Document Management

Easily find the data to do your job
From large government agencies to mom-and-pop shops, BMI’s process is geared towards helping your unique way of doing business. Here are a few of the industries we support: SBA lenders, economic development organizations, education institutions, manufacturers, distributers, and professional services companies.
Streamline your document flow

This depends entirely on what solutions are implemented. The first step to obtaining pricing is to schedule your Executive Objectives Meeting to see if BMI solutions can match your goals.

Quick Example

Organizations are looking for ways to reduce costs and speed up the steps in gathering and sharing documents and data in work processes.  Employees and Customers get frustrated with numerous requests for the same information.

Some of the barriers to improving this process:

  • Information and Documents are coming from several sources
  • Documents and Data are being duplicated and given to several people
  • There are several locations Documents and Data are stored along the way
  • Sharing of Documents and Data and the status of gathering takes time and is cumbersome

3 Key Strategies that can simplify these processes and multiply the results of your organization:

  • Gather all Documents and Data into one location from the beginning of the process
  • Share these Documents and Data with all parties involved in these work processes
  • Pass Documents and Data from one person to another/one step to another without requiring copies or duplicate data entry
  • If an organization implements these 3 strategies, their cost will decrease and their results will increase.  We have seen organizations save from 30 – 70 percent on time needed to gather and share the documents and data in their processes.

Online Forms and Applications

Make it easier to collect information from customers
From large government agencies to mom-and-pop shops, BMI’s process is geared towards helping your unique way of doing business. Here are a few of the industries we support: SBA lenders, economic development organizations, education institutions, manufacturers, distributers, and professional services companies.
Reduce the amount of data entry for your staff

This depends entirely on what solutions are implemented. The first step to obtaining pricing is to schedule your Executive Objectives Meeting to see if BMI solutions can match your goals.

Quick Example

Ideal Process for Automation

  • Customer is directed to a website to fill out the information online
  • Customer fills out the information and presses submit for the data to be sent to your office
  • Data is reviewed and then sent into your computer program with little or no additional data entry from your staff

Duplicate data entry is eliminated. There is no need to print out anything. The process is improved and time and money are saved.

Tax Return Reader

We have over 650 accounts in our servicing area that require annual financial reviews and we have been using the BMI Tax Reader for the past year.   The Tax Reader has allowed more time to devote to the collection of information and risk grading; and the time savings from financial spreading increases on loans with multiple operating companies and guarantor affiliates.  We appreciate having this product available and intend to use it far into the future.

Liz Gamble

Vice President, Business Development Finance Center

 

Processing tax returns is time consuming

Many organizations have requirements to review balance sheet and Profit and Loss information from Tax Returns each year from all their borrowers.  We have visited offices with stacks of Tax Returns sitting on desks.  When asked about them, this is the response typically given, “I put this task off as long as I can.”

Automate the process with BMI

Wouldn’t it be great to just scan the tax returns and have the data automatically put in your Management Software or Spreadsheet for review of this information.

BMI has created a product called TaxReturnReader.  Just scan your tax returns (1120, 1120s, 1065, 1040 Sch C) and then magically get the balance sheet and profit and loss data to import into your management software or spreadsheets.

What could you do with additional time?

At BMI Productivity Solutions, we are committed to enhancing your productivity and streamlining your work processes to capitalize on revenues vs. costs.  BMI has developed solutions like TaxReturnReader to free up time for more productive efforts.

What could you or your staff do with additional time?

  • Talk to one more prospect?
  • Close one more loan?
  • Enhance one more relationship?

Process Enhancement

What kind of clients do you work with?
From large government agencies to mom-and-pop shops, BMI’s process is geared towards helping your unique way of doing business. Here are a few of the industries we support: SBA lenders, economic development organizations, education institutions, manufacturers, distributers, and professional services companies.
How much do you cost?

This depends entirely on what solutions are implemented. The first step to obtaining pricing is to schedule your Executive Objectives Meeting to see if BMI solutions can match your goals.

What kind of support do you provide?

Our clients are spread across the United States and our supported by our team of technicians located just north of Salt Lake City, Utah. To reach our Help Desk call (801) 546-7462 or email support@bmisw.com.

Contact Us Today

Drop us a line anytime, and a member of our staff will respond to you as soon as possible