Software

To remain competitive in today’s market, businesses can improve efficiency by developing the next phases in their document and data structure. With dedicated programmers, technicians, and application experts for every piece of software offered, InStream can combine and customize each project for a client’s unique needs, providing the right level of support for businesses of all sizes.

More Purposeful Document Management

The scan-and-store processes which marked the beginnings of document technology improved space utilization and provided some efficiency gains, but manual data entry was still required to make the most of ECM solutions then. These scan-and-store solutions were, to some degree, the endpoint of limitations in the technology of the day.

Today, most businesses have already begun the transition to a paperless office environment. To remain competitive in this market, businesses can benefit the most by developing the next phases in their document and data infrastructure. In this new world, for instance, Capture options have increased significantly as organizations are now able to use eform and mobile capture solutions for a truly paperless process. These processes and corresponding document technology offerings typically fall into four connected or overlapping categories—Capture, Workflows, Enterprise Content Management (ECM), and Data Integrations.

How Does It Work?
Step One: Capture
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Step Two: Enterprise Content Management (ECM)
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Step Three: Streamlining Workflows
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Step Four: Information Integration
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Capture

InStream provides leading capture products to extract more data, more accurately, with greater efficiency. Whether incoming forms contain structured data with set fields and content lengths, or unstructured data, where the capture product’s algorithms and keyword search capabilities are critical, or something in between, the capture process extracts, indexes, and validates data to make it ready for use. InStream spends the time to understand both the data to be captured and the business decisions that data can produce, so it can match the right technology to a business’s needs. InStream’s expertise in eform creation further maximizes the value found in modern ECM systems.

HP Teleform

Recommended for structured form and structured capture environments.

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Kofax

Recommended for structured and semi-structured capture environments, an intuitive system of engagement that captures data in almost any form.

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Ephesoft

Recommended for high-complexity, unstructured forms and documents; a true thin client, cloud-based platform with intelligent document recognition.

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ABBYY

Recommended for data capture from a broad range of documents, from structured to unstructured.

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Mi-Corporation’s Mi-Forms Mobile Data Capture

Recommended for tablet/mobile phone eform and paperless data capture.

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Document Management

Enterprise content management (ECM) software and implementation services are the systems of record for managing paper and electronic documents. Features of high-quality ECMs include easy find and retrieval, secure and remote access, version control, change tracking, reporting, and workflow. Proven ECM and document management software vendors like Upland and EMC—combined with InStream’s document technology expertise—become the core for creating cost, productivity, and efficiency improvements.

InStream offers a wide range of document management solutions that not only save time, but increase efficiency within your organization through workflow automation. In today’s business world, companies are looking to get more done without adding staff, using workflow management to find hidden bottlenecks that could be trapping profits and productivity. Whether an organization needs contract management software or advanced workflow automation solutions, InStream will take the time to match the right solutions and support for improving business results.

Filebound by Upland

Recommended as a feature-rich ECM system for medium-sized businesses.

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Application Xtender by EMC

Recommended for a fast and reliable ECM, with many add-on modules available for mid-sized to large enterprises.

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Workflows

While document management lies at the core of streamlining and automating processes, it’s workflow software that ensures maximum efficiency, cost-cutting, and competitive advantages. Workflow modules automate the collaboration and assignment of tasks to accelerate the completion of critical business decisions. This equates to increased operational efficiencies, reduced costs, and organizational scalability.

Clients benefit from workflow modules across a broad range of business processes, including HR and financial processing.  In addition, InStream can create industry-specialized workflows to enforce company guidelines and ensure compliance standards are met, such as in health care preauthorization and enrollment processes. In each of these applications, routing rules are configured which include the route each document takes upon entering the workflow. At each step in the workflow, decisions are made which determine the next step in the process, and users are assigned tasks that need to be completed and are notified of the task via email and with an entry in their task lists. Users can also create notes that travel with the documents throughout processing. Workflow software can be vendor specific, or it can be created to work universally with a range of ECM products from different vendors. Whether documents enter a workflow via scanning, import, or the creation of electronic forms, InStream workflow recommendations equip businesses to control operational costs, create employee accountability, and increase an organization’s ability to scale.

FileBound Workflow Automation

Recommended for an intuitive and visual workflow automation tool with
best-in-class features, specifically as part of FileBound systems.

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HP LiquidOffice

Recommended for a full-featured processing and business process automation package, best for medium to large businesses and adaptable to work universally with any ECM.

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Information Integration

Along with tools for automating capture and workflow duties of an organization, the newest tools are designed to integrate external data in new ways. InStream offers data integration software products like Kapow by Kofax, which connect applications and external data sources like websites and portals to a business’s internal data.

Kapow by Kofax

Recommended for information integration between external and internal data sources for improved business intelligence decision-making.

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