Six Important Ideas for KeyMark Customers

4 minute read

Hello everyone! I hope you are already enjoying a beautiful fall with family and friends. There is so much going on that I wanted to share a few thoughts and hopefully help us all thrive in the future. So, here we go, the six important things on my mind today:

The Importance of Paying Maintenance Invoices on Time


It is critical that customers pay KeyMark maintenance invoices on time to minimize the risk of service and support disruption as well as vendor late fees and penalties. Effective immediately, both Hyland and Kofax will be enforcing delinquent payments with fees and service interruptions. To make the renewal process as efficient as possible, we developed a workflow that allows our finance team to ensure your invoice is promptly sent and we can easily report on any past due invoices. Please take this reminder very seriously!

We cannot stress to you enough the importance of getting your payments to us AT LEAST 4 business days ahead of when your maintenance expires so we can process your payment and get the vendor paid within terms.

We are here to help, however, without your cooperation you are at risk of support and service disruption and/or vendor fees. Should you have additional questions please feel free to reach out to your account manager immediately.

The Importance of File, Sync, and Share

Have you heard of Hyland’s ShareBase product? Are you aware of the compliance benefits from a File, Sync and Share solution? Well, let us help!

As a KeyMark customer we can help you get started with ShareBase by Hyland, buckle down on security and compliance requirements, and set up OnBase interactions to simplify your workflow and file sharing needs.

If your team or IT department is struggling to manage consumer-driven solutions like Dropbox and Google Docs, ShareBase is the product that you need to see. We’re not just selling you more software, we’re helping you solve organizational problems with new and proven technology solutions. Please reach out to us so we can help you understand what ShareBase can do to meet your needs.

The Importance of Automated Data Entry, Extraction, and Classification

Do you still have staff performing manual data entry? KeyMark has two suggested offerings to elevate your efficiency:

  1. You can automate your data entry with a premise-based data capture solution.
  2. You can leverage CloudCapture, our proprietary business process outsourcing product, to send us your scans and we can send you back your data.

In any scenario, we can help you reduce cost, increase speed, and minimize errors. The bottom line is for data entry in accounts payable, accounts receivable, human resources, or any other data entry process, we can help you capture data better, faster, and less expensive. We’re ready to help!

The Importance of Dynamic Case Management for Increasing Compliance Demands

Since 2008 we have seen an increase in the regulations and compliance expectations levied on organizations of all shapes and sizes.

Many teams have turned to advanced spreadsheets, custom Access or SQL databases, or complex custom development solutions that create data silos, require extensive support, and often do not easily integrate with core systems.

If you are seeing any of these occur within your organization, KeyMark and OnBase can help! OnBase has quickly become the “one platform” solution for dynamic case management with it’s OnBase WorkView module. To learn how you can better leverage OnBase across your enterprise, read on…

The Importance of an Enterprise Technology Strategy

Every day, we are seeing more and more organizations leverage workflow and case management functionality to connect information across their enterprise. From my seat, the greatest thrill I have is when I hear an executive within a thriving organization give credit to the enterprise solutions that they built with the support of KeyMark.

They are seeing better customer/constituent service that saves them time and money at a level they couldn’t have achieved without their technology investments. What does it cost to understand how an enterprise solution can help? Absolutely nothing!

That’s what we are here for, let’s talk!

The Importance of Planning Ahead

As I just stated, our resources are here to work with you to define your future initiatives. We will work with you to better understand your needs, define the requirements of your tailored solutions, and map out your technology plan and expected return on investment. Please reach out and take advantage of this free benefit that you gain as a KeyMark customer.

Thanks for taking the time to read this update. Please do me one more favor… if there is anything that we can do better to help your organization thrive please reach out to me and let me know. The bottom line is we are here to help you and we promise to be your most knowledgeable, trustworthy and responsive partner.

I hope to see you or talk with you soon!


Jim Wanner

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