Author: Steve Hessenauer

Advanced Capture Software, also referred to as OCR Software can automate significant steps of the document capture process. Automatic separation, sorting, and removal of sensitive information such as Social Security numbers, on a document are among the key benefits. It also eliminates the need for manual data entry, reducing the resources needed and minimizing potential mistakes. With our Advanced Capture Software solutions, you can release business documents into back-office workflows or ANY line of business application. Overall, our solution allows you to increase your business efficiency. Here is how one of our clients has benefited from this tool.

CASE STUDY

OVERVIEW:  Philadelphia-Based Distribution Company processes an average of 1,200 invoices per month 

APPROACH:  Looking to make the AP process more efficient. Wanted to be sure that invoices are paid on time and wanted to take advantage of the prompt pay discount.   

BENEFIT:  Staff gained efficiency and were able to meet their turnaround time goals. They were able to save money by taking advantage of prompt pay discount.  

RESULT:  Increased overall productivity of AP Staff by reducing manual data entry. To date, they have saved $160K by taking advantage of early-pay discounts. 

HOW:  Contacted CP Digital Office Solutions

Learn more on how Advanced Capture can be right for you!

Check out this short video to learn more!

Advanced Capture Software, also referred to as OCR Software can automate significant steps of the document capture process. Automatic separation, sorting, and removal of sensitive information such as Social Security numbers, on a document are among the key benefits. It also eliminates the need for manual data entry, reducing the resources needed and minimizing potential mistakes. With our Advanced Capture Software solutions, you can release business documents into back-office workflows or ANY line of business application. Overall, our solution allows you to increase your business efficiency. Here is how one of our clients has benefited from this tool.

CASE STUDY

OVERVIEW: Medical Facility

APPROACH: Looking to consolidate and archive legacy medical records. Needed to easily extract data and sanitize documents from the independent provider EHRs and create one centralized location for the medical records.

BENEFIT: Lower cost of resources so employees can be more efficient and use their time more effectively.

RESULT: Reduced employee resources on the medical records team from six to four and improved patient experience by shifting the workforce to patient triage staff. 

HOW:  Contacted CP Digital Office Solutions

Learn more on how Advanced Capture can be right for you!

Check out this short video to learn more!

Decision Makers and key stakeholders require high-level analytics and reporting to make business decisions by using KPIs. CP Data Dashboard pulls data from all your software platforms and systems, such as Quickbooks, Salesforce, Box.com, Survey Monkey, Shopify, WordPress, OneDrive, DropBox, and Sharepoint just to name a few. This allows you to provide a visual of key data points and KPIs anytime and anywhere. Having this visibility into your organization allows stakeholders and decision-makers insight to make timely business decisions. Here is how one of our clients has benefited from this tool.

CASE STUDY

OVERVIEW: Insurance Company

APPROACH: Looking to implement a dashboard that will assist them in Fraud Detection by pulling data from documents and information stored in their repository onto one dashboard. 

BENEFIT: A dashboard allows end-users to have a high level of view before drilling down to a specific target area.

RESULT: Managers can see the problem areas and then assign a strategy that individual contributors can execute upon.

HOW: Contacted CP Digital Office Solutions 

Learn how you can access KPI Metrics in one place and in real-time!

Join us for a webinar on Thursday, May 26, 2022, at 10:00 AM EST to learn more!

Decision Makers and key stakeholders require high-level analytics and reporting to make business decisions by using KPIs. CP Data Dashboard pulls data from all your software platforms and systems, such as Quickbooks, Salesforce, Box.com, Survey Monkey, Shopify, WordPress, OneDrive, DropBox, and Sharepoint just to name a few. This allows you to provide a visual of key data points and KPIs anytime and anywhere. Having this visibility into your organization allows stakeholders and decision-makers insight to make timely business decisions. Here is how one of our clients has benefited from this tool.

CASE STUDY

OVERVIEW: Existing Document Management Customer

APPROACH: Looking to pull key data points from documents and information stored in their repository to visualize performance, trends, forecasts, and results from multiple enterprise software platforms onto one dashboard. 

BENEFIT: Data is presented through charts, tables, and other visual data displays on one dashboard. 

RESULT: A comprehensive dashboard that automatically pulls, evaluates, and presents data to decision-makers and stakeholders. They can monitor and measure performances and KPI Metrics in real-time for quick and informed decision-making. 

HOW:  Contacted CP Digital Office Solutions

Learn how you can access KPI Metrics in one place and in real-time!

 Join us for a webinar on Thursday, May 26, 2022, at 10:00 AM EST to learn more!

Today’s hybrid work environment forces organizations to use tools to help simplify collaboration for their team internally and their customers externally. Organizations need to help facilitate remote collaboration like never before to provide a single, centralized area for staff and clients to work together to eliminate miscommunication with disparate messages. Our tool allows you to get things done quickly by automating workflows and eliminating tedious, manual processes. You can also automate those business processes all in one view to see who is making changes to what documents and when they are making the changes. Here is how one of our clients has benefited from this tool.

CASE STUDY

OVERVIEW: Large Services Company

APPROACH: Looking to implement an automated tool that will allow their employee management policies to be shared securely with their employees.

BENEFIT: Documents are shared and tracked securely. Employees and Managers can log in and see all revisions. They also have full visibility of the automated workflow and stage of the document process. 

RESULT: Employee satisfaction has increased now that it is easier for them to navigate through the HR Policies.  The HR Organization is now able to streamline its work and interactions with employees more efficiently.

HOW:  Contacted CP Digital Office Solutions

Learn how you can help increase the productivity and efficiency of your employees!

 Join us for a webinar on Thursday, April 28, 2022, at 10:00 AM EST to learn more!

Today’s hybrid work environment forces organizations to use tools to help simplify collaboration for their team internally and their customers externally. Organizations need to help facilitate remote collaboration like never before to provide a single, centralized area for staff and clients to work together to eliminate miscommunication with disparate messages. Our tool allows you to get things done quickly by automating workflows and eliminating tedious, manual processes. You can also automate those business processes all in one view to see who is making changes to what documents and when they are making the changes. Here is how one of our clients has benefited from this tool.

CASE STUDY

OVERVIEW: New England Based Insurance Provider

APPROACH: Looking to implement an automated tool that will allow documents and processes to be controlled better internally with employees and published externally with their clients.

BENEFIT: Documents get controlled for internal approval, they are shared and tracked securely. Clients and employees can log in and see all revisions. They also have full visibility of the automated workflow and stage of the document process. 

RESULT: The business can streamline its work and interactions with the client allowing them to focus on the job at hand. Overall, customer satisfaction has increased now that information is readily available and accessible to all parties in the transaction.

HOW:  Contacted CP Digital Office Solutions

Learn how you can help increase the productivity and efficiency of your employees!

 Join us for a webinar on Thursday, April 28, 2022, at 10:00 AM EST to learn more!

No matter how small or large your business, organizations are encountering the same AP challenges. Automating Accounts Payable provides organizations with digital routing and approval of invoices, along with matching of purchase orders and packing slips, to control inventory receipts and ordering.  Throughout this process, the documents are stored and moved electronically for easy search and retrieval for authorized personnel while remaining compliant with IRS Mandates. Employee time is now spent on revenue-generating operations, rather than tracking down documents. We all know there are just certain functions of a business that need to happen such as AP, however with automation that process is as painless and automated as possible.   Here is how our AP Automation Solution has helped our client solve this obstacle. 

CASE STUDY

OVERVIEW: Orthopedic Facility

APPROACH: Looking to implement an automated, centralized platform for visibility of invoices and other AP data sent to all 100 of their locations. This centralization and digitization increase visibility and improves workflow for invoice processing.

BENEFIT: The ability to improve accuracy and reduce errors. The invoice data is validated against ERP information, which is easy to catch duplicate payments and streamline the document processes by capturing, storing, and retrieving, the large volume of paper records within all facilities. Eliminates manual process of approving invoices. As well as achieving early pay discounts.

RESULT: The business has improved relationships with suppliers. No more lost paperwork, missed payments, and errors in amounts paid. They can have paper trails to meet audit and regulation requirements.

HOW:  Contacted CP Digital Office Solutions

Learn how you can automate your Accounts Payable Process!

 Join us for a webinar on Thursday, March 31, 2022, at 10:00 AM EST to learn more!

No matter how small or large your business, organizations are encountering the same AP challenges. Automating Accounts Payable provides organizations with digital routing and approval of invoices, along with matching of purchase orders and packing slips, to control inventory receipts and ordering.  Throughout this process, the documents are stored and moved electronically for easy search and retrieval for authorized personnel while remaining compliant with IRS Mandates. Employee time is now spent on revenue-generating operations, rather than tracking down documents. We all know there are just certain functions of a business that need to happen such as AP, however with automation that process is as painless and automated as possible.   Here is how our AP Automation Solution has helped our client solve this obstacle. 

CASE STUDY

OVERVIEW:  Auto Dealership

APPROACH:  Looking to implement an automated, centralized platform for visibility of invoices and other AP data that is sent to multiple dealership locations.  This centralization and digitization increase visibility and improves workflow for invoice processing.

BENEFIT:   The ability to streamline the document processes by capturing, storing, and retrieving the growing volume of paper records within dealerships.

RESULT:  The business now has all its paper records stored in a secure cloud repository, eliminating the storage of paper-based AP documentation.  Other digital benefits include the ability to scan repair orders, deal jackets and HR data into the same secure cloud platform.   Due to the faster process, they are now able to take advantage of the early-pay discount.

HOW:  Contacted CP Digital Office Solutions

Learn how you can automate your Accounts Payable Process!

Join us for a webinar on Thursday, March 31, 2022, at 10:00 AM EST to learn more!

Businesses today are trying to adapt to new Hybrid work environments, offering employees greater flexibility, and allowing businesses and organizations to build a working environment that prioritizes employee experience and productivity. Employees must remain connected from a home office or anywhere they may be working from, making it essential that the proper business processes and tracking systems are in place and that digital workflow becomes implemented. Below is how one of our clients solved their problem.

CASE STUDY

OVERVIEW:  Medical Distribution Company

APPROACH:  Looking to implement a digital platform to facilitate orders and to keep employees connected from anywhere.  Managers can track workflows and KPIs within the organization.

BENEFIT:   The business has visibility to the entire workflow process and can manage by task driven activities.

RESULT:  The business gained efficiency while allowing their staff to safely work in today’s flexible environment.

HOW:  Contacted CP Digital Office Solutions

Learn how you can develop Critical Business Processes in Today’s Hybrid Workforce!

Join us for a webinar on Thursday, February 24, 2022, at 10:00 AM EST to learn more!