. Cloud-based platforms for collaboration and document management provide the flexibility of working from any location without the risk of forgetting folders or documents at the office. The Five Key Benefits of Cloud-Based Document Management Cloud-based document management empowers your teams to collaborate from the office, home, and other remote settings. From reducing the risk of file deletion to streamlining document management workflows, cloud-based software alleviates the headaches of paper. Here are the top five benefits of cloud-based document management and collaboration: 1. Scalability Cloud platforms are flexible to your team’s needs and can grow seamlessly alongside your organization. Traditional systems of collaboration may include expenses of hardware, on-premise configurations, licensing, and more. With cloud-based platforms for collaboration, you only pay for what you need. 2. Real-Time Collaboration & Analytics Whether your employees are in the office or working remotely, cloud software offers real-time collaboration for improved decision-making. Managing data and analytics from a cloud platform offers valuable, real-time... --- ### 3 Criteria for Partnering With the Right BPO Company > When selecting a BPO company for document management and process automation, evaluate their expertise in 3 key areas. A qualified BPO partner will have extensive experience implementing business technology and with software integrations, offer comprehensive employee training, and provide ongoing tech support. - Published: 2021-07-08 - Modified: 2024-01-22 - URL: https://www.metasource.com/document-management-workflow-blog/criteria-for-partnering-with-the-right-bpo-company/ - Categories: Business Process Outsourcing - Tags: business process outsourcing, document management software There are many business process outsourcing (BPO) companies offering numerous services and software solutions to help your company manage documents better and automate processes critical to your business. What criteria should you use when selecting a BPO provider? We suggest you evaluate their outsourcing expertise in three key areas: experience, training and support. 1. Why Expertise is Important When Choosing a BPO Partner A company with extensive experience in outsourcing will begin working with you by listening closely and understanding your business processes and goals. They will gain an understanding of the entire picture before recommending specific business software and technologies to solve your business problems. You also want to make sure that your BPO partner has an implementation team that is trained and certified on the technologies they recommend. They should be recognized as leading partners by the companies whose software they are reselling— awarded for excellence in customer service and technical support, a top worldwide software reseller and a member of an inner circle of resellers that provide market insight to the software company. You don’t want your implementation being the first one they perform. For example, automating invoice processing is a common application of document management and workflow automation software. Your provider should be familiar with how invoice processing works, how technology can be used to accelerate the process and how software integrations between the solution and common accounting applications including: ADP Financial Edge IQMS Lawson Microsoft Dynamics NetSuite Oracle/PeopleSoft QuickBooks Sage SAP Workday 2. Employee Training... --- ### 3 Common Myths Surrounding Document Scanning the Reality > While document scanning and document management software have proven to improve business processes, there are still misconceptions surrounding these services. In reality, document scanning is easier than you think and reduces business expenses such as the cost of office space used for paper file storage. - Published: 2021-07-06 - Modified: 2023-05-03 - URL: https://www.metasource.com/document-management-workflow-blog/3-document-scanning-myths-vs-reality/ - Categories: Document Scanning - Tags: document management software, document scanning services While document scanning services and document management software have proven to be a powerful way for companies to better manage their documents, many organizations are still inundated with paper and haven’t embraced a digital transformation. Why? Negative perceptions around document scanning and fear may hold them back, but these feelings are more myth than reality. 1. Fear of Being Overwhelmed with a Backlog of Files to Digitize Myth For those whose business documents have added up over the years and now take up a significant amount of office space, it may seem too complex and time-consuming of a project for any employee to take on. They feel they won’t have the time to deal with it and/or they don’t even know where to start. Reality A quality document scanning company will break down a large scanning project into organized groups of smaller tasks and can handle the heavy lifting (both literally and figuratively). In doing the prepping, scanning and indexing, your provider is really doing all the heavy work so you can focus on utilizing the resulting digitized documents to improve efficiency and streamline business processes. Many organizations start small, in one department or project, such as starting with just accounts payable or HR documents, then expand to other departments and projects. This helps break the project into more manageable “quick wins. ” 2. Fear of the Cost of Document Scanning Services Myth Many people think document scanning services and document management software are too expensive. Reality When it comes... --- ### Why Your Business Continuity Plan Needs Document Scanning > Document scanning and document management software are key components of a business continuity plan for your critical business documents. Scanned documents available in the cloud will be essential during the disaster recovery process and will ensure file security and accessibility for your team. - Published: 2021-06-24 - Modified: 2025-05-05 - URL: https://www.metasource.com/document-management-workflow-blog/why-your-business-continuity-plan-needs-document-scanning/ - Categories: Document Scanning - Tags: business continuity, document management software, document scanning services Every day it seems the evening news brings word of a fresh and unexpected disaster. A huge hurricane making landfall, raging wildfires, storms bringing major rivers up over their banks, or a surprise earthquake decimating an unsuspecting municipality. Have you thought about how an unforeseen catastrophe might affect your business? Even something as random as an electrical fire or crane accident can cripple a company to a slow crawl. How would you deal with the fallout if a catastrophic event took place that affected your organization’s business processes? Why Disaster Preparedness Is Important According to the Federal Emergency Management Agency (FEMA), 40% of businesses do not reopen following a disaster. Think about that: almost half of all companies affected by natural disasters or random catastrophes end up going out of business entirely, without having had any idea the event that caused the failure was on its way until it happened. Another 25% of businesses will fail within the first year after experiencing a disaster, while the United States Small Business Administration found that over 90% of companies fail within two years. The good news is you don’t need to be able to see the future to put dependable disaster recovery protocols in place. The key is maintaining a business continuity plan by making file security and accessibility for important documents an absolute priority no matter what happens—accounts payable documents, HR documents such as employee records, contracts, legal documents: everything. Document Scanning Is Essential for Disaster Recovery Document scanning and cloud... --- ### 4 Ways to Lower Operational Costs and Increase Efficiency > Four ways to increase operational efficiency include: keeping employees focused on meaningful work, improving customer experiences while saving time, reducing overhead costs, and focusing on compliance for potential audits. - Published: 2021-06-22 - Modified: 2024-01-22 - URL: https://www.metasource.com/document-management-workflow-blog/increase-efficiency-and-lower-operational-costs/ - Categories: Business Process Outsourcing - Tags: customer service, digital mailroom, document management software, document scanning services, remote work, workflow automation It’s important to look at the everyday processes within your firm that could be slowing your company down and decreasing revenue. Even small snags in timing on a day-to-day basis can cost significant amounts in lost revenue. In fact, according to the IDC market research firm, corporate revenues decrease by 20 to 30 percent each year due to inefficiency. Throughout this past year, your employees may have developed detrimental processes or may not have used up-to-date tools. Here are four ways you can reset your business practices to ensure higher revenues this year: 1. Enable Employees to Focus on What They’re Best At According to a Gallup poll, only 34% of Americans feel engaged at work. The poll also found that a key component of employee engagement included workers being allowed to do what they do best. Unfortunately, often a significant amount of time is spent on repetitive tasks such as searching for documents, manually tracking documents, scanning files, entering data multiple times into different systems and trying to read illegible handwriting, among other critical, yet un-fulfilling tasks. Luckily, there are services and software, such as digital mailroom services, workflow automation, and e-forms that make completing these tasks significantly easier. Automating these activities decreases human errors (for example, Helen in accounting is entering data into the ERP system and multi-tasking), and it frees up time for your employees to do more of what they’re good at, increasing their happiness as well as their time to complete revenue-boosting activities. Your current... --- ### Packing File Boxes for Document Scanning In 4 Easy Steps > When you outsource document scanning, properly packing business documents in file boxes helps you avoid any additional handling fees and ensures efficient document processing. Follow MetaSource's guide to organize files by project, and properly pack, label, and secure document boxes for transport. - Published: 2021-06-17 - Modified: 2023-12-15 - URL: https://www.metasource.com/document-management-workflow-blog/pack-file-boxes-for-document-scanning/ - Categories: Document Scanning - Tags: document scanning services After deciding to outsource your document scanning, what is the best way to get your documents to the scanning facility? Packing your documents into paper storage boxes seems simple enough, but doing it right can avoid additional handling charges upon arrival and help ensure quick and efficient document processing. The four steps below represent best practices for packing your documents properly. 1. Organize Your Files by Project If multiple departments will be scanning documents, organize your storage boxes by projects. For example, you may have your accounts payable documents, accounts receivable documents and your human resource documents being scanned. Organize them by project so that accounts payable documents are packed together, stay together and are scanned together. Do the same with the AR and HR records so they are handled in the same manner. 2. Pack Your Documents into Bankers Boxes Properly Following these simple packing tips will ensure your boxes are received intact for expedited document scanning: Make sure your file boxes are sturdy enough for shipping. Avoid using old boxes or anything that looks flimsy, damaged by water, exceptionally dirty, etc. Optimal shipping boxes are standard “bankers” boxes that are approximately 15”x12”x11. ” An experienced document scanning company can provide you with shipping boxes if necessary. Make sure your boxes do not weigh more than 20-25 pounds each. The document boxes should be full enough so that the papers do not move around within the box, but not so full that the box is too heavy and breaks.... --- ### Avoid Accidentally Deleting Files with Document Management > File deletion is one of the most dangerous perils of storing documents on a shared drive. Instead, document management software helps you avoid the accidental deletion of documents with folder and document level access rights, record retention schedules, and an easier file recovery process. - Published: 2021-06-15 - Modified: 2025-05-05 - URL: https://www.metasource.com/document-management-workflow-blog/avoid-deleting-files-with-document-management/ - Categories: Document Management - Tags: document management software Have you ever deleted a document or folder on your desktop without meaning to? We all have, and it’s not usually a problem because you can quickly retrieve and recover files from your computer’s recycle bin. What about accidentally deleting files or folders on a shared drive? Shared drives do not usually have a recycle bin from which you can easily retrieve deleted documents. Instead, you have to restore deletions from the last backup – if your IT department backs up your shared drive hourly or daily, but what if it hasn’t been backed up recently? Even if it has, document retrieval is painfully slow on a good day. And what if something was accidentally deleted and not noticed for several days or weeks? The Danger of Shared Drive Access Rights File deletion is one of the most dangerous perils of storing documents in a shared drive. While document and file sharing is useful, access rights are determined by whoever has access to a root folder, which also gives them access to all of its subdirectories and files within. Some systems determine access rights by who creates the folder or file and how they configure the settings, creating a potential access rights disaster if that employee ever leaves the company. Depending on how the file organization is structured within the shared drive, employees could have access to shared drive files and folders that they probably shouldn’t be able to view and, the more people that have access, the higher the... --- ---