We talk a lot about the four areas most affected by change in the P2P digital transformation process (in fact, I wrote about it just recently here): people, processes, technology, and data. We cover processes, technology, and data pretty extensively on this blog – after all, we are a software company! But when it comes down to it, it’s really the people who make the most significant impact. They are the ones using technology and creating processes day in and day out. They are the ones inspiring change and coming up with solutions to the most advanced problems in the P2P industry.


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With that in mind, we want to introduce you to some of our people. These are the folks at DataServ who are working tirelessly to make your job easier by eliminating manual invoice touches, automating P2P workflows, and processing your documents and images – just to name a few!

Today, we’d like to introduce you to Beth Carlson, Senior Document Imaging Architect.

Name: Beth Carlson
Title: Senior Document Imaging Architect

How long have you been at DataServ?
I wrote the original Invoice Processing Machine™ (IPM) in 2009 as a contractor for DataServ, and I’ve worked here as an employee since 2015.

What is your background?
I am a specialist in Document Imaging Systems, and I have more than 20 years’ experience in the industry. I have helped many companies and government agencies make their processing more efficient and effective so they can increase volume without adding resources.

One notable project I worked on in a past role was to develop a program that takes a photo of a driver’s license and then uses that image to pull key data to do an insurance quote. That program is now used as an identification tool, and it goes to show how important and useful the ability to scan an image for data is and how it can have additional uses in the future.

What do you do at DataServ?
I am working on moving all of our Digital Mailroom processes onto the latest document capture software. Last year, I took 180 processes and merged them into seven. This was to help supportability and consistency. I created processes that are flexible and allow for us to add clients with similar needs easily.

This year, I have been working on converting our IPM solution to the latest software. This is not an upgrade, but a complete rewrite. This has been a bit more complicated because it services multiple clients already. It is our highest volume, and we are adding new functionality that is available. In the process of this, we are gaining efficiencies by eliminating some manual labor and increasing indexing accuracy. The new software has machine learning capabilities that we are going to take advantage of, as well as more integrated intake into the Digital Mailroom workflow.

How do you bring value to our clients?
The work that I do supports our strong commitment to accuracy. I have helped expedite turnaround times, and my extensive experience has allowed me to add best practices to keep up with industry standards. I also introduced document tracking so that we know where documents are and how to find them.

By optimizing our OCR use at DataServ, I’ve been able to lower expenses which translates into valuable savings for our clients’ cost per document fees.

What are you most proud of at DataServ?
When the original IPM went live, I learned that document throughput increased 400% on day one!

More recently, I’m proud of my work with merging 180 processes down to seven. The supportability and flexibility this provides our clients is so important. I am looking forward to the launch of IPM 2.0 and all the good things it will bring, including improvements to throughput time, tracking, automation, and machine learning.

Do you have any predictions on the future of document imaging or the AP industry?
I can see things moving more toward mobile processing and within the cloud. Improvements to scalability and turnaround times will keep the industry progressing toward real-time processing.

What’s something fun everyone should know about you?
I rescue dogs. The flexibility of being able to work from home has allowed me to rescue more than 35 dogs since I started at DataServ. I once rescued a pit bull mama with a bum leg who had nine puppies. They all ended up with parvo, and they all lived!

Beth Carlson's Dogs

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