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iDatix

Document Management Software and Workflow Automation

(727) 441-8228 | Partner Portal

    3 Ways Credit Card Co’s Incentivize Going Paperless (And You Can Too)

    March 29, 2012 By Guest Post Leave a Comment
    guest-blogger3

    Now is the time to get your customers off paper billing. But of course, not everyone is anxious to make the move. After all, if they’re not paying for the postage and printing costs, what incentive do they have to switch? Well this is where you – the business owner or manager – can take some pointers from the credit card companies and banks. They do a great job persuading customers to enroll in e-statements. Here are the top 3 strategies they use and how you can apply them in your own business to reap the benefits of going paperless.

    The Beginners Guide to Transforming the Mortgage Banking Process

    January 12, 2012 By Jonathan Beaton Leave a Comment
    jbeaton

    ECM and Workflow automation has the ability to simplify the processes involved in mortgage banking. Through standardizing and automating the manual tasks in a workflow, productivity and efficiency increase while errors and bottlenecks decrease. Organizations are able to obtain a competitive edge and improve customer service with the use of ECM technology. Learn all about ECM and workflow for Mortgage Banking with the Mortgage Banking Workflow Starters Kit.

    Paperless Real Estate Office ‘Perfect Match’ for Society Today

    December 22, 2011 By Jonathan Beaton 1 Comment
    jbeaton

    This is the story of how one real estate office went paperless. From writing agreements to accessing important documents, business is very different than the traditional methods used 25 years ago, and this Realty admits they would never go back.

    Financial Advisors: Don’t Miss this Often Overlooked Opportunity

    December 15, 2011 By Chris Lewis Leave a Comment
    Chris Lewis - VP of Operations - iDatix

    From saving money and time, to meeting the compliance standards of a complex industry, financial advisors heavily depend upon their enterprise content management solution to gain a competitive edge. Yet, 42% claim to use a system that is not technically even a document management program….

    Paperless Business Gets Greater Productivity

    December 6, 2011 By Martin Levesque 1 Comment
    Martin Levesque - Document Management Professional

    nexAir, a Memphis company which specializes in distributing gasses such as oxygen and nitrogen, started going paperless in its accounting department and quickly realized the rest of the company was wasting paper and money as well. They quickly learned the benefits of the paperless way after it adopted a workflow management solution in 2008. See how a workflow management system transformed their business, and the steps you can take to go paperless as well.

    Finance Pro’s Must Calculate Needs or Fail

    November 17, 2011 By Chris Lewis 1 Comment
    Chris Lewis - VP of Operations - iDatix

    Although document management and workflow can be extremely helpful for cutting down paper use, improving customer service and enhancing employee access to information, financial companies need to be careful, as there are many regulations that need to be taken into account. Without analyzing your current processes and planning properly, there is a high risk of failure.

    The Top 3 Employee Habits that are Killing your Business

    October 28, 2011 By Jonathan Beaton Leave a Comment
    jbeaton

    Anyone who owns or manages a business understands how difficult it can be. Positioning the company for growth while minimizing time wasted and cutting unnecessary costs is an integral part of any successful campaign. Yet it can seem at times that the staff you have in place to achieve these goals are the very same [...]

    Document Management Transforms Accounting

    October 25, 2011 By Martin Levesque Leave a Comment
    mlevesque

    Hundreds of papers cross an accountants desk daily, and they handle much of the most confidential and private information in a company. It is no wonder then that accounting departments are usually the earliest adopters and primary drivers of a paperless solution, according to IntelliChief. There are a variety of paperless accounting solutions, so it [...]

    iDatix Releases iSynergy 4.0

    October 21, 2011 By Jonathan Beaton Leave a Comment
    iSynergy 4

    iDatix has been producing products for document management, workflow automation and business process management for over ten years. Their robust and powerful platform, iSynergy, recently received a makeover that further enhances and modernizes both the technological features as well as the end user experience.

    How a Small Business Reinvented Itself with Document Management

    October 20, 2011 By Steve Allen Leave a Comment
    Steve Allen

    After her consulting firm was hit hard by the recession, Linda Dulye was facing a stack of paper and a lack of clients. Unsure of what to do but unwilling to give up, she struggled to keep her business afloat. With a deep look inward, she decided it was time to take a fresh approach [...]

    Increase Employee Happiness for Better Business

    October 18, 2011 By Jonathan Beaton 1 Comment
    jbeaton

    A successful company strives to keep employees as productive as possible, and a knowledgeable business knows that happy people are more productive. Happiness at work can increase productivity by as much as 12% in fact, according to a study at University of Warwick. A story in CMS Wire quotes Paul Murphy, national sales director of [...]

    Simplifying the Document Management Buying Process

    September 26, 2010 By Chris Lewis Leave a Comment
    chris2

    Simplifying the Workplace is a mantra that iDatix tries to live by with all of its software offerings. There are a number of ways to implement this type of concept from removing unnecessary tasks to utilizing computers to create efficiencies. All vendors will promise in some way or another to make our lives easier while [...]

    CopyFax of Mid Florida Helps Tavolacci Realty GO PAPERLESS with iSynergy

    June 15, 2006 By iDatix Leave a Comment
    Tavolacci Realty

    June 15, 2006 – Tavolacci Realty, a full service residential and commercial real estate company located in Daytona, FL, needed a better way to organize, manage, and access their information. With four locations in east central Florida, keeping track of their listings, certifications for their independent agents, and real estate contracts was a time-consuming and [...]

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