Here’s the Situation: You’ve been asked to lead the migration from your bank’s current document management system to AccuAccount. Your bank has a larg ...

Here’s the Situation: Your bank has made the decision to switch to a different document management system (we’ll assume it’s AccuAccount!). Many of yo ...

Here’s the Situation: You’re working on digitizing your paper backlog, but taking a customer-by-customer approach to scanning doesn’t make sense in ev ...

Here’s the Situation: You’ve been tasked with digitizing a huge backlog of paper documents as part of your bank’s transition to a document management ...

Here’s the Situation: Your bank just made the decision to implement a new document management system. Now, it’s your job to systematically work throug ...