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 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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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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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 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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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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What is Workflow Automation?

May 01, 2015

Automation is a wonderful thing.  Waking up to a fresh brewed pot of coffee, for example, comes to mind. Automation makes things easier and faster by removing the human element from a repetitive, mundane task or process - while the coffee pot is brewing coffee for you, what else could you being doing with that time? 

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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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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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10 Tips to Improve Your Accounting Department

February 04, 2015

Whether we like it or not, the accounting department, controller position, and even the CFO are aspects of the business environment that won't be going anywhere anytime soon.

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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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How to Improve Employee Engagement and Performance Simultaneously

June 16, 2014

In any organization, the single most valuable resource is easy to identify - the people. Employees, members, management, customers, consultants - whatever they're called, people are the backbone of any successful company.

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