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Nick Sprau, MetaViewer Paperless Automation for Microsoft Dynamics

Staying Up and Running with Document Management


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Today’s workforce has gone virtual. More companies than ever are transitioning their employees to remote workers. However, going remote is also allowing them to save money on office space and equipment, and expand their hiring to a wider group of prospects. However, as the novel coronavirus continues to have a greater impact on American society and across the globe, organizations that did not currently employ a remote workforce are now moving forward with this transition in order to protect employees and their communities.

When you are managing a remote workforce, especially during this time, it’s crucial that companies have the right tools and technology in place to support those remote employees in an effort to maintain regular business operations and to keep your employees and business up and running smoothly. Paperless automation/document management software, like MetaViewer, provides organizations with the security, flexibility and efficiency that they need to continue to do the work they do from wherever their offices may be.

Here’s how:

Increased visibility: When your employees are located all over the city, state, country or world, it’s essential that managers and members of the C-Suite have visibility into business processes and procedures without having to frantically call employees wondering where invoices are at in the payment process. Paperless automation/document management provides real-time updates with charts and dashboards so that everyone who needs it can always see what’s pending, what’s late and what’s paid. This helps managers identify bottlenecks, areas that are working well and areas that need improvement, allowing them to easily follow up with employees located anywhere.

Enhanced compliance and security: It may seem sketchy to permit access to data to employees all over the world, but a paperless automation/document management system is extremely secure. Paperless automation/document management is beneficial for the remote workforce because the system is able to track every movement within the workflow process with a detailed audit trail. This means that there’s a record of who touched a document, when they accessed it and what they did with it so that managers know what employees are doing with the documents they are receiving and have access to. This keeps operations streamlined, secure and compliant. Many paperless automation/document management systems are also role-based, so managers can control the functionality and permissions that certain employees have on an individual basis, preventing internal fraud.

MetaViewer in the Cloud is the ideal tech tool for remote workforces, whether working remotely is a permanent transition or temporary.

MetaViewer in the Cloud:

  • Provides unlimited use and data storage at a fixed price
  • Frees up IT staff to focus on other internal applications
  • Provides anytime, anywhere availability
  • Uses a secure, environmentally and fire-controlled N+1 data center
  • Offers full-service scanning services available for your paper documents

While your AP employees are working remotely, whether your team is new to working virtually or seasoned veterans, make sure that your business operations remain up and running now and in the future.

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