Category: news

Storing documents can be a hassle. Organizations look to digitize documents to increase security measures, provide access to remote employees, or clear filing rooms. There is a lot of valuable information on these documents needed for audits, taxes, etc. Some documents need to be retained for 99+ years for legal purposes. It is even more necessary to access this information quickly and effectively. CP Digital Solutions can provide a very cost-effective way to reduce paper documents and ensure the security of your valuable information. Your business must have agility, speed, and efficiency in your daily operations. CP Digital Solutions lets you concentrate on your work rather than wasting time looking through documents. Here is how one of our clients solved their problem.

CASE STUDY

OVERVIEW: Engineering Firm Case Study

APPROACH: Looking to identify weaknesses in their current physical and electronic document management strategies and give a clearer view of how digital conversion can improve their bottom line. 

BENEFIT: Eliminate hassles related to accessing data on large format files, allowing them to put a bid together faster than with hard copies.

RESULT: Able to simplify their long-term document storage, retrieval and access strategy saving them countless hours of ongoing staff time and floor space for storage.

HOW:  Contacted CP Digital Office Solutions

Learn more about how Document Scanning Services can help your organization!

Check out this short video!

In this digital age, it is crucial to be able to bring your unnecessary print costs under control. Organizations should look for a single and simple solution that enables them to control print management, cost, and security. Reporting is also crucial to allow you to view data you need to ensure your devices are being used as efficiently as possible.  Dashboards can help your leadership team identify who is printing the most and at what cost. Here is how one of our clients has benefited from using our print management solution.

CASE STUDY

OVERVIEW: School District Case Study

APPROACH: Looking to save on IT Resources and overall printing costs for the District. 

BENEFIT: Allows student and faculty access to printing as well as simplifying IT.

RESULT: Reduced printing up to 50%, as well as not having to use IT resources by just having to download an app. 

HOW:  Contacted CP Digital Office Solutions

Learn more on how Print Management can work for your organization!

Check out this short video!

In this digital age, it is crucial to be able to bring your unnecessary print costs under control. Organizations should look for a single and simple solution that enables them to control print management, cost, and security. Reporting is also crucial to allow you to view data you need to ensure your devices are being used as efficiently as possible.  Dashboards can help your leadership team identify who is printing the most and at what cost. Here is how one of our clients has benefited from using our print management solution.

CASE STUDY

OVERVIEW: Real Estate Company

APPROACH: Looking to maintain cost containment for printing in their organization.

BENEFIT: Allows employees access to printing as well as simplifying IT.

RESULT: Saving them money by allowing them to charge back agents and clients for print fees.

HOW: Contacted CP Digital Office Solutions

Learn more on how Print Management can work for your organization!

​​​​​​​Check out this video!

Businesses must have agility, speed, and efficiency in their daily operations. Clients’ and prospects’ expectations include quick access to information. When there is better control over your documents, you will enable your team to operate at their maximum capacity. Staff will be able to focus on the work instead of wasting time trying to find the information they need to do their job. Allow us to help you with creating those efficiencies and having the ease of retrieving documents at your fingertips. Here is how one of our clients benefited from our enterprise content management solution. 

CASE STUDY OVERVIEW: Behavioral Services Accounting Case Study APPROACH: Find an easier and faster way to collect information from stored documents for their audits. BENEFIT:  Ability to save time and not having to dig through paper files. Allowing ease of access with digital files.   RESULT:  Prep time for audits went from months to hours. HOW:  Contacted CP Digital Office Solutions

Learn more on how the Ease of Retrieving Documents can help your organization!

Check out this short video!

Businesses must have agility, speed, and efficiency in their daily operations. Clients’ and prospects’ expectations include quick access to information. When there is better control over your documents, you will enable your team to operate at their maximum capacity. Staff will be able to focus on the work instead of wasting time trying to find the information they need to do their job. Allow us to help you with creating those efficiencies and having the ease of retrieving documents at your fingertips. Here is how one of our clients benefited from our enterprise content management solution. 

CASE STUDY

OVERVIEW: Title Company

APPROACH: Allowing employees to find keywords on documents easily instead of going through paper files in their warehouse. 

BENEFIT:  Ability to find pieces of documents to email out to customers. Improve turnaround time for client requests. 

RESULT:  Turned warehouse space into a revenue-generating area that includes customer services and sales teams.  

HOW:  Contacted CP Digital Office Solutions

Learn more on how the Ease of Retrieving Documents can help your organization!

Check out this short video!

Digital workflows are creating efficiency for organizations allowing them to structure processes, view statuses of those process and simplify or automate administrative activities. Automation and Artificial Intelligence tools have assisted in taking away the burden of low-level administrative work.  Allow us to help you work smarter to boost productivity and efficiency, improve the customer experience, and ultimately deliver improved business results. Here is how one of our clients has benefited from using digital workflow. CASE STUDY OVERVIEW:  Medical Distribution Company APPROACH: Looking for employees and management to have better visibility of customer orders as well as their workflow and process. BENEFIT:  Improve care delivery by having the ability to capture, assign, track and manage every administrative task in the ordering process. RESULT:  Employees have better visibility of their daily tasks and management has a clearer view of the approval process, and the business can achieve early pay discounts saving them money! HOW:  Contacted CP Digital Office Solutions

Learn more on how Digital Workflow can work for your organization!

Check out this short video!

Digital workflows are creating efficiency for organizations allowing them to structure processes, view statuses of those process and simplify or automate administrative activities. Automation and Artificial Intelligence tools have assisted in taking away the burden of low-level administrative work.  Allow us to help you work smarter to boost productivity and efficiency, improve the customer experience, and ultimately deliver improved business results. Here is how one of our clients has benefited from using digital workflow.

CASE STUDY

OVERVIEW:  Multilocation Auto Dealer

APPROACH: Looking to make employees and management more efficient in their Accounts Payable Process and have more visibility into the invoice approval process without having lost paper and emails. 

BENEFIT:  Allows visibility on where your transactions are as well as shows you which employees need to take which actions on specific documents.  The benefit to the employees is that it keeps them organized and allows them to see what documents have been assigned to them. Digital workflow provides easy access to invoices and the approval process. This speeds up the process for employees and their managers, allowing the company to achieve early pay discounts.

RESULT:  Employees are more efficient and organized. Management has a clearer view of the approval process, and the business can achieve early pay discounts saving them money!

HOW:  Contacted CP Digital Office Solutions

Learn more on how Digital Workflow can work for your organization!

Check out this short video!

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!