Document Management Software and Workflow Automation
There are a number of ways to simplify the work environment, from removing unnecessary tasks to utilizing technology to create greater efficiency. Document management is one such tool. It allows for business simplification and improvement through a technology investment. But all vendors will promise in some way or another to make your life easier while [...]
In this article, TD Bank dishes the details on how their company is going paperless and the choices they have made to reduce their environmental impact. But if you are going to go paperless, it is important to do it right. CNN Money offers 3 tips for going paperless properly.
The financial and banking industry has seen its fair share of problems over the past few years, and, according to FierceFinance, many banks and other businesses are looking to automate their services in an effort to improve business functions and save cash.
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.
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.
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.
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….
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.
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.
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 [...]
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 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.
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 [...]
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 [...]
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 [...]
