It’s no secret that we love robotic process automation (RPA) here at Metafile. Why? Because we have implemented RPA technology into our MetaViewer solution to help our customers make their processes more efficient and accurate across the enterprise, from AP to AR and beyond.
Welcome to the MetaViewer Blog
Folks, it’s been a long year (and then some), but we are excited to be returning to the expo hall at this year’s Summit NA event happening IN PERSON in Houston on October 12-15. Not only are we excited to see all of you, but we’re also stoked to be back as a Premier Sponsor to showcase all of the functionality that we’ve been developing and honing.
The COVID-19 pandemic proved the resiliency of people, the benefits of technology, and how a lack of technology adoption inhibits organizations, specifically AP. For companies that had not adopted accounts payable automation technology prior to the pandemic, they were definitely feeling the effects of it in the midst of it, with many caught trying to maintain business operations and provide a safe work environment for employees without the assistance of automation. According to Ardent Partners in their “The State of ePayables 2021: Operating in the New Normal” report, “The lack of core AP automation in 2020 contributed to businesses forcing AP staffers to trek into offices during the most dangerous moments of the COVID-19 pandemic.” The good news is that this encouraged many organizations to finally jump on the automation bandwagon and invest in ePayables solutions.
Even though it’s 2021, some of the challenges still facing accounts payable departments are problems that have been plaguing them for decades. In a 2019 AFP Electronic Payments Survey by JPMorgan, they found that companies still make 42 percent of business customer payments by check. Ardent Partners also estimates that about half of all invoices are still sent to the receiver manually, often resulting in missing payments, delays, and errors. In addition to these challenges, NetSuite highlighted eight AP challenges. Here’s what they found:
Dynamics 365 for Finance and Operations offers an ERP tool set that provides intelligent technology and scalability that will allow your organization to grow at its own pace. Pair it with another powerful tool in your technology toolbox (*cough* MetaViewer Paperless Automation *cough*) and you have a fix-all solution to all your manual and paper-burdened processes.
Everyone wants to be the best, right? Becoming a best-in-class AP department is all about analyzing your current processes and procedures and adjusting them in order to make them more efficient, strategic and cost-effective.
What’s up with the state of ePayables? We teamed up with Ardent Partners to figure out just that in their report, “The State of ePayables 2021: Operating in the New Normal.”
Technology is surging and the future of accounts payable looks promising. Transforming AP is achievable and encouraged as more and more companies are embracing digital transformation and passing up companies that are lagging behind.
In our previous blog post we highlighted the top challenges that AP staff are reporting. These included invoice exceptions, high invoice processing costs, lack of invoice and payment visibility, long invoice and payment approval times, and too much staff time spent handling supplier inquiries.
The use of technology is surging, but there are still problems that are plaguing AP teams and causing them to lose money, time and a competitive edge.
What do you get when you pair accounts payable automation technology with payment automation technology? The ultimate time- and cost-saving toolkit that drives efficiency and streamlines processes from start to finish.
When it comes to the future of enterprise technology, artificial intelligence (AI) is the name of the game.
Image courtesy of: https://www.proxyclick.com
Adopting digital technology is about more than just plugging it in and pressing “Go.” And while the pandemic has accelerated the rate at which business leaders are adopting digital technology – according to Gartner, 7 of 10 boards of directors are speeding up their digital business – it also takes a change in work habits and mindset in order to get the most out of new, digital technology.
More companies than ever before have adopted automation technology since the pandemic struck. Automation, like robotic process automation (RPA), has allowed companies to continue to run business operations securely, efficiently and strategically no matter where employees are working from. And when the post-pandemic world finally appears, automation will be key for recovery.
GP Optimizer is coming to you virtually again for a second installment of GP Optimizer Live on February 2nd and 4th.
As 2020 comes to a close (finally) we turned to other tech experts to see what they are anticipating will be trending in the industry in the coming year. And with more people than ever working from home – a trend that we are not expecting to end anytime soon – companies are upping their technology game and tech companies are expanding their offerings and enhancing their functionality in record time.
We are excited to announce that we have entered into a partnership with payment automation provider OnPay Solutions to develop Invoice-Through-Pay automation. This partnership provides full-scale, procurement-to-payment automation for accounts payable departments, driving efficiency and streamlining processes from start to finish.
Here at MetaViewer from Metafile, we talk a lot about the “Big Picture.” The all-inclusive, all-encompassing, procurement-to-payment solution that provides full visibility from purchase order to payment and back again. Heck, we even made a diagram about it.
MSDynamicsWorld.com and Enavate are coming together to bring you the Dynamcis Enavation Cloud Expo on November 10-11, and we are proud to be a sponsor.
Just because you’re working from home doesn’t mean you can’t still lay the groundwork for a robotic process automation (RPA) implementation. Even if employees still aren’t back in the office, RPA technology is a game-changer when it comes to increasing efficiency of processes. And with your team working remotely, it’s more important than ever that as many processes as possible are automated, consistent and streamlined.
“Define your now” is the slogan of this year’s Community Summit North America, and we think that’s just about perfect. Whether your “now” is still in your makeshift home office, or it’s back in your regular workplace, we will all be gathering together virtually for training, networking and community, and our collective "now" will be coming together as a community of Microsoft Dynamics lovers!
While cloud tech has been a game-changer for quite some time, it is continuing to gain momentum with its ability to cut costs, increase productivity, empower remote teams and boost revenue. Along with office tools, personal services and entertainment venues, ERP platforms and add-on solutions have gone to the cloud, as well.
Can’t stop, won’t stop! We’re continuing to develop, enhance and advance our solutions! We announced this week that MetaViewer has been approved by Microsoft AppSource for our Microsoft Dynamics 365 Business Central integration.
With Business Central and MetaViewer, businesses can now experience the efficiency of paperless automation and robotic process automation (RPA) technology merged with the power of Dynamics 365 in the cloud. The integration offers companies the opportunity to merge the latest technology from Microsoft Dynamics with the innovative, paperless capabilities and functionality of MetaViewer.
"The addition to Microsoft Dynamics 365 Business Central AppSource means that the resource is available for decision-makers to learn more about this state-of-the-art integration and the benefits it can provide to organizations, whether they're still working remotely or transitioning back to the office," Sprau said. "We are proud and excited to offer this resource and this new cloud integration."
The integration increases visibility, boosts productivity and enables remote workforces through cloud-based AP automation.
Learn more about the integration at https://www.metaviewer.com/microsoft-dynamics-365-business-central, or read the full press release for more information.
Both individuals and businesses have suffered in the wake of the COVID-19 pandemic, making the annual Ardent Partners State of ePayables report especially interesting. According to Ardent Partners, the pandemic has had a physical, mental and financial disruption on businesses and how they function. This means that AP has to become more strategic in how they address both short-term and long-term needs.
We’re rounding out our procurement-to-payment automation capabilities!
GP Optimizer is going LIVE! From supply chain to automation, GP Optimizer is hosting two days of content at its first ever virtual event on July 28th and 30th.
What makes an AP department best-in-class? Each year, Ardent Partners puts together their “Metrics that Matter” report on the metrics that organizations use to measure success in their AP departments that make them top-performing.
In today’s busy world, increasing productivity is the name of the game for businesses. Whether it’s faster production lines, quicker product development or more efficient data retrieval, having productive employees is critical in order to gain a competitive edge, save money and create higher employee satisfaction.
What makes an AP department best-in-class? Each year, Ardent Partners puts together their “Metrics that Matter” report on the metrics that organizations use to measure success within accounts payable that make them top-performing AP departments.
During times of crisis, like the COVID-19 pandemic, it’s natural to think that digital transformation would be put on the back-burner. Employees are already overwhelmed with major adjustments in both their personal and professional lives – how could they possibly fathom a transition in technology, too?
Whether we’re in the midst of a global pandemic or not, one priority of every company is to cut costs and save money. One area that is often wrought with forgotten costs is accounts payable.
Times are a’changing for many employers as they set their employees up to work from home. While working from home was becoming more and more commonplace even before the novel coronavirus struck, nowadays it is essential.
Times of uncertainty call for reliable technology. You have likely deployed a “work anywhere” workforce and have employees working from their home offices, living rooms, kitchen tables or backyards. During this time we at Metafile, along with many other technology providers, are touting the benefits of cloud technology. And for good reason! For organizations that typically operate within an office environment, cloud technology may not have been a priority. However, times have changed and, whether deploying a remote workforce is a temporary or permanent transition, it’s important to understand the advantages of technology, especially automation technology, hosted in the cloud.
Photo courtesy of:
Today’s workforce is becoming a remote one. More and more companies are transitioning their employees to remote workers, allowing them to save money on office space and equipment, as well as expand their hiring to a wider group of prospects.
Is your accounts payable department “next level?” When you consider your AP department, would you call it “innovative,” “agile” or “best-in-class?” Today’s top AP departments are embracing technology, streamlining processes and automating manual tasks. As automation becomes more commonplace, more AP departments are adopting it and reaping the benefits of it.
Technology is getting smarter and smarter, which is making companies more efficient, agile and competitive. We have artificial intelligence, machine learning, robotic process automation and more tech-savvy buzzwords that are digitizing workplaces and automating tasks that we never dreamed could be automated. Most automation efforts start with accounts payable, as this department has historically processed the most paper and typically has the most manual procedures.
Sometimes we don’t realize that what we’ve been doing isn’t ideal until we take a good, hard look at it. In this case, we’re talking about information management. Many companies have spent years managing their data in certain ways, even if it’s inefficient and cumbersome. Why? Because it’s comfortable and familiar. However, in this day and age of information technology and innovation, comfortable and familiar doesn’t cut it.
You and your team have experienced a whole list of benefits since implementing document management/robotic process automation (RPA) software at your organization. But your accounts payable, accounts receivable, human resources and leadership teams likely aren’t the only ones enjoying the perks of paperless automation – your customers are benefitting, too!
Another year has come to a close and we don’t know about you, but our year was filled with innovation and excitement in the automation industry. Here at Metafile, we continued to enhance our paperless automation solution, MetaViewer, in order to provide our customers with the latest, most state-of-the-art technology.
Digital transformation strategies are innovative, exciting and comprised of many moving parts. Some enterprises totally nail it, planning, implementing and monitoring new digital technology. However, many enterprises either opt out of attempting a digital transformation, or their digital transformation initiatives fail.
This week, Metafile Information Systems celebrated 40 years of providing state-of-the-art, innovative technology solutions! When you’ve been developing business solutions for this long, it’s fun to take a look back at where it all started, and we thought it would be fun for you to see how far we’ve come, too!
So, you’ve decided to implement a robotic process automation (RPA) solution but are wondering what the pay-out will be for your organization. It’s a question we hear all the time – how much ROI can I expect to see in the first six months? In the first year? In the first 18 months? And we get it, making sure that your company is seeing a return on your tech investment is essential, especially if you’re considering scaling that investment and implementing it into other areas of your company for a full-scale digital transformation in the future.
We talk constantly about the benefits of automating AP processes with document management/paperless automation software. We address the problems that businesses face when their processes are manual and we demonstrate how AP automation eliminates those problems, increasing efficiency, visibility and ROI.
Another User Group Summit has come to a close, and a week after the event we are still reeling from all of the amazingness that was User Group Summit 2019!
BREAKING NEWS: This week, we announced our brand-new integration with Microsoft Dynamics 365 Business Central. By adding Business Central to MetaViewer's line-up of Microsoft Dynamics ERP integrations, businesses can experience the efficiency of paperless automation and RPA technology merged with the power of Dynamics 365 in the cloud.
Digital transformation is more than just installing new software and pushing “Go”. It’s a changed mindset; a different way to look at how your business manages information and a company culture focused on innovation and process improvement.
When it comes to launching a process automation strategy, the first step is often the hardest one to take. Today’s customers are moving faster than ever before. They expect faster responses, want to make faster decisions, and want products at their doorsteps or implemented into their organizations faster than ever before. Because of this, it’s imperative that companies embrace automation where they can.
We love us some Microsoft Dynamics GP. Many of our customers have found tremendous success with this ERP solution and have used it to better manage their financial information.
Your accounting and finance department is probably used to the daily grind of collecting, processing and filing invoices and other financial documents. And we have serious respect for all that accounting and finance employees do on a daily basis. Because of that, we are constantly looking for ways to help you do your job more efficiently and accurately.
In Part 1, we listed the most common challenges we hear from prospects when it comes to managing paper and financial processes. When we hear about the challenges that prospects are facing, our goal is to demonstrate how paperless automation can solve them. Read on to learn how MetaViewer Paperless Automation combats the problems that today’s businesses are facing when they’re burdened with paper.
“What’s the problem?” is often part of every day conversations. At the doctor, in your manager’s office, when your kids come to you crying. We ask (or get asked) “What’s the problem?” so that a solution can be discovered.
For many organizations, robotic process automation (RPA) is the driver of digital transformation. According to research from Deloitte that was conducted in 2017, 53 percent of organizations are already using RPA, and this number is expected to increase to 72 percent in 2020. Additionally, business research institute APQC found that RPA was the “nucleus” of 69 percent of digital strategies. They also found that the number of RPA projects per organization nearly doubled from 2017 to 2018 (8.6 in 2017 to 14.9 in 2018).
You’ve automated accounts payable, and you may have even automated accounts receivable. But did you know that one of the departments that can benefit most from automation is human resources? Few departments process as much paper as human resources. Additionally, few departments process as much sensitive information as human resources. Because of this, it’s important that it is both efficiently managed, and securely stored.
Tech buzzwords are everywhere. From scholarly articles to Twitter, as technology continues to advance, the vocab continues to evolve and overlap. Digital transformation, machine learning, artificial intelligence, robotic process automation, business process automation… are all of these terms really different? Or are they just different versions of the same thing?
Sometimes it feels like we’re at the pinnacle of technology. We have the ability to connect with people around the world, have products and services delivered to our door, automate processes and procedures so that we don’t even need to touch them. How much more could technology possibly advance?!
In one fell swoop, scammers phished more than $100 million from Facebook and Google. And, let’s be honest, if it can happen to Facebook and Google, it can happen to anyone. No matter how careful you are, how diligent you are about changing your passwords regularly, covering up your webcam and not opening those suspicious-looking emails, phishing and fraud can still happen to you.
If you’ve noticed recently that your company is still managing processes using cumbersome and antiquated methods, you may be asking yourself these questions:
Having a company with great culture and employee morale is important. It’s often why organizations host pot lucks, holiday parties, outings and other various team-building activities. But did you know that you can also increase employee morale by upping your technology game?
Today is Valentine’s Day, and whether you’re spending it with your family, friends, co-workers or significant other (or all of the above), we hope that you feel love and gratitude today. But do you know who (or what) else deserves some love on Valentine’s Day and every day? Your robotic process automation (RPA) solution!
What does it mean for a process to be touchless? Sounds a little sci-fi, right? And, for some, it may also sound downright unbelievable. When a company is so used to manual processes and procedures, embracing automation and becoming more hands-off often feels like a dream. The truth is, even some “automated” processes require some human intervention, even if it’s minimal. But we believe that even that little bit of manual intervention shouldn’t be necessary, which is why we developed a completely touchless workflow.
‘Tis the season for predictions. This is our favorite time of year; when we start to foreshadow the year ahead, get excited about developments in technology and new and emerging trends. This is the time of year to set goals, while also looking back at the previous year and analyzing how we tracked on those goals. It’s a fresh start, and for those of us in the tech industry, it’s exhilarating!
Happy 2019! It’s a new year of technological developments, business growth and ongoing transformation, and we’re excited about it! As the new year begins, your organization may be considering investing in new technology, like a robotic process automation (RPA) solution.
You wouldn’t make a large decision – like purchasing a home or a car – without all of the information, right? You want to have all the data to ensure that the choice you’re making is the right one. The same goes for managers and executives at companies. Today’s technology, like artificial intelligence (AI), business process automation (BPA), robotic process automation (RPA) and other automated tools, is helping create a data-driven decision-making revolution.
We love robotic process automation (RPA), and our customers have seen some serious success and ROI after implementing RPA technology. However, we also recognize that there are many RPA implementation projects that fail, or that don’t generate the expected ROI or efficiency gains. This does not mean that the technology is bad or that the vendor did not implement correctly. In fact, a failed RPA project can occur for a variety of reasons.
The holidays are here, and if you're looking for the perfect gift for your accounts payable, accounts receivable, human resources or legal department (or all of the above), we recommend upgrading from the fruit basket and investing in robotic process automation (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:
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.
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.
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.
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.
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)!
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.
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.
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!
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?
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.
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:
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.
“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.
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!
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?
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.
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.
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.
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!
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.
Look 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.
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!"
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.
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!
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.
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.
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!?!”
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?
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 always developing new features and making sure that our software is something that end users can benefit from and continue to utilize as technology advances.
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!
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.
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.
Merriam-Webster defines the word amplify as, "to make larger or greater" and "to increase the strength or amount of."
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.
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.
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.
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.
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.
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.
What happens when you give a restaurant franchisee a paperless document management/AP automation solution? Incredible efficiency and visibility!
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.
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!
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!
Ready for a scary statistic about invoice processing times?
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.
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.
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.
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.
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:
What do you get when you put GPUG and Microsoft in the same room? GPUG Amplify!
This week is Earth Week; seven days dedicated to motivating people to inspire change and make the world a better place for future generations.
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.
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.
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.
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.
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.
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.
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.
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.
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?
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.
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.
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.
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?
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:
They’re the silent heroes that your organization deserves.
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.
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.
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.
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:
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.
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?
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.
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:
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.
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.
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.
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/.
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.
We hear it at least a few times per year: “The home of the free because of the brave.”
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.
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.
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:
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.
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.
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.
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.
Holidays are stressful, especially for retailers.
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.
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.
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.
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.”
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.
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:
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.
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.
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.
Today, system administrators all over are being recognized for their dedication in keeping the networks of their organizations running smoothly.
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.
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.
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.
Whether you’re buying for your business or your home, the security of financial information should always be top of mind.
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.
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.
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.”
In many ways, the company server room functions like a heart to the human body.
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.
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.
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.
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.
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.