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Workflow automation is a method of expediting and streamlining document-based business processes to improve efficiency, reduce costs, and provide transparency. With automation, you’ll enjoy accelerated document processing times, fewer errors thanks to the elimination of manual data entry, and better accountability due to the visibility that digital tracking provides.

Whether it’s because your company’s growth is exploding and you want to streamline and move faster, or you’re just looking for additional ways to improve efficiency, there comes a time in every business’ journey when process automation becomes the clear next step.

For companies in the lower middle market (LMM), when it comes time to make process improvements, the accounts payable department is an easy target. Why? Because between the high volume of documents and the lack of efficiency due to never-ending manual processing, inefficient AP processes drain both your capital and your employees.

Strict healthcare compliance regulations have become rampant, giving policymakers a stranglehold on the healthcare industry. As a result, providers and insurance companies are always on alert, frantic to adhere to an endless list of tough rules and restrictions. Discover the solution.

Without paper cluttering up your office and slowing down processes, you can offer better, more responsive customer service because it will be easier to quickly reference the documents you need. You can stop wasting space storing archives of documents in bulky filing cabinets and boxes, and stop wasting your money on the real estate it takes to store them. But perhaps the most satisfying result will be to see your critical processes – like AP invoice processing or HR onboarding – move much faster.

When you think of your current mailroom, what comes to mind? Clutter? Frustration? The fact that incoming mail is impossible to stay on top of? While all of these are common struggles for businesses who manage their mailrooms manually, they’re also easily solvable. To illustrate this, let’s walk through some specific mailroom pain points our clients Visiting Nurse Service of NY and CLEAResult were able to overcome by using our digital mailroom services.

By now, you probably know the advantages of going paperless: instantaneous document retrieval, improved efficiency, cost-savings, searchable text, reduced space needs, more easily meeting compliance guidelines, etc. But how do you do it? Should you outsource the scanning of your documents to a local scanning company or do it yourself (DIY) by investing in people, equipment and software? Or should you consider some combination of both outsourcing and DIY?