Author: Steve Hessenauer

Recent progress in document processing technology owes much to the integration of AI into document processing software. Previously, automating text extraction from documents required building templates, but this has been significantly streamlined with AI’s ability to autonomously identify document types and extract relevant text. For instance, it can accurately recognize an invoice and extract details like invoice number, amount due, and due date without prior training. This cloud-based software can manage a broader range of documents while notably decreasing the time needed for software training. Read how one of our clients uses AI technology to extract data from their documents.

CASE STUDY

OVERVIEW: Construction Company

APPROACH: Looking for the ability to automatically tag invoices with metadata so we can track payments by job number.

BENEFITS: 

• The AI Solution allows the documents to be automatically tagged with metadata in a digital portal awaiting approval. 
• Manual Labor was reduced by 40%.
• Not having to make templates.

 RESULTS:

• Employees can easily access the portal and authorize invoices without the need for manual data input.
• Employees are now able to focus on revenue generating tasks.
• Employees have become more efficient by using AI technology.

 HOW:  Contact CP Digital Office Solutions.                        

Learn how you can utilize AI in document processing!Check out this short video!

Recent progress in document processing technology owes much to the integration of AI into document processing software. Previously, automating text extraction from documents required building templates, but this has been significantly streamlined with AI’s ability to autonomously identify document types and extract relevant text. For instance, it can accurately recognize an invoice and extract details like invoice number, amount due, and due date without prior training. This cloud-based software can manage a broader range of documents while notably decreasing the time needed for software training.
Discover how one of our clients leverages AI technology to extract data from their documents.

CASE STUDY

OVERVIEW: Non-Profit Organization

APPROACH: Looking to eliminate manual entry of data into their document management system.

BENEFITS: 

• The documents are automatically tagged with metadata in a digital portal awaiting approval. 
• A 50% reduction of Manual Labor.
• Not having to train software and having to make templates on documents.

 RESULTS:

• Employees can easily access the portal and authorize invoices without the need for manual data input.
• Employees are now able to focus on enhancing customer service with clients.
• Boosting efficiency through the utilization of AI technology.

 HOW:  Contact CP Digital Office Solutions.                        

Learn how you can utilize AI in document processing!Check out this short video!

In the world of procurement, accuracy and efficiency are paramount. With 3-Way Matching, a streamlined approach that reconciles purchase orders, invoices, and receipts, businesses can ensure accuracy while minimizing errors and discrepancies. Through our partnership with M-Files you can take this process to the next level, offering a sophisticated solution that automates 3-Way Matching, saving time and resources. Learn how one of our clients simplifies their procurement process and elevates their efficiency to the next level.

CASE STUDY

OVERVIEW: Tire Distributor Case Study

APPROACH: Looking for a solution to consolidate documents into one place for all our 70+ locations.

BENEFITS: 

• Accuracy: By reconciling purchase orders, invoices, and receipts, a 3-way matching system ensures accuracy in the procurement process.
• Cost Control: The 3-way matching system helps identify discrepancies between purchase orders, invoices, and receipts promptly.
• Compliance: For tire distributors operating in regulated industries or dealing with specific compliance requirements, a 3-way matching system ensures adherence to regulations and internal policies.

 RESULTS:

• This helps prevent errors such as overbilling, underbilling, or incorrect orders, which can be particularly crucial in the tire distribution business where precise inventory management is essential.
• By catching errors early, the distributor can avoid overpaying for goods, reducing unnecessary expenses, and improving overall cost control.
• This helps mitigate the risk of non-compliance penalties and maintains the distributor’s reputation and credibility.

 HOW:  Contact CP Digital Office Solutions.                        

Learn how you can streamline your operations, enhance productivity, and ultimately boost your bottom line! Check out this short video!

As we enter a new year, numerous organizations are considering the digitization of their documents. The hurdles they encounter stem from issues such as limited space, compliance requirements, and the pursuit of increased efficiencies. At CP Digital Solutions, we understand the challenges that organizations are facing today. With our document scanning services, we work with your file backlog by picking up your documents at your office or storage provider.  We then deliver your documents in the format of your choice whether it be importing them into document management software or providing you with an external hard drive. Learn more about how one of our HR clients has been utilizing our services.

CASE STUDY

OVERVIEW: Education Case Study

APPROACH: Searching for a solution to securely store student records with a retention mandate of 99 years.

BENEFITS: 

–  Cost Savings: Going digital eliminates the need for physical storage space and reduces costs associated with paper, printing, and manual record-keeping processes.

–   Accessibility: Authorized personnel can access student records securely from anywhere, promoting remote work capabilities and facilitating collaborative efforts among staff.

–  Enhanced Collaboration: Digital platforms facilitate collaboration among educators, administrators, and other stakeholders, fostering a more connected and cohesive educational environment.

 RESULTS:

 –  Achieving savings of $100K over a three-year period due to reduced expenses related to storage space.

 –  This accessibility fosters greater flexibility, efficiency, and teamwork among educational staff, ultimately contributing to a more agile and collaborative work environment.

 –  The result of enhanced collaboration facilitated by digital platforms is the creation of a more connected and cohesive educational environment.

 HOW:  Contact CP Digital Office Solutions.                        

Learn how you can streamline your operations, enhance productivity, and ultimately boost your bottom line!

Digitizing Your Documents for the New Year  – HR Case Study As we enter a new year, numerous organizations are considering the digitization of their documents. The hurdles they encounter stem from issues such as limited space, compliance requirements, and the pursuit of increased efficiencies. At CP Digital Solutions, we understand the challenges that organizations are facing today. With our document scanning services, we work with your file backlog by picking up your documents at your office or storage provider.  We then deliver your documents in the format of your choice whether it be importing them into document management software or providing you with an external hard drive. Learn more about how one of our HR clients has been utilizing our services. CASE STUDY OVERVIEW: HR Case Study APPROACH: Looking to centralize documents for all of our 500 employees from all our office locations into one repository.  BENEFITS:  –  Easy Access: Having all docs in one place means instant access for everyone, anytime, anywhere. –   Streamlined Collaboration: Centralized doc storage promotes seamless teamwork, eliminating version confusion and boosting productivity. –   Efficient Onboarding: With a centralized repository, we can swiftly provide essential documents, making the onboarding process a breeze.  RESULTS:  –  All documents are easily accessed by all our employees.  –  Employees’ productivity has increased 50%.  –  New employees don’t feel frustrated but are happy about their onboarding process.   HOW:  Contact CP Digital Office Solutions.                         Learn how you can streamline your operations, enhance productivity, and ultimately boost your bottom line! Check out this short video!

Business owners get frustrated by every day, time-consuming tasks that eat up their valuable time and hinder productivity.  CP Digital Solutions is here to rescue you from the clutches of inefficiency with our groundbreaking software automation and document management solutions. At CP Digital Solutions, we understand the challenges faced by businesses in this fast-paced digital world. That’s why we have been at the forefront, spearheading the revolution in maximizing business efficiencies. With our cutting-edge solutions, we aim to streamline your operations, enhance productivity, and ultimately boost your bottom line.  We offer a range of solutions such as Managed Print Services, Print Management Software, Backoffice Scanning, Document Management Software, Advanced Capture, and Robotic Process Automation.  We take immense pride in our solutions, but what truly sets us apart is our commitment to understanding your unique business needs. Our team of experts will work closely with you to develop tailor-made solutions that align perfectly with your goals and objectives.  Learn more about how one of our clients has been utilizing our services.

CASE STUDY

OVERVIEW: Behavioral Health and Treatment Center Case Study

APPROACH: Looking to minimize manual processes such as data entry, documentation, and record-keeping to help prevent human error.

BENEFITS: 

–  Able to streamline their operations and reduce manual intervention.

–   Capable of organizing, storing, and retrieving documents efficiently.

–  Allows them to reduce costs, streamline operations, and ensure that their printing needs are met efficiently.

 RESULTS:

 –  Staff members can focus more on providing quality care to their patients instead of getting caught up in administrative tasks.

 –  Able to digitize, categorize, and securely store all their documents in one centralized system.

 –  Ability to optimize their equipment spend and redirect those savings towards providing better care and resources for their patients.

 HOW:  Contact CP Digital Office Solutions.                        

Learn how you can streamline your operations, enhance productivity, and ultimately boost your bottom line! Check out this short video!

RPA (Robotic Processing Automation) is the future of efficiency and productivity, allowing you to streamline your business processes and free up valuable time for your team to focus on more strategic and creative tasks. With RPA, robots can handle mundane and repetitive tasks with precision and accuracy, eliminating human error and ensuring consistent results. CP Digital Solutions works closely with you to understand your business needs and develop a tailored RPA solution that fits your organization perfectly. We will assess your current processes, identify areas for automation, and design and implement an RPA system that integrates seamlessly with your existing infrastructure. Here is how one of our clients has benefited from using RPA in their organization.

CASE STUDY

OVERVIEW: Automotive Case Study

APPROACH: Looking to eliminate manual data entry into two systems.

BENEFITS: 

–  Programming tasks by being able to transfer data from document management to dealer management systems

–  Completing procedures more rapidly

–  Automating repetitive tasks

 RESULTS:

 – Allowing team to shift focus to prioritize activities that directly contribute to our financial growth

 ​​​​​​​​​​​​​​- Quicker payment retrieval

 – Avoiding integration costs

 HOW:  Contact CP Digital Office Solutions.                        

Learn more about how RPA can make you more efficient and productive in your business!Check out this short video!

RPA (Robotic Processing Automation) is the future of efficiency and productivity, allowing you to streamline your business processes and free up valuable time for your team to focus on more strategic and creative tasks. With RPA, robots can handle mundane and repetitive tasks with precision and accuracy, eliminating human error and ensuring consistent results. CP Digital Solutions works closely with you to understand your business needs and develop a tailored RPA solution that fits your organization perfectly. We will assess your current processes, identify areas for automation, and design and implement an RPA system that integrates seamlessly with your existing infrastructure. Here is how one of our clients has benefited from using RPA in their organization.

CASE STUDY

OVERVIEW: Automotive Case Study

APPROACH: Looking to eliminate manual data entry into two systems.

BENEFITS: 

–  Programming tasks by being able to transfer data from document management to dealer management systems

–  Completing procedures more rapidly

–  Automating repetitive tasks

 RESULTS:

 – Allowing team to shift focus to prioritize activities that directly contribute to our financial growth

 ​​​​​​​​​​​​​​- Quicker payment retrieval

 – Avoiding integration costs

 HOW:  Contact CP Digital Office Solutions.                        

Learn more about how RPA can make you more efficient and productive in your business!

Check out this short video!

RPA (Robotic Processing Automation) is the future of efficiency and productivity, allowing you to streamline your business processes and free up valuable time for your team to focus on more strategic and creative tasks. With RPA, robots can handle mundane and repetitive tasks with precision and accuracy, eliminating human error and ensuring consistent results. CP Digital Solutions works closely with you to understand your business needs and develop a tailored RPA solution that fits your organization perfectly. We will assess your current processes, identify areas for automation, and design and implement an RPA system that integrates seamlessly with your existing infrastructure. Here is how one of our clients has benefited from using RPA in their organization.

CASE STUDY

OVERVIEW: Orthopedics Case Study

APPROACH: Looking for a more effective way to process errored claims.

BENEFITS: 

–  Eliminate manual data entry

–  Completing processes more rapidly

–  Cost savings from automating repetitive tasks

 RESULTS:

 ​​​​​​​-  Employees are able to focus on more revenue based tasks

 ​​​​​​​​​​​​​​-  Receiving payment faster

 –  Having data move back and forth from system to system without integration costs

 HOW:  Contact CP Digital Office Solutions.                        

Learn more about how RPA can make you more efficient and productive in your business!

Forms are an essential aspect of managing processes efficiently. Whether it’s collecting customer information, gathering feedback, or conducting surveys, forms play a crucial role in streamlining operations. At CP Digital Solutions, we understand the significance of forms in process management, and we are here to help. With our expertise in digital solutions, we offer a range of services to optimize your forms and enhance your overall processes. Our team can create customized forms tailored to your specific requirements, ensuring seamless data collection and minimal manual effort. We focus on user-friendly designs, intuitive layouts, and efficient workflows to maximize productivity. Here is how one of our clients has benefited from using digital workflow.

CASE STUDY

OVERVIEW: Human Resource Case Study

APPROACH: Looking for user-friendly digital platform that simplifies the entire onboarding process.

BENEFITS: 

 –  HR teams can focus on building relationships with new employees, rather than being bogged down by administrative tasks.

–  New hires can hit the ground running, feeling supported and engaged from day one.

–  Automated reminders and notifications to customizable workflows.

 RESULTS:

 ​​​​​​​​​​​​​​-  HR team has a better understand of new employees’ strengths, weaknesses, and career goals.

 ​​​​​​​​​​​​​​-  New hires can quickly adapt to their new roles and responsibilities. This not only boosts their confidence but also enables them to contribute to the organization’s objectives right from the start. By feeling supported, they can focus on their work and make meaningful contributions without feeling overwhelmed or lost.

 –  Productivity is significantly enhanced as individuals can focus on their specific tasks without worrying about keeping track of deadlines.

 HOW:  Contact CP Digital Office Solutions.