Integration is key in document management

Integration is key in document management

Companies are using a wider variety of systems and solutions to manage their core processes and operations today than ever before. As a result, some have succumbed to inefficiency due to poor integration and communication between those disparate systems. For example, customer relationship management, enterprise resource planning, accounting and other software need to be intertwined to be optimally effective today, and this will often hinge on the ways in which document management solutions have been set up. 

As such, businesses of all sizes should consider working with a solutions and service provider to better handle their document management integration needs, ensuring that all of the systems are unified and functioning optimally at all times. Thanks to innovation in both the document management and cloud computing arenas, integration is easier and more feasible for a wider range of systems than ever before. However, companies will often need some support when setting up their management systems for documents, customer relationships and other matters. 

Why advanced integration?
Invoices, customer service complaints and many other types of documents are entering the average business from a wider range of sources than seen in the past, and many companies are looking to streamline their workflows with respect to relevant data entry through automation. For that to be possible, though, all of the systems involved will need to be properly integrated. 

Here are a few key matters of note when going about integration:

  • Document management: Any and all sources of files and data - regardless of what types of information they entail - need to be unified. When integration is handled properly, disparate formats and diverse sources will be standardized automatically, leading to much stronger efficiency across various lines of business. 
  • Electronic workflow: Even if a business is still accepting paper invoices and other files, an electronic workflow that brings the information where it needs to go - be it a specific department in the company, a storage environment or management software - must be in place. Any workflow tools used for these purposes must be integrated with the systems they touch. 
  • Transaction automation: One of the more significant advantages of automated and electronic workflows is found within the accounting department. However, for transactions to be automated - reaching from the initial invoice to the final payment - interoperability will need to be maximized. 

With the right service provider, integration can go smoothly. 

Are your operations running like a well-oiled machine?Are your operations running like a well-oiled machine?

Modernizing for sustainability
Customers - both corporate and consumer - demand a more digitized, user-friendly experience when doing business with today's companies, regardless of industry. For this reason and many more, organizations need to focus upon the modernization of their strategies, solutions, infrastructure and more, working to keep pace with the technologies and techniques of the modern era every step of the way. 

This can be a highly difficult task for those firms that are still mostly paper-based or do not have any staff on hand with experience in advanced integration, automation and digitization. These businesses will often benefit most from the use of a managed services firm for not only deployments, implementation and integration, but also long-term support that ensures those investments are coming back with the highest possible returns throughout their respective lifecycles. 

To learn how PaperSave can help your business capture, integrate and automate your business processes, feel free to watch our personalized demonstration or visit our case studies page to read about our clients' success stories.