Jane Mason

Digital Transformation

3 min read

Implementation Survival Guide: 5 Tips for Success

Your organization is in the midst of a digital transformation and new technology is on the horizon. You have survived through the research, vendor evaluations, requirements gathering, and development. Now it’s time to embark on the implementation...

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Workflow

2 min read

6 Ways Workflow Works for You

A carpenter’s workshop is their toolbox. Within it, there are power drills which make it easier than a screwdriver to drill a screw into hardwood....

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Automating Manual Processes

3 min read

5 Tips on Where to Start When Automating Manual Processes

Have you been shopping for a new car lately? The technology in cars has come a long way. Today, there are all kinds of cool gadgets and gizmos...

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manual to automated processes

3 min read

How to Transition from Manual to Automated Processes with Ease

New technology is fun and exciting! Making the transition from manual to automated processes can be an energizing endeavor for any organization. The...

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Automated Workflow

3 min read

Want to Simplify Business Operations?  Workflow Can Help!

We love automated workflow! Although, we may be a little biased. It’s been our business for over a decade. We are firm believers that technology is...

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Workflow Automation

3 min read

4 Insider Benefits to Workflow Automation

Have you been guaranteed a solution for your workflow needs only to find broken promises, experiencing prolonged releases of features that you...

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Workload Distribution

3 min read

How to Gain Efficiencies from Automated Workload Distribution

According to the Harvard Business Review, delegating work throughout your organization sounds like it would be a straightforward task, but it’s...

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Workflow makes the decisions

2 min read

You Make the Rules, Workflow Makes the Decisions

Do you know the average number of decisions a person makes a day? 35,000! That’s the number reported by various internet sources. It’s a bit...

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Workflow Automation Solution

3 min read

5 Ways to Realize ROI With Workflow Automation

You’ve done the research, vetted the vendors, and found the perfect workflow automation solution that will transform your existing business processes...

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mortgage servicing transfers

2 min read

Ease the Transition of Mortgage Servicing Rights with Automated Workflow

The key to a successful transfer of mortgage servicing rights (MSR) is a smooth transition of the portfolio from one servicer to another. It’s a big...

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Workflow Automation

2 min read

Adios Manual Processes, Hello Workflow Automation

Automation is not a new concept. Technology has been automating manual processes in our generation for decades. The washing machine replaced the...

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Workflow for operational efficiency

2 min read

How Does Automated Workflow Improve Operational Efficiencies?

Efficiency is the measure of how well an action or group of actions are performed with the optimal amount of resources. How does your organization...

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checklist for implementing workflow

2 min read

The Ultimate Cheat Sheet to Implementing Workflow (and Fast!)

We encounter obstacles each day, whether it’s the slow car driving in the fast lane or the person in front of you at the grocery checkout with 30...

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automated workflow solution

3 min read

6 Questions to Ask When Selecting a Workflow Solution

Organizational nirvana: that feeling you get when you open the door to that one closet in your home. It’s okay—go ahead and laugh. We all have one....

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effective workflow

2 min read

3 Reasons Your Business Needs an Effective Workflow

The term “workflow” isn’t new to the world of software. It’s used to describe how organizations are streamlining their business processes with...

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smart technology

2 min read

Top 5 Trends for Success in the Financial Services Market

Late last year, at the Mortgage Bankers Association Annual Conference and Expo, attendees were asked, “What is most important in moving our industry...

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