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Thursday, October 18 • 9:15am - 10:15am
Best Practices for Managing Documents and Workflow Automation by Metafile

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Companies today are benefitting from document management. In order to maintain a competitive advantage, organizations need to work as efficiently as possible. Document management systems can integrate tightly with Microsoft Dynamics solutions to allow enterprise-wide visibility and fluidity. Implementing a Document Management Solution can reduce operating costs, while increasing cash flow and productivity.

Participants will learn:

• Document Management – realizing ROI
• Capture Options – Paper vs. Electronic
• Data Extraction Techniques – streamlining data entry
• Workflow – effects on company-wide productivity and management
• Reporting – high-level visibility for key decision makers
• System Integration – seamless communication between existing systems
• Document Retention – adhering to defined policies for compliance


Thursday October 18, 2012 9:15am - 10:15am PDT
  Strategic, Partner Showcase

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