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Document Management software companies are plentiful but few offer the flexibility, ease of use, and affordability provided by the FileVision information relationship management solution. Over the last few years, we’ve invested time and effort in becoming a thought leader for the small to medium-sized business. Much because we understand how great the need for document management and document imaging solutions are in this growing segment of the business world. However, we continuously work to expand and share our knowledge and experience in the enterprise market as well. Regardless of your company’s size, we hope you will find many useful tips and ideas in the list of published feature articles below. We target the appropriate document management software, business process management software and document imaging publications to get the message to you, the informed consumer. (Click on the Headings below to read the full articles.)
As a non-profit real estate holding company, the has a mission to serve families of Charlotte, N.C., for whom conventional housing is unaffordable. The authority comprises several departments with various responsibilities, all languishing with massive amounts of paper documents and processes. Real Estate Development and Section 8 Housing departments in particular were having difficulty with storage and retrieval of documents. Vertical Systems Reseller , August 18, 2008 Documentation Gets a Home of Its Own Housing Authorities improve productivity and streamline processes with electronic document management Journal of Housing and Community Development, July/August 2008 Written by Ralph Vestuti and Laurie Shufeldt Use of Online Files Instead of Paper Facilitates Telecommuting, Going 'Green' Gas prices continue to soar, making everyone from employees to senior management think about telecommuting. In the meantime, more companies are working to find ways to become greener by making conscious business decisions that will help to save the environment. (To read the full article click on the headline above and go to page 7 of the PDF file.) Best Practices in HR, July 19, 2008 Charlotte Housing Authority Goes Paperless The Charlotte Housing Authority (CHA) recently completed a three-year effort to make its office paperless. The need to move to a paperless office became more apparent as the 70-year-old public housing authority (PHA) became overrun with stuffed filing cabinets and began running out of office space. Affordable Housing, July 2008 Written by Jerry Ascierto FileVision targets information relationship management software at SMBs Many small businesses know they need something to manage their documents and information, but they don't know what it is they require. Information relationship management vendor FileVision is touting a solution that is designed for the small- and medium-sized business (SMB) marketplace, which opens up opportunities for channel partners. eChannelLine, June 2008 Written by Chris Talbot, Editor eChannelLine Software improves productivity, saves time for field-based case managers Case Management Advisor, May 2008 Written by Mary Booth Thomas, Editor Case Management Advisor As competition and tight profit margins put the squeeze on office product suppliers, technology can ease some of the burden by improving efficiency. As with any industry, getting and keeping customers is vital to office product suppliers. According to Research by Hoover’s, 70% of the $55 billion office products market is held by the 50 largest wholesalers. With the right tools, SMBs can compete with same-sized dealers as well as the mega-chains. To be competitive, independent and small to mid-sized office suppliers need to overhaul manual ordering methods and inefficient office operations to improve productivity and offer the same speed and quality of service as the big companies. OfficeWorld News, January/February 2008 Written by Laurie Shufeldt, VP of Strategic Business Development, FileVision Vertical Systems Reseller 1st Annual Review and Outlook 95 Industry Leaders Throughout the Channel Offer Their Preditions for 2008 Vertical Systems Reseller, January 2008 Quote by Laurie Shufeldt, VP of Strategic Business Development, FileVision - see page 46 Solutions for CPAs' Records Management Challenges Whether in an accounting firm or a corporate accounting position, CPAs work with endless documents and electronic records that track business transactions and workflow processes. Usually there is little time at the end of the day to review each record and classify it for retention purposes. That is why comprehensive records management is vital to growing businesses and a necessity for CPAs to work efficiently and within the codes of conduct, regulations and compliance laws that govern their profession. Published by The Arizona Society of Certified Public Accountants, January 2008 Written by Laurie Shufeldt, VP of Strategic Business Development, FileVision Document Management Automates Your Business The latest trends and advances in document management systems go well beyond the replacement of paper storage. You’ve seen ads for high-end closet systems on TV and in a number of magazines—the closets with matching hangers all facing the same way, the drawers that slide open so smoothly, holding color coordinated clothing and perfectly stacked items. An obsessive compulsive’s dream, these products hold the promise of organizing your closet to make sure your blue cashmere sweater can be spotted with ease. A document management (DM) system works much the same way. Digital Publishing Solutions, November 2007 Written by Kim Crowley, Editor Digital Publishing Solutions Breeze Through the Busy Season Tackle the Top Five Productivity Killers Before the busy season, CPAs in small and midsized firms should take time to clean out the office clutter that slows productivity. Although most CPAs use technology for accounting and other tasks, many still have disjointed software supporting separate functions. The right technology solution can help improve overall productivity with a clean-up plan to help the busy season go smoother. To eliminate inefficient processes, here are solutions to tackle the top five productivity killers and improve workflow. The American Institute of Certified Public Accountants, November 2007Written by Laurie Shufeldt, VP of Strategic Business Development, FileVision The Vendor: A Secret Weapon for VARs Targeting SMBs The U.S. Census Bureau cited 60 to 80 percent of net new jobs in America over the last decade came from small companies. Considering that 2 million new companies open their doors for business each year, and that they spend an all-time high average of $7,000 per user on new IT investments1, the SMB market continues to be IT gold for both resellers and vendors alike. Vertical Systems Reseller, August 2007 Written by Laurie Shufeldt, VP of Strategic Business Development, FileVision
Technology Boosts HR Productivity Technology, in general, should provide quicker access to information, improve communications, and improve employee services. With the right technology, HR departments can not only boost productivity but also add value throughout the whole organization. While many departments within companies automate procedures without creating an impact on the rest of the business, HR departments – acting as a central information hub within most organizations – have the potential to create a ripple effect when they automate. That is why choosing the right technology is vital to improve productivity not only in HR but for the entire company. HR.com, August 2007 Written by Laurie Shufeldt, VP of Strategic Business Development, FileVision Record Retention & Policy: Solutions for CPAs Records Management Challenges Whether in an accounting firm or a corporate accounting position, CPAs work with endless documents and electronic records that track business transactions and workflow processes. Usually there is little time at the end of the day to review each record and classify it for retention purposes. That is why comprehensive records management is vital to growing businesses and a necessity for CPAs to work efficiently and within the codes of conduct, regulations, and compliance laws that govern their profession. (No direct link to this article. Available in print only. Please contact Marketing.) Journal for the Colorado Society of Public Accountants, Summer 2007 Written by Laurie Shufeldt, VP of Strategic Business Development, FileVision Cut the Fat: Eliminating unnecessary technology expenses is easy and essential to providing quality service.In this digital age, PW managers are constantly pushed to deliver higher levels of service while increasing productivity and efficiency through use of new technology. With this demand comes the challenge to prioritize technology software and hardware purchases. By following simple guidelines, managers can attain quality and efficiency without hurting the bottom line. Public Works, May 2007 Written by Laurie Shufeldt, VP of Strategic Business Development, FileVision Sure, the task of spring cleaning a home is often headed by the most responsible (and organized) adult in the household. But who should set the example at work? For many offices, from small- and medium-sized businesses (SMBs) to large corporations, employees follow suit on better organization of their office environment when someone in a leadership position sets the example. And, for many offices, the best place to start is with the professionals who lead the effort on forming a balanced workplace: the human resources (HR) department. The Balanced Workplace, May 2007 Written by Laurie Shufeldt, VP of Strategic Business Development, FileVision As SMBs Evolve, Vendors and VARs Face New Challenges New IT Sales Opportunities in SMB Market Channel Advisor, May 2007 Written by Laurie Shufeldt, VP of Strategic Business Development, FileVision
Document Imaging Solution Improves Loan Officer Efficiency Mountain 1st Bank & Trust, a North Carolina-based community bank, has become one of the fastest-growing community banks in the nation, with 13 branches and more than $490 million in assets. With this growth came a corresponding expansion of the bank’s loan volume. The bank typically processes 120 to 150 loans per month. “Initially, when loan officers at one of the branches needed a document, they would have to call the central branch and ask one of the clerks to fax the document over,” says Kirk Robinson, chief credit officer and executive VP for Mountain 1st. “The clerk would then spend time locating the document and faxing it, which could take at least an hour for each request.” Integrated Solutions, May 2007 Written by Fiona Branton Office
Spring Cleaning Improves SMB Productivity
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Solutions & SMBs: How Dealers Can Tap Into a Growing Market
Hull
Royal Infirmary Medical Records programme for 40 years of Patient
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