# CP Digital Office Solutions > Offering Office Copy Equipment and Digital Office Solutions --- ## Pages - [Generative AI Powered Capture](https://cpdos.com/software/solutions/ai-data-capture/): Square 9’s AI-driven platform transforms the way you access, extract, and activate information so that you can move from insight... - [Manufacturing](https://cpdos.com/markets-served-2/manufacturing/): CP Digital Office Solutions is a business technology firm specializing in workflow automation and robust document tracking to ensure regulatory... - [Auto Dealers](https://cpdos.com/auto-dealers/): Auto dealers’ partner with CP Digital Office Solutions to improve operational efficiency, reduce costs, and minimize risks tied to their... - [Managed Print Services](https://cpdos.com/managed-print-services/): CP Digital Office Solutions will Optimize all of your Printers, Scanners, Copiers and Faxes to reduce cost, eliminate waste and... - [Business Process Automation](https://cpdos.com/business-process-automation/): CP Digital Office Solutions will optimize your workflow, store documents electronically, extract and analyze data for critical business needs. Our Business... - [Printers](https://cpdos.com/hardware/printers/): We can help you select the printer that is best for your budget, workgroup, and your workflow. CP Digital Office... - [Scanners](https://cpdos.com/hardware/scanners/): A high-quality, reliable scanner is one of the most important investments your company can make. At CP Digital Office Solutions,... - [Multifunction Devices](https://cpdos.com/hardware/multifunction-devices/): Multifunction Devices (MFD) are a popular choice for many reasons. With a single device, you will be able to take... - [Wide Format](https://cpdos.com/hardware/wide-format/): Wide Format Imaging is an essential component to many vertical markets, such as AEC (Architectural, Engineering and Construction), Manufacturing, Government,... - [Service](https://cpdos.com/hardware/service/): At CP Digital Office Solutions, we think your needs should come first. Our service response to you is our first... - [Subscription](https://cpdos.com/hardware/subscription/): Our Subscription program, otherwise known as our Device as a Service (DaaS) program gives you all you need from a... - [Leasing](https://cpdos.com/hardware/leasing/): At CP Digital Office Solutions, we work with your budget to provide every option to fit your needs. Whether you... - [BPO / BPA Services](https://cpdos.com/software/services/bpo-bpa-services/): CP Digital Office Solutions provides BPA that Dramatically Improves Business Performance If you deal with high volumes of documents or... - [Solutions](https://cpdos.com/software/solutions/): CP Digital Office Solutions has been the valued technology supplier in the tri-state area for over 40 years. We have... - [Electronic Storage & Retrieval](https://cpdos.com/software/solutions/electronic-storage-retrieval/): The ability to search and retrieve a document electronically with the click of a mouse will dramatically enhance your office... - [Electronic Workflow](https://cpdos.com/software/solutions/electronic-workflow/): At CP Digital Office Solutions, we know the most valuable asset in any business is time. Time is best spent... - [Electronic Signature](https://cpdos.com/software/solutions/electronic-signature/): At CP Digital Office Solutions, we believe in offering you the best products for your business. This is why we... - [Electronic Forms](https://cpdos.com/software/solutions/electronic-data-capture/): At CP Digital Office Solutions, we are data and document experts. Electronic forms combine the two for unlimited possibilities. Depending... - [Secure Print](https://cpdos.com/software/solutions/secure-print/): Secure print is a specialized safety and security feature that allows a user to print documents confidentially. This gives your... - [Professional Services](https://cpdos.com/software/services/): CP Digital Office Solutions has been the valued technology service provider in the tri-state area for over 40 years. We... - [Consulting Services](https://cpdos.com/software/services/consulting-services/): CP Digital Office Solutions Consulting Services Reports Directly to the CEO, management team or ownership. Services apply focus to all... - [Data Backup](https://cpdos.com/software/services/data-backup/): CP Digital Office Solutions doesn’t just back your data up, we can recover it and have you up and running... - [Markets Served](https://cpdos.com/markets-served-2/): For the past 40 years, CP Digital Office Solutions has become an industry leader in office technology solutions. Over that... - [Accounts Payable](https://cpdos.com/markets-served-2/accounts-payable/): Accounts Payable departments have been able to reduce manual paper processing by up to 85%, increase overall employee efficiency by... - [Construction](https://cpdos.com/markets-served-2/construction/): Construction and construction management relies heavily on documents and data to properly budget or bid on jobs in order to... - [Core Line of Business](https://cpdos.com/markets-served-2/core-line-of-business/): At CP Digital Office Solutions, we take a forensic approach to working with our customers. While we do offer many... - [Customer Service](https://cpdos.com/markets-served-2/customer-service/): At CP Digital Office Solutions, we pride ourselves on our high level of customer service, so we know it’s all... - [Healthcare](https://cpdos.com/markets-served-2/healthcare/): Healthcare providers work with CP Digital Office Solutions to help them improve efficiency, reduce operational costs, and reduce risks within... - [Human Resources](https://cpdos.com/markets-served-2/human-resources/): CP Digital Office Solutions can help streamline any HR department. Whether you want to reduce the time spent onboarding new... - [Legal](https://cpdos.com/markets-served-2/legal/): CP Digital Office Solutions will help your legal firm securely go paperless in an effort to reduce costs, increase security... - [Software](https://cpdos.com/software/): Software Automation & Managed Solutions for your Business Trusted Technology Advisors Since 1978 Electronic Storage CP Digital Office Solutions helps... - [Hardware](https://cpdos.com/hardware/): Software Automation & Managed Solutions for your Business Trusted Technology Advisors Since 1978 Business Process Automation CP Digital Office Solutions... - [Client Login](https://cpdos.com/client-login/): Access e-info to order supplies, service request, and input meter readings. Calls entered through this portal are only monitored 8... - [Careers](https://cpdos.com/careers/): At CP Digital Office Solutions, our mission is to enhance business profitability and operational efficiency through document and print management... - [News](https://cpdos.com/news/) - [Remote Support](https://cpdos.com/remote-support/) - [Who We Are](https://cpdos.com/about/): CP Digital Office Solutions was founded in 1978. We are locally owned and operated with over 40 years in the... - [Green Solutions](https://cpdos.com/markets-served/): Many companies are looking for practical ways to cut costs and help the environment. Typically, it is difficult to adopt... - [Home](https://cpdos.com/) - [Testimonials](https://cpdos.com/testimonials/): I am writing this letter on behalf of Keith Senzer of Power Shift Coaching. Keith has helped me in both... - [Contact](https://cpdos.com/contact/) --- ## Posts - [Make SharePoint Smarter with M-Files](https://cpdos.com/make-sharepoint-smarter-with-m-files/): Using SharePoint but still struggling to find documents, manage versions, or enforce consistent processes? With M-Files for SharePoint Embedded, you can... - [Still relying on SharePoint to manage access and governance?](https://cpdos.com/still-relying-on-sharepoint-to-manage-access-and-governance/): Many organizations outgrow SharePoint not because it can’t store files — but because governance depends on people getting permissions right,... - [How Charles River Laboratories Modernized Document Control](https://cpdos.com/how-charles-river-laboratories-modernized-document-control/): Life sciences organizations are under constant pressure to improve efficiency, compliance, and visibility across critical documents. See how one global... - [From Dock to Data: Automate Bills of Lading in Minutes](https://cpdos.com/from-dock-to-data-automate-bills-of-lading-in-minutes/): Manual Bills of Lading slow down your dock, introduce errors, and delay downstream processes. Join us for a quick, practical... - [How a Government Non-Profit Streamlined Payments & Boosted Efficiency](https://cpdos.com/how-a-government-non-profit-streamlined-payments-boosted-efficiency/): A government non-profit responsible for watershed protection recently transformed its document and payment processes with Square 9. By digitizing regulatory... - [How Farmland Cooperative Automates AP Across 11 Locations](https://cpdos.com/how-farmland-cooperative-automates-ap-across-11-locations/): Are manual invoice processes slowing your team down? Discover how Farmward Cooperative — operating across 11 locations and processing nearly 500 invoices per... - [How One Manufacturer Boosted Efficiency & Safeguarded Documents](https://cpdos.com/how-one-manufacturer-boosted-efficiency-safeguarded-documents/): Struggling with paper overload or outdated document systems? Discover how Kenney Manufacturing Company, a century-old manufacturer of home products, transformed its... - [How Manufacturers Are Eliminating Manual Document Work](https://cpdos.com/how-manufacturers-are-eliminating-manual-document-work/): Manufacturers are under constant pressure to move faster, reduce errors, and do more with fewer resources — and document automation... - [How Toll Brothers Cut Costs & Boosted Efficiency with M-Files ](https://cpdos.com/how-toll-brothers-cut-costs-boosted-efficiency-with-m-files/): See how Toll Brothers — a Fortune 500 leader in luxury homebuilding — transformed document management and saved big with... - [M-Files for Outlook Pro: Boost the Efficiency & Accuracy of Your Filing Process](https://cpdos.com/m-files-for-outlook-pro-boost-the-efficiency-accuracy-of-your-filing-process/): Manual email filing is draining productivity across organizations everywhere. Teams are spending countless hours sorting, tagging, and storing correspondence—time that... - [Kuna Food Service Transforms Document Management & Saves 35+ Hours Weekly](https://cpdos.com/kuna-food-service-transforms-document-management-saves-35-hours-weekly/): As the Midwest’s largest independent food distributors, Kuna Food Service struggled with endless file cabinets, lost documents, and wasted time... - [Why Following Compliance Processes Matters — and How M-Files Helps](https://cpdos.com/why-following-compliance-processes-matters-and-how-m-files-helps/): In highly regulated industries, compliance isn’t optional—it’s essential for trust, quality, and long-term success. Standards like **ISO 17025** and **ITAR** require... - [Accelerating Document Navigation with AI - Healthcare Services Provider Case Study](https://cpdos.com/accelerating-document-navigation-with-ai-healthcare-services-provider-case-study/): Healthcare providers regularly deal with voluminous documents, such as patient records, regulatory reports, medical research, and billing summaries. Some files... - [Automating Certificate of Analysis (CoA) Processing - Food Distributor Case Study](https://cpdos.com/automating-certificate-of-analysis-coa-processing-food-distributor-case-study/): Our client, a leading food distributor, manages a high volume of Certificates of Analysis (CoAs) for incoming product batches. These... - [Avoiding Pricing Increases Through Early Commitment - Education Case Study](https://cpdos.com/avoiding-pricing-increases-through-early-commitment-education-case-study/): An educational institution was operating under an equipment agreement with 12 months remaining before renewal. While the current devices were... - [CP Digital Solutions – Healthcare Case Study: Managed Print Services](https://cpdos.com/cp-digital-solutions-healthcare-case-study-managed-print-services/): CP Digital Solutions’ Managed Print Services (MPS) provide organizations with a smarter, more efficient way to manage their print environments. By... - [PRESS RELEASE: CP Digital Solutions Announces Seamless Integration with Dealerbuilt to Streamline AP Automation for Auto Dealers](https://cpdos.com/press-release/): Upper Darby, PA — June 12, 2025 — CP Digital Solutions, a leading provider of accounts payable (AP) automation technology... - [AP Automation for Construction Supplier/Distributor Use Case](https://cpdos.com/ap-automation-for-construction-supplier-distributor-use-case/): At CP Digital Solutions, we recently helped a construction supplier/distributor modernize their Accounts Payable process—and the results were game-changing. Before... - [Client Success Spotlight: Engineering Firm + PaperCut MF = Seamless Print Management](https://cpdos.com/client-success-spotlight-engineering-firm-papercut-mf-seamless-print-management/): At CP Digital Solutions, we understand the unique printing challenges engineering firms face—especially when handling large-format technical drawings and proprietary... - [Transforming Legal Operations with Print Management Software: Law Firm Case Study](https://cpdos.com/transforming-legal-operations-with-print-management-software-law-firm-case-study/): At CP Digital Solutions, we understand the unique challenges law firms face with their printing needs, especially when managing sensitive... - [Contract Management for Engineering Firms: How M-Files Streamlines Document Management](https://cpdos.com/contract-management-for-engineering-firms-how-m-files-streamlines-document-management/): Managing contracts in engineering firms can be a complex task. Aino, integrated with M-Files, simplifies this process by summarizing large... - [Streamlining AP Automation for Construction Suppliers/Distributors with Aino and M-Files](https://cpdos.com/streamlining-ap-automation-for-construction-suppliers-distributors-with-aino-and-m-files/): In the construction industry, managing the flow of invoices can be a daunting task, especially when relying on outdated, paper-based... - [Robotics Processing Automation (RPA): Healthcare Company Case Study](https://cpdos.com/robotics-processing-automation-rpa-healthcare-company-case-study/): At CP Digital Solutions, we’re excited to highlight the powerful impact RPA can have on businesses. Take a look at... - [Robotics Processing Automation (RPA): Insurance Company Case Study](https://cpdos.com/robotics-processing-automation-rpa-insurance-company-case-study/): Transforming Workflows with Robotics Process Automation (RPA) At CP Digital Solutions, we’re proud to showcase the incredible impact RPA can... - [Case Study: Optimizing Printing Operations and Cutting Costs](https://cpdos.com/case-study-optimizing-printing-operations-and-cutting-costs/): Are you looking to reduce printing costs while improving operational efficiency? Our Managed Print Services helped one of our automotive... - [3 Most Common Projects Our Customers Look at This Time of Year at CP Digital Solutions](https://cpdos.com/3-most-common-projects-our-customers-look-at-this-time-of-year-at-cp-digital-solutions/): As we enter a new year, businesses often look for ways to improve efficiency and reduce costs. At CP Digital... - [Unlocking the Future: Cutting-Edge Offerings from CP Digital Solutions for 2025 and Beyond](https://cpdos.com/unlocking-the-future-cutting-edge-offerings-from-cp-digital-solutions-for-2025-and-beyond/): As we look ahead to 2025, CP Digital Solutions is excited to showcase some of our most cutting-edge offerings to... - [Top 3 End-of-Year Projects Organizations are Investing In](https://cpdos.com/top-3-end-of-year-projects-organizations-are-investing-in/): As the year comes to a close, many organizations are looking for efficient ways to streamline their operations and position... - [Navigating the Data Ocean: Leveraging AI for Smarter Solutions – Insurance Company Case Study](https://cpdos.com/navigating-the-data-ocean-leveraging-ai-for-smarter-solutions-insurance-company-case-study/): In today’s digital age, it’s estimated that a staggering 90% of the world’s data has been generated in just the... - [Navigating the Data Ocean: Leveraging AI for Smarter Solutions](https://cpdos.com/navigating-the-data-ocean-leveraging-ai-for-smarter-solutions/): In today’s digital age, it’s estimated that a staggering 90% of the world’s data has been generated in just the... - [Streamlining Order Management with M-Files - Environmental Services Case Study](https://cpdos.com/streamlining-order-management-with-m-files-environmental-services-case-study/): In today’s fast-paced business environment, efficient order management is crucial for maintaining customer satisfaction and driving growth. However, many organizations... - [Learn more about M-Files Aino – Contract Management for a Healthcare Services Customer Case Study](https://cpdos.com/learn-more-about-m-files-aino-contract-management-for-a-healthcare-services-customer-case-study/): We’re thrilled to introduce Aino, a groundbreaking AI tool designed to revolutionize how we manage and organize documents and information.... - [Learn more about M-Files Aino – Contract Management for Engineering Firm Case Study](https://cpdos.com/learn-more-about-m-files-aino-contract-management-for-engineering-firm-case-study/): We’re thrilled to introduce Aino, a groundbreaking AI tool designed to revolutionize how we manage and organize documents and information.... - [Compliance with M-Files  – Healthcare Services Case Study](https://cpdos.com/compliance-with-m-files-healthcare-services-case-study/): When assessing Document Management Systems (DMS), compliance considerations are often overlooked, yet they are crucial for ensuring regulatory adherence and... - [Compliance with M-Files  – Manufacturing Case Study](https://cpdos.com/compliance-with-m-files-manufacturing-case-study/): When assessing Document Management Systems (DMS), compliance considerations are often overlooked, yet they are crucial for ensuring regulatory adherence and... - [Outlook Integration for M-Files  –  Law Firm Case Study](https://cpdos.com/outlook-integration-for-m-files-law-firm-case-study/): Emails, as we know them today, are a formal and reliable means of correspondence. We often use them to track... - [Outlook Integration for M-Files  –  Engineering Firm Case Study](https://cpdos.com/outlook-integration-for-m-files-engineering-firm-case-study/): Emails, as we know them today, are a formal and reliable means of correspondence. We often use them to track... - [Seamless Collaboration Solution – Human Resources Case Study](https://cpdos.com/seamless-collaboration-solution-human-resources-case-study/): Through our partnership with M-Files we can provide a solution to our clients that will assist them with streamlining their... - [Seamless Collaboration Solution – Commercial Landlord Case Study](https://cpdos.com/seamless-collaboration-solution-commercial-landlord-case-study/): Through our partnership with M-Files we can provide a solution to our clients that will assist them with streamlining their... - [Introducing a Revolutionary New AI Tool that Transforms the Way We Manage and Organize our Documents – Contract Management for Engineering Firm Case Study](https://cpdos.com/introducing-a-revolutionary-new-ai-tool-that-transforms-the-way-we-manage-and-organize-our-documents-contract-management-for-engineering-firm-case-study/): We are so excited to announce the launch of a revolutionary new AI tool called Aino that is set to... - [Introducing a Revolutionary New AI Tool that Transforms the Way We Manage and Organize our Documents – Human Resources for Manufacturing Company Case Study](https://cpdos.com/introducing-a-revolutionary-new-ai-tool-that-transforms-the-way-we-manage-and-organize-our-documents-human-resources-for-manufacturing-company-case-study/): We are so excited to announce the launch of a revolutionary new AI tool called Aino that is set to... - [Document Processing Using AI – Construction Company Case Study](https://cpdos.com/document-processing-using-ai-construction-company-case-study/): Recent progress in document processing technology owes much to the integration of AI into document processing software. Previously, automating text... - [Document Processing Using AI – Non-Profit Organization Case Study](https://cpdos.com/document-processing-using-ai-non-profit-organization-case-study/): Recent progress in document processing technology owes much to the integration of AI into document processing software. Previously, automating text... - [Automate Your 3-Way Matching – Tire Distributor Case Study](https://cpdos.com/automate-your-3-way-matching-tire-distributor-case-study/): In the world of procurement, accuracy and efficiency are paramount. With 3-Way Matching, a streamlined approach that reconciles purchase orders,... - [Digitizing Your Documents for the New Year  – Education Case Study](https://cpdos.com/digitizing-your-documents-for-the-new-year-education-case-study/): As we enter a new year, numerous organizations are considering the digitization of their documents. The hurdles they encounter stem... - [Digitizing Your Documents for the New Year  – HR Case Study](https://cpdos.com/digitizing-your-documents-for-the-new-year-hr-case-study/): Digitizing Your Documents for the New Year – HR Case Study As we enter a new year, numerous organizations are... - [Revolutionizing Business Efficiencies with Software Automation and Document Management Solutions – Behavioral Health and Treatment Center Use Case](https://cpdos.com/revolutionizing-business-efficiencies-with-software-automation-and-document-management-solutions-behavioral-health-and-treatment-center-use-case/): Business owners get frustrated by every day, time-consuming tasks that eat up their valuable time and hinder productivity. CP Digital... - [Revolutionizing Business Efficiencies with Software Automation and Document Management Solutions – Automotive Use Case](https://cpdos.com/revolutionizing-business-efficiencies-with-software-automation-and-document-management-solutions-automotive-use-case/): RPA (Robotic Processing Automation) is the future of efficiency and productivity, allowing you to streamline your business processes and free... - [Robotic Processing Automation – Automotive Case Study](https://cpdos.com/robotic-processing-automation-automotive-case-study/): RPA (Robotic Processing Automation) is the future of efficiency and productivity, allowing you to streamline your business processes and free... - [Robotic Processing Automation – Orthopedics Case Study](https://cpdos.com/robotic-processing-automation-orthopedics-case-study/): RPA (Robotic Processing Automation) is the future of efficiency and productivity, allowing you to streamline your business processes and free... - [Flexible Forms to Fit Your Business – Human Resources Case Study](https://cpdos.com/flexible-forms-to-fit-your-business-human-resources-case-study/): Forms are an essential aspect of managing processes efficiently. Whether it’s collecting customer information, gathering feedback, or conducting surveys, forms... - [Flexible Forms to Fit Your Business – Accounts Payable Case Study](https://cpdos.com/flexible-forms-to-fit-your-business-accounts-payable-case-study/): Flexible Forms to Fit Your Business – Accounts Payable Case Study Forms are an essential aspect of managing processes efficiently.... - [Digital Workflow – Plumbing Company Case Study](https://cpdos.com/digital-workflow-plumbing-company-case-study/): All organizations would love to free up valuable resources to focus on more strategic tasks. With digital workflows, organizations can... - [Digital Workflow – Biotech Company Case Study](https://cpdos.com/digital-workflow-biotech-company-case-study/): All organizations would love to free up valuable resources to focus on more strategic tasks. With digital workflows, organizations can... - [Why Choose CP Digital Solution’s Device as a Service Subscription Model – Automotive Dealer Case Study](https://cpdos.com/why-choose-cp-digital-solutions-device-as-a-service-subscription-model-automotive-dealer-case-study/): In today’s digital age, organizations are continuously seeking innovative solutions to enhance productivity, reduce costs, and improve overall efficiency. One... - [Why Choose CP Digital Solution’s Device as a Service Subscription Model – Manufacturing Company Case Study](https://cpdos.com/why-choose-cp-digital-solutions-device-as-a-service-subscription-model-manufacturing-company-case-study/): In today’s digital age, organizations are continuously seeking innovative solutions to enhance productivity, reduce costs, and improve overall efficiency. One... - [Why CP Automate Stands Out as Leading Provider of Business Consulting Services – Manufacturing Company Case Study](https://cpdos.com/why-cp-automate-stands-out-as-leading-provider-of-business-consulting-services-manufacturing-company-case-study/): In today’s fast-paced business environment, companies are constantly seeking innovative solutions to streamline their operations and maximize their profits. In... - [Why CP Automate Stands Out as Leading Provider of Business Consulting Services – Insurance Company Case Study](https://cpdos.com/why-cp-automate-stands-out-as-leading-provider-of-business-consulting-services-insurance-company-case-study/): In today’s fast-paced business environment, companies are constantly seeking innovative solutions to streamline their operations and maximize their profits. In... - [Multiply the Power of Microsoft 365 with M-Files – Construction Company Case Study](https://cpdos.com/multiply-the-power-of-microsoft-365-with-m-files-construction-company-case-study/): Microsoft 365 Office suite is undoubtedly a powerful productivity solution that organizations rely on. However, it’s essential to note that... - [Multiply the Power of Microsoft 365 with M-Files – Professional Services Case Study](https://cpdos.com/multiply-the-power-of-microsoft-365-with-m-files-professional-services-case-study/): Microsoft 365 Office suite is undoubtedly a powerful productivity solution that organizations rely on. However, it’s essential to note that... - [Robotic Process Automation (RPA) – Automotive Case Study](https://cpdos.com/robotic-process-automation-rpa-automotive-case-study/): Organizations are increasingly turning to Robotic Process Automation (RPA) to automate repetitive and time-consuming tasks. RPA can help reduce errors,... - [Robotic Process Automation (RPA) – Orthopedics Case Study](https://cpdos.com/robotic-process-automation-rpa-orthopedics-case-study/): Organizations are increasingly turning to Robotic Process Automation (RPA) to automate repetitive and time-consuming tasks. RPA can help reduce errors,... - [AP Automation Software - Property Management Case Study](https://cpdos.com/ap-automation-software-property-management-case-study/): In today’s digital age, businesses are constantly looking for ways to streamline their operations and save costs. One such solution... - [AP Automation Software - Your Best New Employee – Distribution Company Case Study](https://cpdos.com/ap-automation-software-your-best-new-employee-distribution-company-case-study/): In today’s digital age, businesses are constantly looking for ways to streamline their operations and save costs. One such solution... - [How AI Can Be a Game Changer in AP - Large Non-Profit Business Case Study](https://cpdos.com/how-ai-can-be-a-game-changer-in-ap-large-non-profit-businesscase-study/): One area where Artificial Intelligence is particularly useful is in the automation of Accounts Payable (AP) processing. AP processing is... - [How AI in AP Processing Can Be a Game Changer](https://cpdos.com/how-ai-in-ap-processing-can-be-a-game-changer/): What is AI? Artificial Intelligence is the theory and development of computer systems able to perform tasks that normally require... - [How To Empower Collaboration and Productivity in Your Organization – Service Industry Case Study](https://cpdos.com/how-to-empower-collaboration-and-productivity-in-your-organization-service-industry-case-study/): Businesses struggle with not having the ability to easily connect all their customer-facing information and file sharing into one dashboard.... - [How To Empower Collaboration and Productivity in Your Organization – Large Insurance Company Case Study](https://cpdos.com/how-to-empower-collaboration-and-productivity-in-your-organization-large-insurance-company-case-study/): Businesses struggle with not having the ability to easily connect all their customer-facing information and file sharing into one dashboard.... - [How Data Capture Software Can Improve Organizational Process Efficiencies and Accuracy – Tire Distribution Company Case Study](https://cpdos.com/how-data-capture-software-can-improve-organizational-process-efficiencies-and-accuracy-tire-distribution-company-case-study/): Organizations are looking to improve process efficiencies and gain accuracy for their teams in the new year. Many of them... - [How Data Capture Software Can Improve Organizational Process Efficiencies and Accuracy – Food Distribution Company Case Study](https://cpdos.com/how-data-capture-software-can-improve-organizational-process-efficiencies-and-accuracy-food-distribution-company-case-study/): Organizations are looking to improve process efficiencies and gain accuracy for their teams in the new year. Many of them... - [How Organizations are Utilizing DaaS (Device-as-a-Service) – Assisted Living Facility Case Study](https://cpdos.com/how-organizations-are-utilizing-daas-device-as-a-service-assisted-living-facility-case-study/): Organizations are utilizing DaaS now more than ever. The traditional decentralized desktop printers are expensive to use, most often unable... - [How Organizations are Utilizing DaaS (Device-as-a-Service) – Manufacturing Case Study](https://cpdos.com/how-organizations-are-utilizing-daas-device-as-a-service-manufacturing-case-study/): Organizations are utilizing DaaS now more than ever. The traditional decentralized desktop printers are expensive to use, most often unable... - [How Managed Print Services Can Improve Security & Cost Reduction – Manufacturing Case Study](https://cpdos.com/how-managed-print-services-can-improve-security-cost-reduction-manufacturing-case-study/): Companies are known to take many precautions to protect their data and systems from cyberattacks but many of them overlook... - [How Managed Print Services Can Improve Security & Reduce Costs – Retirement Community Case Study](https://cpdos.com/how-managed-print-services-can-improve-security-reduce-costs-retirement-community-case-study/): Companies are known to take many precautions to protect their data and systems from cyberattacks but many of them overlook... - [Document Scanning Services – School District Case Study](https://cpdos.com/test-post/): Storing documents can be a hassle. Organizations look to digitize documents to increase security measures, provide access to remote employees,... - [Document Scanning Services – Engineering Firm Case Study](https://cpdos.com/document-scanning-services-engineering-firm-case-study/): Storing documents can be a hassle. Organizations look to digitize documents to increase security measures, provide access to remote employees,... - [Print Management – School District Case Study](https://cpdos.com/print-management-school-district-case-study/): In this digital age, it is crucial to be able to bring your unnecessary print costs under control. Organizations should... - [Print Management – Real Estate Company Case Study](https://cpdos.com/print-management-real-estate-company-case-study/): In this digital age, it is crucial to be able to bring your unnecessary print costs under control. Organizations should... - [The Ease of Retrieving Documents – Behavioral Services Accounting Case Study](https://cpdos.com/the-ease-of-retrieving-documents-behavioral-services-accounting-case-study/): Businesses must have agility, speed, and efficiency in their daily operations. Clients’ and prospects’ expectations include quick access to information.... - [The Ease of Retrieving Documents – Title Company Case Study](https://cpdos.com/the-ease-of-retrieving-documents-title-company-case-study/): Businesses must have agility, speed, and efficiency in their daily operations. Clients’ and prospects’ expectations include quick access to information.... - [Digital Workflow – Medical Distribution Company](https://cpdos.com/digital-workflow-medical-distribution-company/): Digital workflows are creating efficiency for organizations allowing them to structure processes, view statuses of those process and simplify or... - [Digital Workflow – Auto Dealer Case Study](https://cpdos.com/digital-workflow-auto-dealer-case-study/): Digital workflows are creating efficiency for organizations allowing them to structure processes, view statuses of those process and simplify or... - [Is Advanced Capture Right for You? - Philadelphia-Based Distribution Company Case Study](https://cpdos.com/is-advanced-capture-right-for-you-philadelphia-based-distribution-company-case-study/): Advanced Capture Software, also referred to as OCR Software can automate significant steps of the document capture process. Automatic separation,... - [Is Advanced Capture Right for You? Medical Facility Case Study](https://cpdos.com/is-advanced-capture-right-for-you-medical-facility-case-study/): Advanced Capture Software, also referred to as OCR Software can automate significant steps of the document capture process. Automatic separation,... - [CP Data Dashboard - KPIs in Today's Business Environment - Insurance Company Use Case](https://cpdos.com/cp-data-dashboard-kpis-in-todays-business-environment-insurance-company-use-case/): Decision Makers and key stakeholders require high-level analytics and reporting to make business decisions by using KPIs. CP Data Dashboard... - [CP Data Dashboard - KPIs in Today's Business Environment](https://cpdos.com/cp-data-dashboard-kpis-in-todays-business-environment/): Decision Makers and key stakeholders require high-level analytics and reporting to make business decisions by using KPIs. CP Data Dashboard... - [Team Collaboration & Virtual Lobby - Large Services Company Case Study](https://cpdos.com/team-collaboration-virtual-lobby-large-services-company-case-study/): Today’s hybrid work environment forces organizations to use tools to help simplify collaboration for their team internally and their customers... - [Team Collaboration & Virtual Lobby](https://cpdos.com/team-collaboration-virtual-lobby%ef%bf%bc/): Today’s hybrid work environment forces organizations to use tools to help simplify collaboration for their team internally and their customers... - [Accounts Payable as a Service](https://cpdos.com/accounts-payable-as-a-service-2/): No matter how small or large your business, organizations are encountering the same AP challenges. Automating Accounts Payable provides organizations... - [Accounts Payable as a Service](https://cpdos.com/accounts-payable-as-a-service/): No matter how small or large your business, organizations are encountering the same AP challenges. Automating Accounts Payable provides organizations... - [Visibility in Today’s Hybrid Workforce](https://cpdos.com/visibility-in-todays-hybrid-workforce/): Businesses today are trying to adapt to new Hybrid work environments, offering employees greater flexibility and allowing businesses and organizations... - [Critical Business Processes in Today’s Hybrid Workforce](https://cpdos.com/critical-business-processes-in-todays-hybrid-workforce/): Businesses today are trying to adapt to new Hybrid work environments, offering employees greater flexibility, and allowing businesses and organizations... - [What do you do with all those paper files?](https://cpdos.com/what-do-you-do-with-all-those-paper-files/): As many organizations have their employees working remotely, there is less need for additional office space. Days of having dedicated... - [Backoffice Scanning in Today’s Environment](https://cpdos.com/backoffice-scanning-in-todays-environment/): As many organizations have their employees working remotely, there is less need for additional office space. Days of having dedicated... - [Expressing our Gratitude and Thankfulness to Our Clients](https://cpdos.com/expressing-our-gratitude-and-thankfulness-to-our-clients/): At CP Digital Solutions, our client’s satisfaction is our number one goal. We are committed to offering them the best... - [Why Should You Perform Printer Security Audits?](https://cpdos.com/why-should-you-perform-printer-security-audits/): Printer security and cost controls are becoming a priority for companies, keeping track of what is happening across your print environment... - [Eliminating Printer Security Concerns](https://cpdos.com/eliminating-printer-security-concerns/): Companies are known to take many precautions to protect their data and systems from cyberattacks but many of them overlook... - [Learn How Organizations are Empowering Teamwork and Efficiency by using Hubshare](https://cpdos.com/learn-how-organizations-are-empowering-teamwork-and-efficiency-by-using-hubshare/): Wouldn’t it be fantastic if you can connect all your information in one dashboard, and create branded, customized hubs for... - [Empower Collaboration and Productivity with Hubshare](https://cpdos.com/empower-collaboration-and-productivity-with-hubshare/): Hubshare is now part of M-Files. Hubshare is a secure digital workplace portal solution that allows you to simplify collaboration.... - [Announcing the Launch of our New Website](https://cpdos.com/announcing-the-launch-of-our-new-website/): Check out our recorded webinar and learn more! - [Bridging Document and Business Process for over 40 Years!](https://cpdos.com/bridging-document-and-business-process-for-over-40-years/): CP Digital Office Solutions is excited to share with you the launch of our new website. Check us out at https://cpdos.... --- # # Detailed Content ## Pages - Published: 2025-10-12 - Modified: 2025-10-13 - URL: https://cpdos.com/software/solutions/ai-data-capture/ Square 9’s AI-driven platform transforms the way you access, extract, and activate information so that you can move from insight to action faster than ever before. Extract high-value data from any source document, including headers, footers, line items, and even handwritten notes. No manual entry. No delays. Just the right information, exactly when and where you need it. Try our AI capture experience for yourself for one of these applications: Invoices Sales/Purchase Orders Contracts Bill of Lading --- - Published: 2025-08-04 - Modified: 2025-08-11 - URL: https://cpdos.com/markets-served-2/manufacturing/ CP Digital Office Solutions is a business technology firm specializing in workflow automation and robust document tracking to ensure regulatory compliance. In partnership with M-Files, we empower manufacturing organizations to achieve seamless compliance with ISO, FDA and a wide range of industry standards. Together, we deliver powerful solutions for Project Information Management (PIM) and Quality Management Systems (QMS)—enabling streamlined project documentation, enhanced audit readiness, and improved quality control, all with enterprise-wide document visibility. --- - Published: 2025-06-18 - Modified: 2025-06-18 - URL: https://cpdos.com/auto-dealers/ Auto dealers’ partner with CP Digital Office Solutions to improve operational efficiency, reduce costs, and minimize risks tied to their document-heavy business processes. Dealership executives aiming to streamline and standardize internal workflows have leveraged CP Digital’s expertise in designing and implementing custom software and print solutions tailored to the automotive environment. These solutions have helped dealers accelerate administrative processing, save money, and optimize efficiency. We are driven toward savings, all with no initial investment. Managed Print Services Guaranteed 15% reduction in printing expense  Executive visibility to print spend per rooftop Eliminate waste while increasing efficiency Track, analyze and reduce print usage across the dealership Enhance document security and compliance Increase staff efficiency Accounts Payable Automation Accelerate workflow processes and cost approvals 72% faster Executive visibility to AP spend per rooftop Direct DMS and ERP integration AI document extraction, minimizing manual human error, and time spent entering invoice information Standardizing AP Processes and customizing them for your specific AP requirements --- - Published: 2025-05-23 - Modified: 2025-05-23 - URL: https://cpdos.com/managed-print-services/ CP Digital Office Solutions will Optimize all of your Printers, Scanners, Copiers and Faxes to reduce cost, eliminate waste and increase efficiency. Our Managed Print Services will align technology to streamline your business for growth. We Assess your existing fleet and Design a plan to reduce your monthly spend by at least 10%. Once Implemented, we Manage Usage Metrics, Supply Orders and Billing with our Automatic Data Collection Software and continue to Optimize the fleet over time for long-term efficiency. THE MPS PROCESS ASSESS CP Digital Office Solutions will preform an On-Site Assessment of current Fleet Inventory, Usage, and Expenses. During this time we will determine the Total Cost of Ownership and preform a follow up Assessment to project monthly expenses. DESIGN A Governing Print Policy is created to support internal communication and secure Executive Censorship. A floor plan is presented to consolidate the fleet. IMPLEMENT A implementation meeting will be held to address logistics, service procedures, supply fulfillment, and determine key points of contact. All equipment will be organized, connected, tagged and indexed. Our Data Collection Agent is installed at this time. MANAGE Our Data Collection software sends Page Counts, Toner Levels and Usage Metrics. MPS includes automated billing and toner ordering reducing overall end-user involvement. OPTIMIZE Overtime equipment will be refreshed, consolidated and relocated as new data arises. Workflow processed and Document Management will be evaluated to integrate software solutions. --- - Published: 2025-05-23 - Modified: 2025-05-23 - URL: https://cpdos.com/business-process-automation/ CP Digital Office Solutions will optimize your workflow, store documents electronically, extract and analyze data for critical business needs. Our Business Process Automation is based on how documents are moved, stored, and how the data is used in your business. We overcome the paper and process challenges your specific industry, department or work group faces. BUSINESS PROCESS AUTOMATION ASSESS CP Digital Office Solutions will perform an On-Site Assessment of current Document Storage, Workflow Process, and information bottlenecks. During this time we will determine the key improvements to optimize workflow and document processing. DESIGN CP Digital Office Solutions will create a digital process within our software programs tailored to your business. All programs can be built around compliance and industry specific regulations. IMPLEMENT Our team implements software and provides training to all users to maximize staff efficiency. MANAGE CP Digital Office Solutions offers ongoing support following the installation including technical adjustments, consulting support and continued training to maintain peak performance. OPTIMIZE Following implementation, it is often determined the technology deployed can be utilized in other areas within the business. Our Technical team regroups with your account manager to discuss other opportunities of software implementation. --- - Published: 2025-05-16 - Modified: 2025-05-23 - URL: https://cpdos.com/hardware/printers/ We can help you select the printer that is best for your budget, workgroup, and your workflow. CP Digital Office Solutions provides a selection of monochrome and color printers for small and corporate business environments. Whatever your document needs, we have the perfect solution for you. CP Digital Office Solutions will help you select specific devices that will benefit your company and employees the most. We want to work with you to evaluate your requirements and provide solutions that address your specific needs, volume, and budget. With printers from CP Digital Office Solutions, you will become more productive while maintaining and even reducing the total cost of ownership. --- - Published: 2025-05-16 - Modified: 2025-05-23 - URL: https://cpdos.com/hardware/scanners/ A high-quality, reliable scanner is one of the most important investments your company can make. At CP Digital Office Solutions, we want to understand what you scan and why you scan to make sure you get the best equipment for your process. Whether you prefer to scan to email, scan to a file folder, scan to OCR, or scan directly into an electronic file system we will match you with the perfect machine. We carry a full line of scanning hardware from a variety of manufacturers. FIND THE RIGHT SCANNER --- - Published: 2025-05-16 - Modified: 2025-05-23 - URL: https://cpdos.com/hardware/multifunction-devices/ Multifunction Devices (MFD) are a popular choice for many reasons. With a single device, you will be able to take advantage of these benefits and more: Reduce costs Consolidate assets Reclaim floor-space Conserve energy Enhance workflows. CONTACT US NOW CP Digital Office Solutions provides you with the best multifunction devices from our top technology partners, like Kyocera Document Solutions, with the combined ability to copy, print, fax, and scan to email or a network folder. Plus, Multifunction Devices (MFD) can be integrated with desktop software and network applications to further increase your office productivity. Printing Multifunction Devices (MFD) provide the ability to print all different sizes of documents in a time-efficient manner. Because multifunction devices are scalable, the volume can be also scalable. This allows you to keep costs low while maximizing productivity. The systems also provide finishing options that are not typically available in ink-jet or laser printers such as stapling, booklet-making, and three-hole punch. With Multifunction Devices (MFD) from CP Digital Office Solutions, you can bring the print shop to you. Copying All Multifunction Devices (MFD) have the capability to copy as well as scan color and black & white documents. Our products use the latest technology to generate the best quality reproduction available in addition to giving you the ease of use you have come to expect. Most Multifunction Devices (MFD) now provide advanced features such as scan-one-print-many functionality, job pre-scan, and the increased ability to maximize the resolution quality from your color originals. Scanning Scanning documents... --- - Published: 2025-05-16 - Modified: 2025-05-23 - URL: https://cpdos.com/hardware/wide-format/ Wide Format Imaging is an essential component to many vertical markets, such as AEC (Architectural, Engineering and Construction), Manufacturing, Government, and Education and Wide Format MFPs can be a significant document output device capable of copying, printing and scanning large-sized documents and sets. We carry highly productive devices for any environment that can improve turnaround time and improve document workflow for wide format business users. --- - Published: 2025-05-16 - Modified: 2025-05-23 - URL: https://cpdos.com/hardware/service/ At CP Digital Office Solutions, we think your needs should come first. Our service response to you is our first priority. Serving the tri-state area since 1978, we provide meaningful digital office solutions to businesses of all sizes. As a local independent dealer, we add a personal touch to every client. It is our goal to ensure your unique needs are met. We strive to make your office more productive while reducing costs and thinking green. We are determined to always exceed your expectations. If you are ever in need of service or repair, we are always on call to ensure your equipment is helping your office be its most productive. Our support team will work with your key users to educate your team on all the capabilities of your equipment. We will ensure all your needs are met and costs remain low. Our team is always ready when you need us. The CP Digital Office Solutions service department employs a team of full-time professional technicians with extensive experience. Together with service, parts and warehouse managers, networking specialists, and shop technicians they make sure your equipment issues will be solved in no time. CP Digital Office Solutions offers many different services to provide you will all your needs. Contact us at 800-342-7329 to order supplies, request service, or submit meter reads. --- - Published: 2025-05-16 - Modified: 2025-05-23 - URL: https://cpdos.com/hardware/subscription/ Our Subscription program, otherwise known as our Device as a Service (DaaS) program gives you all you need from a technology perspective with an all inclusive budgeted monthly cost. This program has flexible terms and can meet the needs of any business or professional work from home environment. EVALUATE YOUR OPTIONS TODAY --- - Published: 2025-05-16 - Modified: 2025-05-23 - URL: https://cpdos.com/hardware/leasing/ At CP Digital Office Solutions, we work with your budget to provide every option to fit your needs. Whether you want to buy your equipment outright, lease, or rent – we have a payment option that will work for you. Leasing Leasing allows you to use the equipment you need while paying a budgeted monthly cost. CP Digital Office Solution’s lease agreements offer: Terms that will fit the needs of any business and budgetFinancing flexibility from 12-60 month terms FLEXIBLE LEASING OPTIONS ► Short or Long Term Rentals Want more flexibility with payments? Renting may be the option for you! CP Digital Office Solutions offers: Rental contracts up to 36 months with full support Terms that will fit the needs of any business and budget Guaranteed repair/replacement if your machine encounters any issues A large selection of digital copiers and multifunction systems for quick delivery at competitive rates CP Digital Office Solutions offers a variety of both new and pre-owned office equipment. With many rental and leasing options available, we have the right solution for you! BENEFITS OF RENTING ► --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/software/services/bpo-bpa-services/ CP Digital Office Solutions provides BPA that Dramatically Improves Business Performance If you deal with high volumes of documents or data, you know that getting information into your system can take up an enormous amount of budget and staff time. Our business processes outsourcing (BPO) services cover everything from routine back-office tasks to complex high-volume automation, all with maximum flexibility. For companies dealing with high volumes of documents or data, getting information into their system takes an exorbitant amount of time and great share of its budget. Business processes outsourcing (BPO) serves to cover everything, from routine tasks to complex high-volume automation, all with maximum flexibility. Ironclad Security We understand that your data is sensitive, which is why we contract with the document scanning company for the Library of Congress and the National Archives. Whether we’re handling e-forms or paper files, your data security is Ironclad. Our national network of SOC Type II certified redundant production centers, along with our 24×365 monitoring, allows you to relax knowing that your data is in safe hands. AP Automation CP Digital Office Solutions provides services to automate and centralize the AP process. Most organizations are challenged by invoices that are mailed, emailed and downloaded. CP Digital Office Solutions provides services paired with technology to centralize the different varieties of invoice types into a digital portal that can be accessible from anywhere. Our services funnel all invoice types to a secure portal, we tag the invoice using information such as vendor name, due date,... --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/software/solutions/ CP Digital Office Solutions has been the valued technology supplier in the tri-state area for over 40 years. We have grown into a technical solution provider with the latest in software and electronic services to help your business operate efficiently and in a cost-effective way. Begin your partnership with CP Digital Office Solutions today by setting up a free consultation with one of our expert technical advisors. --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/software/solutions/electronic-storage-retrieval/ The ability to search and retrieve a document electronically with the click of a mouse will dramatically enhance your office efficiency. If you have business processes that need to be automated, an electronic document management system can provide that capability. Regardless of how you do business, CP Digital Office Solutions has an option for you. M-Files provides you with a smarter way to manage your content. It provides you with connected content and intelligent automation. Want to increase productivity? M-files provides a seamless digital experience, enhances your ability to collaborate. It reduces business risk and enables continuity. GET STARTED TODAY ► Global Search will allow your organization to securely store and retrieve documents with simple keyword indexing and searches. It comes with a nearly unlimited amount of customizable options to make sure your filing system fits the specific needs of your entire business as well as the specific departments or workgroups within the organization. Global Search can seamlessly integrate with other existing software your organization uses to really tie your Paperless Office together. A tool like key-free indexing means your employees won’t spend another second filing documents away. This solution is completely scalable - so it fits no matter how small or large your business is! SAVE TIME & MONEY TODAY! ► --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/software/solutions/electronic-workflow/ At CP Digital Office Solutions, we know the most valuable asset in any business is time. Time is best spent on revenue generating operations, but we all know there are just certain functions of a business that need to take place. One in particular is the movement of documents through an organization. Whether it’s moving for approvals, record keeping or collaboration, having to manually walk documents around, fax or even email documents can be a very time-consuming process. Plus there is no way to track where that document may be in its process. CP Digital Office Solutions creates and maintains a variety of workflow processes, from the very basic to the most complex. Offering tremendous strength and flexibility, we automates your business processes in a snap. CP Digital Office Solutions offers a true cross-platform interface that can be accessed from multiple platforms. Take action today. TAKE ACTION TODAY ► --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/software/solutions/electronic-signature/ At CP Digital Office Solutions, we believe in offering you the best products for your business. This is why we offer two different electronic signature solutions. Both products are top of the line industry leaders and we can help you determine which is the best fit for your organization. Docusign is designed to help individual professionals around the world sign, send, and securely manage their business documents online – anywhere, anytime, and on any device. Your prospects, clients, and customers will love how fast and easy it is to DocuSign START SIGNING ELECTRONICALLY ► EchoSign  is the “go to” service that professionals and small businesses use to get contracts signed. Why? It’s efficient and easy to use. No matter what type of paperwork - EchoSign’s electronic signatures get your contracts signed, tracked and filed in minutes. Once signed, all your contracts are stored securely online, available for reference at any time. NO MORE PEN & PAPER ► --- - Published: 2025-05-15 - Modified: 2026-01-05 - URL: https://cpdos.com/software/solutions/electronic-data-capture/ At CP Digital Office Solutions, we are data and document experts. Electronic forms combine the two for unlimited possibilities. Depending on what you do with the data collected by your forms, we have different solutions to meet your specific needs. By spending the time and asking the right questions, we are able to determine the best fit for your company. Call to set up a consultation to learn more about: Global Forms allow the user to create unique forms based on your needs. Once the user determines the data being captured, you can map your fields to have the data automatically fill any number of documents including those in . pdf form. Finally, once your form is complete, have it automatically trigger into a workflow to save the time passing forms for approvals. LEARN MORE ► Mi-Forms You can quickly and easily create e-forms for mobile devices, iPads, tablets, digital pens, and laptops. Packed with features, your e-forms application is interactive and easy to use, and you’ll be able to collect data online & offline. With support for voice recognition, text input, pick lists, time stamps, photo capture, handwriting interpretation, and GPS, you can quickly build a fast, flexible data collection solution tailored to your requirements. FIND OUT HOW ► --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/software/solutions/secure-print/ Secure print is a specialized safety and security feature that allows a user to print documents confidentially. This gives your organization complete confidence when printing, that their sensitive data and documents are fully protected from the selection to print to physically releasing the document to the end user. Aside from physical security, the software can be beneficial for organizations looking to charge back users or clients for printing, remote employees that may want to print from their own devices, and saves up to 68% of a business print expenditures simply by eliminating unnecessary or redundant printing. Secure and easy printing that saves your business time and money. Print management software that is helping hundreds of millions of people around the globe to minimize waste while having a secure and easy printing experience while reducing print expenses in the office. SECURE PRINT NOW ► --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/software/services/ CP Digital Office Solutions has been the valued technology service provider in the tri-state area for over 40 years. We have grown into a technical solution provider with the latest in software and electronic services to help your business operate efficiently and in a cost-effective way. Begin your partnership with CP Digital Office Solutions today by setting up a free consultation with one of our expert technical advisors. --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/software/services/consulting-services/ CP Digital Office Solutions Consulting Services Reports Directly to the CEO, management team or ownership. Services apply focus to all operational functions of the business. Levels of services and needs vary from client to client. Our services range from initial fact finding discovery meetings to identify and discuss current operational challenges within the business, through solving those challenges via ongoing consultation services. Who we work with: Vertical market areas of expertise include: Technology, Medical, Manufacturing, Distribution, Real Estate & Property Management as well as Technical Trade Industries. Established businesses that are strategically looking to improve their bottom line by gaining efficiency with staff & process. Organizations with leadership that have identified issues of “that’s the way we have always done it” mentality. This often includes businesses as they transition from generation to generation. Organizations with self identified process issues that are creating bottlenecks for services or delivery within the organization. Organizations facing challenges operationally due to outside circumstances such as COVID. What you get: 2nd in command mentality behind the CEO, management or ownership team; we mutually set organizational goals and execute on them for the business. Leadership qualities to manage the desired change through the organization in an effective way. Established change management techniques and experience to enact the desired change. Documented operational process and procedure material for ongoing staff and organization training --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/software/services/data-backup/ CP Digital Office Solutions doesn’t just back your data up, we can recover it and have you up and running within minutes! Minimal downtime, enhanced security, and multiple backup options mean that your loss is nearly eliminated even in the event of disaster. We pride ourselves on providing options for every scenario. If you only store your data locally we can provide offsite or cloud backups. The opposite is true as well: for businesses that have migrated to working in the virtual space and store data primarily in the cloud we offer local backup. When it comes to security, redundancy is always the key. Whatever your plan, CP Digital Office Solutions has your back! With CP Digital Office Solutions Data Backup, you can expect: Unbeatable Security Disaster recovery plans Data restorations within minutes Local Backup Continuous Data Protection Bare Metal restorations ... and much more! --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/markets-served-2/ For the past 40 years, CP Digital Office Solutions has become an industry leader in office technology solutions. Over that time we have solved paper and document process-related problems in any number of industries. While you may think your problem is unique, chances are we’ve seen it before, and even if we haven’t we’ll use our network of teammates and partners to put together a solution just for you. In your specific industry, why do you print? Is it because you need to? --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/markets-served-2/accounts-payable/ Accounts Payable departments have been able to reduce manual paper processing by up to 85%, increase overall employee efficiency by 45%, and reduce transactional costs by up to 80%. Accounts Payable departments work with CP Digital Office Solutions to help them realize better control of their AP process, reduce errors, and increase the number of invoices paid on time or early to maximize discount terms. Financial and Operations executives with a vision to streamline and standardize their Accounts Payable process have utilized CP Digital Office Solutions’ expertise to assist with the design and implementation of software solutions to help them attain their Accounts Payable process improvement initiatives. Ask Yourself: Do you have multiple employees taking part in the accounting process? Does your purchase order process include paper forms or excel spreadsheets? Are documents walked or emailed for approvals? Do your employees have to type invoice information into your accounting software? Does your process include manually matching checks to paper invoices? Do you use QuickBooks, Timberline, Great Plains, or another accounting package? Solutions Include: Electronic PO Requisition Forms Automated PO Requisition Approvals Automated PO Generation OCR Assisted Invoice Indexing Advanced Capture Assisted Invoice Indexing GL Coding Automated Matching Automated Invoice Routing and Approval Integration with Financial Systems Real-time Analytics/Reporting --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/markets-served-2/construction/ Construction and construction management relies heavily on documents and data to properly budget or bid on jobs in order to remain profitable. Whether you have several solutions in place or still rely on manual process to collect this data and manage your documents, CP Digital Office Solutions is your expert to help you collect, manage and analyze your business data and documents in real time to stabilize your bottom line and be proactive (not reactive) in your bidding or budget analysis. The best part is you can achieve these goals while eliminating man hours, or in a growing business without having to add to your existing labor force! Ask Yourself: Do your field technicians need to collect data on job sites? Do you rely on paper tickets to manage the delivery of materials to/from job sites? Would you like to be able to analyze whether you’re under/over budget in real time? Do you use multiple specialized systems to manage the different aspects of your operations? Is it time consuming or near impossible to share data and documents between these systems? Are you sometimes underbidding on jobs due to inaccurate or outdated information? Would you like to grow your operation without adding “back office” staff (HR, accounting, billing. . )? --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/markets-served-2/core-line-of-business/ At CP Digital Office Solutions, we take a forensic approach to working with our customers. While we do offer many industry specific solutions, our creativity and flexibility allows us to improve any business process. We evaluate the areas of your business that are the most time-consuming and paper intensive by first asking one simple question: “Why? ” Once we understand the reason something is done a certain way we can work to improve upon it. Ask Yourself: Could your staff be more productive and efficient? Do you print documents just to stick them in a file cabinet? Does your business require forms to be filled out? Is the information from the form typed into a computer or program? Do you, your employees or your customers print documents just because they need to be signed? Are you paying for a dedicated fax line? Do you have issues managing faxes once they’re received? Do you make copies of documents for security or routing purposes? --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/markets-served-2/customer-service/ At CP Digital Office Solutions, we pride ourselves on our high level of customer service, so we know it’s all about quality and handling queries in a timely manner. Being able to quickly and easily access client account information or documents makes all the difference. Improve your customers’ experiences dramatically! Ask Yourself: Can you quickly and easily access customer documents? Do you have to walk or email documents for approvals? Are you getting wet signatures from customers? Does your customer service department have file cabinets? Do you receive paper faxes? --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/markets-served-2/healthcare/ Healthcare providers work with CP Digital Office Solutions to help them improve efficiency, reduce operational costs, and reduce risks within their data and document intensive business processes. Healthcare executives with a vision to streamline and standardize their business processes have utilized CP Digital Office Solution’s expertise to assist with the design and implementation of software solutions to help them attain their process improvement and/or meaningful use initiatives. Healthcare organizations have been able to reduce manual paper processing by 95%, increase overall employee efficiency by 45%, and reduce manual document filing by 75% while reclaiming thousands of square-feet of office space. SOLUTIONS INCLUDE: Medical Billing Optimization Meaningful Use Documentation Supply Chain Optimization Enterprise Document Management Electronic Medical Records Integrations Mobile Clinician/Aide Documentation Real-time Analytics/Reporting Revenue Cycle Management Many more HEALTHCARE ORGANIZATIONS SERVED: Optimization Hospitals Behavioral Health Hospice/Home Health Pharmacies Doctor Groups Assisted Living Long Term Care Facilities More --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/markets-served-2/human-resources/ CP Digital Office Solutions can help streamline any HR department. Whether you want to reduce the time spent onboarding new employees, manually entering data from forms, or reduce costs associated with paper-based filing, CP Digital Office Solutions has the experience and expertise to guide you. Ask Yourself: Do you require employees to fill out multiple forms when they are hired? Does another employee type any of this information into a computer? Do you store employee records in a file cabinet? Can you search for an employee’s file by name? Do you have frequent or seasonal employee turnover? Does your company have multiple office locations? --- - Published: 2025-05-15 - Modified: 2025-05-23 - URL: https://cpdos.com/markets-served-2/legal/ CP Digital Office Solutions will help your legal firm securely go paperless in an effort to reduce costs, increase security and organization, and collaborate more easily. Accurate and secure documentation is of utmost importance in the legal industry. Ask Yourself: Do multiple people need immediate access to case documents? Do you have a need for remote collaboration? Have important files ever been lost? Do you send paper records to opposing counsel? Is it sometimes difficult to locate documents? --- - Published: 2025-05-07 - Modified: 2025-05-23 - URL: https://cpdos.com/software/ Software Automation & Managed Solutions for your Business Trusted Technology Advisors Since 1978 Electronic Storage CP Digital Office Solutions helps businesses to organize, store & easily retrieve documents securely and efficiently Electronic Workflow We create a workflow process to move documents efficiently through an organization Electronic Data Capture We are data & document experts and provide businesses with solutions to meet their needs --- - Published: 2025-05-07 - Modified: 2025-05-23 - URL: https://cpdos.com/hardware/ Software Automation & Managed Solutions for your Business Trusted Technology Advisors Since 1978 Business Process Automation CP Digital Office Solutions will optimize your workflow, store documents electronically, and extract and analyze data for critical business needs. Managed Office CP Digital Office Solution's Managed Office is a combination of services & technology to gain profitability and drive efficiencies to maximize employee productivity. Managed Print CP Digital Office Solutions will Optimize all of your Printers, Scanners, Copiers and Faxes, to reduce cost, eliminate waste and increase efficiency. --- - Published: 2021-03-30 - Modified: 2022-06-20 - URL: https://cpdos.com/client-login/ Access e-info to order supplies, service request, and input meter readings. Calls entered through this portal are only monitored 8 AM to 5 PM, Monday through Friday. For after hours support, please call the office at 800-342-7329 Ext: 111 Connect to e-info --- - Published: 2021-03-11 - Modified: 2025-11-03 - URL: https://cpdos.com/careers/ At CP Digital Office Solutions, our mission is to enhance business profitability and operational efficiency through document and print management solutions that are simple to implement, cost-effective, and highly impactful. Our commitment to integrity, transparency, and measurable results defines every service we deliver. We seek professionals with the expertise, dedication, and initiative to contribute beyond traditional job roles. If you value innovation, professionalism, and excellence in a collaborative environment, CP Digital Office Solutions offers an opportunity to grow your career and make a meaningful contribution to our continued success. AVAILABLE POSITIONS Professional Service Analyst CP Digital Office Solutions provides Business Process Optimization (BPO) solutions that help its clients streamline their data and document intensive processes utilizing Enterprise Content Management, Workflow, Analytics, and Intelligent Data Capture (IDC) software. This role is a Professional/ Service Analyst role with a main focus in software and professional services. Job Description: As a Professional Service Analyst at CP Digital Office Solutions, you will provide onsite and remote design, deployment and support services to end users. Creative thinking and the ability to adapt to a wide range of environments across an even wider range of vertical markets is critical to success in this role. Candidates must be technically adept and business savvy at the same time. Absolute perfection in the areas of written and verbal communication is a must. Experience & Qualifications Minimum 3 years of relevant experience Proven ability to develop consultative, solution-based strategies integrating software, hardware, and professional services Experience working with professional-level buyers... --- - Published: 2021-03-10 - Modified: 2025-05-23 - URL: https://cpdos.com/about/ CP Digital Office Solutions was founded in 1978. We are locally owned and operated with over 40 years in the business. At CP Digital Office Solutions , your satisfaction is our number one goal. We are committed to offering you the best in technology and service, period. Our core values are the foundation of our pledge to you. We value God and His Principles. Because of this, you will receive only the best when it comes to ethics, integrity, and honesty. Without our clients, we would not be in business. Therefore you will receive reciprocal trust and respect as if you were a part of our team.   LEARN MORE ABOUT US --- - Published: 2021-03-10 - Modified: 2025-05-23 - URL: https://cpdos.com/markets-served/ Many companies are looking for practical ways to cut costs and help the environment. Typically, it is difficult to adopt green initiatives because of their expense. However, with a few simple adjustments, your company can effectively cut costs and significantly reduce your carbon footprint. We utilize software that controls paper production and printing. We also focus our hardware placements by representing technology from manufacturers that maximize energy efficiency and waste reduction. Internally we practice these principles as well as others, such as using recycled materials for shipping in our daily operations. LEARN ABOUT OUR GREEN SOLUTIONS --- - Published: 2014-09-18 - Modified: 2014-09-18 - URL: https://cpdos.com/testimonials/ https://youtu. be/8QhiWzI9HxM I am writing this letter on behalf of Keith Senzer of Power Shift Coaching. Keith has helped me in both my professional and personal lives. Keith helped me through a tough decision process that had to be made concerning my 10 year old daughter. As a result of our conversations Keith pointed us in the right direction and helped us to find the right people to give our daughter the proper support she needed. She has become a better and less frustrated student. Keith having gone through similar issues was able to speak from the heart. I have worked with Keith for the past 10 years and I find him to be trustworthy, knowledgeable and above all honest. As for my professional life, Keith also helped me decide on a few changes that I needed to make. As a result of our talks I feel like I have made necessary changes to improve my current work an overall financial success. I would recommend Keith Senzer to anyone or group that is looking to be motivated in a positive way. Stephen Kiely Oh Shift! allowed me to engage with like-minded people on a journey of transformation. Going through this program, I have become aware of a variety of eye-opening feelings and emotions stemming from events that have taken place in my life. Until now, I have never questioned how things are I’ve just been content to believe they just are. But Jennifer Powers has created a program that enabled... --- - Published: 2014-09-18 - Modified: 2025-12-05 - URL: https://cpdos.com/contact/ Please enable JavaScript in your browser to complete this form. I'm Email Company Name *Company *Email *Phone *I'm interested in *Managed Print ServicesDocument Management SoftwareService and SuppliesOtherComments Submit --- --- ## Posts - Published: 2026-04-28 - Modified: 2026-04-28 - URL: https://cpdos.com/make-sharepoint-smarter-with-m-files/ Using SharePoint but still struggling to find documents, manage versions, or enforce consistent processes? With M-Files for SharePoint Embedded, you can enhance your existing SharePoint investment with intelligent information management—without forcing users to change how they work. Here’s where M-Files stands out:  Find anything instantly – M-Files organizes content by what it is, not where it’s stored, so users can search by customer, project, or document type instead of digging through folders Built-in workflow automation – Route documents for approval, enforce processes, and reduce manual follow-ups Stronger compliance & control – Automatic versioning, audit trails, and permission controls help reduce risk Connect across systems – Unify content from SharePoint, network folders, and other systems into one view The result? Less time searching, fewer errors, and more productive teams. Curious how this could work in your environment? Reach out to CPDOS today. --- - Published: 2026-04-15 - Modified: 2026-04-15 - URL: https://cpdos.com/still-relying-on-sharepoint-to-manage-access-and-governance/ Many organizations outgrow SharePoint not because it can’t store files — but because governance depends on people getting permissions right, every time. M‑Files complements SharePoint by adding control where SharePoint struggles at scale: Eliminate permission sprawlStop managing access by folders, sites, and Teams. M‑Files controls access automatically based on document type, client, project, and lifecycle. Govern by business rules, not locationsPermissions change when the business context changes — not when someone remembers to update a site. Reduce risk before Copilot and AI amplify itAI can only respect existing permissions. M‑Files ensures access is correct before Copilot ever sees the content. Keep documents in Microsoft 365 — without losing controlWith SharePoint Embedded, files remain in your M365 tenant while M‑Files enforces governance, metadata, and lifecycle rules. Simplify audits and complianceEasily answer “who has access to what — and why” without unraveling years of broken inheritance and oversharing. Make governance invisible to end usersUsers don’t manage permissions — they just work. Access is applied automatically. Bottom line:If SharePoint works — but governance doesn’t scale — M‑Files turns permissions into a byproduct of how your business operates. Call your CPDOS rep today to learn more. Check It Out On Their Site! --- - Published: 2026-03-18 - Modified: 2026-03-18 - URL: https://cpdos.com/how-charles-river-laboratories-modernized-document-control/ Life sciences organizations are under constant pressure to improve efficiency, compliance, and visibility across critical documents. See how one global organization approached the challenge. Customer Success Story: Charles River Laboratories Modernized document management across teams Improved control, visibility, and consistency of information Reduced manual processes and document-related risk Built a scalable foundation to support regulated workflows If you’re exploring ways to improve document control, streamline processes, or support compliance initiatives, we’d be happy to share insights and discuss how similar approaches could apply to your organization. Watch the Customer Story Here! --- - Published: 2026-03-12 - Modified: 2026-03-12 - URL: https://cpdos.com/from-dock-to-data-automate-bills-of-lading-in-minutes/ Manual Bills of Lading slow down your dock, introduce errors, and delay downstream processes. Join us for a quick, practical webinar showing how to automate BOLs from intake to ERP. From Dock to Data: Automate Bills of Lading with Square 9 Capture BOLs automatically at the dock Eliminate manual data entry and keying errors Route data directly into your ERP or accounting system Improve visibility, speed, and compliance Join us Tuesday, March 17, 2026 at 2:00 PM ET for a Live Webinar!   If you handle shipping, receiving, logistics, or accounting workflows, this session is built for you. Register Here! --- - Published: 2026-02-26 - Modified: 2026-02-26 - URL: https://cpdos.com/how-a-government-non-profit-streamlined-payments-boosted-efficiency/ A government non-profit responsible for watershed protection recently transformed its document and payment processes with Square 9. By digitizing regulatory records and automating workflows, they: Eliminated paper backlogs and costly off-site storage Simplified online payment processing — no more chasing down approvals or checks Reduced administrative effort and improved finance team efficiency Made data entry into their accounting system fast and error-free This example shows how automation helps public-facing organizations do more with less — and deliver better service. Read the full success story here! --- - Published: 2026-02-13 - Modified: 2026-02-13 - URL: https://cpdos.com/how-farmland-cooperative-automates-ap-across-11-locations/ Are manual invoice processes slowing your team down? Discover how Farmward Cooperative — operating across 11 locations and processing nearly 500 invoices per month — modernized their accounts payable workflow with Square 9’s AP GlobalAutomation + AgVance integration.   With Square 9, Farmward was able to: Automate invoice digitization & approvals Integrate seamlessly with AgVance Access documents instantly from any workstation Save time, reduce paper, and improve accuracy across departments “You get so used to things being inefficient — seeing what Square 9 had to offer was really promising. ” — Anna Petersen, AP Administrator at Farmward Cooperative See how automation can unlock similar gains for your organization! Read the Whole Case Study Here! --- - Published: 2026-01-29 - Modified: 2026-01-29 - URL: https://cpdos.com/how-one-manufacturer-boosted-efficiency-safeguarded-documents/ Struggling with paper overload or outdated document systems? Discover how Kenney Manufacturing Company, a century-old manufacturer of home products, transformed its document workflows with Square 9’s GlobalSearch® solution. After an unpredictable storm destroyed their server room, Kenney needed more than just recovery — they needed a smarter, digital way to protect and manage critical business documents. With GlobalSearch, Kenney was able to: Centralize and digitize document storage for easy access anytime.  Eliminate paper workflows, reducing printing and physical storage costs.  Save valuable employee time — about 520 hours a year previously spent on scanning and copying.  Improve daily business processes like invoice handling, BOLs, and cash applications. The result? A more efficient, secure, and resilient document infrastructure ready to support growth for years to come.   See how GlobalSearch can work for your business too. Request a demo or learn more today! View the Whole Case Study Here! --- - Published: 2026-01-15 - Modified: 2026-01-15 - URL: https://cpdos.com/how-manufacturers-are-eliminating-manual-document-work/ Manufacturers are under constant pressure to move faster, reduce errors, and do more with fewer resources — and document automation is proving to be a major advantage. Here's how manufacturers like General Tool are transforming their operations with document capture automation using GlobalCapture®.  The Challenge:Manual document processes were consuming valuable staff time and slowing down critical workflows — especially for large contract documentation.  The Solution:By implementing GlobalCapture, General Tool automated the classification, naming, and processing of hundreds of documents required for mission-critical contracts. The software integrates seamlessly with internal systems and uses advanced OCR to extract key data, reducing manual work and eliminating errors. The Results: 80% time savings in document handling. $250,000 in estimated savings on a major contract over three years. One person now handles work that previously required a team — freeing up resources for higher-value tasks. If your organization is still relying on manual document processes, this is a great example of what’s possible with the right automation platform.   See how GlobalSearch can work for your business too.  Request a demo or learn more today! View the Whole Case Study Here! --- - Published: 2025-12-11 - Modified: 2025-12-11 - URL: https://cpdos.com/how-toll-brothers-cut-costs-boosted-efficiency-with-m-files/ See how Toll Brothers — a Fortune 500 leader in luxury homebuilding — transformed document management and saved big with M-Files. With M-Files, Toll Brothers: Centralized all project documents into one secure, searchable system Eliminated silos and outdated repositories Gained instant access to the latest versions, company-wide The Impact: 30%+ reduction in licensing costs 2–3 hours saved per week for over 2,000 users Projected 28% annual savings after retiring legacy systems M-Files gave Toll Brothers a single source of truth, streamlined collaboration, and measurable cost & time savings — enabling them to focus on delivering high-quality homes more efficiently.   If you’re looking to streamline operations, reduce costs, and improve productivity, reach out to CP Digital Office Solutions today! --- - Published: 2025-11-24 - Modified: 2025-11-24 - URL: https://cpdos.com/m-files-for-outlook-pro-boost-the-efficiency-accuracy-of-your-filing-process/ Manual email filing is draining productivity across organizations everywhere. Teams are spending countless hours sorting, tagging, and storing correspondence—time that could be spent on higher-value work. There's a better way.  M-Files for Outlook Pro transforms how organizations manage correspondence—automating email filing while ensuring compliance and accuracy. Watch M-Files' on-demand webinar to see how your organization can: File emails with one click directly from Outlook to M-Files Automate filing rules for Outlook folders—no manual sorting required Never lose track of important emails with visual filing indicators Enable team collaboration with support for shared and delegated folders No more digging through folders. No more compliance headaches. Just seamless integration between the tools your teams already use every day. The webinar includes live demonstrations of customizable metadata controls and automation rules—perfect for organizations ready to work smarter, not harder. Watch the Webinar On-Demand --- - Published: 2025-10-21 - Modified: 2025-10-21 - URL: https://cpdos.com/kuna-food-service-transforms-document-management-saves-35-hours-weekly/ As the Midwest's largest independent food distributors, Kuna Food Service struggled with endless file cabinets, lost documents, and wasted time searching for critical paperwork. The Challenge: Countless file cabinets consuming valuable office space Daily struggle to locate invoices, purchase orders, and bills of lading 50-100 invoices scanned manually every day 200+ paper copies filed weekly by the service department The Solution:  Kuna implemented Square 9's GlobalSearch and GlobalCapture to digitally transform their document management and automate invoice processing. The Results: Eliminated 25+ file cabinets – reclaimed valuable office space Saved 15 hours/week with automated workflows Saved 20 hours/week on invoice filing alone 20% increase in productivity Instant error detection in accounting processes 50% improvement in invoice approval process But they didn't stop there... Kuna expanded with GlobalForms and GlobalAction, saving an additional $5,500 annually on paper-based forms and maximizing early payment discounts. "Absolutely. I am a firm believer in the product. "— Tim Boyle, IT Director, Kuna Food Service Try Square 9's AI-powered capture tool below: Invoices Sales/Purchase Orders Contracts Bill of Lading --- - Published: 2025-08-26 - Modified: 2025-08-26 - URL: https://cpdos.com/why-following-compliance-processes-matters-and-how-m-files-helps/ In highly regulated industries, compliance isn’t optional—it’s essential for trust, quality, and long-term success. Standards like **ISO 17025** and **ITAR** require organizations to maintain strict document control, enforce workflows, and protect sensitive information. The challenge? Manual processes such as email approvals or shared drives often leave room for errors,version confusion, and audit risks. That’s where M-Files makes the difference. As a metadata-driven document management system, M-Files: Ensures employees always access the correct, current version of a document Provides full traceability with audit trails Automates workflows to enforce compliance-related procedures Secures confidential information with robust permissions For example, **Link Engineering** adopted M-Files to better manage ISO documentation and test control assets. By automating workflows and connecting related documents, they improved compliance,reduced manual effort, and gained faster, more accurate document retrieval. Get in touch with CP Digital Office Solutions to explore how you can let compliance become your asset. Watch the video! https://www. youtube. com/watch? v=MA44XVuIM58 --- - Published: 2025-08-04 - Modified: 2025-08-04 - URL: https://cpdos.com/accelerating-document-navigation-with-ai-healthcare-services-provider-case-study/ Healthcare providers regularly deal with voluminous documents, such as patient records, regulatory reports, medical research, and billing summaries. Some files can exceed 1,000 pages, and navigating these documents to find specific sections is both time-intensive and frustrating for staff. Previously, users had to manually scroll, search, or annotate PDFs, often spending hours locating key information. This slowed down workflows related to patient care, compliance, and internal audits. Our Solution CP Digital Solutions developed an AI-driven document analysis tool tailored to the needs of healthcare professionals working with large files. Using a powerful natural language processing (NLP) engine, our solution: Analyzes the entire document for structure and context, Identifies important sections (e. g. , diagnoses, lab results, billing details), Creates intelligent navigation links so users can instantly jump to relevant content. The tool also supports custom keywords or topics, allowing users to tag or search for specific content they reference frequently. The Results 90% Reduction in Document Navigation Time Users now spend minutes — not hours — finding critical information. Improved Workflow Efficiency Doctors, administrators, and billing teams can move faster with fewer distractions and delays. Enhanced Document Usability Intelligent linking and contextual highlighting help users understand complex documents more quickly. Scalable Across Teams The solution is adaptable to any department, from compliance and billing to clinical review. By partnering with CP Digital Solutions, this healthcare provider now benefits from AI-powered document intelligence that makes large files easier to use and faster to navigate. Our tool eliminates the bottlenecks caused by... --- - Published: 2025-07-11 - Modified: 2025-07-11 - URL: https://cpdos.com/automating-certificate-of-analysis-coa-processing-food-distributor-case-study/ Our client, a leading food distributor, manages a high volume of Certificates of Analysis (CoAs) for incoming product batches. These CoAs often arrive in large, scanned bundles and include handwritten data critical to downstream processes. Traditionally, the client's team manually: Searched for individual CoAs within a larger scanned document, Read handwritten entries such as batch numbers and dates, Created new invoice batches by interpreting and entering this data into their invoicing system. This manual process was time-consuming, error-prone, and limited the team’s ability to scale operations efficiently. The Solution: CP Digital Solutions partnered with the distributor to design and implement a custom AI-powered automation solution. Leveraging an industry-leading AI engine for document understanding and handwriting recognition, we delivered a system that automates the end-to-end workflow. Key features of the solution: 1. Automated Document Separation The AI model identifies and splits individual CoAs from large, scanned multi-document files. 2. Handwriting Recognition & Data Extraction Using advanced handwriting OCR, the system accurately extracts key handwritten fields, such as batch numbers and dates. 3. Automated Invoice Generation Extracted data is used to generate and merge invoice batches, eliminating manual entry and reducing human error. After Using our Solution: 80%+ Reduction in Manual Processing Time Tasks that previously took hours are now completed in minutes. Near 100% Accuracy High-accuracy extraction of handwritten information reduced rework and invoicing errors. Improved Scalability & Staff Efficiency Team members can now focus on higher-value tasks instead of data entry. Faster Time-to-Invoice Accelerated invoice creation has improved cash flow... --- - Published: 2025-06-27 - Modified: 2025-06-27 - URL: https://cpdos.com/avoiding-pricing-increases-through-early-commitment-education-case-study/ An educational institution was operating under an equipment agreement with 12 months remaining before renewal. While the current devices were functional, the client was concerned about upcoming tariff changes and anticipated pricing increases projected across the technology and hardware sectors. This created uncertainty around future budget planning and potential impacts on their technology infrastructure. They lacked a strategy to avoid future cost escalation while still needing to plan for a refresh of their current equipment. Challenge Upcoming tariffs were expected to increase hardware costs by up to 30%. Equipment refresh was on the horizon, but installation was not needed immediately. The school needed to secure budget predictability and avoid last-minute cost spikes. Solution (After Partnering with CP Digital Solutions) CP Digital Solutions proposed a proactive strategy: take advantage of flexible equipment terms by signing renewal documentation ahead of schedule, even though installation would occur later in the year. This approach enabled the institution to: Lock in current pricing, avoiding the 30% increase tied to upcoming tariffs. Keep monthly spend cost-neutral, meaning their financial outlay remained consistent with no unexpected budget impact. Guarantee all existing equipment, allowing for as-needed replacements ahead of the new install—adding peace of mind and operational continuity. Results & Benefits 30% savings from anticipated pricing increases Cost predictability with neutral monthly spend Protection from all pricing fluctuations, even as market conditions shifted Guaranteed support on all current devices until the new ones arrive Seamless transition to new equipment later in the year without financial disruption Ready to... --- - Published: 2025-06-13 - Modified: 2025-06-13 - URL: https://cpdos.com/cp-digital-solutions-healthcare-case-study-managed-print-services/ CP Digital Solutions’ Managed Print Services (MPS) provide organizations with a smarter, more efficient way to manage their print environments. By consolidating devices, streamlining maintenance, and delivering clear cost visibility, CP Digital helps reduce waste, improve performance, and lower overall printing expenses. Here is an example of how our MPS transformed operations for one of our healthcare clients. Before Managed Print Services: Multiple equipment leases and separate maintenance contracts across various locations Limited executive visibility into total print-related costs Unpredictable and fragmented monthly billing Outdated hardware reducing efficiency and output quality After Managed Print Services: Consolidated leases and maintenance agreements into a single, streamlined solution Upgraded printing hardware to improve performance and reliability Executives now have full visibility into print spend with simplified, predictable monthly billing Achieved 35% monthly cost savings while enhancing operational efficiency Ready to take control of your print environment and reduce costs? CP Digital Solutions delivers tailored Managed Print Services that drive efficiency and transparency across your organization. Contact us today to discover how we can simplify your print management and save you money. Watch the video to learn more! https://www. youtube. com/watch? v=fS4CQ-GkxRU --- - Published: 2025-06-13 - Modified: 2025-06-13 - URL: https://cpdos.com/press-release/ Upper Darby, PA — June 12, 2025 — CP Digital Solutions, a leading provider of accounts payable (AP) automation technology for the automotive industry, is proud to announce its latest integration with Dealerbuilt, a trusted provider of dealer management system (DMS) solutions. This new collaboration empowers auto dealerships to simplify and accelerate their invoice management processes through a unified, intelligent platform. Purpose-built for multi-rooftop dealerships, CP Digital Solutions' AP Automation now works seamlessly with Dealerbuilt to centralize vendor invoices into a single, easy-to-use portal. Leveraging advanced artificial intelligence, the solution intelligently extracts and processes invoice data, enabling near-instant approvals. Once invoices are approved, all data is automatically transferred to Dealerbuilt—eliminating the need for manual data entry. Key benefits of the integration include: Reduce Invoice Processing Time by 40%Streamlined workflows save valuable hours across accounting teams. Capture Early Pay DiscountsSpeedy approvals make it easier to take advantage of vendor incentives. Eliminate Redundant Data EntryAllow your staff to focus on high-value tasks, not repetitive inputs. Gain Real-Time Visibility Across LocationsMonitor vendor spend and invoice activity across every rooftop. Enhance WorkflowSplit line-item costs to multiple GLs. Whether managing a single location or an expansive dealer group, this powerful integration enables finance and operations teams to work faster, smarter, and more accurately—with a platform designed to scale. About CP Digital SolutionsCP Digital Solutions provides cutting-edge automation software designed to help auto dealers streamline back-office operations, reduce costs, and improve visibility across all locations. About DealerbuiltDealerbuilt is a modern, enterprise-class DMS platform serving growing dealer... --- - Published: 2025-05-09 - Modified: 2025-05-09 - URL: https://cpdos.com/ap-automation-for-construction-supplier-distributor-use-case/ At CP Digital Solutions, we recently helped a construction supplier/distributor modernize their Accounts Payable process—and the results were game-changing. Before AP Automation Paper-based invoices created slow, manual approvals Physical files were hard to track down in filing cabinets Data was scattered across desks and personal folders After CP’s AP Automation Solution Invoice processing is now 50% faster, early pay discounts All documents are centralized and digitized No need for temp hires, employees stay on top of their work Our AI-powered capture technology automates invoice data entry and approval workflows with greater accuracy and less effort. That’s not just automation—it’s transformation. Want to learn more about how we can help you with invoice automation? Contact us today! Watch the video to learn more! https://www. youtube. com/watch? v=dihtuXqge60 --- - Published: 2025-04-24 - Modified: 2025-04-24 - URL: https://cpdos.com/client-success-spotlight-engineering-firm-papercut-mf-seamless-print-management/ At CP Digital Solutions, we understand the unique printing challenges engineering firms face—especially when handling large-format technical drawings and proprietary designs across multiple project sites. Our print management solutions, like PaperCut, simplify complex workflows, boost efficiency, and ensure secure, reliable access to documents wherever your teams are working. Before partnering with CP Digital Solutions, this engineering firm faced a maze of print challenges: Complex print server infrastructure Engineers unable to print technical drawings while on-site High costs setting up new project offices No tracking for large-format blueprint printing Enter PaperCut MF—implemented by our team to simplify, secure, and streamline. After PaperCut MF: Serverless Printing: No more physical print servers, reducing IT headaches across all locations Hotel Printing: Engineers print from any office or site—securely and without setup delays Cost Tracking: Gain visibility and control over blueprint printingEnhanced Security: Protect proprietary designs with smarter print controls The Results: 35% reduction in IT support requests Effortless printing at temporary project sites Department-level cost tracking Peace of mind with improved document security This is the power of smart print management. If your organization relies on printing high-value documents—let’s talk. Want to learn more about how we can transform your firm’s print environment? Get in touch with us today! Watch the video to learn more! https://www. youtube. com/watch? v=duOU4cpg4Zc&t=2s --- - Published: 2025-04-10 - Modified: 2025-04-10 - URL: https://cpdos.com/transforming-legal-operations-with-print-management-software-law-firm-case-study/ At CP Digital Solutions, we understand the unique challenges law firms face with their printing needs, especially when managing sensitive documents across multiple locations. Our print management solution, like PaperCut, streamlines processes and enhances productivity while ensuring top-notch security. Before PaperCut: • Maintenance-heavy print servers at each office• Attorneys unable to print easily when traveling between offices• High infrastructure costs for new office expansion• Security concerns with confidential legal documents After PaperCut: • Serverless Printing eliminated physical print servers, simplifying IT infrastructure and reducing maintenance overhead. • Hotel Printing enabled attorneys to securely print from any location to any printer across all offices without additional setup. • 40% fewer IT support tickets for printer issues, reducing downtime and frustrations. • Enhanced document security through user authentication, ensuring confidential legal documents are protected. • Improved attorney productivity across all locations, making it easier to get work done regardless of location. For law firms, where security and efficiency are paramount, PaperCut delivers both. Want to learn more about how we can transform your firm’s print environment? Get in touch with us today! Watch the video to learn more! https://www. youtube. com/watch? v=duOU4cpg4Zc&t=2s --- - Published: 2025-03-27 - Modified: 2025-03-27 - URL: https://cpdos.com/contract-management-for-engineering-firms-how-m-files-streamlines-document-management/ Managing contracts in engineering firms can be a complex task. Aino, integrated with M-Files, simplifies this process by summarizing large documents and presenting only the most essential information to users. Whether you need a detailed summary of specific sections or a broader overview, Aino can quickly provide the answers, even citing exact document sections. Plus, it can translate documents into other languages, making collaboration seamless across borders. Before M-Files: Customers spent too much time searching for the right documents and extracting needed information. Duplicate documents created confusion, with no clear structure for user access. Employees had to manually compare data across different documents, leading to inefficiencies and errors. After M-Files: Documents are organized based on content and user access rights, improving accessibility and collaboration. No more duplicate files, with easy access to version history for greater control. Faster retrieval and analysis of information, making workflows more efficient and accurate. Ready to automate your AP process? Watch the video to learn more! https://youtu. be/n-nUNOOpqAY? si=y3PeKAMQEK-XX8fk --- - Published: 2025-03-14 - Modified: 2025-03-14 - URL: https://cpdos.com/streamlining-ap-automation-for-construction-suppliers-distributors-with-aino-and-m-files/ 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! https://youtu. be/n-nUNOOpqAY? si=WKRRmHcr7Eff6TKu --- - Published: 2025-02-27 - Modified: 2025-02-27 - URL: https://cpdos.com/robotics-processing-automation-rpa-healthcare-company-case-study/ 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! https://youtu. be/5wMyd7M5PAo? si=G3ySBD80RuzYmnjW --- - Published: 2025-02-15 - Modified: 2025-02-15 - URL: https://cpdos.com/robotics-processing-automation-rpa-insurance-company-case-study/ 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! https://youtu. be/5wMyd7M5PAo? si=RTtCR074RAA3evsc --- - Published: 2025-01-31 - Modified: 2025-01-31 - URL: https://cpdos.com/case-study-optimizing-printing-operations-and-cutting-costs/ 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: 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. Increased Efficiency:Our services automate print workflows, saving your team valuable time and allowing them to focus on more important tasks. 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! https://youtu. be/6wo-wFD2cwA? si=lQ61QzopUlLWCd_M --- - Published: 2025-01-13 - Modified: 2025-01-13 - URL: https://cpdos.com/3-most-common-projects-our-customers-look-at-this-time-of-year-at-cp-digital-solutions/ 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... --- - Published: 2024-11-27 - Modified: 2024-11-27 - URL: https://cpdos.com/unlocking-the-future-cutting-edge-offerings-from-cp-digital-solutions-for-2025-and-beyond/ 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... --- - Published: 2024-11-18 - Modified: 2024-11-18 - URL: https://cpdos.com/top-3-end-of-year-projects-organizations-are-investing-in/ 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... --- - Published: 2024-11-04 - Modified: 2024-11-04 - URL: https://cpdos.com/navigating-the-data-ocean-leveraging-ai-for-smarter-solutions-insurance-company-case-study/ 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! https://youtu. be/n-nUNOOpqAY? si=6vQBT7J1icl99I5q --- - Published: 2024-10-11 - Modified: 2024-10-11 - URL: https://cpdos.com/navigating-the-data-ocean-leveraging-ai-for-smarter-solutions/ 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... --- - Published: 2024-09-16 - Modified: 2024-09-16 - URL: https://cpdos.com/streamlining-order-management-with-m-files-environmental-services-case-study/ 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! https://youtu. be/pttDG4KP3io? si=BPysE6hITP25jBPM --- - Published: 2024-09-03 - Modified: 2024-09-03 - URL: https://cpdos.com/learn-more-about-m-files-aino-contract-management-for-a-healthcare-services-customer-case-study/ We’re thrilled to introduce Aino, a groundbreaking AI tool designed to revolutionize how we manage and organize documents and information. Aino is a generative AI that learns and adapts to your specific needs and preferences, making it effortless to find, access, and collaborate on your files. No more searching through folders—just ask Aino, and it will instantly bring up the information you need. Aino not only streamlines document management but also enhances the quality and accuracy of your documents with intelligent suggestions and insights. Its machine learning capabilities ensure that Aino continually improves in accuracy and efficiency. . Learn how one of our Healthcare Services Customer is using Aino to transform their workflow and productivity! CASE STUDY OVERVIEW: Healthcare Services Customer APPROACH: Looking to leverage AI to analyze large documents and provide links for the user to jump to specific sections of the document. BENEFITS:  Improved Document Management: All patient records, clinical notes, and administrative documents are stored in a centralized location, making it easier to access and manage information. Reduces Time: By leveraging AI to analyze large documents. Reduced Administrative Costs: Automation of manual processes and better document management can lead to significant cost savings in administrative tasks.  RESULTS: Automatically tracks document versions and changes, ensuring that the most current information is always available, and that historical data is preserved. Ability to provide links for the user to jump to specific sections of the document. Some of these documents can be 1,000 pages long and the tool is able to... --- - Published: 2024-08-09 - Modified: 2024-08-09 - URL: https://cpdos.com/learn-more-about-m-files-aino-contract-management-for-engineering-firm-case-study/ We’re thrilled to introduce Aino, a groundbreaking AI tool designed to revolutionize how we manage and organize documents and information. Aino is a generative AI that learns and adapts to your specific needs and preferences, making it effortless to find, access, and collaborate on your files. No more searching through folders—just ask Aino, and it will instantly bring up the information you need. Aino not only streamlines document management but also enhances the quality and accuracy of your documents with intelligent suggestions and insights. Its machine learning capabilities ensure that Aino continually improves in accuracy and efficiency. Learn how one of our Contract Management for Engineering Firm Clients is using Aino in transforming their workflow and productivity! CASE STUDY OVERVIEW: Contract Management for Engineering Firm APPROACH: Looking for a tool that will summarize large documents and present the most essential information to users. BENEFITS:  Users can request for summaries of specific sections, or ask broader questions and Aino will cite the section of the document where the answers are provided. Enhanced Accuracy and Compliance: With Aino’s intelligent suggestions and insights, engineering firms can improve the accuracy of contract details and ensure compliance with legal and industry standards. Real-Time Updates and Tracking: Aino keeps track of contract statuses, deadlines, and renewal dates in real time. Data-Driven Insights: By analyzing contract data, Aino provides valuable insights into contract performance and trends.  RESULTS: The tool can flag potential discrepancies or compliance issues, reducing the risk of costly errors. It can send automated reminders and... --- - Published: 2024-07-29 - Modified: 2024-07-29 - URL: https://cpdos.com/compliance-with-m-files-healthcare-services-case-study/ When assessing Document Management Systems (DMS), compliance considerations are often overlooked, yet they are crucial for ensuring regulatory adherence and operational integrity. Many organizations face challenges in maintaining compliance due to decentralized document repositories, lack of version control, and inadequate audit trails. Through our partnership with M-Files. We are able to offer a comprehensive solution that addresses these issues by centralizing document management and providing robust compliance features. With M-Files, organizations can achieve and maintain compliance with ease through features such as automated workflows, version history tracking, metadata-driven classification, and permissions management. These capabilities not only streamline document handling processes but also support audits and certifications by providing a clear and organized documentation framework. Whether aiming for ISO certifications, GDPR compliance, or industry-specific regulations, M-Files empowers organizations to enhance their compliance posture while optimizing document management efficiency. Learn more on how one of our Healthcare Services Customers has utilized this solution. CASE STUDY OVERVIEW: Healthcare Services Client APPROACH: Needed to retain patient records with sensitive information and their corresponding medical documents while maintaining HIPAA Compliance. BENEFITS:  Secure Document Management: Provides a secure platform for managing and storing sensitive patient records and medical documents. Version Control and Audit Trails: Maintains version history and audit trails for all documents. Retention Policies: Allows healthcare organizations to define and enforce retention policies for patient records and medical documents.  RESULTS: It utilizes advanced encryption methods and access controls to ensure that only authorized personnel can access sensitive information. This helps in maintaining confidentiality and protecting patient... --- - Published: 2024-07-11 - Modified: 2024-07-11 - URL: https://cpdos.com/compliance-with-m-files-manufacturing-case-study/ When assessing Document Management Systems (DMS), compliance considerations are often overlooked, yet they are crucial for ensuring regulatory adherence and operational integrity. Many organizations face challenges in maintaining compliance due to decentralized document repositories, lack of version control, and inadequate audit trails. Through our partnership with M-Files. We are able to offer a comprehensive solution that addresses these issues by centralizing document management and providing robust compliance features. With M-Files, organizations can achieve and maintain compliance with ease through features such as automated workflows, version history tracking, metadata-driven classification, and permissions management. These capabilities not only streamline document handling processes but also support audits and certifications by providing a clear and organized documentation framework. Whether aiming for ISO certifications, GDPR compliance, or industry-specific regulations, M-Files empowers organizations to enhance their compliance posture while optimizing document management efficiency. Here is an example of how one of our Manufacturing Clients has benefited from this solution. CASE STUDY OVERVIEW: Manufacturing Client APPROACH: Needing to earn an ISO 27001 certification to meet their business goals. BENEFITS:  Centralized Document Management - Ensuring all documents related to information security management (ISMS) are organized and easily accessible. Version Control and Audit Trail – Providing a robust version control capability, ensuring that only the latest approved versions of documents are accessible. Risk Management - Enables them to identify, assess, and manage risks related to information security effectively.  RESULTS: This supports compliance with ISO 27001 requirements for document control and management. An audit trail logs all interactions with documents, enhancing... --- - Published: 2024-06-27 - Modified: 2024-06-27 - URL: https://cpdos.com/outlook-integration-for-m-files-law-firm-case-study/ Emails, as we know them today, are a formal and reliable means of correspondence. We often use them to track project progress and past decision-making. Emails also serve as a written record of communication and are frequently used for regulatory compliance. However, our current use of emails presents challenges, such as the lack of tracking and capabilities to understand the true source behind these emails and the documents shared over emails. Without a good method for standardizing documents, we often end up with duplicated documents every time an email is shared or forwarded. This inefficiency can lead to human error, productivity loss, and noncompliance risks. Through our partnership with M-Files, we offer an advanced Outlook add-on for M-Files as a document management system. With this solution you are able to automate tracking your important documents, ensure that entire email threads are captured as conversations and updates automatically, and eliminate the need to re-upload files.  Here is an example of how a Law Firm has benefited from this solution. CASE STUDY OVERVIEW: Law Firm APPROACH: Looking for a solution that will maintain a high level of organization, efficiency, and accuracy in their case management and email communication processes. BENEFITS:  Improve Case Management - All case management files and email communications are stored in a single system, making it easier to access and manage case-related information. Enhanced Organization - Emails can be directly linked to relevant documents in M-Files, ensuring all related information is kept together. Increased Efficiency - Automatic updates prevent the... --- - Published: 2024-06-14 - Modified: 2024-06-14 - URL: https://cpdos.com/outlook-integration-for-m-files-engineering-firm-case-study/ Emails, as we know them today, are a formal and reliable means of correspondence. We often use them to track project progress and past decision-making. Emails also serve as a written record of communication and are frequently used for regulatory compliance. However, our current use of emails presents challenges, such as the lack of tracking and capabilities to understand the true source behind these emails and the documents shared over emails. Without a good method for standardizing documents, we often end up with duplicated documents every time an email is shared or forwarded. This inefficiency can lead to human error, productivity loss, and noncompliance risks. Through our partnership with M-Files, we offer an advanced Outlook add-on for M-Files as a document management system. With this solution you are able to automate tracking your important documents, ensure that entire email threads are captured as conversations and updates automatically, and eliminate the need to re-upload files. Learn how one of our clients, an Engineering Firm, is utilizing this solution. CASE STUDY OVERVIEW: Engineering Firm APPROACH: Looking for a tool that will assist with managing all the emails, documents, plans and contracts in one place. BENEFITS:  Streamlined Document Handling - save attachments like plans, contracts, and documents directly from Outlook into M-Files Enhanced Organization and Retrieval - Automatically associate email threads with saved attachments, making it easier to track the context and history of documents Improved Compliance - Maintain a clear record of communications and document versions for regulatory compliance  RESULTS: Eliminate duplication and ensure that everyone is... --- - Published: 2024-05-31 - Modified: 2024-05-31 - URL: https://cpdos.com/seamless-collaboration-solution-human-resources-case-study/ Through our partnership with M-Files we can provide a solution to our clients that will assist them with streamlining their document process. Hubshare, a solution provided by M Files, is a collaborative platform designed to streamline communication and document management within organizations. It serves as a centralized hub where teams can securely share, collaborate on, and manage documents, regardless of their location or device. This allows for a seamless transition and ensures that all relevant documents are accessible from a single interface. Learn more on how one of our clients in Human Resources is advancing from using Hubshare. CASE STUDY OVERVIEW: Human Resources APPROACH: Looking for a tool that will assist with onboarding and keeping employees up to date with company initiatives. BENEFITS:  Employees can download onboarding documents and upload completed forms to Hubshare. All documents will be automatically tagged and uploaded to M-Files by employee's name and document type. Allows HR to set permissions and control who can view, edit, or share sensitive information.  RESULTS: Offer better collaboration between employee and HR team. Streamlines routine HR processes such as onboarding, performance reviews, and leave approvals by automating workflows, reducing manual work and accelerating decision-making. Protecting employee privacy and ensuring compliance with regulations like GDPR and HIPAA.  HOW: Contact CP Digital Office Solutions. Learn how your organization can benefit from using Hubshare! Check out this short video! https://youtu. be/gYGFnqQZllw? si=GPVDlzWoU5pelX_T --- - Published: 2024-05-11 - Modified: 2024-05-11 - URL: https://cpdos.com/seamless-collaboration-solution-commercial-landlord-case-study/ Through our partnership with M-Files we can provide a solution to our clients that will assist them with streamlining their document management process. Hubshare is a collaborative platform designed to streamline communication and document management within organizations. It serves as a centralized hub where teams can securely share, collaborate on, and manage documents, regardless of their location or device. One of its key features is its ability to integrate with existing systems and repositories, such as Microsoft SharePoint, network folders, and other ECM systems. This allows for a seamless transition and ensures that all relevant documents are accessible from a single interface. Learn how our Commercial Landlord client is benefiting from using Hubshare. CASE STUDY OVERVIEW: Commercial Landlord APPROACH: Looking for a tool that will allow them to easily share documents with their tenants. BENEFITS:  Tenants can easily upload their documents to the Hubshare portal. Allows them to post documents for download and other helpful info and widgets for their tenants to reference. Utilizes Role-based access control and encryption.  RESULTS: Documents are automatically tagged with metadata and stored in customer's document management system (M-Files). Making it easy to communicate with their tenants. Able to protect sensitive information and ensure compliance with data regulations.  HOW: Contact CP Digital Office Solutions. Learn how your organization can benefit from using Hubshare! Check out this short video! https://youtu. be/gYGFnqQZllw? si=OF4S6qwvVpXNkkNh --- - Published: 2024-04-26 - Modified: 2024-04-26 - URL: https://cpdos.com/introducing-a-revolutionary-new-ai-tool-that-transforms-the-way-we-manage-and-organize-our-documents-contract-management-for-engineering-firm-case-study/ We are so excited to announce the launch of a revolutionary new AI tool called Aino that is set to completely transform the way we manage and organize our documents and information. Aino is a generative AI tool that is designed to learn and adapt to your unique needs and preferences, making it easier than ever to find, access, and collaborate on your documents. With Aino, you no longer must spend hours searching through folders and files to find what you need - simply ask Aino and it will surface the relevant information for you in an instant. Not only does Aino make document management more efficient, but it also helps to improve the overall quality and accuracy of your documents by providing intelligent suggestions and insights. Plus, with its machine learning capabilities, Aino gets smarter over time, continuously improving its accuracy and efficiency. Learn more on how it transformed contract management for an Engineering Firm. CASE STUDY OVERVIEW: Contract Management for Engineering Firm APPROACH: Looking for a tool that will summarize large documents and present the most essential information to users. BENEFITS:  Centralized Document Repository: Provides a centralized platform for storing and managing all contract-related documents, including agreements, amendments, and supporting materials. Version Control and Audit Trail: Engineers can track changes to contracts and maintain a clear audit trail of revisions and updates. Improved Collaboration: Allows you to facilitate collaboration among engineering teams, legal departments, and other stakeholders involved in contract management.  RESULTS: This helps ensure compliance with regulatory requirements and... --- - Published: 2024-04-11 - Modified: 2024-04-11 - URL: https://cpdos.com/introducing-a-revolutionary-new-ai-tool-that-transforms-the-way-we-manage-and-organize-our-documents-human-resources-for-manufacturing-company-case-study/ We are so excited to announce the launch of a revolutionary new AI tool called Aino that is set to completely transform the way we manage and organize our documents and information. Aino is a generative AI tool that is designed to learn and adapt to your unique needs and preferences, making it easier than ever to find, access, and collaborate on your documents. With Aino, you no longer must spend hours searching through folders and files to find what you need - simply ask Aino and it will surface the relevant information for you in an instant. Not only does Aino make document management more efficient, but it also helps to improve the overall quality and accuracy of your documents by providing intelligent suggestions and insights. Plus, with its machine learning capabilities, Aino gets smarter over time, continuously improving its accuracy and efficiency. Here you can see how it has impacted the workflow and productivity in one of our client’s Human Resource Department. CASE STUDY OVERVIEW: Human Resources for Manufacturing Company APPROACH: Looking for a solution that will help generate summaries of resumes to share internally. BENEFITS:  The AI Solution increases productivity by allowing knowledge workers to ask questions based on their data, summarize documents, or translate content into other languages. Keeping data secure. Connects documents with the right business processes.  RESULTS: Employees are now able to get the jobs done faster. Able to get benefits of advanced AI capabilities without sacrificing security measures. Allows documents to be put in customizable... --- - Published: 2024-03-28 - Modified: 2024-03-28 - URL: https://cpdos.com/document-processing-using-ai-construction-company-case-study/ 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! https://youtu. be/Al9RjdXQCzk? si=eZG6cEruUpRYTa0H --- - Published: 2024-03-15 - Modified: 2024-03-15 - URL: https://cpdos.com/document-processing-using-ai-non-profit-organization-case-study/ 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! https://youtu. be/Al9RjdXQCzk? si=6Y8p5rze4X62QbPN --- - Published: 2024-02-08 - Modified: 2024-02-08 - URL: https://cpdos.com/automate-your-3-way-matching-tire-distributor-case-study/ 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! https://www. youtube. com/watch? v=Z9HacZvmwhY --- - Published: 2024-01-26 - Modified: 2024-01-26 - URL: https://cpdos.com/digitizing-your-documents-for-the-new-year-education-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: 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... --- - Published: 2024-01-23 - Modified: 2024-01-23 - URL: https://cpdos.com/digitizing-your-documents-for-the-new-year-hr-case-study/ 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... --- - Published: 2023-12-22 - Modified: 2023-12-22 - URL: https://cpdos.com/revolutionizing-business-efficiencies-with-software-automation-and-document-management-solutions-behavioral-health-and-treatment-center-use-case/ 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... --- - Published: 2023-12-08 - Modified: 2023-12-08 - URL: https://cpdos.com/revolutionizing-business-efficiencies-with-software-automation-and-document-management-solutions-automotive-use-case/ 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! https://www. youtube. com/watch? v=5wMyd7M5PAo --- - Published: 2023-12-01 - Modified: 2023-12-01 - URL: https://cpdos.com/robotic-processing-automation-automotive-case-study/ 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! https://www. youtube. com/watch? v=5wMyd7M5PAo --- - Published: 2023-11-09 - Modified: 2023-11-09 - URL: https://cpdos.com/robotic-processing-automation-orthopedics-case-study/ 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! https://www. youtube. com/watch? v=5wMyd7M5PAo --- - Published: 2023-10-26 - Modified: 2023-10-26 - URL: https://cpdos.com/flexible-forms-to-fit-your-business-human-resources-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: 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... --- - Published: 2023-10-16 - Modified: 2023-10-16 - URL: https://cpdos.com/flexible-forms-to-fit-your-business-accounts-payable-case-study/ 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... --- - Published: 2023-09-28 - Modified: 2023-09-28 - URL: https://cpdos.com/digital-workflow-plumbing-company-case-study/ 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... --- - Published: 2023-09-14 - Modified: 2023-09-14 - URL: https://cpdos.com/digital-workflow-biotech-company-case-study/ 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. https://youtu. be/pttDG4KP3io? si=81FUv1ASbFFWAN9I --- - Published: 2023-08-31 - Modified: 2023-08-31 - URL: https://cpdos.com/why-choose-cp-digital-solutions-device-as-a-service-subscription-model-automotive-dealer-case-study/ 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. https://www. youtube. com/watch? v=fS4CQ-GkxRU --- - Published: 2023-08-11 - Modified: 2023-08-11 - URL: https://cpdos.com/why-choose-cp-digital-solutions-device-as-a-service-subscription-model-manufacturing-company-case-study/ 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. https://www. youtube. com/watch? v=fS4CQ-GkxRU 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. --- - Published: 2023-07-31 - Modified: 2023-07-31 - URL: https://cpdos.com/why-cp-automate-stands-out-as-leading-provider-of-business-consulting-services-manufacturing-company-case-study/ 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... --- - Published: 2023-07-17 - Modified: 2023-07-17 - URL: https://cpdos.com/why-cp-automate-stands-out-as-leading-provider-of-business-consulting-services-insurance-company-case-study/ 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... --- - Published: 2023-06-30 - Modified: 2023-06-30 - URL: https://cpdos.com/multiply-the-power-of-microsoft-365-with-m-files-construction-company-case-study/ 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. https://www. youtube. com/watch? v=EwoSHGXFKmA --- - Published: 2023-06-08 - Modified: 2023-06-08 - URL: https://cpdos.com/multiply-the-power-of-microsoft-365-with-m-files-professional-services-case-study/ 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. https://www. youtube. com/watch? v=EwoSHGXFKmA --- - Published: 2023-05-31 - Modified: 2023-05-31 - URL: https://cpdos.com/robotic-process-automation-rpa-automotive-case-study/ 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. https://www. youtube. com/watch? v=5wMyd7M5PAo 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. --- - Published: 2023-05-11 - Modified: 2023-05-11 - URL: https://cpdos.com/robotic-process-automation-rpa-orthopedics-case-study/ 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: Orthopedics Case Study APPROACH: Looking for a solution that would help them process errored claims.   BENEFIT:  - Claims are processed, errored out, and returned to them as it needs to be adjusted for processing. - The bot (RPA) makes these adjustments by removing data and pulling in the name of a referring physician. - The bot looks up record number, locates a physician from a data table, verifies it's an active name, updates the claim, then reprocesses the claim. RESULT:  - Completing processes more rapidly - Improving efficiency by digitizing and auditing process data - Ensuring business operations comply with regulations and standards. - Improving customer service - Cost savings from automating repetitive tasks. - Enabling employees to devote their time to higher-level tasks. HOW: Contact CP Digital Office Solutions to learn how to increase productivity in your AP processing. https://www. youtube. com/watch? v=5wMyd7M5PAo 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... --- - Published: 2023-04-28 - Modified: 2023-05-01 - URL: https://cpdos.com/ap-automation-software-property-management-case-study/ In today's digital age, businesses are constantly looking for ways to streamline their operations and save costs. One such solution is the adoption of Accounts Payable (AP) automation, which can help companies reduce manual processes and improve efficiency. Here is an example of how a Property Management Company benefited from our AP Automation Software. CASE STUDYOVERVIEW: Property Management CompanyAPPROACH: Looking for a solution that would help them capture invoices, and extract data by eliminating the middle workflow piece. Also, allow approvals in their property management software system. BENEFIT:- A reduction in manual data entry that saved time and reduced the risk of errors and improved accuracy. - Resulting in improved efficiency Reduced costs- Increased accuracy- Reduce the time spent on AP processes by 50%, allowing staff to focus on other critical tasks. - Reduced the risk of errors and duplicate payments, resulting in savings of over $100,000 per year. RESULT: By implementing the AP Automation Software they were able to set up to automatically capture invoices as they were received via email or mail. The invoices were then automatically routed to the appropriate approver for review and approval. By automating their AP processes, they were able to save time, reduce errors, and improve efficiency. HOW: Contact CP Digital Office Solutions to learn how to harness the power of AI in your AP processing. Click Here to View Video --- - Published: 2023-04-13 - Modified: 2023-05-09 - URL: https://cpdos.com/ap-automation-software-your-best-new-employee-distribution-company-case-study/ In today's digital age, businesses are constantly looking for ways to streamline their operations and save costs. One such solution is the adoption of Accounts Payable (AP) automation, which can help companies reduce manual processes and improve efficiency. Here is an example of how a Distribution Company benefited from our AP Automation Software. CASE STUDY OVERVIEW: Distribution Company APPROACH: Looking for a solution that would help them manage 7,500 monthly invoices and would help them automate their AP processes and improve efficiency. BENEFITS: Eliminate manual data entry Faster payment processing for early pay discounts Digital routing for approval Insights into vendor spend Posting to their ERP System so they don’t have to rekey data RESULT: The invoices were processed faster and the payments were made on time. The company's accounting team was freed up from the time-consuming task of processing invoices, which allowed them to focus on more strategic tasks. The vendors were also happy with the new system, as they were now receiving their payments on time and with greater accuracy. HOW: Contact CP Digital Office Solutions to learn how to harness the power of AI in your AP processing. Check out this video! Click Here to View Video --- - Published: 2023-03-31 - Modified: 2023-04-12 - URL: https://cpdos.com/how-ai-can-be-a-game-changer-in-ap-large-non-profit-businesscase-study/ One area where Artificial Intelligence is particularly useful is in the automation of Accounts Payable (AP) processing. AP processing is a critical aspect of any business, as it involves managing and paying invoices from vendors and suppliers. With the help of AI technology, AP processing can become more efficient and accurate, saving both time and money for businesses. Here is how one of our clients utilizes our AI tool in their Accounts Payable Processing. CASE STUDY OVERVIEW: Large Local Non-Profit Business APPROACH: Looking for a solution that would reduce the time needed for AP processing since the company acquired an additional location and AP staff was required to help process additional invoices. BENEFITS: With our AI technology, the invoices are automatically read and verified by machine learning, reducing the risk of errors and fraud. By reducing the number of errors that need manual entry and correction, AI-assisted capture saved the company immense amount of time which led to cost savings. RESULT: 3,000 AP Invoices/Month are routed to general AP email address and then processed by AI automation – reading them, intelligently extracting critical AP data, and importing them to the business’s ERP/Accounting System. As a result, the business reduced the amount of time to process by 68 % - with less errors in less time and with less training - which resulted in the ability to reduce overhead cost and achieve early pay discounts. HOW: Contact CP Digital Office Solutions to learn how to harness the power of AI in... --- - Published: 2023-03-10 - Modified: 2023-03-30 - URL: https://cpdos.com/how-ai-in-ap-processing-can-be-a-game-changer/ What is AI? Artificial Intelligence is the theory and development of computer systems able to perform tasks that normally require human intelligence, such as visual perception, speech recognition, decision-making, and translation between languages. (Oxford Dictionary) One area where AI is particularly useful is in the automation of Accounts Payable (AP) processing. AP processing is a critical aspect of any business, as it involves managing and paying invoices from vendors and suppliers. With the help of AI technology, AP processing can become more efficient and accurate, saving both time and money for businesses. Benefits:  Reduces Errors and Fraud - With AI technology, invoices can be automatically scanned and verified, reducing the risk of errors and fraud. Streamlines the AP process resulting in a reduction of time and effort - By reducing the number of errors that need human correction and optimizing the validation process for the errors that still do, AI-assisted capture can save immense amounts of time. Cost Savings - By eliminating some human interaction and utilizing automation for many of these tasks, businesses can reduce the need for manual labor, which can lead to cost savings. Partner with CP Digital Solutions to automate and centralize the AP Process using innovative AI approaches to document capture, enterprise contact management, web forms, and workflow automation. Check out this video! Click Here to View Video --- - Published: 2023-02-27 - Modified: 2023-03-24 - URL: https://cpdos.com/how-to-empower-collaboration-and-productivity-in-your-organization-service-industry-case-study/ Businesses struggle with not having the ability to easily connect all their customer-facing information and file sharing into one dashboard. Hubshare, a product from M-Files, allows you to create a two-way digital workspace where you can easily create branded hubs to securely share and collaborate on valuable, up-to-date content with your clients and internal teams. It also allows you to organize projects by delegating tasks to users so that they can work remotely, keep in touch with key contacts, and manage their projects effectively. Here is how one of our clients utilizes Hubshare to empower collaboration and staff productivity. CASE STUDY OVERVIEW: Service Industry Case Study APPROACH: Looking for a cloud-based platform that allows you to be able to store, organize, and share all the HR files and documents in one place. While it needs to be easy to use, secure, and helps everything stay organized so that we can quickly access the information needed. BENEFIT: Has the ability to store and share files with anyone in the organization, which means that teams can easily access documents and files without having to search through a physical filing cabinet. Allowing our subcontractors to have access to large HR Files. Our 2,000+ seasonal employees are now able to manage ALL of their HR documentation requirements through the company branded hub via an app on their phone. RESULT: Allows a secure hub to share documents and allows our clients and staff to access it at any time, from any device.   HOW: Contacted CP Digital Office Solutions Learn... --- - Published: 2023-02-10 - Modified: 2023-03-24 - URL: https://cpdos.com/how-to-empower-collaboration-and-productivity-in-your-organization-large-insurance-company-case-study/ Businesses struggle with not having the ability to easily connect all their customer-facing information and file sharing into one dashboard. Hubshare, a product from M-Files, allows you to create a two-way digital workspace where you can easily create branded hubs to securely share and collaborate on valuable, up-to-date content with your clients and internal teams. It also allows you to organize projects by delegating tasks to users so that they can work remotely, keep in touch with key contacts, and manage their projects effectively. Here is how one of our clients utilizes Hubshare to empower collaboration and staff productivity. CASE STUDY OVERVIEW: Large Insurance CompanyAPPROACH: Looking for a solution that will simplify collaboration with their clients through secure file-sharing and a clear view of project management. BENEFIT: Ability to upload files securely that get automatically tasked to the appropriate department within the insurance provider. Enabling a quick document triage process which eliminates half of the time it takes to review and process claims. RESULT: Allows a secure hub to share documents and allows our clients and staff to access it at any time, from any device. HOW: Contacted CP Digital Office Solutions Learn how to empower collaboration and productivity in your organization! Check out this short video! Click Here to View Video --- - Published: 2023-01-26 - Modified: 2023-03-24 - URL: https://cpdos.com/how-data-capture-software-can-improve-organizational-process-efficiencies-and-accuracy-tire-distribution-company-case-study/ Organizations are looking to improve process efficiencies and gain accuracy for their teams in the new year. Many of them are turning to Advanced Data Capture Technology to allow their employees to work more effectively. Speed of processing and accuracy of data being captured are two of the main benefits of the solution. Here is how one of our clients utilized data capture software to improve the time taken for order processing and improving staff efficiency. CASE STUDY OVERVIEW: Tire Distribution Company Case Study APPROACH: Looking for a solution to automate their delivery documents so they don’t need to manually key information. The solution integrates into their billing system and speeds up the cash flow process. BENEFIT: Decreased the time it took to key data and manually process orders from 12 hours per week to 1 hour per week. Getting orders and delivery confirmations more accurately entered and getting bills out faster!   RESULT: Employee time processing orders as well as managing other administrative tasks was improved, however, the greatest business benefit was getting invoices out faster improving cash flow.    HOW: Contacted CP Digital Office Solutions Learn How Data Capture Software Can Improve Organizational Process Efficiencies and Accuracy! Check out this short video! Click Here to View Video --- - Published: 2023-01-12 - Modified: 2023-03-24 - URL: https://cpdos.com/how-data-capture-software-can-improve-organizational-process-efficiencies-and-accuracy-food-distribution-company-case-study/ Organizations are looking to improve process efficiencies and gain accuracy for their teams in the new year. Many of them are turning to Advanced Data Capture Technology to allow their employees to work more effectively. Speed of processing and accuracy of data being captured are two of the main benefits of the solution. Here is how one of our clients utilized data capture software to improve the time taken for order processing and improving staff efficiency. CASE STUDY OVERVIEW: Food Distribution Company APPROACH: Looking for a solution to automate and better manage a large volume of purchase orders from a major grocery retailer.   BENEFIT: Decrease document processing and manual data entry hours from 25 hours per week to 2 hours per week. Therefore, increasing employee productivity and accuracy of keyed data to the ERP for order processing. RESULT: Being able to minimize manual processes and gain staff efficiency automating data getting into the ERP system, while reducing the time it takes the business to take and process orders. HOW: Contacted CP Digital Office Solutions Learn How Data Capture Software Can Improve Organizational Process Efficiencies and Accuracy! Check out this video! Click Here to View Video --- - Published: 2022-12-28 - Modified: 2023-03-24 - URL: https://cpdos.com/how-organizations-are-utilizing-daas-device-as-a-service-assisted-living-facility-case-study/ Organizations are utilizing DaaS now more than ever.  The traditional decentralized desktop printers are expensive to use, most often unable to be tracked, and difficult to be centrally managed by IT or a Managed Print provider. By using DaaS you can be assured that your entire fleet of printers and devices is taken care of under one service also known as a subscription program. Your devices are preconfigured and customized with productivity and security applications. The devices are paid for on a consumption model. Here is how one of our clients benefited from utilizing DaaS in their organization. CASE STUDY OVERVIEW: Assisted Living Facility Case Study APPROACH: Needed to purchase multiple printers for their office but wanted to avoid upfront capital expenses. BENEFIT: Able to acquire multiple devices and unlimited print to help manage their budget. RESULT: The subscription program allowed them to stay on a monthly budget. HOW: Contacted CP Digital Office Solutions Learn How Your Organization Can Utilize DaaS! Check out this short video! Click Here to View Video --- - Published: 2022-12-08 - Modified: 2023-03-24 - URL: https://cpdos.com/how-organizations-are-utilizing-daas-device-as-a-service-manufacturing-case-study/ Organizations are utilizing DaaS now more than ever.  The traditional decentralized desktop printers are expensive to use, most often unable to be tracked, and difficult to be centrally managed by IT or a Managed Print provider. By using DaaS you can be assured that your entire fleet of printers and devices is taken care of under one service also known as a subscription program. Your devices are preconfigured and customized with productivity and security applications. The devices are paid for on a consumption model. Here is how one of our clients benefited from utilizing DaaS in their organization. CASE STUDY OVERVIEW: Manufacturing Case Study APPROACH: Looking to find a way to cut costs on their existing 25 printers and avoid high upfront capital expenditures. BENEFIT: Allow to shift to a manageable cash flow over a planned period as well as maximize efficiency and keep printers up to date. RESULT: The subscription program was able to save them 12% so they were able to reallocate their savings to other areas of the business.   HOW: Contacted CP Digital Office Solutions Learn How Your Organization Can Utilize DaaS! Check out this short video! Click Here to Watch Video --- - Published: 2022-11-30 - Modified: 2022-12-09 - URL: https://cpdos.com/how-managed-print-services-can-improve-security-cost-reduction-manufacturing-case-study/ Companies are known to take many precautions to protect their data and systems from cyberattacks but many of them overlook printers. If you have unsecured printers, you are inviting cybercriminals access to your network and your data. It is critical to include printers during regular audits for breach risk prevention planning. If your printers are connected to a network, they are just as vulnerable to cyberattacks as computers are. Organizations must bring more attention and focus on the importance of printer security. By utilizing Managed Print Services, you can protect your organization from cyberattacks. Managed Print Services not only helps improve your overall security but also allows you to manage staff efficiencies when it comes to printer management and supply ordering. Here is how one of our clients solved their problem. CASE STUDY OVERVIEW: Manufacturing Case Study APPROACH: Looking to find a way to predict and manage the organization’s printing costs, improve workplace productivity, and eliminate unnecessary expenses and waste, while maintaining secure printing. BENEFIT: Discovered that they had too many devices, so they were able to adapt workflows and reduce print cost by reducing unnecessary printing. Gave them a long-term digital document retention strategy. RESULT: Able to reallocate their savings to solve their storage problems. Ability to have a more secure environment while being able to save 40% in operational monthly spending with no capital investment. HOW: Contacted CP Digital Office Solutions Learn How Managed Print Services Can Improve Security & Reduce Costs! Check out this short video! Click Here to View Video --- - Published: 2022-11-11 - Modified: 2022-11-11 - URL: https://cpdos.com/how-managed-print-services-can-improve-security-reduce-costs-retirement-community-case-study/ Companies are known to take many precautions to protect their data and systems from cyberattacks but many of them overlook printers. If you have unsecured printers, you are inviting cybercriminals access to your network and your data. It is critical to include printers during regular audits for breach risk prevention planning. If your printers are connected to a network, they are just as vulnerable to cyberattacks as computers are. Organizations must bring more attention and focus on the importance of printer security. By utilizing Managed Print Services, you can protect your organization from cyberattacks. Managed Print Services not only helps improve your overall security but also allows you to manage staff efficiencies when it comes to printer management and supply ordering. Here is how one of our clients solved their problem. CASE STUDY OVERVIEW: Retirement Community Case Study APPROACH: Looking for an integrated approach to secure printing for their staff by empowering them to release print jobs at any printer within their organization’s network without the worry of documents getting into the wrong hands. Also looking for cost savings and staff efficiencies when it comes to printer and supply management. BENEFIT: Reduce infrastructure requirements and keep your data more secure with a printing solution that works with popular cloud-based Identity Providers. Able to participate in auto supply fulfillment so staff doesn’t need to call for supplies. RESULT: Having a more secure environment while being able to save 38% in operational monthly spending with no capital investment. HOW: Contacted CP Digital Office Solutions Learn How Managed... --- - Published: 2022-11-10 - Modified: 2023-03-24 - URL: https://cpdos.com/test-post/ 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: School District Case Study APPROACH: Looking to have a better way to manage their overload of student paperwork such as transcripts, student files, and medical records. The need on having to hold on to this information long after a student leaves or graduations creates a storage problem. BENEFIT: Eliminating the need for paper records and protecting student records against physical damages that could be caused by a flood, fire, or other disasters. RESULT: Electronic files allow for a much greater organization of student records, which allows for much quicker processing and retrieval of documents. Schools do not need to waste office or building space on massive filing cabinets. Instead, they can use this space for something more beneficial to the staff or students. HOW: Contacted CP Digital Office Solutions... --- - Published: 2022-10-13 - Modified: 2022-11-10 - URL: https://cpdos.com/document-scanning-services-engineering-firm-case-study/ 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! Click Here to View Video --- - Published: 2022-10-03 - Modified: 2023-03-24 - URL: https://cpdos.com/print-management-school-district-case-study/ 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! Click Here to View Video --- - Published: 2022-09-12 - Modified: 2023-03-24 - URL: https://cpdos.com/print-management-real-estate-company-case-study/ 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! Click Here to View Video --- - Published: 2022-08-26 - Modified: 2023-03-24 - URL: https://cpdos.com/the-ease-of-retrieving-documents-behavioral-services-accounting-case-study/ 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 STUDYOVERVIEW: Behavioral Services Accounting Case StudyAPPROACH: 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! Click Here to View Video --- - Published: 2022-08-16 - Modified: 2022-08-16 - URL: https://cpdos.com/the-ease-of-retrieving-documents-title-company-case-study/ 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! Click Here to View Video --- - Published: 2022-07-29 - Modified: 2022-07-29 - URL: https://cpdos.com/digital-workflow-medical-distribution-company/ 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 CompanyAPPROACH: 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! Click Here to View Video --- - Published: 2022-07-21 - Modified: 2023-03-24 - URL: https://cpdos.com/digital-workflow-auto-dealer-case-study/ 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! Click Here to View Video --- - Published: 2022-06-30 - Modified: 2023-03-24 - URL: https://cpdos.com/is-advanced-capture-right-for-you-philadelphia-based-distribution-company-case-study/ 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! Click Here to View Video --- - Published: 2022-06-20 - Modified: 2023-03-24 - URL: https://cpdos.com/is-advanced-capture-right-for-you-medical-facility-case-study/ 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! Click Here to View Video --- - Published: 2022-05-24 - Modified: 2023-03-24 - URL: https://cpdos.com/cp-data-dashboard-kpis-in-todays-business-environment-insurance-company-use-case/ 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! Click Here to Register --- - Published: 2022-05-12 - Modified: 2022-05-12 - URL: https://cpdos.com/cp-data-dashboard-kpis-in-todays-business-environment/ 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! Click Here to Register --- - Published: 2022-04-26 - Modified: 2022-04-26 - URL: https://cpdos.com/team-collaboration-virtual-lobby-large-services-company-case-study/ 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! Click Here to Register --- - Published: 2022-04-08 - Modified: 2022-04-26 - URL: https://cpdos.com/team-collaboration-virtual-lobby%ef%bf%bc/ 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! Click... --- - Published: 2022-03-29 - Modified: 2023-03-24 - URL: https://cpdos.com/accounts-payable-as-a-service-2/ 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 FacilityAPPROACH: 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... --- - Published: 2022-03-10 - Modified: 2022-03-10 - URL: https://cpdos.com/accounts-payable-as-a-service/ 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... --- - Published: 2022-02-23 - Modified: 2023-03-24 - URL: https://cpdos.com/visibility-in-todays-hybrid-workforce/ 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: Environmental Services Firm APPROACH: Looking to implement a digital platform for visibility to employee workflow, access, and time to complete tasks. Ability to track workflows and KPIs within the organization. BENEFIT: The business saw an increase in digital workflow in a hybrid model.   RESULT: The business now has its processes documented and easily tracked.   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! Click Here to Register --- - Published: 2022-02-09 - Modified: 2023-03-24 - URL: https://cpdos.com/critical-business-processes-in-todays-hybrid-workforce/ 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! Click Here to Register --- - Published: 2022-01-25 - Modified: 2023-03-24 - URL: https://cpdos.com/what-do-you-do-with-all-those-paper-files/ As many organizations have their employees working remotely, there is less need for additional office space. Days of having dedicated rooms to store paper files are gone. There is a lot of valuable information on these documents needed for audits. Also, documents are required to be kept for some time. It is even more necessary to access this information structurally. One of the most cost-effective ways of getting rid of paper documents and ensuring that no valuable information is lost is to have CP Digital Office Solutions scan your documents. Here is how one of our clients solved their problem. OVERVIEW: PA Based Insurance Company APPROACH: Looking to downsize office space from 5,000 sq. ft. to 3,500 sq. ft. BENEFIT: They benefited by being able to consolidate office space while still having accessibility to all their information. RESULT: They were able to save money in office space and be able to have access to their information from anywhere. HOW: Contacted CP Digital Office Solutions --- - Published: 2022-01-13 - Modified: 2023-03-24 - URL: https://cpdos.com/backoffice-scanning-in-todays-environment/ As many organizations have their employees working remotely, there is less need for additional office space. Days of having dedicated rooms to store paper files are gone. There is a lot of valuable information on these documents needed for audits. Also, documents are required to be kept for some time. It is even more necessary to access this information structurally. One of the most cost-effective ways of getting rid of paper documents and ensure that no valuable information is lost, have CP Digital Office Solutions scan your documents today. Here is how one of our clients solved their problem. CASE STUDY OVERVIEW: Philadelphia based Logistics Company APPROACH:  Removed 27 Filing Cabinets and reclaimed valuable office space for new office layout BENEFIT: They benefited from the electronic scanning of documents for long term retention. They are easy to find electronically in an organized structure RESULT: The project was signed off on and cabinets were boxed and picked up the following week. They were returned electronically in one month. HOW: Contacted CP Digital Office Solutions --- - Published: 2021-12-21 - Modified: 2023-03-24 - URL: https://cpdos.com/expressing-our-gratitude-and-thankfulness-to-our-clients/ At CP Digital Solutions, our client's satisfaction is our number one goal. We are committed to offering them the best in technology and service. Our core values are the foundation of our pledge to them. Due to our strong value for God and His Principles, our clients receive only the best when it comes to ethics, integrity, and honesty. We have listened to our clients' needs and built our business to address them. Our website, https://cpdos. com/, was built with our Platinum Clients in mind by providing both hardware and software solutions. Our clients have entrusted us with our expertise and consultative approach since 1978. For our clients that solely wanted to focus on hardware, we have developed https://copyproducts. com/, and for software, we developed https://cpautomate. com/.  We pride ourselves on creating the best office technology solution for any organization and having our clients become our partners. As we approach this Holiday Season, we wanted to take the time to express our gratitude and thankfulness to our clients. We are grateful for the trust you've placed in us. Without you, we wouldn't be here. We look forward to working closely with you in 2022! --- - Published: 2021-11-18 - Modified: 2023-03-24 - URL: https://cpdos.com/why-should-you-perform-printer-security-audits/  Printer security and cost controls are becoming a priority for companies, keeping track of what is happening across your print environment is critical. That is why many companies are conducting a print audit at least once a year. A print audit is a detailed report into every aspect of your company's printing habits. Print audits can determine what devices may be a vulnerability on the network. They can provide greater visibility into your print infrastructure and activities, help you understand how your printers are used across various departments and office locations, and allow you to see where you could be saving time and money. Print audits are necessary for organizations. They allow businesses to improve their security measures and ensure that compliance requirements be achieved.   One of our clients, a Healthcare organization in Delaware County, PA shared with us the benefits of having an annual printer security audit: Benefits: 1. Increase Network Security – our scans uncovered points of vulnerability and improved security measures 2. Physical Security - our physical security audit evaluates access to where people print (what a person printed & where they printed it to), medical records were being printed to a shared printer in an open space where everyone had access  3. Cost Control – recognized how much time was being spent on printing and allowed improvement in the process and system and to enhance workflows, cutting out wasteful printing, investments in consumables, and energy costs 4. Environmental Benefits – reduced electricity usage, paper, and ink, able to reduce print volumes, use of colored... --- - Published: 2021-11-04 - Modified: 2023-03-24 - URL: https://cpdos.com/eliminating-printer-security-concerns/ Companies are known to take many precautions to protect their data and systems from cyberattacks but many of them overlook printers. If you have an unsecured printer you are inviting cyber criminals access to your network and your data. It is critical to include printers during regular audits for breach risk prevention planning. If your printers are connected to a network, they are just as vulnerable to cyberattacks as computers are. In August 2020, Cybersecurity experts at Cybernews deliberately brought attention to the need for companies to focus on the importance of printer security by hijacking 28,000 unsecured printers worldwide, forcing manufacturers to develop a guide about printer security. By following a few common security best practices you can help eliminate this threat. 1. Secure your printing ports and limit your printer’s wireless connections to your router 2. Use a firewall to filter traffic and exclude external users that may cause harm on your network 3. Update your printer firmware to the latest version 4. Change the default admin password set by the Manufacturer Learn more about Eliminating Printer Security Concerns Click Here for Recording --- - Published: 2021-10-21 - Modified: 2023-03-24 - URL: https://cpdos.com/learn-how-organizations-are-empowering-teamwork-and-efficiency-by-using-hubshare/ Wouldn’t it be fantastic if you can connect all your information in one dashboard, and create branded, customized hubs for you your clients? CP Digital Solutions is doing that for one of our clients that is a construction company in New York. “Hubshare has really changed our daily lives because we needed to improve the quality of our communication, both between the account manager and the site manager and between the client and us. ” Hubshare is providing all relevant interactions to be available in one view, with the ability to manage a limitless number of hubs within one installation. We can organize projects by administering tasks to users so that they can work with several parties simultaneously. We have the capability to work remotely, keeping in touch with key contacts and progressing with our projects. Hubshare has several modules for different types of needs, all connected through a customizable dashboard that helps you keep your interactions in order. Our client is now seeing the following benefits by utilizing this tool:Benefits: · Building internal and external relationships – ability to build a branded digital workspace to share up-to-date information and customize the collaboration experience for our clients and internal teams · Manage all our projects in one view – by utilizing the Project Management module, we can easily manage them all in one view · Share and manage large amounts of data – ability to create a data room for our projects, either temporarily or permanently and centralize large volumes... --- - Published: 2021-10-07 - Modified: 2023-03-24 - URL: https://cpdos.com/empower-collaboration-and-productivity-with-hubshare/ Hubshare is now part of M-Files. Hubshare is a secure digital workplace portal solution that allows you to simplify collaboration. It enhances user and client engagement through remote collaborative working, secure file-sharing, and project management. It helps provide users and external parties with a branded and customizable portal platform. It is a way for businesses to stay connected and boost productivity. By using Hubshare, you will utilize all your tools by having them integrated into one place. It is available as a cloud solution and as an on-premise solution with whatever matches your business needs. Benefits:  · Design a space that reflects your business· Manage your calendar· Multi Dashboard - centralized portal hosts confidential files that are shareable and accessed, anytime, anywhere· Users can track project progress and ensure that targets and deadlines happen on time· Assign tasks· Create projects· Not having to print a document, stores directly in your hub· Share work updates more efficiently with your teams by editing and coediting your documents in real-time· Empower collaboration any time of day or night   Learn more about the benefits of using Hubshare in your organization. Click Here for Recording --- - Published: 2021-09-20 - Modified: 2021-10-15 - URL: https://cpdos.com/announcing-the-launch-of-our-new-website/ Click Here to View Message Check out our recorded webinar and learn more!   Click Here for Recording --- - Published: 2021-09-07 - Modified: 2021-10-15 - URL: https://cpdos.com/bridging-document-and-business-process-for-over-40-years/ CP Digital Office Solutions is excited to share with you the launch of our new website. Check us out at https://cpdos. com/. We created our website with you, our customer in mind. We have transformed our website to be versatile and up-to-date for our clients and partners. You have known us to be your trusted advisors since 1978. We have made it easier than ever to navigate through our website. With just a click of a button, you have all the information at your fingertips.   Business Process Automation - www. CPAutomate. com  Assess - CP will perform an On-Site Assessment of current Document Storage, Workflow Process, and information bottleneck. During this time, we will determine the key improvements to optimize workflow and document processing.   Design – CP will create a digital process within our software programs tailored to your business. All programs can be built around compliance and industry-specific regulations. Implement - Our team implements software and provides training to all users to maximize staff efficiency. Manage – CP offers ongoing support following the installation including technical adjustments, consulting support, and continued training to maintain peak performance. Optimize – Following implementation, it is often determined the technology deployed can be utilized in other areas within the business. Our Technical team regroups with your account manager to discuss other opportunities for software implementation. Managed Print Services - www. Copyproducts. com Assess – CP will perform an On-Site Assessment of current Fleet Inventory, Usage, and Expenses. During this time, we will determine the Total Cost of Ownership and... --- ---