The Datamax Thinking Blog

Account payable’s repetitive, time-consuming tasks can be streamlined by removing paper, electronically capturing the documents, converting them into images, analyzing their content, and creating workflows to automatically route for review and action.

When it comes to accounts payable (AP), most organizations receive invoices from a number of digital channels (mail, fax, email, electronic data interchange - EDI, etc.), but the overwhelming majority of them are paper documents.

Laserfiche 10 could be the software platform you need to manage documents and automate business processes.

One of the best providers of document management (and workflow and capture) software, Laserfiche, has launched the latest version of its flagship product: Laserfiche 10. IT analyst and market research company IDC wrote an analysis report on the new release. 

Reduce costs, enhance security, better efficiency, and improved customer service are 4 well-documented benefits of electronic workflows.

A typical law firm processes thousands of physical documents every year, anything from pleadings, motions, contracts, wills, trusts, evidence files, leases, deposition transcripts, etc. 

The majority of those paper documents and that information are handled through manual processes – inefficient legal manual processes.

Practicing law is hard enough. Having to rely on paper makes it even harder.

For the office managers behind the scenes, making sure that lawyers have the information they need, helping to sort through invoicing, and having to deal with the hundreds of details and tasks that keep the firm operational; the last thing you need are manual processes to deal with.

Paper everywhere. Case files stacked on lawyers desks (and chairs, filing cabinets, floors, everywhere) and, because multiple people on the team need to use the same files, you have to make – and keep up-to-date – all of the documents in that file for each member.

The duck dive is an essential part of being a competent surfer. But your style better be on point. Did you know its technique can also help organizations confidently dive through and conquer their mounting waves of paper documents?

Before we get started, I’ll openly admit when it comes to surfing I’m a Barney, and a bit clucked when it comes to big waves—especially when sailing on an ever-dangerous and highly-demanding ocean cruise. As a cruise is about as close as I’ve been to the really big waves, I have always admired the tenacity and fearlessness of the surfers who ride them.

Are you hoarding paper documents that you don’t really need?

Legal departments within companies and law offices, in general, are often resistant to the idea of paperless processes. Research* indicates that “Legal” is most resistant of any department to paper-free work processes.

 Look around your office, how much space is given over to paper files? How much are you spending each month for off-site file storage?

E-filing becomes mandatory for civil matters in Texas courts on July 1, 2016. Are you ready?

During its 19 month life, the Pony Express was the fastest way to move information from coast to coast. Leaving from St. Joseph, MO or from Sacramento, CA; the relays of riders could make the 2,000 mile trip in 9 to 12 days.

Couriers are important. Wells Fargo began as a courier service, transporting packages and gold (remember all those stagecoach robberies in those old Westerns?).

Find your documents when you need them through smart use of document management technology.

How often have you been frustrated by not being able to find the correct version of an important document? Or spent 30 minutes flipping through manila folders in a file cabinet looking for a misfiled customer invoice? 

Using documents to get your work done doesn’t have to be that frustrating.

Business success today is inextricably linked to the ability to find the right information (or even have that information proactively delivered to you) when you need it. 

Documents are stored in a central location – allowing anyone to find, read, and update (all with proper permissions and authorization) documents when needed. 

If you have been in the following position, consider document management.

A potential client has moved their timeline up a week and you need to find a contract proposal – immediately. But, Todd's been working on it and he hasn't shared it yet – assuming he’s even created a draft – and you don't have a copy.

The Technology Tipping Point ... Avoid getting caught in the undertow of managing your documents, processes and technology.

The technology tipping point. We refer to it as that particular moment when you come to the realization that you’re expending more time and energy managing your documents, processes and technology, rather than your business. It’s an opportunity for transformation. A wake-up call to avoid the looming undertow ahead. A chance to step back and pinpoint even the minutest day-to-day operations that are preventing your core business from thriving—so you can regain balance and begin to tip the momentum back to focusing on your forte.