Process Improvement Blog

Blog

Looking for ways for your organization to increase productivity and trim budgets? You’ve come to the right place.

DocuPhase’s “Business Process Automation” blog will provide valuable insight into how your company can benefit from implementing document management and workflow automation into existing processes.

Steve Allen

Steve Allen is the founder and CEO of DocuPhase, a best-in-class, browser-based software that delivers unmatched efficiency to companies around the world by automating core accounting processes. He drives the innovation and product vision of DocuPhase to develop solutions to simplify the workplace.

How to Keep Audit Fees at a Minimum and Increase Record Compliance

November 11, 2015

There's a big scary word in the accounting world, that usually results in allocating resources and lost time - audit.

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iDatix is now DocuPhase - A New Generation of Document Management and Process Automation Software

October 13, 2015

CLEARWATER, Fla., Oct. 12, 2015 -- After reviewing months of market feedback and working though the design iterations, iDatix has released the most recent version of their signature document management and workflow automation software.

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How Small Businesses Get Paid Faster with Invoice Automation

August 14, 2015

Small businesses often get the short end of the stick compared to their big business counterparts. What they don’t have in bargaining power and influence they make up for in agility—but being better able to duck and dodge amidst shifting economies, new technologies and endless industry stop-and-go doesn’t pay the bills. And getting paid on invoices—quickly and reliably—is key to every small...

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The Rise of Paperless Practice Adoption in Manufacturing

August 04, 2015

The work that goes into manufacturing even the simplest of products is a mystery to most people. The fact that a can opener is on the store shelf when they need it is good enough. But industry insiders know more.

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Digitizing the Invoice Approval Process to Turn AP into a Profit Center

July 30, 2015

No one likes to scrounge around for spare change, but we’ve all been there. Another quarter to bump your order up to a venti.

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How Do Today's Workflow Automation Solutions Differ From the Past

July 28, 2015

Comparing today’s workflow automation solutions to more early examples of how businesses first applied technology to speed up their day-to-day operations is kind of like comparing today to last week. The differences are many depending on what angle you take.

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From Procurement to Payment, Creating an AP Automation Process Your Top Execs Want

July 23, 2015

Executive strategy meetings, boardroom presentations and quarterly investor calls aren’t always on the “looking forward to” list for top-level management. These front line execs bear an incredible burden for making the kinds of decisions that can greatly impact employee performance, revenue, financial markets and more.  That said, a green light for building an AP automation system isn’t given...

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Creating an AP Automation Process That Your Controller and Auditors Will Love

July 22, 2015

Controllers come in all shapes and sizes. One may be responsible for leading various accounting managers and their own reports in the direction set by the CFO. Other controllers may themselves be the accounting department and report to the president or owner above them. Regardless of the company they keep, controllers are a company’s financial front line and the responsibility to keep the...

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Toss the Manila Folder - The Real Cost of Inefficient Paper Processes

July 16, 2015

Visit Starbucks for a caramel macchiato and it will cost you somewhere between $3 and $5—without a tip. But as one interesting online piece pointed out, the habit of picking up that cup of Joe can cost spenders well beyond the original amount.

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Accounts Payable Automation Beyond Invoice Scanning

July 14, 2015

When people hear the concept, “Accounts Payable Automation” they take it either one of two ways: they understand its depth and complexity completely, or the phrase vaguely references “that expensive thing the big companies just started doing” or “that option for businesses without a proven accounts payable process already nailed down.”

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Improve Customer Service and Reduce Paper with Document Management Technology

July 09, 2015

Ever anticipate paying full price at the register only to be informed the item is on sale? Ever reached into a cereal box and pull out two prizes instead of one? Making future-proof business decisions isn’t easy. The end-goal is finding at least the one prize you expect. The obvious prize for investing in document management technology is a reduction in paper and associated costs. A plus you...

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How Empowering Employees Translates to Business Success

July 07, 2015

Just a quick browse of the latest top ten lists, LinkedIn user stories and employee relations headlines and today’s employee expectations become very clear. Aside from the usual bit about money, power and fame, employees lean heavily towards jobs that can satisfy their own sense of self and reflect their core values.

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5 Ways Innovative Workflows Reduce Banking Errors

July 01, 2015

Mistakes happen. It’s a fact of life. We’ve even created language around our ability to own and wave off mistakes like “it happens to the best of us,” “it’s all good” and “no worries.” But it doesn’t work that way when banks make mistakes. Instead, you get PR disasters and dire news like the following recent headlines:

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How to Solve Your Biggest Process Challenges With Automation

June 24, 2015

Beginning a business on day 1 with the perfect business process in place is an impossible task. Though best practices approaches can provide a good framework, processes are often defined and redefined by trial and error, the passing of time and the introduction of new business theory and technologies. As you have experienced or can imagine, things can get a little messy in terms of manually...

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How to Add Two Manpower Days a Week with the Same Staff

June 19, 2015

One mandate on every budget-conscious business’ collective mind is: get more done by spending less. In short, these businesses strive to be more productive and get more return on their investments without incurring additional debt like adding extra employees to manage an increasing workload, paying overtime or spending inordinate amounts of time in efficiency meetings. Is this really...

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How Banks Can Embrace Technology to Enhance the Customer Experience

June 18, 2015

Service with a smile, hot coffee and the occasional lollipop for the kiddos was once considered the height of creating a good customer experience in the banking industry. The banking process itself—the lines, the forms, the back-and-forth of showing ID and signing names was accepted as sometimes arduous but necessary. Technology, however, has impacted the ease and speed at which business is...

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6 Ways to Manage, Process, and Track Large Scale Documents

June 17, 2015

Tracking a purchase order, managing inventory or maintaining a list of lender rates isn’t terribly hard to do when it is approached in an organized fashion and kept up with consistency. But what happens when that purchase order, SKU number or lender rate is only part of a larger, more complicated business-critical document? It would be a labor-intensive, ineffective effort to manage, process...

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Automate Your AP Process to Improve Auditability

June 08, 2015

Regardless of the size of your company or how you structure your accounts payable department (a team, a bookkeeper, an individual company owner), the following two guiding principles for establishing successful accounts payable (AP) processes are universal:

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Overcoming the Burden and Limitations of Paper Documents

June 03, 2015

We have long relied on paper documents to understand the world before our time.  Cultures, world events, even our own family lineages can be understood and examined as if they were happening right in front of us because of the ability to record ideas, events and entire world histories onto everything from early fibers to today’s modern paper choices. 

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Improving Insurance Customer Retention With Document Management

May 29, 2015

Twenty years ago, customer retention strategies in the insurance business included doing fairly simple things like sending holiday cards or tucking a customer survey into an invoice. Fast forward five years and you were ahead of the game if you used email to make these same connections (bonus if you could personalize these engagements in any way). Today, improving customer loyalty and market...

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4 Ways Workflow Solutions Help Healthcare Companies Store and Retrieve Data

May 28, 2015

As of February 2015, there were 784,626 healthcare providers in United States*. That’s a lot of tongue depressors and cotton swabs—not to mention all the paperwork! From pharmaceutical inventory and lead lists, to patient records and vital signs, there’s an enormous amount of data walking through and within those doors. Healthcare providers much like other industry operators, struggle to...

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Electronic Work Instruction Can Improve Manufacturing Efficiency

May 26, 2015

The pace and complexity of today’s manufacturing processes makes Henry Ford’s automobile factory floor looks like child’s play. While today’s production metrics are measured in milliseconds, his assembly workers lined up and waited on a crude system of ropes and winches to pull the next Model-T across the line. Ford’s operation certainly wouldn’t win any awards for efficiency compared to...

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Improving the Accuracy and Efficiency of Loan Documents

May 20, 2015

One look at a post from CNN Money’s "500-page mortgage applications are the new normal" is a reminder that things aren’t how they used to be in the mortgage industry. Sure, there was always a lot of paperwork, but 500 pages? Even loans requiring considerably less paperwork still rely on the efforts of multiple people successfully completing multiple processes for a loan to be closed. Every...

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4 Ways That Workflow Automation Saves Financial Firms Time and Money

May 19, 2015

No one has an eye on money more than those in the financial industry, regardless of whether they are an executive or someone who plays a supporting role.  Watch insurance rates flip direction or the Dow drop ten points, and the industry is suddenly abuzz with adjustment.

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Learning to Recognize Waste for Lean Process Improvement

May 12, 2015

The Wall Street Journal called Discovery’s Science Channel series How it’s Made “TV’s quietest hit.” And it’s no wonder. For those who have never walked a manufacturing floor, a behind-the-scenes look at the production of everything from exotic cars and computer parts to baseball bats and chewing gum is both incredulous and intriguing.  If you’ve taken part in the manufacturing process, you...

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