The Ademero blog
Worked examples on scanning, records rules, document systems and AI, from a team that has been moving offices off paper since 2002.
Want a step-by-step how-to instead? Browse the guides.
Start here · Scanning & Capture
The settings to use for each kind of document, how to prepare and batch the paper, when separator sheets still make sense, how to name files, which PDF to keep, and how to check a batch before the originals go away.
· 9 min read
Six stages every invoice goes through, what to decide at each one, the checks that catch duplicates and fraud, and a plan for the exceptions that eat most of an AP team’s week.
9 min read
Boxes of records are slow to search, costly to store and easy to lose. How to plan an archive scanning project that leaves every document named and findable.
5 min read
Offices go paperless when the morning mail stops landing on a desk. A six-step plan, the daily procedure, and a property management office that did it in a month.
6 min read
CapturePoint 6 free trial
Local AI on your own Windows PC that splits, sorts, reads and names every document you scan. The trial starts the first time you open it, with no form.
What the rules ask of your documents, and how to have the evidence ready.
All 8 in this topicElectronic signatures are legally binding when they meet a few clear requirements. What the E-SIGN Act and UETA expect, and how to keep a signed record that holds up.
4 min read
Follow one new-patient intake packet through a clinic and see what HIPAA asks at each step: who may open it, what gets logged, how fast a patient can get a copy, and what to do when a page goes astray.
7 min read
Most SOX pain is producing the evidence that each control ran: the right document, the right approver, the right date, for every sample. One approval control, tested end to end.
6 min read
A parent wants to see a file, a scholarship committee wants a transcript, a police officer asks about a student. FERPA has a specific answer for each, and a record it expects you to keep.
7 min read
Most document leaks are not clever. The six controls that stop them, in the order to put them in, worked through on one company in one week.
6 min read
Every audit of your documents comes down to four questions: what you have, who can see it, how long you keep it, and whether you can prove what happened to it.
8 min read
A worked sample schedule for a 150-person company, the federal periods it rests on, legal holds, and how to make disposal happen on its own.
6 min read
Recovery targets by document type, what to back up, the copy ransomware cannot reach, and the restore test, worked through for one accounting firm.
5 min read
Guides
The guides walk through one job end to end, with settings, checklists and screenshots.
Choosing a system, making the case for it, and setting it up so people can find things.
All 6 in this topicTen changes in how organizations capture, route, keep and search their documents, what each one means for your team, what is overhyped, and what to do about it in the next 90 days.
9 min read
Pick the process with the most paper and the clearest owner, change it, measure it, then do the next one. One manufacturer’s first year across invoices, onboarding and quality records.
5 min read
Inventory, field mapping, a test load, cutover and checks, worked through on one accounts payable archive of about 400,000 documents.
5 min read
A few well-chosen fields drive search, folders, file names, permissions and retention. An HR department designed field by field, with where every value comes from.
5 min read
Put your own numbers on fewer documents handled by hand, less time looking for files and less paper to store, then turn them into payback.
5 min read
On your own servers, every document stays inside your walls and your IT team runs it. In the cloud, nothing to install and nothing to maintain. A fair guide to picking the right one.
7 min read
Where AI helps with documents, where rules are enough, and how to start.
All 4 in this topicSix phases from a clear goal to AI in production, followed through one worked example: an AP team that wants to stop typing invoices.
10 min read
Rules are perfect when the input is predictable; AI earns its keep when it is not. One claims mailroom split step by step, and a test for any process.
5 min read
You do not need a data science team or a big budget. Pick one task that eats your week, let AI take it, and build from there.
4 min read
A freight broker works through the decision: the hidden work in a custom build, what to test before buying, and the hybrid most teams end up with.
5 min read
Follow one work instruction from change request to the floor, see what ISO 9001 clause 7.5 actually asks, and trace a lot from a single number.
5 min read
Knowing a loan file is complete before closing, keeping SAR material away from the wrong eyes, and producing a file in minutes when an examiner asks.
5 min read
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