You may have heard the term "Workflow" before but what does it mean, and what does it have to do with your business? Simply defined, workflow is passing a document within an organization from one person to another to complete a unit of work. One popular method of organizing workflow items is the inbound/outbound method. Imagine yourself seated at your
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Greenbush Financial Group (GFG) is an independent registered investment advisory firm providing clients with financial planning, investment management, 401(k), and Medicare services. GFG manages over $280 million dollars in client assets and has clients located in 22 states. THE CHALLENGE Figuring out how to do more with less. Most investment firms employ six to eight people to manage the
Written by Chris Brown, PSIGEN Robotic process automation (RPA) The robots are coming! The robots are coming! At least that’s the impression you might get from all the conversations around robotic process automation (RPA) so commonly heard these days by software vendors and analyst firms. But the robots are already here and have been for quite a while. Considering that
When shopping for a scanner, the first thing people usually think of is price. That's the case when shopping for almost anything nowadays. While that is obviously a huge factor, there are a few things you should take into consideration before bargain-hunting. Look at it this way, if you end up with equipment that doesn't do what you need it
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When government & public entities such as state agencies, NYS authorities, local governments (towns, villages, cities and counties), school districts, and public benefit corporations need to outsource a project, they are required to use a Preferred Source Contactor. These are designated vendors that have a special status under New York State statute. They also meet the needs of the
Getting that tasty alcoholic beverage in the hands of the consumer is an enormous task.
“Go Paperless” is our favorite thing to tell businesses, and we do it all the time. Telling a business to go paperless, is usually met with a lot of “we will,” “we know,” and “we want to” comments. As the conversations continues, a clear understanding of what being paperless means and a document management strategy is unknown. No paper is
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