Securing your finance firm’s digital transformation

Cybersecurity is never far from thought, and this is especially true in highly regulated industries that deal with sensitive client information such as banks and other financial institutions.

As you move your organization into the digital era, it’s important to prioritize security, for the safety of your client information, your institutional success, and your legal liabilities.

How to build an effective automation strategy for gift processing

Everyone these days is trying to automate as much as they can. It saves time and effort and streamlines work processes, freeing you and your team to work on problems that need real human ingenuity.

But many small- and medium-sized nonprofits still think affordable automation solutions are out of their reach, technically and fiscally — that advanced automation is only for big players.

Top DMS implementation mistakes to avoid

A well-implemented document management system (DMS) brings great benefits to an organization. Operating at its best, a smooth-running DMS helps your employees maintain focus, keeps your business-critical processes running smoothly, and enables your organization to deliver quick and efficient customer service.

7 Steps to an efficient and effective DMS

Growth is a common goal for businesses. But as your operations grow, the volume of digital files and written communications you’ll have to process and store will also grow. Extended storage space is essential for maintaining it all, and a document management system (DMS) is essential for efficiently handling it.

6 Serious questions to ask a SaaS provider

Thanks to the ever-evolving technology, vendors’ are able to offer powerful systems through Software-as-a-Service (SaaS) models; once available only to large corporations. Today, SaaS are increasingly becoming available to small- and medium-sized businesses (SMBs).

But not all vendors and SaaS solutions are the same.

The costs of mismanaging company documents

The amount of information a company needs to store, track, and utilize on a daily basis expands every year. If you’re still using printed documents to conduct business; then alongside this the growing pile of paper are the rules and regulations that in just about every sector, dictate how things can and cannot be stored, shared, disclosed, etc.