Document Management Blog



What Is Accounts Payable Automation?

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Navigating the world of accounts payable can be complex and time-consuming, but accounts payable automation makes it easy, providing efficiency, accuracy, and cost savings. This article delves into the mechanics of AP automation, highlighting its benefits and importance in today’s competitive business landscape. It also explains what to look out for when assessing potential solutions. Read on to learn the core benefits of accounts payable automation software for Microsoft Dynamics GP users and delve into real-life case studies showcasing the impressive capabilities of this integration in action. What Is Accounts Payable Automation? Accounts payable automation is a technology that … Continue reading


Leveraging the Power of HR Automation: Streamline Workflows and Boost Efficiency

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Navigating the paperwork churned out by HR, from application to post-employment, presents a formidable challenge to most businesses. Each employee requires a mass of essential paperwork, which takes time and money to manage, not to mention the risk of losing crucial documents. Fortunately, HR automation lays a path towards a smoother, streamlined HR operation, addressing many of the complexities inherent in traditional HR processes. These include a mounting mound of documents and disjointed departments, each with its cobbled-together systems and vendors. HR automation can help your organization succeed in a modern business landscape that thrives on speed and data. … Continue reading


Microsoft Dynamics GP and AP Automation: Unlocking the Full Potential

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Microsoft Dynamics GP and AP automation go hand in hand. With the right solution, you can automate AP processes without changing your Microsoft Dynamics GP system, reducing the time and effort required for manual data entry and empowering your team to concentrate on more crucial responsibilities instead of being swamped with manual data entry tasks and vendor bills. With an abundance of business process automation and enterprise content management software on the market, finding a partner who can help maximize your Dynamics environment is essential. With the perfect match, you can boost efficiency, minimize errors in invoice data, and streamline … Continue reading


What is Sales Order Automation?

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In 2020, a McKinsey & Co report revealed that a third of all sales tasks could be automated. The result? Higher customer satisfaction, 15% efficiency gains, and a 10% sales boost. Since then, the sales automation landscape has evolved dramatically, with artificial intelligence poised to revolutionize sales, from lead generation to customer service and engagement. These technological and business advances are propelling digital-first companies forward, giving them a competitive edge, no company can ignore. This article explores all aspects of sales order process automation, offering essential insights and use cases. We’ll discuss the benefits, the challenges, and the growing importance … Continue reading


How to Craft a Seamless Document Workflow (A 3 Pillar Framework)

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In the fast-paced world of modern business, time is your most precious commodity. Every moment spent on manual tasks can result in the loss of thousands or even millions of dollars in potential revenue. Crafting a seamless document workflow is one way to reclaim those lost hours, fueling productivity and profitability across every department. A frictionless system workflow has other benefits, too, such as increased accuracy, greater collaboration, higher customer satisfaction, and much more. If your employees are forever doing the same mundane work, searching for missing files, chasing down colleagues and customers for signatures and approvals, and sifting through … Continue reading