Process Improvement 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.

HR Managers Can Dramatically Cut HR Onboarding Time

April 28, 2015

We’ve all found ourselves staring at a new employee packet at least once in our careers. Depending on the size and organization of the company, it may have consisted of several stapled sheets of paper (a welcome letter and a list of internal resources with a W-9 thrown in) or an impressive binder with everything from branding guidelines and the latest quarterly magazine to a full-color...

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6 Steps for Lenders to Simplify and Speed Up the Mortgage Approval Process

April 23, 2015

Everyone involved in the purchase of a home knows that seeing a mortgage loan through to the finish line feels more like a marathon than a sprint. The sheer number of individuals and institutions that participate in the process makes it very complicated and time-consuming. But with today’s technology, it doesn’t have to be that way. Here are 6 steps lenders can take to simplify and speed up...

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4 Ways Technology Can Help Manufacturers Improve Efficiency and Profits

April 21, 2015

It’s been called the next industrial revolution—Industry 4.0. What is it exactly? Industry 4.0 refers to the leap in manufacturing made possible by the digitization of data, encapsulating the entirety of an organization’s people and processes—from the conference room to the manufacturing floor. This enormous, digitally- accessed data source is the groundwork by which new technologies are...

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Reducing Paper Statements Can Save Banks a Bundle Annually

April 16, 2015

Of all the benefits that digital technology can offer, an uncluttered lifestyle is topping the list. Instead of amassing record collections or stacks of CDs, we download hundred-song playlists to a pocket-sized digital device. Roomfuls of patient records, student data - entire libraries in fact, can now be accessed quickly and securely, in just a few clicks. Not only is digital information...

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How Electronic Forms can Minimize Scanning and Data Entry

April 14, 2015

It’s hard to imagine how businesses ever got anything done before digital technology. Papers were signed when the mail was delivered. Customers got answers when a business called them back. And many a pen ran dry while employees and office workers tediously filled out form after form by hand.

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iDatix CEO Steve Allen Opens Business Incubator in Clearwater, FL

March 20, 2015

Reposted from the Tampa Bay Times Website on March 20, 2015

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Process Improvement Methodology for Every Bank

February 26, 2015

We've talked a lot about process improvement on our blog, and it can sometimes be tricky to work these strategies into a particular industry.

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Removing Paper and Busy-Work from the Banking Industry

February 13, 2015

If you work in the financial industry, whether it's mortgage banking and lending, commercial banking, or hedge funds and other high interest opportunities, you have without fail experienced the pains of overwhelming amounts of paper and poorly maintained processes - employees burdened by busy-work, inefficient processes, and lost documents.

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Secrets to Bringing In Larger Clients to Your Financial Institution

February 11, 2015

Whether in the world of hedge funds and large returns, or traditional banking options, the most important part of any financial institution is the return.

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How to Increase Top-Line and Bottom-Line Revenue Simultaneously

February 02, 2015

Revenue - it's one of the top-of-mind things for executives and decision makers in any industry. How much money can be made, and how much will it cost to make that money.

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Process Improvement Methodology for Accounting

December 09, 2014

Accounting, and specifically accounts payable, is a critical part of any business. It exists from the moment the business is founded, and can very quickly become an overwhelmingly large part of the business's daily activities.

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Go Paperless to Add Value with Document Management Software

December 01, 2014

"Going paperless" is a term thrown around the business world every day - let's shed some light on just why it's become so common.

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Using E-mail as Document Management and Workflow Hurts your Business

November 25, 2014

"Oh, I can't get to this right now. I'll "Flag" it for later, no problem."

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Common Flaws to Avoid in Your Accounting Department

November 21, 2014

The best and worst part of any accounting department is that it can make or break an organization in an instant.

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How to Reduce Costs with Electronic Forms

November 17, 2014

There are plenty of businesses who use forms both internally and externally.

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Most Common Problems in Businesses Without Document Management

November 13, 2014

It may be surprising, but regardless of industry the problems associated to poor (or missing) document management are generally the same.

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How to Gain Employee Loyalty in Your Organization

November 11, 2014

It's pretty well known that finding the "perfect employee" is a constant effort on the part of organizations everywhere, so it's important to break the idea of "perfection" down into several smaller pieces.

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Is Employee Engagement Down in Your Organization?

November 06, 2014

Gallup estimates that the cost of disengaged workers lies somewhere between $450-$550 billion each year in lost productivity. Are employees in your organization contributing to this?

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How Document Management Best Practices Ruin Star Wars

October 24, 2014

For today's blog, I wanted to take a step away from the typical "benefits and tips for businesses" topics, and look at how pervasive some of the problems we face really are regarding document management and software solutions.

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Advice for Getting the Most Out Of Your Best Employees

October 22, 2014

As a manager or executive, it can be hard to adhere to even your own standards and practices that are in place to get the most out of talented employees.

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Organizations Fail to Adopt Document Management, AIIM Research Finds

October 03, 2014
This article is a repost from 5/3/2012 featuring great content from AIIM and iDatix. Enjoy the rerun while we prepare and finalize our last details for our HORIZONS conference next week!

iDatix Sponsors Research on Mobile and Cloud in the Enterprise

AIIM, the leading community of information and document management professionals, announced this week a release of their new report, “Process...

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Businesses Lag Behind in Document Management and Tech Adoption

September 24, 2014
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Are You Ready to Decrease Busy Work in Your Company?

July 31, 2014

As organizations grow larger and larger, the amount of work needed to maintain the status quo and keep all members of the organization informed becomes exponentially larger.

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Reducing Cost-Per-Invoice with AP Automation

July 30, 2014

One of the most redundant tasks in any accounting department is paying invoices. Obviously the business won't function very long without paying their bills, but there has got to be a better way to get the right amounts of money to the right people.

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Document Management Software Best Practices Explained

July 25, 2014

While there are plenty of experts who agree that document management software is necessary in any industry that relies heavily on paper or has a complex accounts payable department, really the benefit comes from implementing the document management best practices throughout the company with an electronic document system.

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