Getting Started with Document Management Software

Posted by Allison Kiely on Apr 4, 2018 8:30:00 AM

According to a AIIM, 92% of organizations say that removing paper from business processes is a constant objective, but still 20% of businesses claim that their paper consumption is actually increasing. If your company has not made the switch to a paperless office, it’s time to start. Document management software provides users the ability to digitize, organize, store, manage and track documents from a secure, centralized repository – making it a no brainer! Let’s explore 6 key features and functionalities to look for when choosing a document management solution.

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Topics: Document Management Software, Document Workflow, Security

The Inside Scoop On the Latest Capture Innovation

Posted by Lauren Ford on Apr 3, 2018 10:19:26 AM

With the availability of digital information on the rise, organizations are struggling to process data from a number of sources, in a variety of formats. As a result, employees must bend over backwards to find the information they need to do their jobs effectively. Having the ability to capture, control, and analyze digital data has become critical as more information is being shared in unstructured formats, like email and web based forms.

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Topics: Efficiency, Document Workflow, Capture

Improving Business Performance Through Existing Equipment

Posted by Lauren Ford on Mar 20, 2018 10:49:37 AM

Did you know your existing customers are also your prospects? When your business needs to increase revenue, look no further than your current customer base. According to Gartner Group, 80% of future profits come from 20% of current customers. It has also been reported that repeat customers refer 50% more people to your business than one-time buyers! Returning customers truly have the power to help drive sales in your business.

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Topics: Document Management Software, Document Workflow, Integration

ECM Software: The #1 Draft Pick for Fantasy Sports Champions

Posted by Ashley M. Gonzalez on Feb 13, 2018 5:28:58 PM

Did you know that as of 2017, there are 59.3 million fantasy sports players? That’s about the size of California and New York combined! How many of you are a part of a fantasy sports league and have won a championship? Let me guess, you poured over stats and figures for hours to build the perfect team with the hopes of coming out on top. Did you know you can apply this same logic to your business strategy by leveraging real time data? This alone will make your business more profitable! Like fantasy sports, ECM software has evolved processes over time to streamline what once were paper-driven activities. Revolutionizing the way we do business, document management enables the automation of documents, from data capture, to routing for approvals. This allows adopters to save time and money by reducing the amount of space needed for paper and the amount of time searching for documents. Let’s explore how advancements in technology can support your interests as a fantasy sports player and a business professional!

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Topics: Document Management Software, Document Workflow, Collaboration, Enterprise Content Management

Work Smarter, Not Harder with Business Process Automation

Posted by Ashley M. Gonzalez on Feb 6, 2018 1:00:00 PM

If your business deals with paper in any capacity, chances are you can benefit from document management software. Document management at its core allows a business to better organize their documents and streamline current processes to boost overall business efficiency. Once you realize the benefits of document management software, the levels of efficiency do not stop there! When utilizing a built-in business process management (BPM) solution, you can further improve your document management strategy with the many capabilities of process automation.

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Topics: Automation, Document Workflow, Support, Enterprise Content Management

Accessibility at its Best! Search Your Business Content with One Click

Posted by Ashley M. Gonzalez on Dec 19, 2017 11:00:00 AM

According to Interact, approximately 20% of an employee’s time in the workplace is wasted by searching for information to perform their job effectively. Believe it or not, that is equivalent to an entire working day per week! Now, consider the time it takes you to find an essential piece of information within a stack of papers. You’re losing hours of your day trying to identify different documents and contributing to wasted time that should be spent elsewhere. If you haven’t already been convinced that adopting a document management solution is essential, wait until you learn how the key features of this technology can work for your business in ways you never imagined.

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Topics: Efficiency, Document Workflow, Integration, Enterprise Content Management

Document Capture Automation Improves Your Work With Data

Posted by Ashley M. Gonzalez on Dec 5, 2017 3:08:58 PM

Your business deals with documents on a constant basis. Without technology in place, organizing the different types of files and contact points for written communication can be intense. You might have paper contracts, email and attachments, faxes, and web forms all integral to the same client or customer file. This is where capture automation becomes effective in streamlining your productivity and organizational ability.

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Topics: Document Management Software, Document Workflow, Scanning, Capture

The Paperless Alternative: Document Management Best Practices

Posted by Ashley M. Gonzalez on Nov 28, 2017 4:25:43 PM

As businesses move towards automated document management and begin to adopt software to remedy their paper-based problems, many will initially feel overwhelmed or discouraged. With many years of paper-based processes, businesses often feel that going against the grain may be too difficult of an undertaking. However, taking the first steps toward automated document management comes in many forms. Some of which can be easily implemented internally.

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Topics: Document Management Software, Document Workflow, Security, Education

Accounts Payable: Document Management in the Modern Browser

Posted by Lauren Ford on Nov 21, 2017 11:27:00 AM

Many accounts payable (AP) processes utilize outdated and inefficient techniques for data capture and distribution. According to a study by the Aberdeen Group, 50% of accounting organizations surveyed have yet to adopt an automated AP solution, with a third of those organizations receiving roughly 25,000 invoices per month! Whether they are aware or not, manually processing business critical AP documents can lead to a number of business challenges, from repetitive data entry, to missed deadlines, and costly double payments.

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Topics: Accounting, Efficiency, Document Workflow, Mobile Document Management, Digital Signature

Pairing Microsoft Dynamics with ECM for Accounting Practices

Posted by Lauren Ford on Oct 24, 2017 1:45:00 PM

Over 47,000 businesses around the globe are using Microsoft Dynamics® GP to gain greater control over financials, inventory, and operations. And why wouldn’t they? As a complete enterprise resource planning (ERP) solution, Dynamics GP supports business data and initiatives, empowering accounting professionals to take part in successful, more informed decision-making.

Whether you are considering Dynamics GP as a new business solution, or are an existing customer looking to expand on current capabilities, there are integration opportunities such as the Microsoft Dynamics GP Connector, that combines the power of Dynamics GP with Enterprise Content Management (ECM) software. This unique integration streamlines data processing and collaboration through high-powered document automation. Square 9’s ECM software captures business-critical accounting data that pushes straight into Dynamics GP, eliminating manual data entry and enabling users to manage documents with far greater efficiency.

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Topics: Accounting, Automation, Document Workflow, Collaboration, Enterprise Content Management