15
Underwri(en by: Informa(on Is Your Most Important Asset. Learn the Skills to Manage It Winning Stories from the Field: Learn Top Tips to Managing the Paperwork in Your Business Presented September 27, 2016 Winning Stories from the Field: Learn Top Tips to Managing the Paperwork in Your Business An AIIM Webinar presented September 27, 2016

[Webinar Slides] Learn Top Tips to Managing and Processing the Paperwork in your Business

  • Upload
    aiim

  • View
    287

  • Download
    1

Embed Size (px)

Citation preview

Page 1: [Webinar Slides] Learn Top Tips to Managing and Processing the Paperwork in your Business

Underwri(enby:

#AIIMInforma(onIsYourMostImportantAsset.LearntheSkillstoManageIt

WinningStoriesfromtheField:LearnTopTipstoManagingthePaperworkinYourBusiness

PresentedSeptember27,2016

WinningStoriesfromtheField:LearnTopTipstoManagingthePaperworkinYourBusiness

AnAIIMWebinarpresentedSeptember27,2016

Page 2: [Webinar Slides] Learn Top Tips to Managing and Processing the Paperwork in your Business

Underwri(enby:

BobLarriveeVP&ChiefAnalystAIIM

SteveTalmudVPofMajorAccountsCVISIONTechnologies

Today’sPar(cipants

Page 3: [Webinar Slides] Learn Top Tips to Managing and Processing the Paperwork in your Business

Underwri(enby:

Opera(onalChallenges

§  SimilarformanyorganizaHons§  LongprocessingHmes§  DelayedresponseHmes§  Pooraccessibilityandsharing

Opera&onally,58%saytheirbiggestbusinessproblemsisthingsge8ngstuckinaprocessSource:AIIMIndustryWatchProcessImprovementandAutoma(on2016

Page 4: [Webinar Slides] Learn Top Tips to Managing and Processing the Paperwork in your Business

Underwri(enby:

Applica(onProcessing

§  Struggletoscale§  Outdatedmethodsofprocessingdocuments

§  Theyusemanualprocessingmethods

§  InabilitytoefficientlyprioriHzehigh-priorityapplicaHons§  DifficultyidenHfyingthem

Toolongtofindcontent(62%),duplica&veefforts(52%)Source:AIIMIndustryWatchStateoftheIndustry2016

Page 5: [Webinar Slides] Learn Top Tips to Managing and Processing the Paperwork in your Business

Underwri(enby:

Insights

§ Whathaveyouseeninyourcustomerbase?§  HoworganizaHonsyouareworkingwithaddressingtheseissues?

Page 6: [Webinar Slides] Learn Top Tips to Managing and Processing the Paperwork in your Business

Underwri(enby:

MajorFinancialIns(tu(onImprovesWorkflowEfficiencyby96%AWerAutoma(on

§  MajorFinancialIns(tu(onImprovesWorkflowEfficiencyby96%AWerAutoma(on

Objec(ve BenefitsAchieved

ReducemortgageloanprocessingHmefromover2hourstounder20minutes

CVISION’sTrapezereducedloanpacketprocessingHmetounder5minuteseach.

EnableprioriHzaHonofloanswithcriHcaldeadlinerequirements

TrapezeenabledemployeestoidenHfyhigh-priorityloanstobeseparatedoutandprocessedfirst.

Maintainprocessingqualitywithreliableaccuracyrates

AutomateddatafieldextracHonperformedwithveryhighaccuracyrates.

Classifydocumenttypesaccurately AutomateddocumentclassificaHonexcelledwith99.5%accuracy.

Automatedocumentassemblyinareliablemanner

DocumentswereautomaHcallysplit,mergedandreorderedwithnear-perfectaccuracyrates.

PreserveeaseofusewithintheorganizaHon’sexisHngworkflow

TrapezeintegratedseamlesslyintotheexisHngsystemforasingle,simpleworkflow.

Page 7: [Webinar Slides] Learn Top Tips to Managing and Processing the Paperwork in your Business

Underwri(enby:

InvoiceProcessing

§  Labor-intensive§  ExcessiveHmekeyingininformaHon§  Invoicesarrivethroughdifferentchannels

includingfax,mail,andemail

§  IncreasingvolumesofinvoicescanoverwhelmtheaccounHngdepartment

58%describetheirinboundhandlingasadhocSource:AIIMIndustryWatchStateoftheIndustry2016

Page 8: [Webinar Slides] Learn Top Tips to Managing and Processing the Paperwork in your Business

Underwri(enby:

Insights

§ Whathaveyouseeninyourcustomerbase?§  HoworganizaHonsyouareworkingwithaddressingtheseissues?

Page 9: [Webinar Slides] Learn Top Tips to Managing and Processing the Paperwork in your Business

Invoice Processing Success: Calculating Savings

Manual Process Automated Solution

Employees Required

Invoices Processed /

Hour 30 100

Accuracy Rate 97% 99%

Page 10: [Webinar Slides] Learn Top Tips to Managing and Processing the Paperwork in your Business

How does Automated Invoice Processing Help?

Page 11: [Webinar Slides] Learn Top Tips to Managing and Processing the Paperwork in your Business

Underwri(enby:

Recommenda(ons

§  IdenHfyhowcontentisarrivingatyourdoor§  Electronicandpaper

§  Assesshowitcanbebroughtintotheprocesssooner§  Captureatfirsttouchpoint

§  Automateasmuchaspossible§  AutomaHonstreamlinestheprocess§  Deliversconsistencyandaccuracy

Page 12: [Webinar Slides] Learn Top Tips to Managing and Processing the Paperwork in your Business

Underwri(enby:

ThankYou!

QuesHonsaboutautomaHngyourbusinessprocesses?ContactSteveTalmudforfurtherinfoortoscheduleademo

Phone:(732)698-9690Email:[email protected]

MoresuccessfulprocessautomaHonusecasesat:h(p://www.cvisiontech.com/about/case-studies.html

www.cvisiontech.com@CVISIONTechh(ps://www.youtube.com/user/CVISIONTech

Page 13: [Webinar Slides] Learn Top Tips to Managing and Processing the Paperwork in your Business

Underwri(enby:

ThankYou!

Readthegreatresourcesavailableataiim.org/research

ToContactBob:[email protected]

@BobLarriveeonTwi(erwww.linkedin.com/in/boblarrivee

Page 15: [Webinar Slides] Learn Top Tips to Managing and Processing the Paperwork in your Business

Underwri(enby:

AIIMistheCommunityforInforma(onProfessionals

AIIMbelievesthatinforma(onisyourmostimportantasset.Learntheskillstomanageit.

Ourmissionistoimprove

organizaHonalperformancebyempoweringacommunityofleaderscommi(edtoinformaHon-driven

innovaHon.

Learnmoreatwww.aiim.org