Tag Archives: Document Processing

Print outsourcing business documents

Print outsourcing business documents

Managing and understanding your document flow will imrpove business processes

Every organisation public or private, education or charity faces the ever growing challenges of how to manage the printing and document processes in their work place.

Documents inflow or outflow, hard copy or electronic are the life blood of many organisations.

You only have to walk through office buildings to see the extent of document use its related workflow and how they are the embodiment of our everyday lives.

A document that’s been printed, a glossy brochure presented to a customer, even a business card, the document remains the formal method of business communication between employees, teams and customers.

Without any of this information the continuity of your business would cease to function.

Therefore the value of adding control to the print flow is paramount in ensuring continuity of your business.

Any business document outsourcing strategy needs to be well thought out.

Some questions to consider:-

1. How are your business processes affected by information and document management?

A document process forms a business process. By understanding the life cycle of a document for example, how does it enter the building via fax, email or mail then moves into the workflow of the business, is then processed and finally archived or sent back to suppliers or customers.

2. Where do you want your company or organisation to be in the next 3-5 years?

Do you want to improve core business processes?

Streamline and improve supplier payments (AP and AR) have a specific targeted marketing campaign, improve customer services?

If the answer is yes then you will need to prioritise your business documents.

print outsourcing business documemts

Outsourcing business documents – improve business efficiency

 

Invoice processing and billing is a key fundamental business process, without your invoices going out on time money wont be collected, suppliers will chase payment before the company has been paid, your business starts to falter.

Does marketing have the relevant collateral – corporate print, brochures, letter headings does it tell the same story or are there too many different documents with incorrect colours all relating a different story.

Are the corporate colours reflected across the company website?

These are primary examples of the importance of managing your business documents but you will need to engage on a deeper level to understand your document processes and how they move through the business process.

Print outsourcing business documents whether its customer sales letters, invoices, statements, remittances or marketing collateral can transform a paper laden business.

How?

outsource your printed business documentsOutsourcing business documents provides continuity and consistency of quality across the departments within your company because it increases customer retention, improves productivity and reduces operating costs by allowing your people to focus on your core business.

Outsourcing adds a greater range of services that you wouldn’t have had previously because the supplier providing the printing and mailing service can offer advice on how best to deliver content and maximise the use of white space.

Making the case for outsourcing some or all of these documents couldn’t be easier here’s why?

  1. Improved cash flow – seasonal fluctuations, staff absences,  I.T. failures can all impact your invoice printing which impacts your cash flow
  2. Improved customer service – communicating with your customers regularly with content that is correct has never been more important. Making sure the documents they receive are accurate relevant and on time increases the longevity of retaining your customer
  3. Reducing paper wastage a contentious issue for many businesses but by outsourcing critical business documents and using mail merge facilities and document verification on all mailings ensures that documents are consolidated into one envelope
  4. Reduce cost by improving competitiveness of the organisation through more efficient I.T and business systems, specialist knowledge, streamlining business processes resulting in your staff  engaged in core business activities rather than mundane document generation which is easy to outsource.

Outsourcing printed business documents can incorporate multi-channel distribution of all your documents some of which can be printed and mailed, the rest electronically sent to the recipient. To learn more about how this could work for you click here.

If you print personalised transactional business documents – invoices, statements, reminders, appointment letters then talk to us about print outsourcing. You can print all of the above and more using our print-2-mail service click here for more details without leaving your desk, its easy.

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Invoice processing – from paper to e-invoicing solutions

 

Document capture software

Document capture software can improve the speed of your invoice processing and e-invoices can also be incorporated into the flow.

Are you still printing and scanning PDF invoices from your suppliers?

As of January 1st 2013 the European Union issued new legislation that states companies can now store invoices in the format they are sent.

Having a document capture solution allows you to have invoices sent by email to a specific email address where data capture software will automatically retrieve the email and attachments, read the data and input it into the same flow as your paper invoices. Reducing the time taken, reducing costs and eliminating human error by automating the process.

By removing the need to print the invoice and then scan the document you are cutting down on paper usage.

Encouraging suppliers to send e-invoices by email ensures the process is faster and cheaper.

So how does the document capture solution work?

Data capture software automatically imports email attachments such as invoices, order forms and applications straight into the capture software where information is then extracted and managed.

The software automatically detects any attachment – PDF, XML, TIF, PNG and transfers it to the data capture software. Incoming mail attachments can be approved in a matter of seconds and as each email is processed it is removed from the mail server and archived, there is no limit on the number of invoices or forms entering the system as removing from the server will ensure there is no overload.

Forms processing and Automation Invoice Processing

‘Forms’ captures and processes all types of forms in any format. The software reads handwritten text, machine print, barcodes, check boxes, circles, tables and matrixes.

Automatic forms processing is much faster than the manual keying of information it reduces time and money and the information is accurate.

Automated Document Processing

‘Documents’ automates the processing of incoming email to cut operational costs typically by a third. Staff aren’t tied up in laborious tasks of sifting, sorting, identifying and classifying mail items this task is automatically managed by the process. Any incoming paper mail is added to the scanner without any separator sheets  and the software sorts and classifies the documents. Any electronic documents are easily incorporated into the flow.

E-invoicing solutions

E-invoicing solutions can detect any attachment PDF, TIF, XML, PNG and transfer it to the data capture software

Automated import of email attachments

‘Collector’ automatically imports email attachments such as invoices, order forms and applications straight into the capture software where the information is then extracted and interpreted.

Collector detects any attachment PDF, XML, TIF, PNG and transfers it to ReadSoft’s© data capture software.

Statistics on your invoice processing

The web based ‘reporter’ helps you keep track of documents and costs and provides accurate real time information.

Document capture software enables automation of invoices received via email and the benefits include:-

A reduction in handling costs as there is no need to manually check incoming email attachments. As long as they arrive in the correct inbox they are opened and imported automatically

  1. The speed of invoice processing is increased because incoming invoices are automatically entered on to the system
  2. Improved control as email is sorted automatically and all sender information is retained
  3. The software enables capturing of text files, PDF, XML, TIF, PNG from email attachments
  4. Importing of emailed invoices into the system is seamless
  5. Easy set up
  6. Completely transparent
  7. Seamless integration with the majority of financial systems

For more information on how to automate your invoice processing and to implement an e-invoicing solution please fill in the contact form and one of our expert advisors will be touch.

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