A customer relationship management (CRM) system knows everything about customers; a SharePoint solution can master collaboration. By uniting the capabilities of these two platforms, organizations can double... View More
I’ve been doing a lot of research lately on the shift to conversational experiences as a way to enhance customer and employee engagement. We are witnessing enterprise communications and collaboration... View More
In framing one of the key issues during Bill Clinton's 1992 presidential bid, campaign strategist James Carville famously said, "It's the economy, stupid." For document professionals responsible for customer... View More
Since the conclusion of the DOCUMENT Strategy Forum (DSF), which was held May 1-3 in downtown Chicago, we’ve had a chance to review some of the central themes emerging from the conference and our... View More
Approximately, five years ago, there was an explosion of research, articles, blogs, and other commentary on the topic of customer experience (CX). Working for a customer communications management (CCM)... View More
At this year’s DOCUMENT Strategy Forum (DSF), which took place May 1-3 in downtown Chicago, there was a notable theme—the emerging trends disrupting the status quo at many organizations. Every... View More
A wise man once said, "The greatest enemy of knowledge is not ignorance; it is the illusion of knowledge." I routinely lead seminars, give keynote speeches, and even oversee project management within the... View More
Crawford Technologies introduced its newest product, PRO Preference Manager, at Document Strategy Forum ’17, held on May 1-3 in Chicago. With a reputation for providing award-winning software solutions... View More
Madison Advisors announced that senior analyst, Gina Ferrara, will be addressing attendees at the Document Strategy Forum ’17, to be held May 1-3 at the Chicago Marriott Downtown. Ferrara’s... View More
GMC Software, the award-winning leader in Customer Communications Management (CCM), announced today it is speaking and exhibiting at Document Strategy Forum ‘17 to be held May 1-3 in Chicago. GMC... View More
Messagepoint Inc., a leader in developing and delivering innovative software and services within the Customer Communications Management (CCM) space, will be exhibiting at Document Strategy Forum ’17.... View More
The DOCUMENT Strategy Forum (DSF) is pleased to announce that its 2018 Conference will be held on May 21 - 23, 2018 at the Marriott Copley Place in Boston. For the past nine years, the DSF has blazed a... View More
Merriam-Webster adds thousands of new words and phrases to the dictionary each year. Some recent additions include FOMO (fear of missing out), athleisure, and meet-cute. While it’s not yet officially... View More
Experienced business leaders are constantly looking for ways to improve and make the most of their resources. Whether driven by a need to cut costs or the pursuit of a competitive advantage, cloud adoption... View More
Cleaning up shared drives to eliminate redundant, outdated, trivial (ROT) content is pretty easy to do—it has high value for information technology (IT) by freeing up valuable storage, and it has... View More
Improving the customer experience is a key concern of every business, and delivering omni-channel communications is an essential requirement of these strategies. However, delivering transformation in this... View More
We all know it’s important to have a strategy in place when implementing our information management programs, especially in organizations that are large, complex, or heavily regulated, but how many... View More
Last year, I wrote an article titled, “What Does Culture Have to Do with Information Management?" which made the case for addressing culture as a part of any successful information management implementation... View More
IDC defines digital transformation (DX) as the use of "3rd Platform" technologies (cloud, mobility, data analytics, and social business) to create value and competitive advantage through new offerings,... View More
A lot has been written about the benefits of enterprise content management (ECM). Although most of what I read is correct, it usually only shows a part of the whole subject. So, I wanted to clarify the... View More
Personalizing things is not new. We have engraved items and composed personal letters and communications for centuries, but can we do this economically and efficiently?
It’s no secret that digital channels have become foundational to the delivery of customer communications, with customers increasingly indicating mobile apps, SMS, email and other digital delivery me
Customer communications surrounding accounts receivable (AR), particularly those regarding overdue payments and the initiation of collections, are among the trickiest to craft given the critical
