Does this scenario sound familiar?  Vendor calls Diana in AP inquiring about payment for an invoice which is now 30 days past due.  Diana knows nothing about it.  She starts the process of trying to track it down.  She calls Susie in Marketing to see if she has it or has seen it.  Susie says ‘Yes’ but then I passed it to either Bob or Derek but couldn’t remember which one.  Diana then calls Bob and Derek.  Unfortunately, Bob is out of the office on business travel and Derek hasn’t seen it.  Frustrated because of the time that has been spent, Diana is able to call the Vendor back and let them know that they need to resend it.

 Having a fast, customer oriented Sales Order Process is a goal for any growing organization. It is a process that should evolve and be monitored constantly for its effectiveness.  It’s about reducing the bottlenecks in your flow and giving necessary information to each employee who deals with customers at any step of the process.  I recently did a demonstration for an organization which has a 'Red Folder' for every single order received.  This folder is moved around their office and factory and documentation is added during each step of the process. 

It is hard to believe that Convergence 2012 is right around the corner!  So, there is no better time to re-visit what most in the Dynamics Channel consider to be the best and most widely attended event off the conference grid, Rock N Rave! 

PaperSavePro for GP has just received the Certified for MyAppsAnywhere! 

The PaperSave offices will be closed on Monday, December 26th and Monday, Janurary 2nd.  We hope everybody has a safe and happy holiday! 

When new technology is being evaluated by a company to help drive efficiency, there are some important considerations.  Based on experience, here are the top 5 to ensure high user adoption rates. 

Change – verb. Make or become different; noun. The act or instance of making or becoming different.

Transactional Content is defined by Forrester Research, an independent technology and market research company, as “content [that usually] originates outside an organization from external parties — customers or partners — and relies on workflow or business process management (BPM) to drive transactional, back-office business processes. In some cases, the content not only triggers internal processes, but is the basis for the transaction itself.”  

PaperSavePro is proud to welcome back guest blogger Sarah Smith, ISV Business Development guru at Fujitsu!

According to TechTarget.com, to redact is to edit, or prepare for publishing.  Frequently, a redacted document, such as a memo or email message, has simply had personal (or possibly actionable) information deleted or blacked out; as a consequence, redacted is often used to describe documents from which sensitive information has  been expunged.