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.

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.

Read More

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...

Read More

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:

Read More

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...

Read More

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...

Read More

How Insurers Use Technology to Mitigate Compliance Risk

May 07, 2015

Within the insurance world, the term “risk” gets thrown around daily. In fact, the industry itself is comprised of a complicated web of professionals with titles like risk manager, risk analyst and others whose job it is to financially protect people, businesses and property against loss while keeping their own “exposure” to these risks as low as possible for the best financial outcomes.

Read More
No More Posts