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.

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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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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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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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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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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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.

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Learn to Reduce Research Requests from Weeks to Minutes

May 06, 2015

Watch any pre-1980s era movie or show and inevitably you’ll hear a detective, an advertising executive, or a doctor saying with much authority: “bring me the file on Smith” (or whatever name given to the criminal, company or patient).

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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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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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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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New Easy Ways to Increase Employee Efficiency

August 27, 2014

A new generation and style of employee inevitably means designing new strategies for making them more efficient.

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How to Scale a Business Without Adding More Employees

June 11, 2014

Your business is successful, and even profitable. You are starting to see the benefits of your hard work. Growth has come naturally.

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5 Traps in Any Process Improvement Project

May 14, 2014

Process improvement initiatives aren't easy.

Things worth doing never are.

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Best Practices in Process Improvement

May 05, 2014

Business process improvement is a large undertaking no matter the scale of the organization. By following accepted best practices, you can ease the strain on the company that improvement will have and ensure a greater chance of long-lasting success.

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5 Tools for a Process Improvement Project

April 29, 2014

Process improvement experts all agree that any improvement project hoping to succeed needs to approach the situation prepared with the right tools.

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Getting Started with Process Improvement

April 21, 2014

One of the most difficult tasks in the entire process improvement initiative can be getting the project off the ground. Building the right momentum while the project is in its infancy can be make or break for the improvement goals.

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Measuring Process Improvement Results

April 14, 2014

You project is underway. Positive change is being implemented in areas of need, and goals are being met. So the big question comes in - is it working?

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Process Improvement Wins at AIIM Conference 2014

April 08, 2014

iDatix was in attendance at the AIIM Conference 2014 on April 1-3, 2014. The theme for this year's event was Information Opportunity vs Information Chaos, and iDatix used the opportunity to share expertise in document management software and process improvement, to the excited reception of all in attendance.

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Process Improvement: How to Implement Change

April 02, 2014

You've realized that your organization is in need of change. You may have determined what changes need to be made. Now those great ideas need to be transformed into strategy and true change at an organizational level to ensure process improvement.. How is this done efficiently, and with the greatest success in the business?

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The Occasional Sales Call Could Help Your Business

March 28, 2014

Obviously, we believe we have the greatest solution available on the market and everyone should stop whatever they are doing right now and look at it!

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