Document Management Blog



Relay Racing and AP: Winning Teams Excel in the Art of the Exchange

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Microsoft Dynamics users are a large and growing part of the DocStar user base – and with good reason. The Dynamics/DocStar combination drives enhanced value and return on investment by automating and streamlining mission-critical processes with tight integration to your Dynamics platform. Via this seamless integration, there’s a smooth hand-off of information. This smooth hand-off got us thinking about the art of the exchange. In a relay race, it’s essential to pass the baton to the next runner as seamlessly and as efficiently as possible. A poorly executed exchange can cost a team the race and, in some circumstances, an … Continue reading


Tassey Group Implements DocStar ECM to Improve Efficiency

Category: Blog

The Tassey Group is a comprehensive financial services firm that is strongly committed to helping their clients improve their long-term financial success. They act as a general managing agent for one of the country’s largest and most innovative insurance underwriters. The Tassey Group is the “face” of the insurance company for the 300 independent brokers that sell the policies, providing a host of marketing, education and application processing services, which brokers need to be effective. According to Michael N. Chambers, a principal of the agency, “An incredible amount of follow-up goes on during processing policy applications.  We are always going … Continue reading


From Award-Winning Beers to Killer Workplace Productivity – DocStar Customer CBA

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Cheers! We’re proud to help our customers operate at peak performance, navigate change, and grow. Last month, DocStar customer Craft Brew Alliance, Inc. (CBA) (Nasdaq:BREW), won big at the North American Beer Awards (NABA) held in Idaho Falls, Idaho. Its Kona Brewing Co., Omission Beer, and Widmer Brothers Brewing brands earned five awards, including two gold medals: GOLD – Widmer Brothers Hefe – American-Style Hefeweizen GOLD – Omission Lager – Dortmunder Export SILVER – Widmer Brothers Drop Top Amber Ale – Best Ordinary Bitter SILVER – Longboard Lager – Dortmunder Export BRONZE – Widmer Brothers Drifter Pale Ale – English-Style … Continue reading


Mission Possible: Reinventing Invoice Automation

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Accounts Payable (AP) is growing in importance in the fast-paced business world. However, due to outdated technology and manual invoice processing, many AP departments are unable to evolve from cost center to value generator. Aberdeen Group’s survey report, “Reap the Benefits of Invoice Excellence with AP Automation,” highlights the state of AP Automation today. Aberdeen reports that forty percent of respondents said that the need for real-time availability of data is a top challenge in AP, and twenty-nine stated difficulty locating and managing paper-based documents. AP teams need to be able to jump into next-generation invoice automation keep up with … Continue reading


Interview with Tom Franceski at Epicor Insights 2017

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Insights 2017, the largest Epicor customer conference, hosted nearly 4,000 attendees and represented 32 countries. The team interviewed Tom Franceski, VP and General Manager at DocStar, on news since the Epicor acquisition in January. Tom shared the latest updates on joining forces across product development and management teams and the overwhelming positive customer responses on the integrated DocStar document management and process automation capabilities into Epicor enterprise resource planning (ERP) platforms. Watch the full interview on YouTube.