PiF Technologies
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Serve your clients better.

While saving time & resources.

Learn how our custom solutions can help your organization thrive.

Nonprofits do incredibly important work to serve our communities and the people in them, but often don’t have the support systems for their back offices to thrive. 

By investing in automation solutions that help your organization with processes that take up time and resources, you can focus more on what really matters: your mission.

Learn more

We're the authority on housing authories.

Most Housing Authorities rely on a paper-based process for Admissions, Section 8, Property Management, and Finance.

We’ve developed a solution designed for the unique challenges housing authorities face, and have worked with housing organizations across the U.S. to help solve key pain points they face, including: 

Admissions

Process all incoming paper documents (vouchers, HUD Forms, Orientation Forms), barcode the package, scan the paper, and automatically index and file in DocStar

Section 8

Once paper documents are scanned and processed electronically, create a virtual tenant file with workflows and due dates for all associated documents

Property Management

Once Admissions and Section 8 Documents are processed, move to Property Management via if/then/else logic and workflow based on document type and who needs to review & approve

Accounts Payable

Capture, Extract, Push Date into ERP and eliminate data entry for hundreds of vendor invoices on a monthly basis

Where we can help:

Service Coordination

Client service logs, progress notes, incident reports, behavior plans, plan of correction

Clinician Work Orders (WORCS)

Client Home Certification

Client Intake Process / New Patient Registration

SDS (Self Directed Services) managed by the parent /guardian

Collaborating with Outsourced Service Providers

HR applicant tracking and onboarding due to excessive turnover

Customer Success Story

Granite State Independent Living

From wasting time on forms to spending more time with clients.

Granite State Independent Living (GSIL) is a 1000-employee nonprofit organization whose mission is to promote quality of life with independence for people with disabilities and seniors through advocacy, information, education, support, and transition services.

The Challenge

Due to regulatory requirements, GSIL had a new hire packet that was 40+ forms long that would take hours to complete.

A lot of the information was redundant, and both the new hire as well as Human Resources had to fill it in multiple times. Time was wasted correcting errors and making copies for filing, and finding/auditing the information was tedious.

GSIL was getting complaints from consumers, workers and field coordinators so they decided to try an electronic forms & workflow solution.

The Solution

PiF Technologies assisted GSIL in utilizing Electronic Forms to digitize the New Hire workflow to use e-forms. We were able to automate the process in record time. Rather than print out a stack of paper for a new hire, it’s all electronic. Key information is filled in once and all forms are automatically populated. Automatic validation ensures that errors and corrections are eliminated.

Once internal reviews are completed, the system can automatically print out the paperwork that needs to be hand-signed and notarized. Ultimately, the New Hire e-forms are uploaded to their document management system.

Working with PiF, GSIL plans to automate other areas of their business.

Why Electronic Forms?

  • Reduction in double data entry
  • No need to scan and email after signature
  • Reduction in interpreting handwriting
  • Make multiple downstream workflow decisions without human intervention
  • Capture signatures that are compliant with eSign and UETA
  • Push data captured into other line of business systems
  • Change what forms get displayed based on user answers

The Problem: Data needs to be entered manually

...and also routed manually, signed manually, and filed manually. This data may need to be entered and re-entered into various systems such as LEADS, ESRI, and ERP systems like Tyler, Sage, and Microsoft Dynamics from physical paper forms or PDFs that are difficult to extract data from.

Our Solution: a robust ECM system

ECM can either reduce or eliminate the need for data entry, and with added integration data “communicates” between systems, when something is entered into your ECM it can populate that same information into your ERP system or other software.

The Problem: Manual processes halt collaboration

Walking files to and from offices, sending the same attachment back and forth, it's tough to get anything done when you're still working with paper or PDFs. 

Our solution: A system that promotes sharing

Simple document sharing with version control, notes, and the ability to share reminders if requiring approval. “Wet signatures” allow documents to be signed without needing to be printed.

The Problem: Manual processes lack security

When sharing files, security is crucial. You want to ensure that only the right individuals see certain client records and information, and that vulnerable information doesn’t get in the wrong hands.

Our solution: Document permissions

Document permissions allow you to lock down specific documents and assign them to specific users. For example, clinicians can only view records for their assigned clients

Learn more about our other solutions

Microsoft Enhancement

How technology consolidation supports Finance, HR, and IT

The synergy between Human Resources, Finance, and Information Technology is pivotal for organizational success. These interconnected sectors collaborate closely to achieve common objectives, streamline processes, and mitigate risks.

Technology consolidation emerges as a strategic approach to address the unique needs of HR, finance, and IT departments. By streamlining systems and leveraging existing infrastructure like Microsoft 365, organizations can achieve operational efficiency, cost savings, and enhanced security and collaboration. With solutions like Encodian’s plugin integrations for SharePoint, organizations can optimize their existing technology stack without compromising data governance or security.

Read More »
May 10, 2024 No Comments
Microsoft Enhancement

How to improve upon your existing Microsoft SharePoint Platform

Microsoft SharePoint is a commonly used tool for many businesses, but it has technical limitations. Learning the place of SharePoint within your organization as well as the tools that can help it expand into a seamless document automation system can help you leverage your existing technology investment.

Read More »
April 30, 2024 No Comments
Document Management

The Evolution of Document Capture

Explore the transformative journey from manual data entry to the cutting-edge realm of Intelligent Document Processing (IDP). Discover how OCR, machine learning, and natural language processing have revolutionized document capture, propelling businesses into a new era of efficiency and accuracy.

Read More »
March 5, 2024 No Comments
AP Automation

The Future of Accounting Automation

While the role of accounting hasn’t changed in decades, the technology available to finance teams has. Rather than stay stuck in the past, organizational leaders have a massive incentive to invest in technologies such as Artificial Intelligence and Machine Learning to help their teams evolve.

Read More »
February 1, 2024 No Comments

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