Imaging and Workflow Automation

In a recession, accounts payable (AP) departments need to process more invoices and pay them faster—all with a smaller staff. Perhaps the biggest challenge stems from the continued reliance on paper-based invoices and people-based processes. Discover solutions that address the most common accounts-payable problem areas, including liabilities, process control and visibility, approvals, exceptions, and manual processing.

Featured Software Research:

Three Types of Field Service Scheduling Software

  • Source: IFS
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There are three distinctly different approaches to solving the puzzle of getting the right people to the right place at the right time. This white paper describes the three strategies for better field service scheduling plans--manual processes, traditional scheduling automation, and real-time scheduling automation--and explains why each approach matches different needs. Which strategy is right for you? Read More

Case Study: Blackbaud Inc

Blackbaud Inc is a provider of on-demand software and services for nonprofit organizations and offers an online constituent relationship management solution. This case study points to the business issues that Blackbaud was able to overcome using FinancialForce professional services automation (PSA) and identifies the project results. Read More

Extending SharePoint with Enterprise Business Process Management

Enterprises of today are faced with a key question: How do you justify the investment in an enterprise BPM suite when an investment in Microsoft SharePoint has already been made? This document examines how SharePoint can be extended with an enterprise BPM suite and determines how both these technologies can co-exist. It also looks at how Skelta’s SharePoint Accelerator extends BPM and workflow features to the Microsoft SharePoint platform, allowing broader adoption of native SharePoint capabilities. Read More

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Document Imaging: Where to Begin

Perhaps the most-asked question when considering document management solutions is “How do I scan my paper documents quickly and efficiently?” Companies contemplating document management or electronic archiving of paper-based information must learn the options and find out what works best for them. Read these guidelines for getting started with the scanning process, often referred to as document capture or simply capture. Read More

CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity

Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation. Read More

Credit Risk Management: Collateral, Covenants and Risk Review

  • Source: IBM
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If your organization is still managing credit risk manually, you could be leaving your company open to experience significant losses and complications that can harm its financial well-being. Multiple systems, piles of paper, inconsistent or out of date information- all could end up costing your company dearly. Today, the best way to ensure that credit risk is being appropriately monitored and managed is with the adoption of an automated system. With the implementation of an automated system, accuracy of data and efficiency of execution are significantly improved, and risk is monitored in a superior and more effective manner.

In this white paper, IBM highlights the benefits that an automated system for credit risk management can bring to your organization, including a reduction of human error on multiple levels, a marked increase in compliance, the capability to quickly track a data trail, and the capacity to effortlessly update and upgrade across multiple accounts and systems. Automation means valuations are up to the minute, and that transparency is increased. Document imaging, data entry, and automated workflow can resolve many problems previously encountered with manual procedures.

IBM’s Business Analytics offers a comprehensive 5-point action plan involving the importance of automating collateral processes, how to consolidate diverse systems and data, the benefits of automating collateral and covenant monitoring to reduce risk with the latest available information, and how automation supports release processes for minimized risk. Credit risk management can be modernized and refined as a result of changing towards an automated system. Read More
 
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