Depending on the industry you are in, paper is still a huge part of your business processes. This creates extra burdens on people to review, process, transfer, and match paper documents with digital information. And, increasingly, customer expectations have accelerated while still wanting quality service and products. Businesses need to find ways to eliminate data entry and document searching in order to remain competitive.
All of these things can create a tough environment for organizations to balance internal workloads throughout multiple departments. Data entry, document searching, ERP systems, and CRM systems are critical to many businesses, but streamlining everything is a huge challenge.
In this Acceleration Economy News Desk segment for Dynamic Communities, I chat with Mitch Brown, Sales Director at Datahaven. Mitch shares a unique perspective on how Datahaven’s solutions are being used in creative ways and the biggest challenge when companies try to transition to paperless processes.
01:33: Mitch shares his background and experience and what led him to Datahaven. Datahaven has a created patented virtual folder technology to help with document management and searching.
03:38: Datahaven’s solutions work across the Dynamics 365 solutions, the Power Platform, Microsoft Teams, and Microsoft Outlook.
05:06: Since processes can start in one system and finish in another system, it can be challenging to view the documents associated with the customer. With Datahaven’s solutions, users can view documents right in one place.
08:38: With its new OneDrive compatibility Datahaven’s collaborative capabilities will increase.
10:08: A customer is using automation and chatbots integrated with Datahaven solutions. This allows the customer’s customers to request data such as invoices or proof of delivery. This elevates the self-service capabilities and frees up time for internal staff.
13:01: Businesses need to look at the entire scope of their processes and determine where to start to improve efficiencies and eliminate data entry. Too many times, companies try to solve all their challenges at once
17:26: A successful outcome requires the right people included in the projects and processes evaluation. This also opens the door for collaboration with external providers, vendors, partners, and thought leaders.