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Playground design firm slides into increased efficiency with RPA

Founded in 1971, Landscape Structures is a playground design firm based in Minnesota and specializing in designing, manufacturing and installing innovative, creative, accessible and safe playground equipment. With the catchphrase #ShapedByPlay, Landscape Structures has made it their mission to support childhood development with inventive playground equipment. However, in order to deliver the fun stuff, Landscape Structures needed to make sure that their accounts payable processes were efficient, modern and up-to-date. A legacy document management solution and inefficient, manual AP processes were holding them back. Users of Microsoft Dynamics AX, the Landscape Structures team was looking for a solution that would tightly integrate with AX as well as help them:

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Post-Summit Blues? Not us!

Summit 2018 may be over, but we're still feeling the energy from the event and all of the great conversations that we had with current customers, partners and attendees.

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It's time for Summit 2018!

 

 

 

It's that time of year again! We're packing our bags, shipping our booth, preparing our materials and putting insoles in our shoes as we get ready for the 2018 Dynamics User Group Summit. With only a few days remaining, we can hardly contain our excitement for another round of epic Microsoft Dynamics networking, education and fun.

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Press Release: Metafile Information Systems Debuts Touchless Invoice Processing and MetaViewer 7

We are excited to announce the launch of MetaViewer 7, the newest version of our state-of-the-art document management/paperless automation solution, MetaViewer. This new edition also features Touchless Invoice Processing for Microsoft Dynamics AX/365 and GP.

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When Disaster Strikes: Document Management for disaster recovery

Hurricane Florence is making landfall in the Carolinas and is leaving many without power in its wake. As of today, more than 1.7 million people in the Carolinas and Virginia have been warned to evacuate, and 10 million homes in Georgia and Maryland are under warnings. And with winds up to 90 mph, tornado warnings and pelting rain, the damage is expected to be extensive.

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The Future of RPA

It may feel like we’re already at the pinnacle of technological development, what with artificial intelligence (AI) and robotics, but we’re really only at the beginning when it comes to robotic process automation (RPA)!

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Document Management and the Remote Workforce

Today’s workforce is more nomadic than ever. Employees are working from home offices, coffee shops, airplanes and hotels, and it’s because modern technology is allowing them to access information and communicate with their teams from anywhere, anytime.

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Have no fear, automation is here... But not for your job

The idea of artificial intelligence (AI) and automation often evokes a range of feelings, from excitement to fear. For many, automation seems like a distant pipe dream. But many others are already in the middle of converting many of their tasks from manual to automated.

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Becoming Best-in-Class: 5 strategies for a more effective AP department

There’s no getting around it, your company’s AP department is vitally important to the success of the organization. Without quick (and accurate) payment processing to vendors and service providers, your organization loses credibility, money and a competitive edge. There is little that organizations dislike more than late or missing payments!

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Automation and the C-Suite: CEOs, what’s in it for you?

When it comes to adopting automation, all of you AP managers and IT directors are probably jumping and cheering thinking about the benefits that RPA will have on your department. But, if you’re a CEO reading this, you may still be wondering what the benefits are for you and the rest of the C-Suite. After all, an investment this substantial should improve your workday, too, right?

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5 Steps to Prepare for Automation

Implementing a Robotic Process Automation (RPA) solution isn’t like introducing a new copier to the office. It takes extensive planning, research, buy-in and dedication to handling your business processes in a new, innovative way. Because of this, you want to make sure that you and your team are adequately prepared before any sort of implementation takes place.

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RPA vs. BPM: What's the Difference?

Robotic Process Automation (RPA) sounds straightforward and all-encompassing. Right? But what about Business Process Management (BPM)? They’re the same… Right? Not quite. While they sound similar, embrace automation and provide very similar benefits, the two terms are actually quite different. Here's how:

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A lesson in automation: Document Management for education

Schools, especially higher education institutions are tasked with a variety of challenges, from driving recruitment to managing secure student and employee information, maintaining and driving funding, and developing stronger programs for students and staff. If there’s any industry that handles a lot of paperwork, it’s education. Schools, universities, colleges and other education organizations manage HR forms, student records, state education compliance documents, and class/curriculum forms. And because this information is primarily stored on paper, the processes to manage it is typically manual, inefficient, inaccurate and ineffective.

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13 questions and considerations to keep in mind before purchasing a document management solution, according to Yoda

“It’s so easy to pick out a document management solution that perfectly fits the need of my organization. I don’t feel stressed at all!” said no one, ever.

The search for the perfect document management solution is stressful. And if you’re unfamiliar with terms like ECM, RPA, ERP and OCR, shopping for document management is like trying to watch your first "Star Wars" movie. Two hours in you find yourself lost, confused and unable to remember the difference between a stormtrooper and a clone trooper.

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Here’s your sign: It’s time to go paperless!


You’ve been entering data manually into your company’s AP system for years. Never mind that it is clunky, paper-based, inefficient and wrought with data entry errors, it’s your system and you’ll use it if you want to!

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6 Ways Document Management Gives You a Competitive Edge

We’re not going to beat around the bush – investing in new technology, especially something like business process automation software, is expensive. It’s a long-term investment with a scary price tag that likely gets your blood pressure up just a little bit. We get it. We know that we can explain the benefits over and over again, but that doesn’t make the decision to purchase paperless automation any less stressful. But what if we also tell you that your document management investment can also give you a competitive edge in the market?

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6 Best practices for a more efficient AP department

Efficiency is the name of the game and, as providers of business process automation software, we're all about helping companies streamline processes and enhance their efficiency. With new and emerging technology, it's incredibly easy to enjoy instant gratification. From getting groceries delivered directly to your door in a matter of hours to booking an Uber from just about anywhere, things that used to be a total hassle are now simplified. Including accounts payable procedures.

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3 benefits of document management and the stats to back them

Here at Metafile, we talk a lot about how a paperless automation solution can benefit your enterprise. But we also know that, when it comes to convincing your staff and executives that it’s worth the investment, you need the numbers. So we’ve laid out the perks of a paperless solution, complete with some of the hard numbers that are sure to motivate your team to take the paperless plunge.

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Robotic Process Automation: Manufacturers, this one's for you

The field of manufacturing is fast-paced and constantly in flux. Data is streaming in, and managing that data takes a lot of paper and even more money. But when you are trying to manage that data physically, it’s possible that you’re missing out on crucial business information that could help your organization manage business procedures more efficiently and more strategically. Pressures to increase production levels, reduce costs, make better use of information regarding physical assets and facilities, and maximize the effectiveness of the supply-chain present ongoing challenges within the manufacturing industry. Today’s manufacturers definitely have their hands full.

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2 ways document management delivers ROI

Whether we like it or not, making the choice to invest in new technology often comes down to money. If you are considering a document management solution, it's important to be able to demonstrate the ROI to company executives. Need some discussion points? Read on!

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Ch-ch-ch-ch-changes: 4 ways document management will change your workday

Change can be nerve-wracking, especially when it comes to the day-to-day operations of your job. Technology is making waves in workplaces around the world and changing the way that people are doing their jobs.

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2 ways to streamline an audit with document management

Audit.

Audit, audit, audit.

How many of you shuddered? The threat of being audited could quite possibly be the most terrifying part of tax season. If you find your company to be in the midst of an audit AND you’re a MetaViewer user, we have some good news for you. Using the power of MetaViewer makes audits easier on both you and the auditor. Really, it is possible.

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3 reasons why your company should jump on the digital disruption bandwagon

pexels-photo-367273.jpegLook around you right now. If you're in a public place, count how many people are on some sort of electronic device. If you're reading this from your cell phone, tablet or laptop, well, you prove my point. We are in an era dominated by mobile devices, cloud computing, smart analytics and the Internet of Things and, because of this, digitizing processes and procedures is becoming increasingly important in the workplace. Yes, beyond just streaming Netflix from your phone. Society has gone digital, and the rise of digital technology has caused a dramatic shift in how businesses need to understand the benefits of new and emerging technologies in order to meet the changing needs of today’s consumers.

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2018 Tech Trend Predictions

Last week, Huffington Post released their 2018 tech trend predictions. HuffPost editors asked industry leaders what they think is coming up in the new year in the way of technology trends and developments.

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From Paper to Digital: Integrating automation into a paper-based workforce

If you're one of the enterprises that has taken the plunge into integrating a document management solution, we want to say kudos! Once you've experienced the benefits of a paperless automation solution, it's hard to look back at your previously paper-based processes and say, "Gosh, I sure do miss that manual data entry!"

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Things you can do instead of manual data entry

Today is Friday, which means that you've survived another week of work and are likely gearing up for a (hopefully) relaxing weekend. When your week is wrapping up, you may find yourself looking back at your productivity and analyzing your to-do list wondering where you lost time, how many hours you spent on tedious tasks and how you could have gotten even more done. Or you're just thinking about that movie that's been sitting in your Netflix queue since Monday.

Either way, since it's not the weekend quite yet, let's examine the week and consider all the things you could have done instead of manual data entry.

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Coming up next: Gartner's 2018 Top 10 Strategic Technology Trends

Gartner recently revealed their 2018 Top 10 Strategic Technology Trends and, we don't know about you, but we're pretty excited about the trends that will be revealing themselves in the near future, as well as the trends that will become even more prominent in 2018. And what's even more exciting is that MetaViewer is on the cusp of many of these trends.

Here's what's coming up, ready or not!

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GPUG Summit and a hint of honkytonk

MetaViewer team members are brushing up on their two-step because on Oct. 10 they’re heading to Nashville for GPUG Summit 2017!

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Board up your data: Preparing for disaster


Our hearts continue to go out to all those affected by Hurricane Harvey and Hurricane Irma. Many of our customers and partners have been experiencing the wrath of these natural disasters, and all of us at Metafile offer our continued thoughts and support.

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Cigar City Meets SL: DSLUG Fall Conference 2017

The leaves are starting to change here in Minnesota (yes, we're in mourning), so the MetaViewer team is packing up and heading south to Tampa for the 10th annual DSLUG Fall Conference. And not only will we be there to network, educate and do some of our own learning (even we don't know everything about Microsoft Dynamics!), this year we are proud to be a Gold Sponsor!

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Digital Abracadabra: Document Management for Digital Transformation

The term “digital transformation” is not a one-size-fits-all term that every company can relate to in the same way. Digital transformation is a larger term that, like magic, gives companies the creative freedom to rethink and adjust their business processes in ways that streamline operations, maximize effectiveness, save money and increase visibility.

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Robots in the Workplace

Many of our blog readers have either already automated your financial processes with paperless automation software, like MetaViewer, or are looking for ways to automate. And if you’ve been enjoying the benefits of automation, you’re probably looking around like a kid in a toy store wondering, “What else can I automate!?!”

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Document Management Functionality Part 3: Require Paperless with Automated Requisition

Welcome back to another edition of Document Management Functionality. We know that the extra features often make or break your decision to choose a specific paperless automation solution, so we are highlighting some of the key tools that we have recently introduced. This functionality, simply put, makes sense.
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Document Management Functionality Part 2: Automated Expense Reporting


You love submitting your expenses in the form of a spreadsheet, right? You know what I’m talking about – the Excel sheets with formulas that work about 43 percent of the time, your receipts (that you remembered to save) stapled to it and your fingers crossed that it gets routed to the right people and you get the correct reimbursement like, this year. So much fun, right?

Wrong.

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Document Management Functionality: What you didn’t know you needed


If you’ve been following us on this blog, on social, via email or on our website, you may have noticed that we’ve been extra busy touting some awesome, enhanced MetaViewer functionality. Our team of document management experts are a
lways developing new features and making sure that our software is something that end users can benefit from and continue to utilize as technology advances.

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There’s a new team in town: MetaViewer for Microsoft Dynamics 365 for Operations

 

The MetaViewer team is celebrating, because this week it announced that the state-of-the-art document management solution now integrates with Microsoft Dynamics 365 for Operations!

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Sights set on AXUG Focus

 

 

The MetaViewer conference circuit continues, and our team is getting ready to head to “The Lou” for AXUG Focus 2017! On May 8-9, our document management experts will join other industry solution providers in St. Louis as sponsors at the premier advanced-learning conference for Microsoft Dynamics users.

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Switching Gears: From manual to automatic with paperless automation

Some of us have grown up only knowing one type of vehicle transmission. In my case, automatic. Put me in a car with a clutch and people on the road should probably fear for their lives. But if you’ve ever had to go from driving manual to a car with automatic transmission, you know that there’s a physical switch, as well as a mental switch, that needs to happen.

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Shout it out loud: GPUG Amplify!

Merriam-Webster defines the word amplify as, "to make larger or greater" and "to increase the strength or amount of."

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Cloud-y in Seattle: Microsoft Dynamics 365 Tech Conference

Being in the cloud is all the rage. As it should be - it’s efficient, cost-effective and secure, making business processes easier to manage and increasing your visibility into financial procedures. Dynamics 365 for Operations merges all of the current ERP cloud solutions into one cloud service with apps to help users manage business functions including Financials, Field Service, Sales, Operations, Project Service Automation and Customer Service.

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Back on Track: Three ways document management improves control

In our last blog post we talked about the loss of control that can happen when controllers utilize paper-based processes rather than an automated financial workflow/document management system, like MetaViewer. These included poor cash management, difficult operational controls and unsafe and inconsistent compliance/security processes.

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Out of Control: 3 Challenges for Controllers

 

 

When it comes to managing finances, it’s safe to say that controllers have a difficult job. Their jobs include cash flow analysis, maintenance of internal controls, regulating compliance and so much more. Controllers recognize that they can’t manage these aspects of the enterprise without an efficient financial workflow system, like document management, backing them up.

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4 things to know about mobile document management


Document management has been a handy tool for many years now, helping companies go paperless, increase efficiency and visibility, produce better reports and enhance their ERP solution. But today, it’s not enough to just be able to automate your AP processes and quickly route invoices. Today’s trend is “mobile,” and mobile document management has now appeared on the scene.

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5 Document Management Resolutions


It’s a new year and the perfect opportunity to make some resolutions. And I’m not just talking about your resolution to be healthier, more fit, more financially savvy, more adventurous, etc. I’m talking about improving your current business processes with document management resolutions.

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Simplifying business processes with a paperless office

The paperless conversation has been ongoing for years. For many, the concept of going paperless is exciting, but the process of eliminating paper from the office is daunting.

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Getting your priorities straight with AP Automation

One of the biggest priorities for accounts payable departments is enhancing document management and leveraging opportunities to go paperless. In fact, according to the Institute of Finance & Management (IOFM), 27 percent of businesses plan to deploy an automated capture and workflow system for invoice approval. They also found that 48 percent of businesses are using workflow technology for invoice processes.

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Case Study: Multiple Locations Lead to Multiple Benefits

What happens when you give a restaurant franchisee a paperless document management/AP automation solution? Incredible efficiency and visibility!

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Send your Printer on Vacation: World Paper Free Day 2016

No matter how much you love your job, you can’t deny the power of a nice break from work. Whether it be a staycation at home complete with junk food, Netflix binge-watching and sleeping in until noon, or an adventure to another state or country, we all need a vacation every once in a while. On Nov. 4, World Paper Free Day, it’s time for you to let your office printers enjoy a relaxing vacation from the hard work they do for you.

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Keep Counting on MetaViewer: GPUG Summit 2016 Recap

We returned last week from GPUG Summit 2016 in Tampa smiling, exhausted and so pumped up about all the people we met and the direction the GPUG community is heading!

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4 gnarly reasons why MetaViewer is going to DSLUG 2016


This week, one of our document management experts is heading to San Diego for the Dynamics SL Users Group Conference where MetaViewer will be featured as a Gold Sponsor! We love attending the DSLUG Conference (and are pretty excited that it’s in California so we can use the word “gnarly”) and hope that you’ll join us in our excitement and check out this amazing conference!

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We Would Walk 500 Miles: Fall 2016 Conferences

 

Ok, so we’re not walking, we’re totally taking advantage of our frequent flyer miles, but the point is that our travel schedule is PACKED for this fall! Here’s where on the conference circuit you can find the MetaViewer team over the next couple of months.

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See you later, alligator: Eliminating late payments with AP automation


Ready for a scary statistic about invoice processing times?

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Next up in Olympic Synchronized Operating: AP Automation and Microsoft Dynamics

We have some major USA team spirit at the office this week with the start of the 2016 Summer Olympic Games in Rio. Walking through the halls of Metafile, you’ll hear random cheers as the women’s gymnastics team sticks a landing, Michael Phelps wins another heat or the US soccer team moves on to the next round of competition.

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MetaViewer for Catalina – A new integration

Here at Metafile, we pride ourselves in our excellent and seamless integrations with Microsoft Dynamics and other ERPs. Our paperless document management solution, MetaViewer, allows users to interact with AP documents through a convenient browser-based interface, making it easy and efficient for employees to be in-the-know about where documents are in the financial process. The application data is stored in a SQL Server database and the documents are stored on a file system. System information, user information and document content is created during an automated workflow process.

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Buy-in from the Boss: Document Management for Microsoft Dynamics GP


Your Microsoft Dynamics GP solution simplifies business processes, keeps all your important financial documents in one place and is safe and secure. But, as your company has continued to grow you may have discovered that your financial processes could be even more streamlined and efficient with an add-on solution like AP automation/document management software. Unfortunately, convincing yourself and your team may not be enough and you will still need buy-in from management and executives.

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What you may not know about American Independence Day


This weekend, Americans will celebrate their Independence Day. This often includes parades, cookouts, fireworks, parties, and copious amounts of picnic food, friends and family. You likely have
traditions to help you celebrate the 4th of July that you’ve embraced since you were a child and have passed on to your children. You’ve taught them that July 4th was the day that the United States announced independence from England, when our Founding Father’s signed the Declaration of Independence and it’s been celebrated for more than 200 years with fireworks, hotdogs and strawberry shortcake.

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Paperless Document Management for Microsoft Dynamics GP

Efficiency is key to a smooth-running organization, and your Microsoft Dynamics GP solution was one of your first steps in improving efficiency. But did you know that a document management solution that integrates with your GP solution can increase the productivity and efficiency of your team further? Here's how:

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An Emphasis on AX: AXUG Focus 2016

Our team has been traveling all across the country to attend some of the best conferences and tradeshows that the technology industry has to offer.

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GPUG & Microsoft walk into a conference center: GPUG Amplify 2016

What do you get when you put GPUG and Microsoft in the same room? GPUG Amplify!

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Make Bold Happen: NetSuite SuiteWorld 2016

It’s that time of year again – time to get ready for the annual NetSuite conference, SuiteWorld!

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Ode to Paper: Earth Week 2016


This week is Earth Week; seven days dedicated to motivating people to inspire change and make the world a better place for future generations.

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The need for a paperless office

Every day businesses must have the courage to make tough decisions, the compassion to listen to the needs of its customers and employees and the confidence to stand on their beliefs.  Just as a business makes the commitment to best practices in developing its products, it also should consider extending this same approach to its payment processes, like AP, AR and HR.

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The Line-Up: Microsoft Envision Star Speakers

This year, at the first annual Microsoft Envision Conference in New Orleans, we are looking forward to a great line-up of knowledgeable, inspirational and tech-savvy speakers. From LinkedIn to the NFL and all the way to outer space, the list of speakers is impressive and exciting.

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Healthy AP Department a Reality for JBS United

At Metafile, we are always thrilled when a customer talks to us about the success they’ve experienced with our software. Selling document management systems is about more than making a profit – we love to hear about the gains in efficiency, visibility and cost savings that our customers have experienced and how MetaViewer has made their lives easier.

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Beyond the AP Department: C-Suite benefits of document management


Your new document management solution has been a great benefit to your AP department, and it’s likely that they are enjoying the effectiveness and efficiency that it brings to invoice processing. But, lucky for you, the benefits of your document management solution go beyond AP – all the way up to the C-suite.

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Where to find us in 2016


The MetaViewer crew will be hitting the road to attend conferences and tradeshows all over the country this year! We travel to these events in order to learn how to better cater our software to meet the end-users’ needs, and to connect with other VARs, customers, prospects, competitors and industry experts.

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Bouncing Back: Document Management for Disaster Recovery


You can’t predict a disaster. Whether it’s a hurricane, a fire in your warehouse or a massive data breach, disasters come from seemingly nowhere and it’s your responsibility as a business executive to make sure that your company’s information is secure.

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2016 AP Predictions: Prediction 3 – Document Management for the Win


Organizations that are choosing to put an emphasis on efficiency and paper elimination in 2016 will likely jump on the automation bandwagon and implement document management with their current Microsoft Dynamics or other ERP solution. We believe that in 2016, transitioning paper-based processes to automated ones will be on the forefront of many C-Suite executives’ minds.

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2016 AP Predictions: Prediction 2 – The Cloud Will Rule


These days, everything is in the cloud. Your music, photos, contacts, even your famous family recipes can be stored in the ambiguous-sounding cloud. It’s a comfort knowing that cloud storage is virtually unlimited and often more secure than storing information on your computer’s hard drive or company server. With that in mind, our prediction is that we will see more people adopting cloud-based AP automation instead of installed or on-premise systems.

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2016 AP Predictions: Prediction 1 – A Push Toward Paperless


As 2016 approaches, we have begun making our predictions for the accounts payable trends to come next year. For the next few weeks we will be posting our predictions on the MetaBlog, and we hope that you will contribute with your own predictions in the comments below.

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Small businesses, this one’s for you!

Are you a small business wanting to go paperless? Are document management solutions just too feature-rich and out of your price range to suit the needs of your smaller organization?

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Document Management for AR

One of the greatest benefits of a document management system is its potential to scale to fit other departments within your organization. While typically utilized by accounts payable, document management is also a great tool for the accounts receivable department.

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Dynamics Summit 2015: Our Thoughts

The MetaViewer crew had a great time last week going ALL IN at the Dynamics Summit in Reno, and we hope you did, too! Now that we’re all back in our respective offices and recovered (hopefully) from the Summit fun, we have taken some time to reflect on some of our key takeaways.

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On the road again: Find us at WennSoft Synergy 2015!

WennSoft customers, partners, prospects and team members, this conference is for you!

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What to see when you’re IN Reno: GPUG/AXUG Summit 2015

Are you All IN for Summit 2015? The annual GPUG/AXUG Summit Conference is taking place in Reno, Nev. this year from Oct. 13-16 and we can’t wait! We are proud to sponsor GPUG/AXUG again this year, and to be Premier Sponsors of GPUG.

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7 tips for successful conference networking

If you consider yourself to be a little bit shy, the idea of attending and networking at a conference can be enough to make you start sweating profusely.

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Document Management and HR - The perfect pair


Document management has become an increasingly popular tool for accounts payable and accounts receivable departments, but did you know that your company’s human resources department can also benefit from it?

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Your System, Your Return: The ROI of Document Management


In a previous blog post, we explored the areas where your company may be experiencing unnecessary costs associated with paper. The extra costs we identified were:

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System Administrators: Your technology superheroes


They’re the silent heroes that your organization deserves.

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Putting a price tag on your paper

So you’re considering transitioning to a paperless office, but are a little wary about the huge investment it takes to start the process. The task may seem daunting, but do you know what the costs associated with paper in your office currently are? They add up quickly, sometimes without you even realizing it and can be mitigated or even eliminated by going paperless.

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Breaking MetaViewer News: Metafile and WennSoft form official partnership

We excitedly announced this week in a press release that we have officially partnered with WennSoft, LLC to provide our joint customers with tightly
integrated Paperless ERP with their WennSoft Signature and Microsoft Dynamics GP solutions. We are thrilled about the partnership and excited to see where the technology leads us.

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AP Automation a reality for insurance company

The Company: Founded in 1948 in the wake of World War II, Arkansas Blue Cross and Blue Shield is a not-for-profit, Independent Licensee of the Blue Cross and Blue Shield Association and the largest health insurance provider in Arkansas.

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Microsoft Dynamics ERPs - Which one is right for you?

As a provider of document management and a Microsoft Gold Partner, we are customized to work with a range of ERP solutions. However, if you’re just starting out in the world of streamlining your business processes, you may be wondering which of Microsoft Dynamics’ ERPs is the right one for your company. Here's a brief breakdown of the four Microsoft Dynamics ERP solutions:

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MetaViewer Paperless ERP is "Built for NetSuite"

This week we announced that we are “Built for NetSuite” verified! We are excited to work with NetSuite as partners and to bring enhanced, streamlined processes to NetSuite ERP users.

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Fight Fraud with ERP

It seems as if technology is advancing on an hourly basis, these days. And while improvements in the tech world have helped make everyday tasks and processes more efficient, it also causes an increase in the potential for fraud. With each new technological advancement, there comes with it the possibility of a security breach or fraud.

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A Guide to SuiteWorld 2015

NetSuite’s annual customer and partner celebration event of the year is coming up on May 4-7, and we are excited to be participating as exhibitor sponsors this year! Here are some things that you don’t want to miss at SuiteWorld next month:

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Big Data: It's not so scary after all


You probably know about big data, but how are you managing it? As the amount of data that flows into your company from various business processes continues to grow, how will you reign it in and use it to understand your current and potential clients better?

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Metafile Announces New NetSuite Partnership

We are excited to announce that MetaViewer Paperless ERP has been officially Built for NetSuite!

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Last-Minute Microsoft Convergence 2015 Tips


Heading to Microsoft Convergence next week? We are, too! As you’re packing your suitcases and checking each item off of your pre-Convergence to-do list, here are some last minute tips to help you be prepared.

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A conference-goer's guide to Microsoft Convergence 2015

Microsoft Convergence, the premier Microsoft Dynamics business event of the year, is all the buzz and is approaching fast. Between the expo, the array of breakout sessions, OneRepublic, discussions, receptions, keynote speakers and trying to get out to see the exciting city of Atlanta, it may be difficult to schedule everything that you’ll want to do.

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Document management & the benefits of automating ERP (Part II)


In Part 1 of Document management & the benefits of automating ERP, we discussed some of the reasons why automating your company’s ERP is advantageous. These included:

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Paperless is Possible: How to start eliminating paper


Here at Metafile, we firmly believe that implementing a document management solution and automating your paper processes is the best way to eliminate annoying stacks of documents at your company. But we also know that, while you may want to start reducing the number of paper documents your company handles, there’s a chance that you’re not quite ready to commit to a fully paperless ERP solution yet.

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Document management & the benefits of automating ERP (Part I)


Heaps of paperwork can prevent business processes from operating efficiently. Invoices are paid late, errors are caused by manual data entry, documents are lost and who knows what happened to that purchase order.

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A Prediction: 2015 Technology Trends

We're hearing all about the top movies, albums, TV shows, fashion trends and Google searches from 2014. But now that 2015 has taken over, it’s time to look at some upcoming trends for the New Year.

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Holiday Wishes 2014

As 2014 is nearing the end, all of us at Metafile would like to wish you all a Happy Holidays and a Happy New Year! It has been an exciting year for us and we are excited to see what 2015 has to offer.

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Dr. MetaViewer helps pharmacy chain go 100% paperless


Patient:
 A pharmacy chain that grew from humble beginnings to become the largest behavioral health pharmacy provider in the country with 125 full-service pharmacies in 31 states and the District of Columbia. On July 15, 2014, the company made plans to merge with another pharmacy chain that also provides services for behavioral health. The merger would cause the company to double in size.

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MetaViewer Paperless ERP and Binary Stream form partnership

MetaViewer from Metafile and Binary Stream have formed a strategic partnership to extend the functionality of Microsoft Dynamics GP. MetaViewer integrates with Binary Stream’s Multi-Entity Management (MEM), a solution for managing multiple separate legal entities through one   centralized GP database. MEM allows for streamlined reporting and eliminates time consuming hassles, increasing organizational efficiency. MetaViewer Paperless ERP and MEM are a compatible business-management team. The integration provides out-of-the-box support for Enter/Match Invoices and Receivings and Payables Transactions. The integration allows for the assignment of facility IDs, invokes account substitution and creates inter-company distributions. Together with Binary Stream’s MEM and Microsoft Dynamics ERP, MetaViewer provides companies with a combined solution that has the ability to handle daily payables processing details across many departments, freeing up time and resources across the organization’s departments to focus on other projects. Through seamless integration, Binary Stream and MetaViewer work together to ensure you get the most out of your ERP solution. To learn more about Binary Stream’s Multi-Entity Management, please visit http://binarystream.com/products/multi-entity-management/.

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Cloud-Computing: Cloudy with a chance of more clouds

When you’re working with technology, it seems that the weather is always “cloudy.” We don’t mean gloomy—we mean that, these days, everyone in IT is talking about the cloud, how you can be in it and what you can do with it.

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More Than Just A Holiday: Recognizing Veterans Beyond Veterans Day


We hear it at least a few times per year: “The home of the free because of the brave.”

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Go Big or Go Green with Paperless Document Management


Finding ways to be environmentally-friendly is all the rage in offices around the U.S. But going green is much more than a fad; it’s a way for a company or organization to personally take steps to reduce their environmental footprint.

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GPUG/AXUG Summit 2014: A Reflection

What do the St. Louis Arch and 900 Microsoft Dynamics users have in common?

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Everyone Makes Mistakes


We hear it all the time—everyone makes mistakes. And if you’re a business, you may be all too familiar with the impending mistakes that come from misreading handwriting, misplacing documents or just missing something altogether in that stack of paper invoices that piles up on your desk.

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Microsoft Forecast? Cloud, cloud and more cloud.

If there was an unspoken theme at this year’s Microsoft Worldwide Partner Conference it was the cloud. Ok, so it really wasn’t unspoken, it was pretty much everywhere.

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MetaViewer at Microsoft Worldwide Partner Conference 2014

On Monday morning, our MetaViewer team will be calling Washington D.C. home for a few days as we attend the Microsoft Worldwide Partner Conference 2014.

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Data Migration and your new ERP Solution

Are you considering an upgrade to a new ERP solution? One area that can throw a curve into your project is data migration into your new system. This can heavily affect both budget and timeline.

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Sample - How To Post

INTRODUCTION:

Your “how to” blog post should teach the reader how to do something by breaking it down into a series of steps.

Begin your blog post by explaining what problem you are going to solve through your explanation and be sure to include any relevant keywords. Add in a personal story to establish your credibility on this topic. And make sure to end your blog post with a summary of what your reader will gain by following your lead.

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5 AP Automation Best Practices


So, you know it’s well past time for your company to go 100% paperless. But as with anything new, there is a learning curve and work flows will evolve over time. To ensure success, everyone has to be on board and everyone has to be on the same page (electronic of course). While time and communication will be the foundation to a smooth transition, here are 5 simple steps to get you on the Fast Track:

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Manual data entry is SO yesterday!


Supreme Oil
 knew they needed a paperless solution for their accounting needs and made the trip to a Microsoft Dynamics Convergence conference in search of the perfect fit. They found it with Metafile’s MetaViewer document management solution.

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If You’re a Member of the C-Suite, Social Media is Your Friend!

With the array of social networks out these days, it can be intimidating for anyone. And let’s not mention the time commitment needed to keep them all updated. But, a recent article on CIO.com entitled, “Why C-Suite Executives Need to Shine on Social Media,” highlights several reasons why being engaged on social media can benefit not only you, but your organization. Below are a few strategies and best practices to help elevate your careers.

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Microsoft Dynamics Convergence 2014

Last week, we were in Atlanta for Microsoft Dynamics Convergence conference, and what a week it was!

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CIOs: Here’s what you need to know about the Internet of Things

Last month, I authored an article for MSDynamics World entitled “Gartner’s 2014 Trends – What Microsoft Dynamics Users Should Know.” Gartner recently released its list of the top 10 strategic technology trends for 2014. From that list, there were a few that I felt should be further examined by enterprises that have or are considering implementing Microsoft Dynamics along with an integrated accounts payable/accounts receivable workflow automation solution, such as MetaViewer. One of those trends was ‘The Internet of Everything’ and understanding that as technology continues to advance, the internet is no longer just accessible by PCs and mobile devices.

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How to Avoid Common Network Failures

Network failures can be costly, not just in terms of immediate productivity but in the loss of revenue down the road in lasting consumer mistrust. A new article, “How to Avoid Common Network Failures”, from Baseline Magazine says businesses should ask themselves not whether their network is going to fail but when. It says being proactive in preventing a network failure to begin with is the best way to head off problems and provides recommendations on how businesses can keep their networks strong and secure.

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IT History: The 10 IT Job Titles We Miss

As the New Year begins, some people like to look back and reflect on the past, often with a sense of nostalgia or introspection.

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2013 in Conclusion: Happy holidays from your friends at Metafile!

As the year comes to a close, we would like to thank all of our customers, partners, employees and industry colleagues for making 2013 another banner year!  It's the time of year for reflection, and as we look back on the past 12 months, there are so many milestones that deserve acknowledgement.

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Flashback Friday: Technology Then and Now

Looking back on the past 60 years, a lot has changed in technology and the ways in which we store information. In 1953, IBM developed the hard disk drive that created a new level in the computer data hierarchy. Hard drives measured 8 or 14 inches in diameter and were typically affixed in standalone equipment that encompassed entire rooms and required high-current AC power due to large motors that were required to spin the large disks. During the past five decades, each generation has replaced and defined the methods we use to archive data. Today, hard drives can now hold the capacity of terabits and data can be stored in the cloud.

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Tech Tips for a Happy eChristmas

The holidays are stressful enough without having to worry about your server crashing at work. This week, we’d like to share a recent article from Real Business with “Tech tips for a happy eChristmas.”

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How Retailers Can Use Technology to Stay Competitive This Season

Holidays are stressful, especially for retailers.

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Top 5 Best & Worst Cities for IT Salaries

As 2014 inches closer and closer and you’re an IT professional looking to make a change or make more money, you may consider moving. The New Year is a perfect time for a fresh start. It’s important to look at all the factors associated with moving to a new city for a higher salary, such as the cost of living, commuting time and more.

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Microsoft Dynamics ERP Continues Shift to the Cloud

In a recent ZDNet article, reporter Mary Jo Foley reports on Microsoft’s progress around taking its ERP suite to the cloud. According to the article, Microsoft will offer Dynamics AX 2012 R3 hosted on the Windows Azure platform by April 2014. Of the four ERP product offerings, Dynamics AX will be the third available in the cloud; Dynamics GP and NAV became available earlier this year in June.

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Predicted Hot Accounting & Finance Trends for 2014

As accounting and finance professionals prepare to close out the books for 2013, there are a few trends emerging as being fundamental in 2014 and the years to come.

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Football and Fun and the 2013 GPUG Summit

We’ve recently returned from Tampa, and we’re proud to have attended another successful Microsoft Dynamics GP User Group (GPUG) Summit. The annual conference brings together the country’s leading professionals who use the business accounting software for several days of workshops, speakers and networking to learn the newest advancements in the system and what they can do to make their companies stronger.

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Sun Rich Enjoys the Fruits of Paperless AP

Recently, Metafile had the opportunity to work with Sun Rich Fresh Foods to help them integrate their Paperless Document Management with their ERP system. In the next couple of blog posts, we will showcase how MetaViewer helped Sun Rich save time and increase efficiencies.

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Fall is a great time to network!

Created by Nick Sprau on October 11, 2013
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Recommended Reading: Updates in Dynamics GP from MSDynamics World

At Metafile, we always look forward to updates in the Microsoft Dynamics ERP suite and we especially are excited about the new iteration of Dynamics GP, called GP “14” or GP “Next”. According to a MSDynamics World article, the new version “will introduce an entirely new service-based architecture that will aim to make all of Dynamics GP business logic accessible by a new generation of applications.”

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Microsoft Releases Updated Dynamics NAV 2013 R2

During the much anticipated and sold out Directions EMEA 2013 conference in Vienna, Austria, Microsoft announced the availability of Microsoft Dynamics NAV 2013 R2. With a projected release in early October, the updated solution boasts faster implementation and greater support for both small and mid-sized customers.

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Adopting new technology? What you need to know.


When a company decides to adopt a new technology such as Paperless ERP, it can be a very thrilling endeavor. Excitement about new technology has a way of spreading through a business like wildfire, especially for the end users who stand to experience greater efficiency and productivity. As CIOs and business decision-makers consider what solutions are best for their companies' needs, there are a few steps that leadership should keep in mind before they sign on the dotted line:

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The Paperless Office Myth, Part 3 of 3


This week, we provide the final installment of our three-part series on the paperless office as featured in  Financial Ops magazine (print edition) Special Reports: Technology section. In part 1 and 2 I discussed the past, describing outdated business processes that created numerous bottlenecks and decreased productivity. In part 2, the present, I discussed what the paperless ERP landscape looks like now and provided a few benefits in achieving a paperless office solution.

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The Paperless Office Myth, Part 2


Last week, I shared part one of “The Paperless Office” from the Financial Ops magazine (print edition) Special Reports: Technology feature.  Part one focused on the past, an office hampered with mounds of paper, disorganization, and bottle-necks in the AP/AR process.

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The Paperless Office Myth, Part 1

Recently, I had the opportunity to contribute to Financial Ops magazine (print edition) Special Reports: Technology feature. Within the piece I discussed the paperless office, with a focus on the past, present as well as providing predictions on what the future will look like.

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IT Pros…Pinterest is for you, too!

In the world of social media, technology companies are engaged on platforms like Facebook, Twitter and LinkedIn. However, it’s likely that not many have a Pinterest page.

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Recommended Reading: Metafile in Solution Providers for Retail

With back-to-school and holidays right around the corner, major retailers and franchises must prepare themselves for the uptick in sales and transactions. With an increase in sales, the master franchise accounting department has to quickly process and analyze thousands of paper invoices coming from hundreds of different locations. This can lead to delays in productivity and also create a strain on the AP/AR departments, which retailers cannot afford during a high demand season. Further, retailers that depend on paper invoices do not have full visibility into cash flow when there are likely hundreds of invoices sitting on desks of store managers.

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Look (And Ask Questions) Before You Jump!

As many people familiar with workflow technology know, AP document management technology is only as strong as the procure-to-pay (P2P) processes. Technology won’t solve a process problem, so closely evaluating the accounting process before implementing an AP/AR automation solution is critical.

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WPC Recap and Dynamics Update

Recently, Metafile's Partner Channel Manager Steve Gregory attended the 2013 Microsoft Worldwide Partner Conference (WPC), which is Microsoft's largest conference of the year and the focal point for all of its partner-focused initiatives. This year, WPC was held in Houston and provided Microsoft partners like Metafile access to key information in relation to business strategies, marketing, updates on products and informative learning opportunities.

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Happy SysAdmin Day!

Today, system administrators all over are being recognized for their dedication in keeping the networks of their organizations running smoothly.

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Automation in Manufacturing Accounting


For those in the manufacturing industry, migrating from a paper-based process to a computerized one is only part of the overall accounting solution. True automation results when accounting systems deliver built-in intelligence across the customer and supplier landscape so that after the very first time information is entered at any point, the data will never have to be rekeyed. Document management and workflow automation technology is available to help manufacturing organizations introduce visibility into accounting processes, and identify and resolve paper- and process-based breakdowns.

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Happy Independence Day from the Metafile team!

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Recommended Reading: The Shifting Role of the CIO

Recently, we’ve noticed much debate around the shifting roles of the CIO within the enterprise. Gartner has predicted that by 2017, CMOs will spend more on IT than CIOs. In this shifting landscape, the CIO’s role will need to be focused on bringing innovation to business and figuring out how to drive products to market sooner.

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Getting The Most Out of Big Data


It’s no surprise that companies produce copious amounts of data each day. For many, this data is quickly becoming a mountain of information and IT pros are struggling with finding ways to keep up with it all.

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Best Websites for Security, Privacy and Consumer Protection

Whether you’re buying for your business or your home, the security of financial information should always be top of mind.

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Cloudy Skies Are Here To Stay


If you thought cloud computing was going to be another technology fad that would be irrelevant in a few months, you are probably second guessing that assumption now.

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Best in Class, Spring 2013

Can you hear the faint notes of Pomp and Circumstance in the distance? School-aged youth across the country are giddy with nervous anticipation of the new possibilities that await them upon completing another year of their educational matriculation.

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PayPal taking steps to go paperless

Imagine a day when you visit a retail store and there is not a cash register in sight. Global e-commerce company PayPal, a major contender in the mobile retail space, is working to make this a reality.

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Recommended Reading: Metafile in the News

As recently mentioned in another MetaBlog post, we like to keep up on industry news and happenings. Occasionally, a few members of the Metafile team also contribute our knowledge to leading outlets and resources within the industry.

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Wheels Up! Metafile Hits the Road for 2013 Conferences

The spring season is in full swing! As the chilly weather breaks for sunnier days, the Metafile team is packing our bags and hitting the road.

Over the next few months our team will be attending a number of exciting conferences and shows across the country. From Texas to Florida, the team continues to find significant value in attending and sponsoring industry events. Between hectic schedules and day-to-day responsibilities, we really cherish the time we get to connect with Partners, customers and technology leaders at industry events.

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Tweet! Tweet! Twitter Handles to Keep You in the Know

As busy professionals, finding the time to read the latest industry news and happenings can fall pretty low on the daily “to-do” list. Between team meetings, calls and everyday responsibilities, it seems our busy schedules as business professionals prevent us from keeping up to date. Some people look to RSS feeds and email subscriptions as a means to stay updated, while others dedicate a few moments every morning to peruse the headlines of major websites and blogs.

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Infographic: Mobile on the Move

Over the years, our Metafile team has been keeping a close eye on the growing prevalence of mobile in the retail space. While browsing the Retail TouchPoints website, I came across this infographic, courtesy of mobility solutions provider Motion Computing, which highlights how retailers are currently implementing mobile into legacy store systems.

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Big data: One toe in or both feet first?

When going swimming, people take several different approaches to deal with the cool temperature of the water. Some like to stick one foot in the water to get acclimated, while others may start at the steps of the pool and go one step at a time until they are fully submerged in the water and then there are the brave ones who just cannon ball into the water and take it all in at once.

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Recommended Reading: How to transform your business with the cloud

To all you IT professionals out there, if you haven’t adopted cloud computing into your company’s business structure, now is the time! In an article on Forbes.com, Cesar Orosco, enterprise business solutions architect at NetApp, provides statistical proof that the cloud is here to stay! In case you aren’t convinced, he says, “According to IDC, by 2015, one of every seven dollars spent on packaged software, server and storage offerings will be through the public cloud model, growing five times faster than the total IT industry.”

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Infographic: Keep Your Server Room Safe

In many ways, the company server room functions like a heart to the human body.

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Recap: Convergence 2013

Whew! Last week, the Metafile team attended Convergence, Microsoft’s big annual conference for Dynamics customers and partners. What a whirlwind!

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The Big Deal about Big Data

Big data is probably one of those buzz words with as much ambiguity as “the cloud.” While people still wade through the murky waters to determine the specific business value of big data investments, one thing is for sure, big data is a big deal. Almost every industry stands to benefit from the insights big data can provide.

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Convergence 2013, a BIG DEAL for Partners

It’s the final countdown to Convergence.

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What Mobile Means for Your Businesses Data Security

Too often we hear reports of businesses falling victim to security breaches and losing sensitive data to vicious viruses resulting in compromised client and customer information. As a result, data security is no longer a responsibility solely placed on the shoulders of the IT department. Many businesses now have a heightened sense of awareness regarding how information is shared both internally and externally. Especially in an “bring your own device” or BYOD era where employees’ personal devices also act as their business device, understanding the implications of malware and malicious hackers is critical.

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Four Reasons Why Metafile is Ready for Convergence 2013

Year after year, the Microsoft Convergence Conference continues to be one of the most significant events on the Metafile calendar. It’s a wonderful opportunity to stay connected to others in the industry and share some of our expertise as well.

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The C-Suite in Perfect Harmony… with IT

As new technologies emerge, various roles within the C-Suite will have differing priorities when it comes to new solutions that will benefit the business: CIOs want to improve internal efficiencies and help employees more effectively do their job; CMOs wish to drive sales and effectively market to their constituents; CFOs want to achieve efficient cash flow and invest in solutions that will bring a significant ROI.

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Doug Bertram, Regional Sales Manager, Named a 2013 “Provider Pro to Know!”

We are excited and proud to announce that Doug Bertram, one of Metafile’s knowledgeable regional sales managers, has been named a recipient of the 2013 “Provider Pro to Know” award by Supply & Demand Chain Executive.

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Mobility and Accessibility: Rising Trends in Manufacturing


For the past couple years, the world has been reading with some skepticism about how the economy is bouncing back; however, the turnaround has benefited certain industries faster than others. According to a recent article in SearchManufacturingERP, manufacturers are finally seeing the rebound, as multiple markets emerge and younger, more tech savvy executives join the ranks. This positive momentum is setting the stage for increased IT spend for many manufacturers who had to tighten budgets and eliminate spending in recent years.

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Metafile in Supply Chain World: “Shorten the Cycle”

The food and beverage landscape has changed considerably over the past decade and 2013 is sure to bring even more new demands. According to a recent study by Nestle, in 2013 companies will invest more money in regional production of frozen and prepared foods to ensure freshness and convenience for customers, which will surely bring new logistical challenges.

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Recommended Reading: How Microsoft Dynamics is Meeting the Government’s Business Challenges

At Metafile, we constantly read articles from both industry-specific outlets to national business and technology-focused media to keep ourselves informed, but we especially love reading about businesses and industries that have seen major success withMicrosoft Dynamics solutions.

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NRF Conference Brings Dynamics News for Retailers

Retailers from around the globe convened in New York this past week for the National Retail Federation’s annual conference, “Retail’s Big Show 2013.” The conference serves as a highly visible platform for technology providers to showcase new innovations in the retail space, and an opportunity for retailers to assess which solutions can most benefit their business.

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New IRS policy automates international tax process

Commerce is in no way limited by geographic borders. There is a constant flow of money, resources and goods between organizations conducting business overseas, as well as global corporations with locations around the world.

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What are your 2013 business resolutions?

Lose 10 pounds. Clean out the basement. Take a tropical vacation.

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