Author: Steve Hessenauer

Flexible Forms to Fit Your Business – Accounts Payable Case Study   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: Accounts Payable Case Study APPROACH: Looking for a more efficient way to manage invoices, payment approvals, and vendor information. BENEFITS:   –  Many processes start with a form that’s filled out and routed for approvals. With a drag-and-drop user interface, 25+ field types, customized styling, data sources, and powerful layouts, create any form you need without any coding. ​​​​​​​-  Visual workflows for easy routing –  The point-and-click wizards are user friendly (like Excel), allowing easier way to create dynamic business logic.   RESULTS:  ​​​​​​​​​​​​​​-  With our intelligent workflow automation, you can easily track the status of each invoice and make informed decisions.  ​​​​​​​​​​​​​​-  Seamless integration with our existing systems, ensuring a smooth transition.  –  Able to streamline and automate our entire operation. HOW:  Contact CP Digital Office Solutions.                         Check out this short video!

All organizations would love to free up valuable resources to focus on more strategic tasks. With digital workflows, organizations can streamline their processes, ensuring that tasks are completed in a timely and efficient manner. By automating repetitive administrative activities, employees can now dedicate their time and skills to more meaningful and impactful work. Automation and Artificial Intelligence tools have revolutionized the way organizations operate. These tools can handle low-level administrative tasks, such as data entry and document processing, with precision and speed. This not only reduces the chances of human error but also saves time, allowing employees to focus on higher-value tasks. Don’t let inefficiency hold you back any longer. Let us be your partner in success and help you unlock your business’s full potential. Here is how one of our clients has benefited from using digital workflow.

CASE STUDY

OVERVIEW: Plumbing Company Case Study

APPROACH: Looking for a more efficient way to receive and track documents for employee workflows. Wanting to keep everything in one place so they can easily manage their daily operations.

BENEFITS: 

 –  Ability to eliminate manual data entry, not having to create work order, and assigning a plumber to the job.

 –  Customers can submit their service request directly, providing all the necessary details. The app automatically generates a work order and assigns it to the most suitable plumber available. This eliminates any chance of miscommunication or lost paperwork.

 –  The plumber can easily access the work order, complete with the customer’s information, issue details, and any specific instructions. Once the plumber finishes the repair, they update the work order status in real-time. This triggers an automated invoice generation, which the customer can conveniently access through the app.

 RESULT:

 –   The entire process becomes seamless and efficient.

 –   The app automatically generates a work order and assigns it to the most suitable plumber available. This eliminates any chance of miscommunication or lost paperwork.

 –     This ensures that the plumber arrives well-prepared and informed about the task at hand.

 –     No more waiting for paper invoices to arrive in the mail!

 HOW:  Contact CP Digital Office Solutions.                        

All organizations would love to free up valuable resources to focus on more strategic tasks. With digital workflows, organizations can streamline their processes, ensuring that tasks are completed in a timely and efficient manner. By automating repetitive administrative activities, employees can now dedicate their time and skills to more meaningful and impactful work. Automation and Artificial Intelligence tools have revolutionized the way organizations operate. These tools can handle low-level administrative tasks, such as data entry and document processing, with precision and speed. This not only reduces the chances of human error but also saves time, allowing employees to focus on higher-value tasks. Don’t let inefficiency hold you back any longer. Let us be your partner in success and help you unlock your business’s full potential. Here is how one of our clients has benefited from using digital workflow.

CASE STUDY

OVERVIEW: Biotech Company Case Study

APPROACH: Looking for a more efficient way for employees to track contract renewals and client notification dates in their Accounts Payable Process.

BENEFITS: 

   –  Ability to capture renewal effective dates and notification dates.

   –  Facilitating the integration of an electronic signature tool into their current system.

   – Identifying the employees responsible for taking action on specific documents.

RESULT:

   – Enabling the company to achieve early pay discounts.

   – Employees are more efficient and organized.

   – Employees have better visibility of their daily tasks and management has a clearer view of the approval process.

HOW:  Contact CP Digital Office Solutions.    

In today’s digital age, organizations are continuously seeking innovative solutions to enhance productivity, reduce costs, and improve overall efficiency. One area that has witnessed a significant transformation is print management. The traditional model of decentralized desktop printers has proven to be expensive, untrackable, and challenging to manage centrally. However, with the emergence of Device as a Service (DaaS), organizations can now enjoy a comprehensive and streamlined approach to print management. Here is a Case Study from one of our clients on how they have benefited from DaaS.

CASE STUDY

OVERVIEW: Automotive Dealer Case Study

APPROACH: Looking to be able to budget appropriately for print costs while reducing administrative requirements.

BENEFITS:

–    Converted to flat monthly billing, providing budgeting predictability for both sides and reduced administrative costs.

–  Supply yields of new devices are substantially higher, resulting in less time spent ordering, shipping, and installing supplies.

–   Not having to purchase printers and no more processing micro-transactions for single units – again, a win for both sides.

    

RESULT:

–    100+ new units placed at no cost to customer. 

–    Saving money without having to put in a large investment.

–    We can focus on what we do best while leaving the maintenance to the experts.

HOW:  Contact CP Digital Office Solutions.    

In today’s digital age, organizations are continuously seeking innovative solutions to enhance productivity, reduce costs, and improve overall efficiency. One area that has witnessed a significant transformation is print management. The traditional model of decentralized desktop printers has proven to be expensive, untrackable, and challenging to manage centrally. However, with the emergence of Device as a Service (DaaS), organizations can now enjoy a comprehensive and streamlined approach to print management. Here is a Case Study from one of our clients on how they have benefited from DaaS.

CASE STUDY

OVERVIEW: Manufacturing Company Case Study

APPROACH: Looking for ability to streamline print management.  

BENEFITS:

–    Receiving higher level of specialization. Devices are preconfigured with productivity and security applications.

–    Devices don’t need to be purchased outright but are paid for on a consumption model.

–    Support functions are transferred to CP for hardware maintenance.    

RESULT:

–    Was able to maximize our productivity from day one.

–    Saving money without having to put in a large investment.

–    We can focus on what we do best while leaving the maintenance to the experts.

HOW:  Contact CP Digital Office Solutions.    

To speak with a CP Digital Solutions Representative immediately about our Business Process Automation or Managed Print Solutions and how it can directly improve your business processes, contact us at info@copyproducts.com or call 610.446.3550.

In today’s fast-paced business environment, companies are constantly seeking innovative solutions to streamline their operations and maximize their profits. In this quest for efficiency, the role of business consultants has become increasingly crucial. CP Automate stands out as a leading provider of business consulting services, offering comprehensive solutions to help businesses thrive in an ever-evolving marketplace. With a proven track record and a team of highly skilled professionals, CP Automate has established itself as a trusted partner for businesses across various industries. Their expertise lies in harnessing the power of automation and technology to drive sustainable growth and create a competitive edge for their clients. By leveraging cutting-edge tools and methodologies, CP Automate helps businesses achieve operational excellence and transform their operations into lean, agile, and highly efficient systems. Here is how one of our clients has benefited from using our Consulting Services.

CASE STUDY

OVERVIEW: Manufacturing Company Case Study

APPROACH: Looking for guidance from a consultant on enhancing operational efficiencies.

BENEFITS:

–    Ability to streamline production workflows.

–    Implementing digital forms and document management technologies for QA and production records.

–    Able to consult with industry experts to identify and capitalize on emerging market opportunities, and adapting business models to meet evolving customer demands.

RESULT:

–   All QA and production forms are streamlined and centralized in one place so that employees are not wasting their time duplicating efforts or searching for documents.

–   Utilizing industry specific solutions to gain a competitive edge.

–   Able to increase profits by 10%.

HOW:  Contact CP Digital Office Solutions.    

In today’s fast-paced business environment, companies are constantly seeking innovative solutions to streamline their operations and maximize their profits. In this quest for efficiency, the role of business consultants has become increasingly crucial. CP Automate stands out as a leading provider of business consulting services, offering comprehensive solutions to help businesses thrive in an ever-evolving marketplace. With a proven track record and a team of highly skilled professionals, CP Automate has established itself as a trusted partner for businesses across various industries. Their expertise lies in harnessing the power of automation and technology to drive sustainable growth and create a competitive edge for their clients. By leveraging cutting-edge tools and methodologies, CP Automate helps businesses achieve operational excellence and transform their operations into lean, agile, and highly efficient systems. Here is how one of our clients has benefited from using our Consulting Services.

CASE STUDY

OVERVIEW: Insurance Company Case Study

APPROACH: Looking for guidance from a consultant on managing all enterprise data and documents, integrating all their data into a single point of access, and executing change management strategy.

BENEFITS:

–  Ability to streamline document management across the enterprise.

–  Allow employees to access training materials easily.

–  Able to consult with experts in the field.

RESULT:

–  Employees are not wasting their time and are equipped for more streamlined collaboration.

–  Employees are more knowledgeable and can easily find training documents.

–  Able to utilize innovative solutions to streamline their operations and increase their profits.

HOW:  Contact CP Digital Office Solutions to learn how to increase productivity in your AP processing.    

Microsoft 365 Office suite is undoubtedly a powerful productivity solution that organizations rely on. However, it’s essential to note that information management is often overlooked, despite the suite’s efficiency in content authoring and collaboration. Therefore, organizations need to pay more attention to information management to get the most out of the suite and improve productivity. Here is how one of our clients has been able to optimize their investments in Microsoft 365 with the help of M-Files.

CASE STUDY

OVERVIEW: Construction Company Case Study

APPROACH: Looking to manage all enterprise data and documents while integrating all our data for a single point of access. Looking to utilize a centralized repository and standard Microsoft user interfaces to easily find, access, and manage data and documents from different functions of the business.

BENEFITS:

–  Plans, bids, permits, quotes and invoices can be shared centrally among the entire team.

–  Rights-based permissions are set per department and role to allow access to the necessary information.

–  Access via Microsoft Teams and Outlook make it simple to locate information from familiar platforms leading to an accelerated implementation.

RESULT:

–  One version of the document and file to eliminate confusion and accelerate staff efficiency. 

–  Compliance controls are embedded into daily work and information in Outlook gets archived automatically.

–  Eliminated multiple server-based file folders and allowed IT and operations to standardize a document retention strategy.

HOW:  Contact CP Digital Office Solutions.   

Microsoft 365 Office suite is undoubtedly a powerful productivity solution that organizations rely on. However, it’s essential to note that information management is often overlooked, despite the suite’s efficiency in content authoring and collaboration. Therefore, organizations need to pay more attention to information management to get the most out of the suite and improve productivity. Here is how one of our clients has been able to optimize their investments in Microsoft 365 with the help of M-Files.

CASE STUDY

OVERVIEW: Professional Services Organization Case Study

APPROACH:  A way to integrate into Microsoft 365 and have a single point of access for all enterprise data.  Needing a way to find, access, and manage all connected data, regardless of its repository through Microsoft user interfaces.

BENEFITS:

–  Contextual Search

–  Workflow Automation embedded into Microsoft 365

–  Automated Permissions and Built-in compliance controls

RESULT:

–  Easier for their teams to find information that is stored across all locations

–  Eliminates manual processes and increases efficiency

–  Compliance controls are embedded into daily work

HOW:  Contact CP Digital Office Solutions to learn how to improve your business processes and information governance.   

Organizations are increasingly turning to Robotic Process Automation (RPA) to automate repetitive and time-consuming tasks. RPA can help reduce errors, increase efficiency and productivity, and improve overall business processes. Some common uses of RPA include data entry, invoice processing, customer service, and IT support. By implementing RPA, organizations can free up employees to focus on more complex and strategic tasks, ultimately leading to improved business outcomes. Here is how one of our clients is utilizing RPA.

CASE STUDY

OVERVIEW:  Automotive Case Study

APPROACH: Due to back-office labor shortages the dealership was looking for a solution that will help get invoice data into their accounting system in a faster more accurate way.

BENEFIT: 

–       Automate manual data entry

–      Allows the dealership to process invoices faster and with greater accuracy

–      Reducing the number of errors and improving efficiency

 RESULT: 

–      Improving efficiency and reducing labor costs

–      A bot was programmed to take invoice data and key into their accounting system

–     Able to reallocate funds back to the marketing department to generate new revenue

HOW:  Contact CP Digital Office Solutions to learn how to increase productivity in your AP processing.   

To speak with a CP Digital Solutions Representative immediately about our Business Process Automation or Managed Print Solutions and how it can directly improve your business processes, contact us at info@copyproducts.com or call 610.446.3550.