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Religious Organization Content Management Solutions

How can Enterprise Content Management solutions help your religious organization workflow?

religion icon enterprise content management workflow ecmReligious institutions are a unique entity in the content management world, but are still an entity that must manage mountains of paperwork - member records, facility repairs, special projects, donations, and so on.  These various documents have often required the use of separate processing and management systems which complicates the process even more.  The ability to manage this information while managing costs, legal requirements, and needs from membership is becoming an increasing challenge given the variety of information formats and the new ways to create it.

PaperFree offers a suite of powerful content management solutions designed to handle these paper burdens; smart capture products to scan and digitize information, repositories to process and store data, as well as add-on solutions to expand the capabilities of these systems.

How does it work?

Enterprise Content Management for Religion ECM workflow PaperFree

The process of enterprise content management for religious organizations is relatively simple in concept.  Paper-based information (such as membership data, donations, and more) is collected at the first point of contact and scanned into the system.  There, industry-leading capture solutions ingest and interpret the data against established rules and templates, quickly returning accurately digitized data that can be exported to a processing workflow.  Those workflows, customized for your individual enterprise, can handle any of a number of tasks automatically; update project data, manage repair reports, or even manage clerical files.  In many cases they also link documents together, so all information relating to a case or a payment transaction are available together, without the need to search through endless folders.  Operators are only required to step in when there's a workflow exception or a step is designed to require approval, which significantly speeds up the process from paper document to usable data.  Once those workflows are complete, the data is stored for easy later lookup by those with configured permissions to do so.  

Though enterprise content management is simple in concept, it's much more complicated in execution.  That's why a trusted, experienced partner like PaperFree is your guide for how to maximize the functionality and economies of your content management system.  Contact us to learn more about how we can revolutionize your organization's data processes.

Information Capture & Management

PaperFree offers flexible enterprise information capture and management systems to enable you to leverage your data to power your organization's processes.  As the foundation on which successful business data management is built, our solutions allow your organization to capture paper data and digitize it into useful, efficient data that can power your enterprise. From collaborating on business documents to delivering case-based applications to managing highly precise processes in most regulated business environments, PaperFree offers an effective solution for your business.

PaperFree also offers a variety of powerful tools to enable your operation to store data in one central, streamlined repository while enabling users in all areas of your enterprise to access the information they need quickly, which saves time, expense, and improves your customers' experience.  Having all necessary information with the click of a button can also help mitigate risk, facilitate business decisions, and also more easily work through the day to day needs of a religious organization.  Taxonomies and built-in workflows are also included to enhance the access of information by cross-linking information and allowing quick searches. Effective permission configurations keep information available to only those who are allowed to see it. And, it’s scalable and administration is simplified.

Accounts Payable | Accounts Receivable

PaperFree offers solutions that speed up your organization's accounting processes - solutions that can receive invoices, digitize them, and then populate them into a workflow that is automatically routed to the correct department.  Accounts payable needs are covered as well with powerful utilities such as DepositCritical check processing.  By doing this, your enterprise can speed the reconciliation of accounts and reduce the error that comes with handling paper documentation.

Backfile Conversion

Information capture and management is an effective solution for old files as well.  Instead of storing archived documents in expensive warehouses, where they are at risk of fire, flood, or theft, a simple process of scanning, digitizing, and classifying documents allows organizations to maintain an easily accessible database of information that requires no digging through boxes, exhaustive searches, and little effort to maintain once the initial conversion is complete.  Sensitive files can be protected from those not authorized to view them, while the files as a whole are accessible from any workstation on your network.  Faster lookups means easier service, faster research for specialized reports, and extensive cost savings.  Learn more about InfoArchive from PaperFree.

Check Processing

One particular burden that religious institutions must cope with is paper checks.  Donations, fees, and other items that payment is presented for are extensive and at times, one check is used to cover several payments at once.  PaperFree offers helpful solutions to more easily manage this need, without creating extensive extra steps in your accounts receivable processing.  In fact, PaperFree's solutions integrate seamlessly with capture solutions, automatically recognizing payments for a variety of transaction types and reconciling accounts electronically with Check21 standards.  Checks are cleared faster and never leave your premises, reducing errors as well as the cost of a lockbox service!

Legal & Regulatory Compliance

Religious institutions must be diligent in their record keeping and financial practices to protect their tax status.  Enterprise content management systems ease this burden by enabling your organization to maintain accurate, comprehensive reports for regulatory review.  Powerful workflows assist in making sure that no steps are missed in the process and that all of the correct assets are available.  And, documentation for legal cases can be easily organized and reviewed by only those with permission to do so.

Member Management

For a faith-based organization, the process of managing its members runs very much like a customer service arm of a large enterprise.  Personal records must be kept along with financial records and service records, and must be easily accessed on demand.  With content management systems from PaperFree, donation documents don't go missing and the powerful workflow capabilities ensure that no steps are skipped in church records.  Members will also enjoy faster answers to their questions, less problems with paperwork, and membership without hiccups.

Enterprise information capture and management solutions from PaperFree empower your enterprise to put its data to work for you – reducing costs, time searching for information, and increasing the power of your business information. To learn more about how PaperFree can employ these solutions in your organization, please give us a call today.

Want to Learn More?

PaperFree is happy to discuss how our solutions and services can can improve your company's information capture and management workflow.

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