Across all industries, document control is one of the most important processes to get right. It ensures documents are updated and revision-controlled, allowing you to effectively route them for review, approval and distribution.
Download now to learn more about the key document processes that drive quality:
Document Routing, Review and Approval
Integration with Employee Training
Document Change Requests
For many insurers, this accounting process will look familiar:
• Tools and processes vary for different lines of business.
• The needed data is stored in hundreds of files.
• Calculations are performed by multiple, undocumented spreadsheets, with little or
no version control.
• Humans have to step in to help cobble together data from different channels.
• The process of preparing and presenting financial data is not manageable or traceable.
• The path from input data to P&L numbers is largely a black box.
In a simpler time, this patchwork was passable. But change is coming. New regulations
will bring greater complexity to the accounting process for insurers, which will make
semi-manual, legacy processes look like a house of cards and raise doubts about the
validity of the final numbers on the P&L sheet.
"One of the simplest steps that yields the biggest impact is changing the way employees and customers work with documents. Improving document workflow, removing unnecessary paper-based processes, and reducing errors can be a game changer.
In this eBook, we will explore five key areas where a far-reaching digital strategy can help you save money, increase productivity, and ultimately be more profitable. "
"Microsoft has teamed up with DocuSign to make our industry-leading eSignature apps available to businesses and consumers within Microsoft applications, making it easier than ever to stay productive.
Robust apps for Outlook, Word, SharePoint, Dynamics CRM, Windows and Windows Phone are making it easier for organisations of every size, industry, and geography to quickly and securely transact business anytime, anywhere, on any device.
Read this white paper to learn how you can use DocuSign for Office 365 to:
- Go digital: Send and manage your documents work flow more efficiently
- Save time: Eliminate paper-based processes like printing, scanning, and faxing
- Increase productivity: With DocuSign for Office 365, transactions are done quickly and securely"
Most CIOs today understand that digital transformation initiatives can help streamline business process; boost ef?ciency; increase competitiveness; and, broadly, help their organization become disruptive over the long term.
Some of the transformation initiatives under way—even in many pace-setting companies—are struggling to manage the exponential explosion of unstructured data and the associated heightened compliance and security demands, however.
Fortunately, new solutions that tap arti?cial intelligence (AI) can extract hidden insights from unstructured data, such as documents, images, videos, and audio ?les. AI is also helping automate many of the labor-intensive processes used to classify, organize, and analyze unstructured content
This paper explores electronic and digital signatures and shows how Adobe solutions let you work with either approach, or a combination of the two. Adobe Sign is an Adobe Document Cloud solution that manages signature processes from end to end, integrates easily with existing business processes and provides a quick return on investment.
Published By: Brother
Published Date: Mar 08, 2018
Documents are an integral component to the successful operation of an organization. Whether in hardcopy or digital form, they enable the communication, transaction, and recording of business-critical information.
To ensure documents are used effectively, organizations are encouraged to continually evaluate and improve surrounding workflows. This may involve automating elements of document creation, securing the transfer and storage of information, and/or simplifying the retrieval of records and the data contained within. These types of enhancements can save time, money, and frustration.
This white paper will discuss top trends and requirements in the optimization of document-related business processes as well as general technology infrastructures for document management. It will also address how some office technology vendors have reacted to these trends to guide their design and development of products, solutions, and services.
Longi Engineering, a leading Microsoft SharePoint partner, was engaged to assist a leading Performing Arts Center in implementing an organizational SharePoint intranet to allow them to increase employee collaboration, automate previously manual processes and collaborate more effectively. The organization faced numerous challenges such as document management, legal contract workflow, records retention and labor intensive/error prone manual processes.
Published By: Intralinks
Published Date: Apr 13, 2015
In the wake of the 2008 financial crisis regulatory exams have become increasingly demanding for governance, risk, and compliance professionals. New rules brought about by the Dodd-Frank Act will continue to shape future examinations including safety and soundness, compliance, market conduct, and risk-based targeted exams. We can expect these changes will require examiners to spend more time onsite, request more documents, and extend the scope and/or depth of their examinations. This means it is more important than ever to avoid the classic mistake of sharing examination documents through ad-hoc, manual processes and delivering highly sensitive data through unsecured channels like mail, e-mail, thumb drives, and FTP.
In response to these increasing burdens financial institutions are looking to take control with a more structured, collaborative process for collecting, refining, and submitting regulatory information. Download this white paper to learn more about Intralinks VIA.
Intel, the Intel logo, Intel Core, Intel vPro, Core Inside and vPro Inside are trademarks of Intel Corporation or its subsidiaries in the U.S. and/or other countries.
The diversity and bureaucratic nature of government agencies have complicated communication for decades. But today digital technologies offer a path to connectivity and information sharing that could help break the gridlock. Innovative mobile and field force automation (FFA) technologies are helping state and federal government agencies break down the walls that hindered cooperation and decision making between offices and field personnel.
This document is designed to help ensure that your mobile device platform selection and processes provide the power, reliability, and flexibility you need to achieve your mission — in the office, in the field, or ten flights up in the air.
The Kofax enterprise capture platform offers unmatched scalability from centralized to highly distributed environments, from individual desktops to enterprise deployments and from basic archival scanning to powerful document classification and separation and data extraction. The company's market leading technology supports a wide variety of input devices and line of business applications, providing a strong enterprise-wide platform on which to standardize document driven processes.
Are you feeling the pressure to meet FDA guidelines on Quality by Design (QbD) principals for Process Validation?
Existing manufacturing, LIMS, ERP and document management tools are lacking integration and on demand view of your processes. They have hidden costs, risks and create delays to scalable product manufacturing and revenue.
Since the FDA is demanding scientific arguments to support process and product development activies and a lifecyle approach, consider the value of a purpose built app for Process Validation.
This new class of APP will bring your products to market faster and lower the risk of costly delays.
Download the Primer to learn more.
Within any organization, business content – applications, forms, reports, office documents, audio, video, and social media – is poorly managed and often out-of-reach of critical business processes. And, when business content is invisible, unclassified or unmanaged, it creates chaos. Content chaos causes a breakdown in the flow of information between an organization and its customers, its partners and even within itself – failures that often impact customer engagement, business agility, and the capacity to collaborate securely and effectively. It's time you learn how to put your business content to work.
Increasing shareholder value is a top priority for all businesses. However, financial results don't improve by themselves. Companies must first delight their most important stakeholder: customers. This document outlines how Best-in-Class firms use efficient content processes to achieve higher levels of customer centricity.
Consider the volume of business content that your organization generates or receives every day: applications, forms, reports, office documents, audio, video, and even social media about your company. If it is poorly managed, not digitized, or disconnected from critical business processes, it creates chaos. This chaos impacts your ability to deliver exceptional customer service; it slows down important processes, increases security risk, and negatively impacts revenue. Conversely, controlling content chaos can significantly improve your analytics strategy by gaining insight and business value from dark or unstructured data sources. In this eBook, learn how cognitive and cloud-based Enterprise Content Management, or ECM, can help you protect your content while gaining a competitive advantage from it as you grow.
This paper will explore the potential of applying business performance management (BPM) principles to advance document performance management (DPM) in a way that enables organizations to reduce costs; better manage documents as vital strategic, ?nancial and information assets; and secure positive returns on investments from outsourcing. An example of this approach — spotlighted later in this paper — is MAX, a document performance management system that enables companies to more effectively manage their document processes and outsourcing service providers.
Published By: BlackLine
Published Date: Aug 06, 2018
When did reconciliations become a living nightmare?
Demanding deadlines. Strict requirements for review and supporting documentation. Endless piles of reconciliations to approve?that were due yesterday.
Reconciliations are one of the most labor-intensive, yet critical controls processes within any organisation. Even the smallest mistake can compromise the integrity of your balance sheet and create discrepancies in your financial close.
There is a simpler way to perform your reconciliation process that allows you to focus on analysis, risk mitigation, and exception handling.
Join us for this webinar to find out what this is. You will learn how to:
Automate daily reconciliations for continuous control and validation
Gain better visibility into the quality, accuracy, and timeliness of a reconciliation
Develop a seamless and streamlined workflow for preparation, approval, and review
"Many financial services firms have automated the vast majority of key processes and customer experiences. However, the “last mile” of most transactions – completing the agreement– far too often relies on the same inefficient pen-and-paper processes of yesteryear.
Digitising agreements using DocuSign lets you keep processes digital from end to end. Completing transactions no longer requires documents to be printed and shipped, and re-keyed on the back end.
Read the whitepaper to learn how leading financial services organisations use straight-through processing by automating the last mile of business transactions to:
- Speed processes by 80% or more, often going from days or weeks to just minutes
- Reduce NIGO by anywhere from 55% to 93%
- Achieve a 300% average ROI "