Posts Tagged ‘software’

Enterprise Content Management Roundup: September 26, 2014

September 26, 2014

Part of this week’s news takes a look at the 2015 electronic health records deadline. See how health care organizations are planning to reduce their reliance on paper records. 

What’s new in the industry this week:

  1. Recent research found that use of paper documents remains high in the health care industry, but nearly 80 percent of health care organizations are planning to use less in the future. Read which industries have switched to electronic documents and how that could change in the next two years.
  2. Developing a solid strategy is key when deciding to reorganize your IT department. Keep your resources available and employees productive with these tips for a smooth transition.
  3. Half of IT professionals surveyed say constant mobile connection leads to increased stress. Read about how a BYOD policy could prevent employees from unplugging, and eventually lead to burnout.
  4. Though many are often concerned that the growth of the software industry will eventually cost other companies jobs, a recent study shows that the software industry is actually creating more positions than it’s eliminating. Read how software developments have been positively impacting the economy since the 1990s.

What’s new with FileBound:

Gartner named Upland Software’s FileBound on the 2014 Magic Quadrant for ECM.

Don’t miss these upcoming events:

FileBound is sponsoring an AIIM Australasia webinar on October 22 on how a process-centric approach to enterprise content management can benefit businesses. Pay attention during the webinar and you could win $100! Register for the webinar here.

Don’t miss us at the IOFM AP Conference West October 26-28 in Las Vegas, Nevada! Attend and learn how FileBound can revolutionize invoice processing. Learn more here.

Mark your calendars for April 27-30, 2015, and attend the second annual Upland User Conference! The FileBound team will be there in Lake Buena Vista, Fla., at Disney’s Beach and Yacht Club with the rest of the Upland Software family.

Enterprise Content Management Industry Roundup: September 12, 2014

September 12, 2014

This week’s news centered around the importance of solidifying digital processes and ensuring security throughout an organization.

What’s new in the industry this week:

  1. Adapting to ‘new’ technology for digital business can be difficult with technology’s rapid changes. In the latest edition of Workflow, Sean Nathaniel, general manager of FileBound and senior vice president of technology for Upland Software, was featured and discussed the importance of ease of use for customers looking for software solutions.
  1. Federal IT departments see the benefits of a good mobile strategy, but high security standards remain a challenge to adopting mobile software.
  1. The release of the Apple Watch will likely bring wearable devices into the office, which will require IT departments to adapt these devices into the company’s workflow.
  1. Creating a records management program is not a small project, but can be done successfully by following a plan. Establish a records management team and learn four more steps to help protect and organize valuable information.

What’s new with FileBound:

FileBound is proud to have received an Enterprise-Ready security rating from the Skyhigh CloudTrust™ Program!

Don’t miss these upcoming events:

Our Director of Marketing, Jackie Risley, will be hosting a webinar with The Institute of Financial Operations on 9/23, discussing AP automation and analytics. Don’t miss it! Register here: 

Don’t miss us at the IOFM AP Conference West October 26-28 in Las Vegas, Nevada! Attend and learn how FileBound can revolutionize invoice processing. Learn more here:

Mark your calendars for April 27-30, 2015, and attend the second annual Upland User Conference! The FileBound team will be there in Lake Buena Vista, Fla., at Disney’s Beach and Yacht Club with the rest of the Upland Software family.

Pricing Models for Document Management Software: Mid-Tier Solutions

April 22, 2014

Mid-tier solutions are still customizable for users and applications, but are preconfigured to perform certain functions on specific systems.

Document management software is generally priced according to server licenses, additional module requirements and individual client seats. 

Mid-Tier Solutions

Mid-tier solutions, while still being quite customizable for individual users and applications, generally require far less coding (if any at all) to perform that customization. They are generally quicker to deploy because they come preconfigured with many of the features and capabilities most users expect. Mid-tier solutions also tend to run exclusively on standard windows computers and servers, while at the same time still maintaining an enterprise level of functionality.

These solutions also come with a modular architecture, but the feature set of each module is clearly defined in terms of its functionality, and usually quite complete. Thus modules are not for programmability like they are in a high-end solution but instead are self-contained feature sets such as workflow, records management, and enterprise report management. This provides customers with the flexibility to eliminate functional components that their particular application does not need.

Software pricing generally starts at under $20,000 and can go as high as several hundred thousand dollars depending on the number of users and feature requirements.

The Building Blocks of Document Management: Management

April 2, 2014

Document management is more than just scanning and storing files in a digital folder.

Document management is a commonly used but frequently misunderstood term. Actions as simple as throwing paper documents into a shredder can be called document management. Actions as complex as scanning, indexing, routing via workflow, and archiving according to retention requirements are also called document management. It’s hard to know how the term is being used, and what is meant, particularly when the term is being used by a technology vendor.

This educational guide is designed to clarify that common confusion, and to highlight the important aspects for the non-technical finance specialist. If you are interested in learning more about automating traditional paper/electronic finance document processes for the purpose of saving money and doing more work with less labor, then this is the Kollabria eGuide for you. No matter what kind of solution you may be planning or investigating, there are three functional components to each and every document management system. All systems are built around three logical building blocks:

1. Capture

2. Management

3. Preservation

What differentiates one system from another is the degree of complexity required from each of the logical building blocks in order to satisfy the needs of the application. 


Some people are under the impression that scanning or capturing documents and storing them all in a folder on a hard drive is document management. The presumption is that because these documents are now on a computer they are easy to find. Thus the search for a solution centers around a scanner and a big hard drive. Putting documents into your computer is not all there is to document management, In fact, it is only where document management begins.

No one person uses the same naming convention for files and folders, a problem compounded by the involvement of more people in the process. So how can the right person find the right document at the right time? That’s the job of the document management software. It organizes documents, folders, security, transaction logs, customers, cases, exceptions and the business process associated with all of the above.

The software manages all of the naming conventions and will typically not allow individual users to have any access to that without administration rights. That means nothing can be accidentally or deliberately renamed, deleted, modified, moved or in any way altered. The entire life cycle of all documents, and the processing activities related to those documents is managed by the document management solution. With the right kind of document management software, accessing the document workload is as simple as logging in and finding your work neatly organized on your virtual desktop.

The software to perform this kind of organization is generally marketed as a set of modules that, in the hands of a skilled solution provider, can be put together and customized for the business process at hand. Naturally there is a great deal of application flexibility that can be accommodated with this approach, but it also begs the question of whether that level of complexity or features is truly needed. A general purpose document management software platform can be customized for any business process including finance. Usually that involves programming time, consulting time, testing, and a lengthy implementation cycle. Other software newly on the market is specifically designed to accommodate the needs of certain business processes like finance and accounts payable, and comes pre-configured for the job. With this software, customization (should it even be required) can be accomplished in a very short period of time.

Types of Document Management Software: On-Demand

March 19, 2014

An On-Demand document management solution is accessible through the Internet and requires no installation.

Like you, we’re used to installing software on our computers and servers and then launching the application from our desktops. While that is a familiar way of installing and using applications, advances in software engineering have gone beyond that, particularly for multi-user applications like document management solutions. For modern solutions it is common to emulate the way in which the worldwide web works with its common applications such as shopping for books or making travel arrangements. Nothing is “launched” during these activities; instead all the work is done from within the web browser. This makes teaching people how to use a “program” considerably simpler since virtually all users are familiar with operating a browser. Document management software is no exception when it comes to this innovation. So while a number of document management software products still require the “install” on each individual desktop and another on the server, more modern solutions don’t. Modern solutions are designed to be easily distributed from desktop to desktop, requiring little to no maintenance there, and making the deployment to multiple users simple and easy. The popularity of this type of software has created two new categories to refer to this kind of solution: On-Premise and On-Demand. 


The second model, On-Demand, requires no installation at all. Like the name says, it is available to the user on demand. A company will still use its own document management application, but instead of having the software installed on a machine on premise, it is available on demand over the internet. This kind of software also goes by another name a SaaS solution. 

SaaS is an acronym for ‘Software as a Service’. It is used to describe applications that are provided and hosted by a vendor and leased to users and organizations on a pro-rated, as-used basis. The provider of the application (the vendor) owns the application, hosts it at the vendor facility, and manages all of the physical and technical aspects of the software. Users of the application remotely access it (most commonly through a browser) and use the application just as if it existed on the organization’s network.

SaaS applications vary from lightweight versions of existing on- premise software to full-fledged complete applications with all of the bells and whistles. The primary benefit for the enterprise is the ability to have the complete full- functionality of a software application without having to support the infrastructure associated with managing the application in-house. Users pay a subscription fee based either on the number of users accessing the software, or by the amount of usage or data space used by the organization.

The application is maintained by the vendor. This means all infrastructure (including security) and software maintenance is handled by the company offering the SaaS solution. End-users of the application have limited control over features and layout within the application solution so SaaS vendors must be very careful when updating their solutions to make sure that the experience of the users is not changed significantly with any given change to the application.

The SaaS model is a very compelling model for complex business applications such as automation of the AP process. It allows a business to utilize sophisticated software normally limited to businesses with deep pockets. In business terms, SaaS is a leasing option for premium applications.

A caveat is that not all SaaS solutions are the same. While the interface and applications capabilities are what you see is what you get, there are many hidden aspects of SaaS that need to be weighed when making the purchase decision. Some of these aspects are security, connectivity, and data protection.

Leading SaaS vendors understand that security of business data is a top priority. Security for a SaaS application is three-fold. There is individual company user security, which addresses the rights and privileges of users within a company that use the SaaS application. Next, there is security to ensure that one company cannot see any data from another company using the same SaaS application. Finally, there is the overall security of all of the data handled by the SaaS vendor. Most SaaS vendors operate a series of checks and balances against their security to ensure users have only access to their respective data and that individual rights to that data and that data only are enforced.

Connectivity is another critical issue for SaaS vendors. In short, if a business cannot reach its data, it cannot do business. SaaS vendors must ensure that this does not happen. This often leads to a very sophisticated infrastructure containing multiple levels of redundancy, backup generators and internet connectivity. Achieving high availability scores at 99.9% and above is critical.

Tying in with security and connectivity is data protection. Again, if a business cannot find its data, it cannot do business. Being able to reach the SaaS vendor is very important, but ensuring that the data will be there all of the time is just as critical. Reputable SaaS vendors have an established solid backup and recovery plan to mitigate any potential loss of data.

Software as a Service is a viable solution especially in the area of document management. In many cases it provides a very high-end solution at a fraction of the cost to managing a similar solution in house. It also provides an easy and flexible distributed solution available to a customer wherever she or he has internet connectivity. Due to the nature of a SaaS solution, all of the maintenance, upgrades and data protection is the responsibility of the vendor. For that reason, it is important to look beyond the capabilities of the software and also consider what actions the vendor has implemented to ensure the safety and availability of data.

FileBound 6.6 : A Unique Experience

October 16, 2013


The FileBound 6.6 release provides a more efficient user experience, mobile support and integration with touch, along with a handful of other improvements we’ve seen a need for from our customers.

Let us know what you think about the changes in the comments below!

FileBound 6.6 Release

October 1, 2013


FileBound 6.6 Delivers Enhanced Workflow Processing and a Remarkable Mobile Experience

Latest release of leading document management and workflow automation platform includes 78% faster Optical Character Recognition (OCR) performance plus Android and iOS device support

AUSTIN, TX – FileBound, a leading provider of document management and workflow automation software and part of the Upland family of cloud-based project, portfolio, and work management applications, today announced the availability of its latest product release, FileBound 6.6.

FileBound provides an integrated workflow and document management system that can be deployed as a cloud-based service or implemented locally.  The solution was developed on the web using a Microsoft platform so that it can be easily integrated into the most widely used software systems, and adapted to meet the individual needs of any business from SMBs to large corporations.  At the heart of the FileBound solution are process automation tools that are simple to manage, allowing non-technical users to control rules, decisions, and work assignments. Within FileBound, customers can configure and generate reports that allow them to develop systematic audit procedures, manage information processes, and comply with government regulations. FileBound’s powerful document management capabilities also help bridge the gap between digital content and paper documents, allowing organizations to seamlessly manage records and information.


The 6.6 release improves on FileBound’s class-leading software by introducing the following major enhancements:

  • FileBound Touch has been extended to the mobile phone with an updated layout and functionality designed to take full advantage of device-specific features on Android and iOS devices.
  • FileBound Capture 6.6 increases Optical Character Recognition (OCR) performance by as much as 78%, and provides many new features including pattern matching in templates, Web Viewer support for unhandled file types, and a Forms Menu that provides users the ability to select and complete an e-form without accessing an external website.
  • Visual Workflow Processing allows users to see a visual map of all the steps in a workflow process, including the path a document has taken and what steps are ahead in the workflow.

Dan Yount, FileBound General Manager, said, “With FileBound 6.6 customers have more power than ever at their fingertips to drive out cost, improve customer service and become more efficient.  FileBound is the perfect solution for organizations needing mobility, flexibility and native cloud capability to provide workflow automation to their business, no matter how big or small.”


About FileBound

FileBound provides workflow automation and document management solutions that improve the operation of any organization by connecting users with the information they need to work more efficiently and effectively. With FileBound, customers can build automated workflow processes and centrally manage documents to improve compliance, collaboration, and access to information. FileBound solutions can be deployed locally or as a cloud-based service, and have been implemented by organizations of all sizes around the world. FileBound is part of the Upland Software family of cloud-based project, portfolio, and work management applications. For more information, visit

Document Management Industry Roundup: September 27, 2013

September 27, 2013
It's time for the weekly roundup! Find out what you might have missed this week in industry news.

It’s time for the weekly roundup! Find out what you might have missed this week in industry news.

This week’s important resources:

1. World Paper Free Day is in one month! To prepare, we’re brainstorming great tips for AIIM’s new contest.  Be sure to submit your own tips on how to reduce paper in your workday too.

2. Fourteen county circuit clerk offices in West Virginia are going paperless, including Ohio County. “This is going to totally change the course of history in the court system in West Virginia.”

3. Do you know the history of cloud computing? Find out this, and learn about the impact the cloud has had on enterprise software.

4. Cloud computing has reached the point of adoption where the government is using it. Find out why and how the government is taking advantage of its offerings.

In case you missed our blog:

SEK was able to reduce it’s processing time from weeks down to minutes from the field with the help of FileBound. Find out how FileBound On Demand made this student assessment organization more efficient.

“You need to keep moving forward, or your competitors will leave you behind.”

October 17, 2012

“Our job, I see it, is to make sure you keep moving forward, and that’s my promise to the customers. And FileBound helps me do that.” – David Gerber, Tallega Software