Office employee, Marilyn Davis, mentioned to the owner their need for a more efficient solution for their company. She realized that the bigger their company grew the more they were outgrowing the equipment they were using. So, in 2017 Caring Bridge started leasing a Copier/Printer from CPI. Our marketing team kept in touch with our client when they were in the vicinity. As we expanded our business and they expanded theirs we were able to offer even more solutions for their business. 

As we expanded into selling Managed Voice Services and Phone Systems, we started to get the word out to our current customers. Marilyn mentioned that they didn't need phone systems at that time, but she was eager to do more business with us. Fortunately, Caring Bridge Home Health is now expanding to a Hospice care business called Monarch Hospice. With the opening of their new business, they were in need of phone systems to streamline communication. She knew that CPI was the obvious choice, and immediately called her sales representative at CPI to get the ball rolling. 

​For Caring Bridge Home Health and Monarch Hospice the phone systems play a very vital role to their everyday operations, so it was important to have equipment and software that worked faithfully. With the added software features of Managed Voice Services, the employees are now able to receive calls not only from their desk phone but to their cell phones when they are out on a call. Marilyn said that the phones are easy to use, modern, and capable of so much more than their previous desk phones. Ease and reliability are priceless in the business world, and these phone systems offer just that. 

WHAT ARE THE TELL-TALE SIGNS THAT YOUR PHONE SYSTEM IS BEHIND THE TIMES?
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1. Does your business miss phone calls because the call is routed to an absent employee or all the lines are busy?

2. Does your staff complain that your phone system is confusing because you have different phone systems in each location with features that don’t work the same?

3. Have you lost inbound or outbound calls due to network or equipment failure?

4. Have you received unexpected phone bills, confusing pricing structures, or high international calling costs?

5. Do your customers or remote workers complain of dropped calls when trying to reach people in the business?

6. Do you need to be in contact with your employees when they are traveling or working remotely?

​Have you ever looked around your office and thought, "there must be a better way!" There are piles of documents, walls lined with filing cabinets, hours thumbing through file tabs, and squinting to read handwriting. There are many businesses who work daily in this type of environment even though there are several solutions available! One great resource that we use is GlobalCapture®, which transforms information into Business Intelligence. This program can "easily capture, classify and validate high volumes of documents, transforming them into usable data that provides insight, drives efficiency and leads to smarter decision-making." (Square9). 

Welasco's Perspective

Our friends at Welasco recently upgraded their document management processes using Global Search and Global Capture. Before they upgraded, they were using an antiquated process of file folders and filing cabinets. They had handwritten documents with quotes and order details being filed into these cabinets. Every time a similar order surfaced or they had to reference a previous order they had to search through all of their physical copies to find what they needed. Sherry Sheffield from Welasco explained that, "the time it took to look through all of the paperwork could easily add up to an hour of time in a day." In addition to the time and organization needs they had within document management, they also realized their need for back up security for all of their documents. In case of an accident, there was absolutely no back up of all of the paperwork needed to run their business. 

The staff at Welasco knew they were in need of a document management solution and they came to CPI for help. "We chose CPI because relationship is important to us. CPI provided us with the solution we needed with the relationship to sustain our innovative focus." When we asked Sherry how often they use Global Capture and Global Search, she responded confidently that this program is what they use daily in all their everyday business processes. There's no going back now that they've experienced the ease and efficiency of Global Capture and Global Search. As their document database continues to grow, the need and value of the program increases in value. They are able to search quickly and easily through all of their documents at the touch of a keyboard.

Features & Benefits
Global Capture & Global Search

With a broad range of features, it’s easy to see why so many organizations rely on GlobalCapture document capture automation software to help them work more intelligently with their documents. 

Functionality
GlobalCapture scans and extracts business critical data from your everyday documents including emails, PDFs, MS Office files and more. With its own business process engine, GlobalCapture delivers a single path for the flow of all business information.

Affordability
Available as a standalone document capture solution, GlobalCapture is also included with every GlobalSearch® ECM software installation, reducing the expenses related to acquiring, training and supporting multiple product lines.

Scalability
As a solution modeled to grow easily with your organization, GlobalCapture gives you the flexibility to purchase only what you need today, while affordably scaling functionality and performance features with your evolving needs.

Accessibility
Design, implement and support your capture workflow at any time, through any modern browser. GlobalCapture makes building out processes easy with components that can be arranged and connected in a variety of ways to create unique document workflows.

Extended Functionality
The modular design of GlobalCapture allows you to easily create a solution that’s built for the specific needs of your organization with flexible features for extending document capture automation.

How It Works 

With the GlobalCapture document capture automation software it’s easy to map document processes on a drag & drop design canvas, where you can define each step of the transformation by arranging document workflow activities.

Capture
Capture documents from virtually any source including MFPs, production scanners, email servers, web forms, watched network directories or other external data sources.

Classify
Use forms recognition to automatically classify and capture documents. With RapidAdapt® Forms Learning, new classification projects can be created on the fly for handling the ongoing training of evolving document capture processes.

Extract
Mine information from your documents using powerful extraction tools including structured and unstructured Optical Character Recognition, Barcode Recognition, Tabular Data Extraction, Database Lookups and more.

Validate
Checking the integrity of your information before it’s shared to downstream applications is critical to any type of data capture automation. GlobalCapture provides OCR confidence reporting and other essential validation checks to ensure data accuracy.

Route
Automatically route your documents to the destination of your choice, including network shares that GlobalCapture creates and names on the fly. With automated email notifications your users will be kept in the loop when new documents become available.

Release
In addition to releasing to a file share, GlobalCapture can also release to any document management software including direct integration with GlobalSearch ECM software, Microsoft SharePoint and more.

(Information originally posted on www.square-9.com)