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Why Following Compliance Processes Matters — and How M-Files Helps

In highly regulated industries, compliance isn’t optional—it’s essential for trust, quality, and long-term success. Standards like **ISO 17025** and **ITAR** require organizations to maintain strict document control, enforce workflows, and protect sensitive information. The challenge? Manual processes such as email approvals or shared drives often leave room for errors,
version confusion, and audit risks. That’s where M-Files makes the difference.

As a metadata-driven document management system, M-Files:

  • Ensures employees always access the correct, current version of a document
  • Provides full traceability with audit trails
  • Automates workflows to enforce compliance-related procedures
  • Secures confidential information with robust permissions

For example, **Link Engineering** adopted M-Files to better manage ISO documentation and test control assets. By automating workflows and connecting related documents, they improved compliance,
reduced manual effort, and gained faster, more accurate document retrieval.
Get in touch with CP Digital Office Solutions to explore how you can let compliance become your asset.

Watch the video!

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Accelerating Document Navigation with AI – Healthcare Services Provider Case Study

Healthcare providers regularly deal with voluminous documents, such as patient records, regulatory reports, medical research, and billing summaries. Some files can exceed 1,000 pages, and navigating these documents to find specific sections is both time-intensive and frustrating for staff.

Previously, users had to manually scroll, search, or annotate PDFs, often spending hours locating key information. This slowed down workflows related to patient care, compliance, and internal audits.

Our Solution

CP Digital Solutions developed an AI-driven document analysis tool tailored to the needs of healthcare professionals working with large files.

Using a powerful natural language processing (NLP) engine, our solution:

  • Analyzes the entire document for structure and context,
  • Identifies important sections (e.g., diagnoses, lab results, billing details),
  • Creates intelligent navigation links so users can instantly jump to relevant content.

The tool also supports custom keywords or topics, allowing users to tag or search for specific content they reference frequently.

The Results

  • 90% Reduction in Document Navigation Time Users now spend minutes — not hours — finding critical information.
  • Improved Workflow Efficiency Doctors, administrators, and billing teams can move faster with fewer distractions and delays.
  • Enhanced Document Usability Intelligent linking and contextual highlighting help users understand complex documents more quickly.
  • Scalable Across Teams The solution is adaptable to any department, from compliance and billing to clinical review.

By partnering with CP Digital Solutions, this healthcare provider now benefits from AI-powered document intelligence that makes large files easier to use and faster to navigate. Our tool eliminates the bottlenecks caused by manual searching and annotation, enhancing productivity and accuracy across the organization.

Want to simplify complex document workflows? Get in touch with CP Digital Solutions to explore our AI-driven solutions.

To speak with a CP Digital Solutions Representative immediately about our solutions and how it can reduce your overhead costs, contact us at info@cpdos.com or call 610.446.3550.

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Automating Certificate of Analysis (CoA) Processing – Food Distributor Case Study

Our client, a leading food distributor, manages a high volume of Certificates of Analysis (CoAs) for incoming product batches. These CoAs often arrive in large, scanned bundles and include handwritten data critical to downstream processes.

Traditionally, the client’s team manually:

  • Searched for individual CoAs within a larger scanned document,
  • Read handwritten entries such as batch numbers and dates,
  • Created new invoice batches by interpreting and entering this data into their invoicing system.

This manual process was time-consuming, error-prone, and limited the team’s ability to scale operations efficiently.

The Solution:

CP Digital Solutions partnered with the distributor to design and implement a custom AI-powered automation solution. Leveraging an industry-leading AI engine for document understanding and handwriting recognition, we delivered a system that automates the end-to-end workflow.

Key features of the solution:

1. Automated Document Separation The AI model identifies and splits individual CoAs from large, scanned multi-document files.

2. Handwriting Recognition & Data Extraction Using advanced handwriting OCR, the system accurately extracts key handwritten fields, such as batch numbers and dates.

3. Automated Invoice Generation Extracted data is used to generate and merge invoice batches, eliminating manual entry and reducing human error.

After Using our Solution:

  • 80%+ Reduction in Manual Processing Time Tasks that previously took hours are now completed in minutes.
  • Near 100% Accuracy High-accuracy extraction of handwritten information reduced rework and invoicing errors.
  • Improved Scalability & Staff Efficiency Team members can now focus on higher-value tasks instead of data entry.
  • Faster Time-to-Invoice Accelerated invoice creation has improved cash flow and vendor relations.

CP Digital Solutions’ AI-based automation platform transformed a critical but manual process into an efficient, scalable workflow. By combining AI handwriting recognition with intelligent document processing, we’ve enabled our client to meet growing demands with greater speed, accuracy, and confidence.

Interested in transforming your operations with AI? Contact CP Digital Solutions today to learn more.

Contact Us

To speak with a CP Digital Solutions Representative immediately about our solutions and how it can reduce your overhead costs, contact us at info@cpdos.com or call 610.446.3550.

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Avoiding Pricing Increases Through Early Commitment – Education Case Study

An educational institution was operating under an equipment agreement with 12 months remaining before renewal. While the current devices were functional, the client was concerned about upcoming tariff changes and anticipated pricing increases projected across the technology and hardware sectors. This created uncertainty around future budget planning and potential impacts on their technology infrastructure. They lacked a strategy to avoid future cost escalation while still needing to plan for a refresh of their current equipment.

Challenge

  • Upcoming tariffs were expected to increase hardware costs by up to 30%.
  • Equipment refresh was on the horizon, but installation was not needed immediately.
  • The school needed to secure budget predictability and avoid last-minute cost spikes.

Solution (After Partnering with CP Digital Solutions)

CP Digital Solutions proposed a proactive strategy: take advantage of flexible equipment terms by signing renewal documentation ahead of schedule, even though installation would occur later in the year. This approach enabled the institution to:

  • Lock in current pricing, avoiding the 30% increase tied to upcoming tariffs.
  • Keep monthly spend cost-neutral, meaning their financial outlay remained consistent with no unexpected budget impact.
  • Guarantee all existing equipment, allowing for as-needed replacements ahead of the new install—adding peace of mind and operational continuity.

Results & Benefits

  • 30% savings from anticipated pricing increases
  • Cost predictability with neutral monthly spend
  • Protection from all pricing fluctuations, even as market conditions shifted
  • Guaranteed support on all current devices until the new ones arrive
  • Seamless transition to new equipment later in the year without financial disruption

Ready to stay ahead of rising costs and protect your technology investment? Contact us today to see how we can help you achieve your goals!

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PRESS RELEASE: CP Digital Solutions Announces Seamless Integration with Dealerbuilt to Streamline AP Automation for Auto Dealers

Upper Darby, PA — June 12, 2025 — CP Digital Solutions, a leading provider of accounts payable (AP) automation technology for the automotive industry, is proud to announce its latest integration with Dealerbuilt, a trusted provider of dealer management system (DMS) solutions. This new collaboration empowers auto dealerships to simplify and accelerate their invoice management processes through a unified, intelligent platform.

Purpose-built for multi-rooftop dealerships, CP Digital Solutions’ AP Automation now works seamlessly with Dealerbuilt to centralize vendor invoices into a single, easy-to-use portal. Leveraging advanced artificial intelligence, the solution intelligently extracts and processes invoice data, enabling near-instant approvals. Once invoices are approved, all data is automatically transferred to Dealerbuilt—eliminating the need for manual data entry.

Key benefits of the integration include:

Reduce Invoice Processing Time by 40%
Streamlined workflows save valuable hours across accounting teams.

Capture Early Pay Discounts
Speedy approvals make it easier to take advantage of vendor incentives.

Eliminate Redundant Data Entry
Allow your staff to focus on high-value tasks, not repetitive inputs.

Gain Real-Time Visibility Across Locations
Monitor vendor spend and invoice activity across every rooftop.

Enhance Workflow
Split line-item costs to multiple GLs.

Whether managing a single location or an expansive dealer group, this powerful integration enables finance and operations teams to work faster, smarter, and more accurately—with a platform designed to scale.

About CP Digital Solutions
CP Digital Solutions provides cutting-edge automation software designed to help auto dealers streamline back-office operations, reduce costs, and improve visibility across all locations.

About Dealerbuilt
Dealerbuilt is a modern, enterprise-class DMS platform serving growing dealer groups seeking flexibility, efficiency, and control over their operations.

For more information or to schedule a demo, please contact:

Tyler Mitchell
Account Manager
Phone: 610.446.3550 x 114
Email: tmitchell@cpdos.com
Website: https://cpdos.com/

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CP Digital Solutions – Healthcare Case Study: Managed Print Services

CP Digital Solutions’ Managed Print Services (MPS) provide organizations with a smarter, more efficient way to manage their print environments. By consolidating devices, streamlining maintenance, and delivering clear cost visibility, CP Digital helps reduce waste, improve performance, and lower overall printing expenses. Here is an example of how our MPS transformed operations for one of our healthcare clients.

Before Managed Print Services:

  • Multiple equipment leases and separate maintenance contracts across various locations
  • Limited executive visibility into total print-related costs
  • Unpredictable and fragmented monthly billing
  • Outdated hardware reducing efficiency and output quality

After Managed Print Services:

  • Consolidated leases and maintenance agreements into a single, streamlined solution
  • Upgraded printing hardware to improve performance and reliability
  • Executives now have full visibility into print spend with simplified, predictable monthly billing
  • Achieved 35% monthly cost savings while enhancing operational efficiency

Ready to take control of your print environment and reduce costs? CP Digital Solutions delivers tailored Managed Print Services that drive efficiency and transparency across your organization.

Contact us today to discover how we can simplify your print management and save you money.

Watch the video to learn more!

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AP Automation for Construction Supplier/Distributor Use Case

At CP Digital Solutions, we recently helped a construction supplier/distributor modernize their Accounts Payable process—and the results were game-changing.

Before AP Automation

  • Paper-based invoices created slow, manual approvals
  • Physical files were hard to track down in filing cabinets
  • Data was scattered across desks and personal folders

After CP’s AP Automation Solution

  • Invoice processing is now 50% faster, early pay discounts
  • All documents are centralized and digitized
  • No need for temp hires, employees stay on top of their work

Our AI-powered capture technology automates invoice data entry and approval workflows with greater accuracy and less effort. That’s not just automation—it’s transformation.

Want to learn more about how we can help you with invoice automation?

Contact us today! Watch the video to learn more!

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Client Success Spotlight: Engineering Firm + PaperCut MF = Seamless Print Management

At CP Digital Solutions, we understand the unique printing challenges engineering firms face—especially when handling large-format technical drawings and proprietary designs across multiple project sites. Our print management solutions, like PaperCut, simplify complex workflows, boost efficiency, and ensure secure, reliable access to documents wherever your teams are working.

Before partnering with CP Digital Solutions, this engineering firm faced a maze of print challenges:

  • Complex print server infrastructure
  • Engineers unable to print technical drawings while on-site
  • High costs setting up new project offices
  • No tracking for large-format blueprint printing

Enter PaperCut MF—implemented by our team to simplify, secure, and streamline.

  • After PaperCut MF: Serverless Printing: No more physical print servers, reducing IT headaches across all locations
  • Hotel Printing: Engineers print from any office or site—securely and without setup delays
  • Cost Tracking: Gain visibility and control over blueprint printing
    Enhanced Security: Protect proprietary designs with smarter print controls

The Results:

  • 35% reduction in IT support requests
  • Effortless printing at temporary project sites
  • Department-level cost tracking
  • Peace of mind with improved document security

This is the power of smart print management. If your organization relies on printing high-value documents—let’s talk.

Want to learn more about how we can transform your firm’s print environment?

Get in touch with us today!Watch the video to learn more!

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Transforming Legal Operations with Print Management Software: Law Firm Case Study

At CP Digital Solutions, we understand the unique challenges law firms face with their printing needs, especially when managing sensitive documents across multiple locations. Our print management solution, like PaperCut, streamlines processes and enhances productivity while ensuring top-notch security.

Before PaperCut:

• Maintenance-heavy print servers at each office
• Attorneys unable to print easily when traveling between offices
• High infrastructure costs for new office expansion
• Security concerns with confidential legal documents

After PaperCut:

• Serverless Printing eliminated physical print servers, simplifying IT infrastructure and reducing maintenance overhead.
• Hotel Printing enabled attorneys to securely print from any location to any printer across all offices without additional setup.
• 40% fewer IT support tickets for printer issues, reducing downtime and frustrations.
• Enhanced document security through user authentication, ensuring confidential legal documents are protected.
• Improved attorney productivity across all locations, making it easier to get work done regardless of location.

For law firms, where security and efficiency are paramount, PaperCut delivers both.

Want to learn more about how we can transform your firm’s print environment?

Get in touch with us today!Watch the video to learn more!

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Contract Management for Engineering Firms: How M-Files Streamlines Document Management

Managing contracts in engineering firms can be a complex task. Aino, integrated with M-Files, simplifies this process by summarizing large documents and presenting only the most essential information to users. Whether you need a detailed summary of specific sections or a broader overview, Aino can quickly provide the answers, even citing exact document sections. Plus, it can translate documents into other languages, making collaboration seamless across borders.

Before M-Files:

  • Customers spent too much time searching for the right documents and extracting needed information.
  • Duplicate documents created confusion, with no clear structure for user access.
  • Employees had to manually compare data across different documents, leading to inefficiencies and errors.

After M-Files:

  • Documents are organized based on content and user access rights, improving accessibility and collaboration.
  • No more duplicate files, with easy access to version history for greater control.
  • Faster retrieval and analysis of information, making workflows more efficient and accurate.

Ready to automate your AP process? Watch the video to learn more!

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