PiF Technologies

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.

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: 


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

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.

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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 »
AP Automation

Meet the AP Automation of the future

Meet the AP Automation of the future. Manually processing invoices is so 1999. Intelligent Document Processing – Powered by Artificial Intelligence Process invoices like never before Automated Document Extraction allows you to index faster using the power of AI and

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Distribution: “How can I get started with AI?”

Distributors are at an inflection point and are primed to invest in Artificial Intelligence and other technologies to simplify their operations. Understand the value of automation for distributors as well as ideal use cases for a solution.

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Document Management

How to add pages to a document in DocStar

Efficient document handling is important to your organization and by utilizing document management with DocStar, you have the ability to simply store and retrieve any document you need. When working within DocStar – there are certain activities that you may

Read More »

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