Customizing Your PaperHost Experience
Document Imaging Services are Only a Small Part of the Picture
PaperHost reaches beyond basic document imaging services to create a highly
focused solution for each of our customers. This means getting
past the simple commodity offering of scanning, indexing and retrieving
documents. It means understanding how those documents are most
commonly accessed; how the documents fit into your workflow of
transactional documents; and what management reports will help
you to control your document library in the most effective manner.
Each of the links listed to the left will lead you to a description of
some of the more common types of customizations we have done for
our clients. But don' t be limited by those examples. We welcome
the chance to work with your organization to bring new ideas to
life that enhance your experience with PaperHost while also enhancing
our chance to count you as a client for years to come.
Customized "Skins" for PaperHost
PaperHost can have your organization scanning, indexing and uploading
documents to our servers in a matter of hours. However, that
assumes you are able to use our generically designed search screens
that list your index fields in a linear fashion; it also requires
the user to type in search values to locate documents.
One customization that many clients prefer is a custom search screen which
uses click-through tools to locate documents with little or no
typing. For example, if your documents are tax returns that break
down by state, then city and year, we can provide a custom
skin that displays a map of the United States. Your first click
is on the desired state. This drills down into a list of its
cities; one more click leads you to a list of the years for
which there are returns. Your third and final click leads you to
the specific documents that match the state-city-year criterion.
Just three clicks beats typing values into three search fields
any day!
Another client starts their search from a day of the month. For them, the
first click onto a calendar tool makes sense; subsequent clicks
always narrow the search down to the desired subset of the documents
needed.
In all cases, we provide a link on our custom skin page that leads the
user back to the "advanced search" option where a different or
more complex search can be constructed in the old-fashioned way
of filling in search criteria along with sorting options.
As with all customizations, the underlying document library
is still left in a wide-open and non-proprietary format. We never
use customization as a trap. You still receive your documents
and index information
on CD or DVD each month. PaperHost is convinced it is our
superior performance as a document management company that keeps
our customers - not a technology trap.
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Customized Work Flows
This is where PaperHost can really amplify the return on your investment
into document management. By understanding how documents flow through
a department, we can often design better ways to integrate the
basic document imaging tools into your way of doing business.
Describing custom work flows is best done by example and we have included
a couple such examples under our "Successes"
menu at the Home Page or you can jump there now by following this
link to Successes - Customization
Clients now.
But the executive summary is as follows: You can capture paper at the
point of inception, whether it's your mail room, a fax server,
an e-mail or an employee-generated document - to name just a
few. PaperHost can then help you manage the flow of those documents
through normal
processing steps without asking users to make copies, fax duplicates,
etc. Instead, we use automation to make the appropriate documents
available to users at each step of the work flow.
So if your work flow includes, for example, processing a loan, completing
an insurance policy, registering someone for a seminar or responding
to a customer service request, PaperHost is
ready to link your transactional documents in a way which makes
document management an integral part of your work flow.
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Custom Reports
Every client of PaperHost enjoys certain generic reporting
options that provide summaries of the document library across
any user-defined time period. You can see the number of documents
loaded and stored as well as information about the user population
that accessed those documents.
But PaperHost understands we can't possibly predict
the many useful reports that would enhance your ability to leverage
your document library. For that reason, we stand ready to produce
reports that draw from any and all of your data. For example,
you may need a report that details activity of a particular client,
transactions over a certain dollar amount,
historic customer activity, etc.
These are examples of customizations we can delivery
rapidly while maintaining our promise that you will never be
trapped into a proprietary box in which your images and data
are held hostage.
At PaperHost, our goal is to use our ability and our agility
to make customizations that make your cost per page stored
lower. That will create the win-win result for us both
that keeps your organization at PaperHost.
Examples of ways we have used custom reporting and other document imaging
services to meet the needs of our clients can be found on the Successes
page at
the link Success - Customization
Clients.
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