Backfile Conversion: Best Practices and Considerations for Electronic Document Management
|
|
- Edwina Wendy Hines
- 8 years ago
- Views:
Transcription
1 Backfile Conversion: Best Practices and Considerations for Electronic Document Management DATAMARK, Inc. White Paper in association with the Outsourcing Institute. SUMMARY The Digital Age is upon us. The need to convert paper documents to digital files in pursuit of streamlined workflow and improved efficiency presents a challenge for private companies and government agencies alike. The process requires both digitization and organization of new, inbound documents traditional and electronic mail and facsimiles and the backfile digital conversion of what can be millions, even hundreds of millions of existing paper documents. Addressing the process in a strategic, planned fashion can make order from potential chaos. Successful outcomes deliver ownership of a modern workflow solution that serves the organization's needs going forward. The Outsourcing Institute
2 Introduction A Government Agency Goes Digital When a state's Human Services Department decided to undergo a major document digitization project in early 2013, officials understood the effort would be advantageous for citizens and employees alike with a transformation of services based on paper-based workflows to systems using searchable digital images. Clients of the agency would benefit from faster response times, and staff would avoid the headaches of having to search through and manage cumbersome paper-based case files. But the transformation also meant committing to a system of Electronic Document Management (EDM) incorporating millions of legacy paper documents. The paper-to-digital backfile conversion required the creation of a holistic process solution that analyzed every document type from structured agency forms, to unstructured supporting documents and created a model that determined how each and all would be handled. Some 100 million paper documents were transported in bankers boxes from locations throughout the state to a service provider's secure facility for scanning, imaging, indexing and storage. In the end, the agency gained a modern solution for document storage, as well as anywhere, anytime document accessibility. Government agencies and private corporations alike are realizing the need and requirements to free themselves from the physical and fiscal burdens of paper. While the concept of a paperless office might present a seemingly insurmountable challenge for some organizations, making strategic steps toward digitization and EDM does not. Given smart practices and strategic planning, EDM not only can create an efficient document management solution, it can present a model for future document handling. For those organizations committed to EDM, digitization is a powerful change agent that unlocks efficiency, convenience and improved customer service in ways paper never could. From the Promise to Reality of Paperless In some organizations, paperless is difficult to achieve. Paper enters the process flow from many points. Some are bound by law or regulations to retain paper, even after originals have been digitized. For others, digitization includes hand-written patient notes, X-rays or other media in the case of a healthcare organization, or largeformat renderings for an architectural firm. Executives or managers with such companies often believe their enterprise's processes are the most complicated and that digitization is impossible. And frankly, many of us like the feel of paper in our hands. Obstacles may seem insurmountable. But they can be overcome with careful planning, and by starting with a single paperbased process within an organization, rather than confronting the overwhelming task of transforming an entire enterprise at once. The Outsourcing Institute 2
3 Any transition to EDM often begins with an end-to-end process analysis conducted by experienced business engineering consultants of a global business services provider. At DATAMARK, for example, the Business Engineering Department is engaged to conduct a comprehensive Business Process Analysis (BPA) as a first step in reviewing, evaluating and proposing a backfile scanning and EDM solution. The BPA uncovers the pain points within the client's paper flow. These could be a lack of accountability or verification of the presence or process for arriving documents. Or they could be document bottlenecks and backlogs. Among the areas evaluated and questions asked are: What are the most effective EDM systems for the organization's process? Some companies may need only one; others, like healthcare, may need several, including an Electronic Health Records system, an eprescription System, or an einvoicing system, for example. What will work best? Can the organization outsource backfile scanning offsite to a service provider, or does it need to be completed in-house? What's the deployment environment? Does the organization have the network bandwidth needed for the EDM system? Are desktop hardware and legacy systems able to integrate with the system? Does the organization need a mobile, tablet-based environment? Every evaluation will be different, with the business engineering team developing solutions that meet the output needs of the client. The goal is to transform the organization in a way that is as non-disruptive as possible today and in the future. The consulting team should help the organization better understand the value of digitization and mitigate the risk of storing millions of paper documents. Questions to ask include: What documents have inherent business value? Do legal imperatives necessitate keeping certain documents? What future costs may be borne from lost productivity or storage of files that otherwise can be digitized and the paper documents disposed of? A Business Process Analysis leads to the development of a formal work plan for the project. This will serve as the master schedule for all teams involved, both internal and external. The business engineering team will identify project stakeholders in pursuit of development of a consistent workflow that will endure through the duration of the project and beyond. Consulting teams also encourage a cooperative effort that crosses disciplines such as operations, business engineering, software development and IT, for example. With gates open and silos gone, communication is enhanced. The Technical Side of Paper Capture At its most visible core, back file conversion is the transition to a digital workflow that requires the capture of legacy paper important files, records and forms that have been warehoused for years and which must be imported into the alldigital workplace. Because solutions are digital and automated, consultants can establish rules based on the types of documents clients process. The consultant helps define needs by the specific client and create a model that is dependable, measurable, relatively error-proof and within a defined workflow and comfort level. Over time, the more clients come to realize the control they gain in the paperless process, the more they embrace it. The Outsourcing Institute 3
4 Not all digital initiatives call for backfile conversion. With some, a "day forward" approach will suffice. This means that all future documents will be scanned as they enter the workflow. The organization gradually will phase out paper as it reaches its scheduled date for longterm retention and storage or destruction. Regardless of the approach, not all documents will be scanned. Documents instead may be purged, organized and/or prepared for handling. This can be labor intensive and require involvement of various individuals. The goal, though, is to reduce or eliminate as many human touch points as possible as well as the individual decision-making involved in choosing what should be scanned. By taking advantage of available automation technologies, human error can be reduced. File organization is an opportunity to introduce logical steps to the process. For example, a healthcare claim can be scanned, organized, and put in order with supporting documentation that prepares a smooth path for review and decision-making. Document preparation is as it sounds. Papers often require the removal of staples or paperclips, copying of odd-sized documents like a physician's prescription, envelopes or sticky notes, and the flattening of dog-eared or folded pages. Smart preparation ensures images are readable, equipment is protected and delays caused by malfunction or maintenance are reduced as much as possible. Additionally, the use of Optical Character Recognition (OCR) technology during the scanning process allows for the capture of vital information, including machinewritten (and in many cases handwritten) information in form fields, such as names, dates, addresses, ID numbers, invoice amounts, etc. Once read, they can be automatically indexed, reducing the need for manual keying by a data entry operator. Other Considerations for Backfile Conversion Projects A paper-to-digital conversion can take many forms, from short-term, in-house projects that are easily managed to large-scale endeavors that require months of planning and engagement with outside consultants and service providers. Regardless of the scale, it's best to begin a backfile conversion project with sufficient knowledge to allow for thoughtful review, analysis and preparation for an implementation. To lead a backfile conversion to a successful outcome involves careful planning with an eye for finding opportunities to improve existing processes. Below, we share some important project considerations: Perform a cost analysis to determine whether to scan inhouse or to outsource. Identify all costs: labor, utilities, facility space, equipment, maintenance, supplies and any other costs associated with handling the backfile scanning project in-house. The Outsourcing Institute 4
5 Consider the kind of preparation needed for your documents. Are there paper clips and staples that need to be removed, sticky notes that need to be copied and organized? Do they need to be sorted in a certain way? Lots of document preparation will affect the speed and cost of the project. Understand the technical requirements for compatibility with your content management system. Define the acceptable formats for TIFF or PDF images before beginning the project. Understand your indexing requirements so images are easily findable and searchable. Define the number, length and type (alphabetic, numeric, mixed) of fields to be indexed per document. Will you require double keying (higher accuracy, but costs more) on indexing? Visit your potential outsourcer's facilities. Make sure the provider has the technical capability for the job. Do their scanners have the required throughput capability? Is there a barcode scanning/document tracking system in place? Does the scanning software meet your requirements for image clean-up, such as straightening, despeckling and deskewing? Establish quality guidelines. Images should be as readable as the original document. Make sure to do test runs and make corrections necessary to ensure your quality goals are met. Quality control should also address indexing--a quality image isn't of any use if it cannot be found. Conclusion With the arrival of the Digital Age, companies are discovering the need to transform paper to digital media. As a result, they're realizing improved workflow, greater efficiency in the handling of new, inbound documents as well as vast stores of existing documents. Backfile conversion of years of retained paper holds the potential to transform a chaotic workplace to one that enjoys a modern workflow solution ready to serve the organization's needs today and in the future. About DATAMARK DATAMARK is a leading provider of multichannel customer contact center services, digital mailroom and mail center management, data entry, document processing services and business process re-engineering services for Fortune 500 companies, government agencies and other large enterprises. Founded in 1989, the company is the strategic business process outsourcing ( BPO ) partner for companies across numerous industry sectors, including healthcare, insurance, banking and financial services, and transportation and logistics. DATAMARK offers on-site, onshore and offshore processing facilities, delivering enterprise content management (ECM) and process-automation technologies and solutions to help organizations improve efficiency and profitability in all business functions. The Outsourcing Institute 5
6 For Targeted Outsourcing Sponsorship Programs Contact The Outsourcing Institute 6800 Jericho Turnpike Suite 120 W Syosset NY USA Phone: (516) Fax: (516)
Transforming to the Mailroom of the Future Today: Digital Imaging and Automation Lower Costs and Improve Quality
Transforming to the Mailroom of the Future Today: Digital Imaging and Automation Lower Costs and Improve Quality The Outsourcing Institute Year-after-year growth is good news for a company's profit centers.
More informationBest Practices and Considerations for Multichannel Contact Center Implementation
Best Practices and Considerations for Multichannel Contact Center Implementation DATAMARK, Inc. White Paper in association with the Outsourcing Institute The Outsourcing Institute SUMMARY Tech-savvy Generation
More informationAN INTRODUCTION TO. Mailroom Outsourcing A CONCISE GUIDE FOR ENTERPRISES AND LARGE ORGANIZATIONS. an ebook by. www.datamark.net
AN INTRODUCTION TO Mailroom Outsourcing A CONCISE GUIDE FOR ENTERPRISES AND LARGE ORGANIZATIONS an ebook by www.datamark.net Contents Introduction: Why Outsource Mail Operations? Chapter 1: The Digital
More informationIntroducing. Product Overview White Paper. Enterprise Content Management Platform. November 2012 www.datamark.net
Introducing Enterprise Content Management Platform Product Overview White Paper November 2012 www.datamark.net The Challenge of Enterprise Content Management Documents arrive every day, by the hundreds
More informationRebate Outsourcing: The Benefits of Processing from Image
Rebate Outsourcing: The Benefits of Processing from Image Rebate Processing White Paper www.datamark.net BUSINESS PROBLEM Rebate offers vary greatly among manufacturers and retailers. The processing of
More informationThe Case for Outsourcing Accounts Payable
The Case for Outsourcing Accounts Payable Q4 2014 Featuring Insights on... Why companies outsource AP Underwritten in part by What AP functions should be outsourced Benefits of outsourcing AP Executive
More informationTransforming a Large-Enterprise Mailroom:
Transforming a Large-Enterprise Mailroom: DATAMARK delivers a facility-managed solution Insurance and Financial Services Case Study www.datamark.net CASE STUDY BACKGROUND The client is a highly successful,
More informationIntroduction A BUYER S GUIDE TO DOCUMENT MANAGEMENT
1 Introduction There are few initiatives that can deliver more productivity and security to a business than implementing an Electronic Document Management System (also known as an Electronic Content Management
More informationWILL THE REAL ELECTRONIC DOCUMENT MANAGEMENT SYSTEM PLEASE BE INSTALLED!
Session #8 Opinion Piece February 10, 2003 WILL THE REAL ELECTRONIC DOCUMENT MANAGEMENT SYSTEM PLEASE BE INSTALLED! 2003 Deborah Kohn About Deborah Kohn, Speaker Worked with Electronic Document Management
More informationNext generation Managed Print Services.
WHITEPAPER Next generation Managed Print Services. Managed Print Services (MPS) are evolving from focusing on printers to people and workfl ows. Beyond expectation. www.azzurricommunications.co.uk What
More informationWhite Paper. The Five Keys to a Successful Document Management System ABSTRACT. www.treenosoftware.com Command Your Content
1 White Paper The Five Keys to a Successful Document Management System ABSTRACT The successful implementation of an electronic document management system begins with a detailed understanding the specific
More informationPROCESSING & MANAGEMENT OF INBOUND TRANSACTIONAL CONTENT
PROCESSING & MANAGEMENT OF INBOUND TRANSACTIONAL CONTENT IN THE GLOBAL ENTERPRISE A BancTec White Paper SUMMARY Reducing the cost of processing transactions, while meeting clients expectations, protecting
More informationFinding Nirvana in AP Automation and Outsourcing
WHITE PAPER Finding Nirvana in AP Automation and Outsourcing Gaining Control By Letting Go Nirvana: Joy, freedom from pain and worry an end to suffering. Suffering is something with which many Accounts
More informationDigital Conversion Projects: A Decision-Making Checklist
Tech101 Digital Conversion Projects: A Decision-Making Checklist Determining what paper to convert and whether to outsource are the critical first steps in a successful backfile conversion project Bud
More informationDesigning a Modern, Holistic ECM Strategy for Healthcare. How ECM consulting helps healthcare providers thrive in an atmosphere of change.
Designing a Modern, Holistic ECM Strategy for Healthcare How ECM consulting helps healthcare providers thrive in an atmosphere of change. Executive Summary Today s healthcare industry is undergoing continual
More informationIntegrated Document SOFTWARE
ON-SITE AND CLOUD-BASED OPTIONS Go Paperless With Our CONTENT WAITING LIST MANAGEMENT MANAGEMENT Integrated Document SOFTWARE SOLUTIONS Application Development Image and Data Conversion Management Streamline
More information15 MINUTE GUIDE TO INTELLIGENT ENTERPRISE CAPTURE
15 MINUTE GUIDE TO INTELLIGENT ENTERPRISE CAPTURE As a business professional, time is a precious commodity. You spend much of your day distilling concepts, evaluating options, and managing complex transactions.
More informationThings You Need in AP Automation
Things You Need in AP Automation ME LIKE! Let s Start! Accounts payable processing has long been one of the most document- and laborintensive operations a company undertakes. It s riddled with manual data
More informationFrom Invoice Capture to Archive: How to Achieve End-to-End AP Automation
From Invoice Capture to Archive: How to Achieve End-to-End AP Automation About The Institute of Financial Operations The Institute of Financial Operations is a membership-based professional association
More informationWhy You Should Automate Invoice Processing Today. Your organization's survival could depend on it
Why You Should Automate Invoice Processing Today Your organization's survival could depend on it Why You Should Automate Invoice Processing Today Contents p. 3 p. 3 p. 4 p. 5 p. 6 p. 7 Introduction Death
More informationKofax Solution Brief. Kofax Enterprise Capture Solutions Enable Document-driven Business Processes in SharePoint
Kofax Solution Brief Kofax Enterprise Capture Solutions Enable Document-driven Business Processes in SharePoint Today, information has two faces: On the one hand, it is the basis for most business processes
More informationA white paper discussing the advantages of Digital Mailrooms
Implementing a Digital Mailroom A white paper discussing the advantages of Digital Mailrooms Contents Environment... 2 The Paperless Office Myth... 2 Reasons for Implementing a Digital Mail Room... 3 Impact
More informationKofax Enterprise Brief. A Roadmap to Automating Document Driven Business Processes. Implementing a Real Enterprise Capture Strategy
Kofax Enterprise Brief A Roadmap to Automating Document Driven Business Processes Implementing a Real Enterprise Capture Strategy The implementation of an enterprise capture methodology should be viewed
More informationAutomating. Leveraging Technology to Refine 1040 Workflow
Automating Tax WorkFlow Leveraging Technology to Refine 1040 Workflow Automating Tax Workflow Allows firms to leverage technology to make better use of the tax professional s time OverView what is Automated
More informationToday s Document Management System
Today s Document Management System Go Paperless; Go to the Cloud; Go Mobile; Foster Collaboration Paper-based processes are costly and inefficient. To be successful in today s challenging mortgage environment,
More informationHow To Outsource Mro Supply
mro : indirect supply driving new efficiencies in the indirect supply chain Procurement & logistics strategies for maintenance, repair and operations (MRO) supplies A White Paper from the Americas Leader
More informationBUSINESS PROCESS AUTOMATION. Document digitisation and records management solutions. Delivering value. Enabling success. Integrated Services
BUSINESS PROCESS AUTOMATION digitisation and records management solutions Delivering value. Enabling success. Integrated Services is a proud member of the BankservAfrica Group Integrated Services BANKSERVAFRICA
More informationDocument Imaging: The Origin of Streamlined, Effective Workflows John O Connor BenchMark Consulting International
Document Imaging: The Origin of Streamlined, Effective Workflows John O Connor BenchMark Consulting International In the years since the early adoption of document imaging, an evolution has transformed
More informationuplevl Empower data. Improve business ef f iciency. Go Paperless with End-to-End Accounts Payable Automation: An Uplevl White Paper
uplevl Empower data. Improve business ef f iciency. Go Paperless with End-to-End Accounts Payable Automation: An Uplevl White Paper Overwhelmed with piles of paper invoices, purchase orders and contracts?
More informationWhite Paper. Today s Document Management System: Go Paperless; Go to the Cloud; Go Mobile; Foster Collaboration
White Paper : Go Paperless; Go to the Cloud; Go Mobile; Foster Collaboration Paper-based processes are costly and inefficient. To be successful in today s challenging mortgage environment, mortgage companies
More informationDocument Scanning Essentials
Document Scanning Essentials www.archives.nysed.gov Objectives Learn about current imaging practices How to prepare for an imaging project How to incorporate RM principles into your project Provide strategies
More informationAnalysis. The Opportunity to Automate Accounts Payable. January 2014. Service Areas. Comments or Questions? Digital Peripherals Solutions
Analysis January 2014 The Opportunity to Automate Accounts Payable Service Areas Digital Peripherals Solutions Network Document Solutions Professional & Managed Print Services Comments or Questions? Table
More informationWHITE PAPER. Is your AP Department Truly Automated?
WHITE PAPER Is your AP Department Truly Automated? Published by: Sponsored by: Introduction For several decades accounts payable (AP) departments have been talking about the end of paper processing including
More informationDomestic Outsourcing: Keeping Business Processes in Your Own Backyard DATAMARK, Inc. White Paper in association with the Outsourcing Institute
Domestic Outsourcing: Keeping Business Processes in Your Own Backyard DATAMARK, Inc. White Paper in association with the Outsourcing Institute SYNOPSIS: Whether called domestic outsourcing, rural sourcing,
More informationOneContent 17.0 Manage Content Across The Enterprise
Care Providers - Hospitals Enterprise Content Management / Document Management OneContent 17.0 Manage Content Across The Enterprise Benefits OneContent helps organizations: Healthcare organizations generate
More informationADEMERO DOCUMENT MANAGEMENT SOFTWARE Streamlining the Accounts-Payable Process
Executive Summary Managing accounts payable is a common practice in every commercial establishment. Whether you deal with goods or provide services, materials and supplies have to be purchased to conduct
More informationTurning Receivables Operations Green. Best Practices. Commercial Banking
Turning Receivables Operations Green Best Practices Commercial Banking In a recent survey*, 79% of financial executives say shifting to a completely green treasury operation should result in increased
More informationEnterprise Knowledge Management Via Text Search Analytics An Implementation Guide
Enterprise Knowledge Management Via Text Search Analytics An Implementation Guide Presentation Objectives Why Document Imaging? Cost Efficiency Document Imaging Benefits Enhance case management Reduce
More informationACCELERATING. Business Processes. through the use of:
ACCELERATING Business Processes through the use of: Business Process Automation Document Management Imaging and Scanning Data Transformation Paper and eforms Processing Enterprise Faxing ERP Integration
More informationWhy Automate Accounts Payable Processes?
Why Automate Accounts Payable Processes? In many organizations Accounts Payable is one of the most paper and labor intensive processes, offering the most potential for cost savings within an organization.
More informationSpeed the transition to an electronic environment. Comprehensive, Integrated Management of Physical and Electronic Documents
DOCUMENT MANAGEMENT SOLUTIONS Speed the transition to an electronic environment Comprehensive, Integrated Management of Physical and Electronic Documents Store, protect and control your essential business
More informationEMR. The Easiest Path to. White Paper. Healthcare Document Management for Provider Organizations
The Easiest Path to EMR Healthcare Document Management for Provider Organizations White Paper June 2006 The information contained in this document represents the current view of Compulink Management Center,
More informationIntroduction to WIPOScan Software
Introduction to WIPOScan Software An overview of available WIPO technical assistance on digitization, such as WIPOScan and detailed modules for digitizing all kinds of industrial property data Gregory
More informationWhite Paper. Embracing Centralized Customer Communications in a Digital Age. April 2013. Prepared for:
White Paper April 2013 Embracing Centralized Customer Communications in a Digital Age Prepared for: Introduction The customer communications market continues to evolve. Marketers are increasingly interested
More informationEasily scan documents from anywhere in the world.
Easily scan documents from anywhere in the world. »Product Sheet Easily scan documents from anywhere in the world. Goodbye Mailing costs, long distance faxing costs and lost, torn and smudged documents.
More informationHealthcare Content Management: Achieving a New Vision of Interoperability and Patient-Centric Care
Healthcare Content Management: Achieving a New Vision of Interoperability and Patient-Centric Care Clinical, business and IT leaders come together around a unified approach to capturing, managing, viewing
More informationOptical Character Recognition (OCR)
History of Optical Character Recognition Optical Character Recognition (OCR) What You Need to Know By Phoenix Software International Optical character recognition (OCR) is the process of translating scanned
More informationWhat are the environmental burdens of invoicing systems? A Comparative Life Cycle Assessment (LCA)
What are the environmental burdens of invoicing systems? A Comparative Life Cycle Assessment (LCA) Converga s Life Cycle Assessment (LCA) shows that for every 1 million invoices, up to 800 tonnes of CO2
More informationScanning for EMR/EHR Conversion. Tallgrass Orthopedic & Sports Medicine
Tallgrass Orthopedic & Sports Medicine Tallgrass Orthopedic & Sports Medicine Executive Summary As more demands are placed on healthcare providers to offer exemplary patient care and maintain efficient
More informationA2iA s Medical Coding Capabilities
A2iA s Medical Coding Capabilities Accelerate & simplify the coding process while keeping costs down Automatically identify keywords & phrases from medical documentation & route the documents to the appropriate
More informationPAPERLESS IS POSSIBLE: A MODEL FOR IMPLEMENTING THE PAPERLESS LAW FIRM
PAPERLESS IS POSSIBLE: A MODEL FOR IMPLEMENTING THE PAPERLESS LAW FIRM The prospect of the paperless office has been touted for years as the inevitable endpoint of technology advancement. The theory says
More informationElectronic Document Management: The Basics
Electronic Document Management: The Basics Introduction to Document Management Document management can mean many things to many people, and can serve a variety of purposes. The intention of this article
More information2. Ease of sharing and dissemination through the internet makes collaboration with off-site parties (including your clients) much easier;
THE PAPER-LESS LAW OFFICE HOW TO MAKE IT WORK FOR YOU After Word Processing, EFS, and implementing a practice management system for file opening, billing and accounts management, what is the next step
More informationEMDEON CONSUMER BILLING & PAYMENT SOLUTIONS
EMDEON CONSUMER BILLING & PAYMENT SOLUTIONS Collect More, Faster. With Emdeon Consumer Connect TM, our comprehensive suite of Consumer Billing & Solutions, you can start collecting more consumer payments.
More informationHow to Start Your Enterprise Scanning Project Scanbition Frameworks Steve Irons, President DocSolid
How to Start Your Enterprise Scanning Project Scanbition Frameworks Steve Irons, President DocSolid Scanbition (noun, new): 1. An ambition and a plan for enterprise scanning. 2. Using best practice document
More informationImproving Outcomes in Document Imaging and Conversion
Improving Outcomes in Document Imaging and Conversion New Methodologies to Measure Scan Capture Performance in HIM IOD Incorporated 1030 Ontario Road Green Bay, WI 54311 800.236.3355 iodincorporated.com
More information6/11/2015. The Paperless World. Imaging & Document Management. Overview. Imaging & Document Management. What are electronic records?
The Paperless World Imaging & Document Management Records Management Services State of Michigan Overview Records Analyst Services Records Center Operations Imaging Services Imaging & Document Management
More informationMaking Automated Accounts Payable a Reality
Making Automated Accounts Payable a Reality www.merkur.com (800) 637-1704 Table of Contents Introduction...3 Executive Summary...4 Challenges in Accounts Payable...5 What is the problem?...5 How big is
More informationTIRED OF TYPING? ACCELERATE YOUR BUSINESS WITH: AUTOMATED DATA ENTRY PURCHASE APPROVAL WORKFLOW DIGITAL DOCUMENT ARCHIVE DOCUMENT CAPTURE
TIRED OF TYPING? ACCELERATE YOUR BUSINESS WITH: AUTOMATED DATA ENTRY PURCHASE APPROVAL WORKFLOW DIGITAL DOCUMENT ARCHIVE DOCUMENT CAPTURE DOCUMENT CAPTURE 3 KEY VALUES Document Capture for Dynamics NAV
More informationEfficient Compliance, Effective Sharing through Automated Archiving
Efficient Compliance, Effective Sharing through Automated Archiving AUTOMATED ARCHIVING SATISFIES MANDATES AND SIMPLIFIES SHARING WHITE PAPER Executive Summary The challenge of responding to regulatory
More informationKofax White Paper. Seven Ways to Make the First Mile of Business Smarter. The First Mile Challenge of Business. Executive Summary
Kofax White Paper Executive Summary Today, customers are sophisticated and connected. with the power to leave you for another company, with a simple swipe or click. Things like loan applications, claims
More informationThe Drive to Digitization in Insurance:
The Drive to Digitization in Insurance: Turning Big Paper into Big Profit A White Paper Author: Mark Breading, SMA Partner Published Date: February, 2012 Page 1 Table of Contents Big Paper is a Big Deal
More informationDigitization and Paperless Processing: What You Need to Know. A Docula bs Wh i te Pa pe r
Digitization and Paperless Processing: What You Need to Know A Docula bs Wh i te Pa pe r 2009 Doculabs, 200 West Monroe Street, Suite 2050, Chicago, IL 60606 (312) 433-7793 info@doculabs.com. Reproduction
More informationKofax White Paper. The Business Case for Automating Document Driven Business Processes. An Enterprise Approach to Capture
Kofax White Paper Current business processes don t necessarily need to be revamped to put (capture) technologies to work. The return on investment is relatively easy to calculate, and it is often very
More informationBest-Practice Automation of Invoice Delivery from ERP Systems
Best-Practice Automation of Invoice Delivery from ERP Systems Keeping Customers Satisfied While Making the Move www.esker.com Table of Contents Introduction...3 Inefficiencies of Manual Invoicing...4 Document
More informationDocSavi. Expert Solution for Accounts Payable Invoice Automation. Accounts Payable Automation and ROI
Changing Role of Accounts Payables Accounts Payable Automation and ROI Over the last 5 years the role of the accounts payable department in all levels of enterprises has dramatically changed. Specifically,
More informationFour Steps to Invoice Automation. From Manual to a Fully Electronic Purchase-to-Pay Process
Four Steps to Invoice Automation Table of Contents 1 Executive summary 2 Four essential steps when automating invoice processing Step 1 - Audit your current process, set the goals for improvement and start
More informationENTERPRISE CONTENT MANAGEMENT (ECM) FOR THE CONSTRUCTION INDUSTRY
ENTERPRISE CONTENT MANAGEMENT (ECM) FOR THE CONSTRUCTION INDUSTRY There are a number of issues facing construction companies and their owners today in regards to handling information within their organization,
More informationXBOUND for Shared Services Enriching your current SSC Model with Multichannel Process Automation. John Craig & Gunter Indenhoek
XBOUND for Shared Services Enriching your current SSC Model with Multichannel Process Automation John Craig & Gunter Indenhoek Industry recognition Harvey Spencer Associates Software vendors have grabbed
More informationecopy The Leading Document Capture Solution for Multifunction Printers
The Leading Document Capture Solution for Multifunction Printers Workflow Bottlenecks Your employees are asking for an efficient way to incorporate paper documents into their desktop workflows. They want
More informationWhite Paper. The Implications of E-invoicing for Purchasing and Accounts Payable Automation Projects. www.compleatsoftware.com
White Paper The Implications of E-invoicing for Purchasing and Accounts Payable Automation Projects www.compleatsoftware.com Introduction The ability to cost effectively convert a purchase invoice into
More informationAchieving 5 Nines Business Process Reliability With Barcodes. Michael Salzman, VP Marketing (408) 737-7092 sales@inliteresearch.
Achieving 5 Nines Business Process Reliability With Barcodes Michael Salzman, VP Marketing (408) 737-7092 sales@inliteresearch.com Introduction All workflows rely on critical data to trigger and direct
More informationLexmark Enterprise Software. Transforming customer engagement
Lexmark Enterprise Software Transforming customer engagement Customer relationships are the lifeblood of your business Whether you serve businesses, consumers, patients, students or citizens, the quality
More informationEnterprise Solutions. Enterprise Content Management Chapter-6
Enterprise Solutions Enterprise Content Management Chapter-6 Learning Objectives Concepts of Enterprise Content Management Inputs to the ECM system Benefits of ECM ECM Product functions ECM Products in
More informationDocument scanning. Done right. TM
Document scanning. Done right. TM Document scanning. Done right. When it comes to document scanning, ibml understands the importance of getting things right the first time. Combining hardware, software
More informationThe Five Phases of Capture
White Paper The Five Phases of Capture Where do you land in the capture continuum? By Kevin Craine, MBA Author of the book Designing a Document Strategy You ve got a scanner, and you have a lot of paper
More informationUltimaX EDM for Microsoft Dynamics AX TM
UltimaX EDM for Microsoft Dynamics AX TM Managing unstructured information in an organization is proving increasingly challenging for employees and colleagues. As many businesses today suffer from document
More informationThe future of application outsourcing: making the move from tactical to strategic
IBM Global Business Services White Paper The future of application outsourcing: making the move from tactical to strategic Application Services Page 2 Contents 2 Introduction 2 Success brings new challenges
More informationThe Evolu on of Document Process Outsourcing
The Evolu on of Document Process Outsourcing An industry perspective spotlighting an Océ Business Services case study Service Area(s) Document Outsourcing Document Outsourcing Europe Table of Contents
More informationPaperless Office process and document management system
Paperless Office process and document management system Paperless office? It's easier than you think. The Paperless Office system enables you to improve your company's performance, decrease its operating
More informationUS ONSHORING OFFERS SUPERIOR EFFECTIVENESS OVER OFFSHORE FOR CRM IMPLEMENTATIONS
US ONSHORING OFFERS SUPERIOR EFFECTIVENESS OVER OFFSHORE FOR CRM IMPLEMENTATIONS Whitepaper Eagle Creek Software Services March 2015 Introduction CRM services are shifting from a focus on point solution
More informationProduct. Director Transform Your Business Processes with a Sophisticated Enterprise Content Management Solution
Product Director Transform Your Business Processes with a Sophisticated Enterprise Content Management Solution Product Your success depends on efficiently using and managing information across your organization.
More informationEHR 101. A Guide to Successfully Implementing Electronic Health Records
EHR 101 A Guide to Successfully Implementing Electronic Health Records Electronic health records are the inevitable next step in the continued progress of U.S. healthcare. Medicine may be the most information-intensive
More informationTransforming Information Silos into Shareable Assets through Automated Content Conversion
Transforming Information Silos into Shareable Assets through Automated Content Conversion AUTOMATED DOCUMENT CONVERSION FOR ECM SYSTEMS WHITE PAPER Executive Summary Massive volumes of business data much
More informationElectronic Document Management
2014 Michigan E-Records Forum Electronic Document Management Jennifer Silveus Records Management Services, State of Michigan Topics Defining Project Scope Project Planning & Monitoring Configuration and
More informationSolutions for Healthcare
Solutions for Healthcare Automating the Healthcare Enterprise High expectations. From the need to drive quality improvements, gain efficiency, contain costs, to increasing revenue - all while improving
More informationITA Dynamics Waste & Recycling Document Management System enwis) DOCMA
ITA Dynamics Waste & Recycling Document Management System enwis) DOCMA From a technological point of view, ITA Dynamics enwis) Docma is the optimum product for Microsoft SharePoint and enlarges SharePoint
More informationElectronic Document Management is it time?
Electronic Document Management is it time? Patti Kanner Atlantic, Tomorrow s Office Managing Director, Records & Information KannerConnect Founder & CEO CitiStorage EVP Sales & Marketing Patti Kanner 17
More informationThe True Impact of Documents on Business Today
The True Impact of Documents on Business Today The paper explosion Even though we ve been striving for the paperless office for many years, it seems as if we are generating exponentially more paper on
More informationInvoice Processing Automation
Introduction to Invoice Processing Automation CFO s are searching for visibility into near term payables. Is Accounts Payable automation the answer? Technology has transformed the way people process invoices.
More informationto EMR transition Contents
Best Practices Guide HIPAA Primer series HEALTHCARE Iron Mountain Document Conversion Services The HIPAA-compliant approach to EMR transition Contents 3 EMR Transition: The Growing Importance of Document
More informationAppendix A. Functional Requirements: Document Management
Appendix A. Functional Requirements: Document Management Document Management technology helps organizations better manage the creation, revision, and approval of electronic documents. It provides key features
More informationEdgeSystems_print 8/21/03 6:05 PM Page 1 We provide
We provide experience and resources that deliver Edge Systems, L.L.C. When you re called upon to make a decision about selecting a document management solutions provider, you want to know that the company
More informationGoing Paperless. There are many implications
Going Paperless There are many implications Overview Why go paperless? From paper to What? Before you start Dealing with current and backlog paper Scanning hardware and software Mac Compatible document
More informationStreamlining Paper-Based Document Processes with Distributed Capture Solutions
Streamlining Paper-Based Document Processes with Distributed Capture Solutions Table of Contents Operational Issues of Managing Paper... 4 Understanding the Challenges of Paper-Based Document Management...
More informationBusiness Benefit Assessment. Excelling in Quality and Safety
Luton & Dunstable University Hospital Healthcare With the electronic records system, the patient history will always be available, so there won t be a period of delay. So [we expect to] see an improved
More informationZeutschel zeta Office The digitisation accelerator for office documents
Zeutschel zeta Office The digitisation accelerator for office documents www.zeutschel.de/zeta The Zeutschel zeta Office converts your files, balance sheets, blueprints and journals into electronic documents
More informationCraig Laue, Paula Sanders VERTICAL SALES TRAINING
Craig Laue, Paula Sanders VERTICAL SALES TRAINING ABBYY DATA CAPTURE FOR HEALTHCARE Healthcare Information Exchange Healthcare is second biggest vertical in North America (15%, $210m) Active spending due
More informationGlossary of Records Management Terms
Glossary of Records Management Terms Active record: A record referenced often in the conduct of current departmental business. Administrative record: Records documenting the day to day operation and administration
More informationMail Center Services. Meeting Today s Mail Management Challenges: Contain Costs, Boost Efficiency and Mitigate Risk MAIL CENTER
Mail Center Services Meeting Today s Mail Management Challenges: Contain Costs, Boost Efficiency and Mitigate Risk MAIL CENTER Introduction The mail center continues to be the organization s hub for information,
More information