Author: Steve Hessenauer

In the construction industry, managing the flow of invoices can be a daunting task, especially when relying on outdated, paper-based processes. CP Digital Solutions is here to transform your accounts payable (AP) process with automation powered by Aino and M-Files.

Before M-Files:

• AP processes were time-consuming and paper-based, creating delays and bottlenecks.
• Locating invoices in filing cabinets was a tedious, manual task.
• Important information was often scattered across personal network folders or desks, leading to confusion and inefficiency.

After M-Files:

• With Aino’s advanced automation, metadata from invoices is extracted automatically, eliminating the need for manual data entry. This leads to quicker approval processes and greater accuracy.
• Centralized digital documents mean invoices are easily accessible and organized, reducing the time spent searching through paper files.
• Streamlined processes lead to quicker invoice approvals, allowing your business to take advantage of early pay discounts and improving cash flow.
• Employees are more productive without the need to hire temporary workers to manage the workload.

By embracing AP Automation with M-Files and Aino, construction suppliers and distributors can enjoy a more efficient, accurate, and cost-effective accounts payable system. Let CP Digital Solutions help you drive operational efficiency and stay ahead in the competitive construction industry.

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

At CP Digital Solutions, we’re excited to highlight the powerful impact RPA can have on businesses. Take a look at how we assisted one of our healthcare clients in optimizing their operations!

Before RPA

Our customer faced a major challenge: they couldn’t hire employees quickly enough to manage the overwhelming volume of documents that needed processing every day.

After RPA

With the implementation of RPA, the process became automated. After a patient is examined, a bot accesses the updated health records and automatically sends the information to both the patient’s employer and insurer for worker’s compensation benefits. The bot now processes and sends 10,000 records per month, relieving employees from excessive workloads and allowing the business to operate at optimal efficiency.

RPA has proven to be a game changer, increasing productivity and improving overall workflow in the healthcare industry. Watch the video to learn more!

Transforming Workflows with Robotics Process Automation (RPA)

At CP Digital Solutions, we’re proud to showcase the incredible impact RPA can have on businesses. Check out how we helped one of our insurance company clients streamline their operations!

Before RPA

• Documentation was disjointed.
• Employees spent countless hours searching for and consolidating information.
• Managing policies and updating internal systems was a slow, error-prone process.

After RPA

• Our RPA bot now automatically retrieves policy numbers and relevant insurance details.
• Data is seamlessly transferred into the internal system 24/7, ensuring files are always up-to-date.
• The workload for managing data has been drastically reduced, freeing up valuable time for employees to focus on more impactful tasks!

RPA is changing the game in efficiency, let us help you optimize your workflow!

Watch the video to learn more!

Are you looking to reduce printing costs while improving operational efficiency? Our Managed Print Services helped one of our automotive industry clients save 15% on printing expenses—without any upfront investment.

Here’s how we do it:

1. Cost Reduction:
   We analyze your printing environment to pinpoint opportunities for cost savings and implement strategies that streamline your printing operations—no upfront purchases required.
2. Increased Efficiency:
   Our services automate print workflows, saving your team valuable time and allowing them to focus on more important tasks.
3. Proactive Maintenance:
   With proactive monitoring and maintenance, we minimize downtime and keep your printing infrastructure running smoothly.

One automotive dealer has saved over $85,000 to date through our Managed Print Services. We’d love for you to experience these benefits too. Contact us today and discover how much you can save on printing costs.Watch the video to learn more!

As we enter a new year, businesses often look for ways to improve efficiency and reduce costs. At CP Digital Solutions, we are seeing three key areas that many of our customers are focusing on to optimize their operations. Here are the most common projects:

1. Reducing Costs with Managed Print Services

Managing print costs can be a significant concern for many businesses. By analyzing print usage, we help our clients optimize their print fleets. This often leads to major savings in toner, ink, and maintenance. Through Managed Print Services (MPS), we provide insights that help reduce waste, improve efficiency, and ultimately lower expenses. This year, more businesses are realizing the value of tracking and streamlining print operations, ensuring every print job is cost-effective and environmentally friendly.

2. Saving Time with Robotics Process Automation (RPA)

Many businesses are turning to Robotics Process Automation (RPA) to eliminate repetitive tasks and save time. One of the most common use cases is data entry automation. For example, automotive dealers often input accounting records into a document management system, and with RPA, a bot can take that same data and push it into a dealer management system. More sophisticated bots can even modify or edit the data before transferring it. This automation not only improves efficiency but also allows employees to focus on higher-value tasks that require their expertise.

3. Enterprise Content Management (ECM)

Managing documents and contracts efficiently is another key project area this time of year. Our clients are increasingly implementing Enterprise Content Management (ECM) solutions to streamline their document workflows. Two critical use cases we often help clients with include:

• M-Files Outlook Integration: This integration ensures that emails, attachments, and related documents from Outlook are seamlessly managed in a centralized system, improving accessibility and organization. Learn more here.
• Contract Management: By using ECM systems, businesses can store, track, and manage contracts more effectively, ensuring compliance and minimizing risks. Find out more here.

We also encourage clients to explore how M-Files can enhance their document management processes. Watch this video on M-Files Contract Management to understand the capabilities.

As businesses plan for the year ahead, these projects are often at the forefront of their initiatives. Whether it’s reducing operational costs, automating tasks, or enhancing document management, CP Digital Solutions is here to help streamline processes, improve efficiency, and ensure measurable results.

Feel free to reach out to us if you’re interested in exploring how these solutions can benefit your business this year.Check out this short video on all our services!

As we look ahead to 2025, CP Digital Solutions is excited to showcase some of our most cutting-edge offerings to help businesses thrive in an increasing digital world. Here’s a glimpse of what’s next:

1.      AI Solutions for Enterprise Content Management

Our advanced AI solutions transform how organizations manage and interact with their documents. Whether you’re looking to extract data, ask document-related questions through Generative AI, or develop custom AI solutions using Large Language Models (LLMs), CPDOS has you covered.

·         Generative AI: Tools like Aino from M-Files leverage LLMs finely tuned to your documents, allowing for summaries, translations, and quick answers to your document-related queries.

·         Data Ingestion: Our AI systems intelligently process large volumes of data, extracting metadata and powering automated workflows to eliminate manual tasks and improve productivity.

·         Advanced Workflow & Decision-making: We help businesses use AI to make data-driven decisions by comparing documents and applying custom rules, streamlining processes, and reducing time spent on manual searches.

2.      Robotic Process Automation (RPA)

With RPA, we automate routine tasks like data entry, report generation, and document modification. By deploying bots, we help businesses increase efficiency and free up resources for higher-value activities. For example, generating and modifying reports in Excel before integrating them into ERP systems has never been easier.

3.      Systems Integrations

The true value of your enterprise software comes when it’s integrated with other platforms. Our integration solutions reduce redundancies and ensure consistency across systems, streamlining workflows and enhancing the accuracy of your data.

At CP Digital Solutions, we’re committed to driving innovation and delivering transformative solutions that set businesses up for success in 2025 and beyond. Let’s unlock the power of digital transformation together!

Learn more about our services!Check out this short video!

As the year comes to a close, many organizations are looking for efficient ways to streamline their operations and position themselves for success in the New Year. At CP Digital Solutions, we’ve noticed a clear trend: clients across industries are investing in initiatives to improve workflow efficiency, cut costs, and optimize document management. Here are the three most common end-of-year projects we’re seeing this season.

1. Scanning Services: Going Digital with Back-Office Documents

One of the most popular initiatives among our clients is digitizing their back-office documents. By transitioning from physical to digital, businesses are reclaiming valuable office space and enjoying the benefits of a streamlined digital archive. Our scanning services allow companies to convert years of paper records into searchable digital files, making document retrieval and storage faster and far more convenient. With digital files, businesses also improve security and compliance, reduce the risk of document loss, and create a more organized, efficient environment.

2. Software and Automation: Enhancing Document Management and Workflow

Another key focus for end-of-year projects is leveraging document management systems to enable document-centric workflows. These solutions go beyond simply storing files; they automate permissions, set retention schedules, and make it easier for employees to find and share information securely. By incorporating automation into their document management systems, businesses empower knowledge workers to access documents quickly and consistently. This efficiency not only increases productivity but also helps companies meet compliance requirements and maintain data integrity in an increasingly digital workplace.

3. Managed Print Services: Optimizing Print Fleets and Cutting Costs

For organizations looking to proactively save on operational costs, Managed Print Services (MPS) have become a go-to solution. Through MPS, we help clients analyze their print usage and optimize their print fleets, often resulting in significant savings on toner, ink, and maintenance. By keeping print costs under control and ensuring that fleets are well-maintained, companies can prevent downtime and unnecessary expenses. This strategic approach to print management not only reduces costs but also promotes environmental sustainability by minimizing waste and energy usage.

Setting the Stage for a Productive New Year

Whether it’s through scanning services, software automation, or managed print solutions, our clients are taking concrete steps to optimize their operations and position themselves for growth. These end-of-year projects reflect a proactive approach to improving efficiency, cutting costs, and embracing digital transformation.

At CP Digital Solutions, we’re proud to support our clients in these initiatives and look forward to helping even more businesses achieve their digital transformation goals. If you’re interested in exploring these solutions for your organization, reach out to us—let’s work together to make the coming year your most efficient one yet!

Learn more about our services!Check out this short video!

In today’s digital age, it’s estimated that a staggering 90% of the world’s data has been generated in just the last two years. This explosive growth presents both challenges and opportunities. How do we sift through this vast sea of information? The answer lies in harnessing the power of Artificial Intelligence (AI).  Here is how one of our clients, and Insurance Company utilizes AI to navigate through all their data.

OVERVIEW: Insurance Company Case Study

APPROACH: Need to create reports that must abide by multiple sets of liability documentation. 

BENEFIT:

• Time Savings: Automation significantly reduces the time spent on manual document searches and verification processes, allowing employees to focus on more strategic tasks.
• Improved Accuracy: AI-driven verification minimizes human error, ensuring that reports are checked against compliance requirements accurately.
• Enhanced Compliance: By systematically referencing liability documentation, the system helps ensure that all reports meet necessary regulatory standards.

RESULT:

• Faster Report Generation: Quicker turnaround times for report creation and verification lead to improved customer service and satisfaction.
• Higher Compliance Rates: A more reliable verification process increases the likelihood of reports passing compliance checks, reducing the risk of penalties or legal issues.
• Reduced Workload: Employees experience less stress and burn out from repetitive tasks, leading to higher morale and productivity.

HOW: Contacted CP Digital Office Solutions

Learn more about our AI Tools!Check out this short video!

In today’s digital age, it’s estimated that a staggering 90% of the world’s data has been generated in just the last two years. This explosive growth presents both challenges and opportunities. How do we sift through this vast sea of information? The answer lies in harnessing the power of Artificial Intelligence (AI).

Here are the 3 most common vehicles of AI that we currently provide to our customers:

1. Generative AI

Generative AI has emerged as a powerful tool for businesses, with applications ranging from customer support to content creation. One prime example is ChatGPT, which uses Large Language Models (LLMs) to respond to questions and prompts. But what if you could have a similar tool that is specifically tailored to your organization’s unique documents? Aino from M-Files is an advanced AI tool that leverages a finely-tuned LLM to provide context-specific answers, summaries, and translations based on your internal documents. Imagine the efficiency gained from having instant access to precise information without sifting through endless files. This capability not only enhances productivity but also empowers employees to focus on higher-value tasks.

2. Data Ingestion

The second key vehicle for AI deployment is data ingestion. In an age where businesses accumulate massive amounts of data daily, the ability to intelligently extract and create metadata is crucial. With AI-driven data ingestion, organizations can automate workflows, eliminating the tedious manual data entry that consumes time and resources. By intelligently categorizing and tagging information, AI allows employees to divert their attention from low-level tasks to more strategic initiatives. This not only streamlines operations but also enhances overall productivity, creating a more agile workforce ready to tackle pressing challenges.

3. Advanced Workflow and Decision-Making

The final way to leverage AI is through advanced workflow and decision-making solutions. Custom AI applications can analyze multiple documents, cross-referencing information to make data-driven decisions based on user-defined rules. Imagine being able to automate the decision-making process that once required hours of manual searching. With AI, users can receive accurate insights quickly, significantly reducing the time spent navigating through complex documents. This not only improves efficiency but also ensures that decisions are backed by comprehensive data analysis, leading to more informed outcomes.

Conclusion

In a world where data is growing exponentially, leveraging AI is no longer optional; it’s essential. By utilizing generative AI for tailored insights, automating data ingestion for efficient workflows, and implementing advanced decision-making tools, businesses can unlock the true potential of their data. As you navigate the data ocean, remember that the right AI solutions can help you sail smoothly toward success. Embrace these technologies and watch your organization thrive in this data-driven landscape!

Learn more about our AI Tools!Check out this short video!

In today’s fast-paced business environment, efficient order management is crucial for maintaining customer satisfaction and driving growth. However, many organizations struggle with disorganized processes, manual errors, and a lack of visibility into their operations. Fortunately, modern technology offers solutions that can transform how businesses manage their orders. M-Files is a powerful document management system that helps streamline and enhance the order management process. Learn how custom workflows in M-Files are optimizing the order management process, saving time, and providing valuable insights for better decision-making at one of our Environmental Services Customers.

CASE STUDY

OVERVIEW:  Environmental Services Case Study

APPROACH: Ability to manage their order management process digitally. 

BENEFITS: 

• Rapid Document Retrieval: utilizing M-Files powerful search functionality
• Real-Time Workflow Visibility: maintaining visibility into each document’s workflow state is crucial for effective order management
• Enhanced Compliance and Security: compliance with regulatory requirements

 RESULTS:

• Enables rapid search and retrieval of documents using keywords, metadata, or document types. Allowing large volumes of documentation to be sifted through quickly, allowing for faster decision-making and better service delivery.
• Provides a clear view of each document’s status within the workflow. Helping teams track progress, identify bottlenecks, and ensure that nothing falls through the cracks.
• Custom workflows in M-Files include compliance checks and ensure that all required documents and approvals are in place before an order is finalized.

 HOW: Contact CP Digital Office Solutions

Learn how you can streamline your order management process!Check out this short video!