To err is human, but there is no forgiveness for users whose repository of information is flawed. Content management explodes on the launching pad when content fidelity is compromised. Fortunately, there is a wealth of solutions that can ensure optimal confidence in the information that is pushed through a client’s system.
Kurt Meemken,
Marco
Approximately four years ago, Marco of St. Cloud, MN, partnered with PSIGEN for its enterprise capture solution that works on the front end of the M-Files offering. With customers scanning in literally thousands of invoices or HR documents over the course of a month, PSIGEN automatically captures the metadata/index information and pushes the information into M-Files. It can also deliver that metadata and information into an application like a human resources information system (HRIS) or an enterprise resource planning (ERP) system.
Many of Marco’s clients have both solutions, according to Kurt Meemken, manager of software solutions. “Enterprise capture is something we’re presenting to customers in every single opportunity because a lot of times, companies are hiring additional people because they’re not efficient with their workflows,” he said. “Or, they have to hire additional people because their business is growing and they’re receiving more information. When you automate your processes and put in solutions like PSIGEN and M-Files, you’re not having to add another body. We’ve allowed customers to save a tremendous amount of money on not only overhead but also in business processes.”
While Hyland and DocuWare offer front-end capture solutions as part of their ECM offering, AIS of Las Vegas also provides customers access to KYOCERA’s DMConnect Pro. This application allows users to scan documents using 2D barcode capabilities, which eliminates errors resulting from manual data entry and bolsters productivity.
Dave Clark, AIS
According to Dave Clark, vice president of sales for AIS, the zonal optical character recognition (OCR) will pull out the desired metadata from forms, such as name and date of birth, and files it directly from the MFP to provide standardized documentation.
“It’s one thing to have documents that you’re managing, it’s another that you’re capturing it in a way that makes it more usable for the staff,” Clark noted. “Our clients can then make that individual repository available to their patients. Now, a patient can pull up their complete records, and every time they walk into a doctor’s office and something is done on paper and/or electronically, that puts the information into a folder that they can review that at any time.”
Brooklyn, NY-based TGI Office Automation has enjoyed success adding various packages to its ECM offerings, including advanced capture products to automate the importing of documents. Brian Sampietro, CIO, also notes that TGI implements various apps on our office equipment to increase the integration of the ECM into every aspect of the clients’ business processes. Sometimes, these are part of the ECM itself, but in many cases, TGI uses a third party because of advanced features they can provide.
Brian Sampietro, TGI
“We also find that electronic forms products come in many flavors, and depending on the needs of the customer, we may propose one of several third-party packages—not necessarily the one embedded in the ECM we are using,” Sampietro said. “We have added software to help organizations maximize tax credits for new hires under various federal and state tax programs. We also do our own custom development of various web and mobile apps to bridge gaps or expand integration capabilities between existing client systems and the ECM we are implementing. The possibilities are endless.”
