Joe Shepley

Joe Shepley is a 20-year veteran of the information management space. At Doculabs, Joe works with organizations in a wide range of industries to develop strategies for managing their information assets and for addressing the security requirements of those assets. He is a proponent of information architecture to enhance information findability, improve records management, and reduce e-discovery cost and risk. His expertise also includes cost/benefit analysis, program management, and change management for clients seeking to implement effective information management in their organizations. He also currently serves as the conference chair for the DOCUMENT Strategy Forum and served as the former co-chair of the Connect-IT Conference.


CEOs Care About Privacy and Information Security -
January 2017
CEOs Care About Privacy and Information Security, and You Should Too
BY Joe Shepley
Jan. 30 2017
Information management and privacy haven’t historically been aligned. Managing information through its life cycle—from creation through sharing and collaborating, to disposition—hasn’t...
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October 2015
This Is How You Get Information Governance Buy-In
BY Joe Shepley
Oct. 13 2015
Winning information governance buy-in is a challenge. Learn how your peers overcame this challenge so you can benefit from this unique meeting of the minds
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The Difference Between Tactical and Strategic: Content Strategy Q&A with John Knotts & Joe Shepley
BY Joe Shepley|John Knotts
Oct. 15 2014
Question: When creating a strategy, what’s the difference between the tactical side of the strategy or the strategic side? How do I determine what’s really important?JOHN KNOTTS, @johnrknottsI'm...
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How to Partner with Your IT/Development Resources: Content Strategy Q&A with John Knotts & Joe Shepley
BY Joe Shepley|John Knotts
Oct. 13 2014
Question: How do you partner with the IT/development resources for your capture platform during the process of designing or optimizing forms? JOHN KNOTTS, @johnrknottsSo, this is a tactical solution to...
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Building a Strategic Framework: Content Strategy Q&A with John Knotts & Joe Shepley
BY Joe Shepley|John Knotts
Oct. 8 2014
Question: Can you give an example of what a strategic framework for a document strategy would include? What are some short-term and long-term goals?JOHN KNOTTS, @johnrknotts I explain in my blog post,...
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How to Sell Your Strategy: Content Strategy Q&A with John Knotts & Joe Shepley
BY Joe Shepley|John Knotts
Oct. 6 2014
QUESTION: What are some best practices or steps in selling the document strategy, especially if it supersedes other strategies and is only subordinate to the overall business strategy? JOHN KNOTTS, @johnrknottsThe...
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The Top Tangible Goals & Major Obstacles of Your Strategy: Content Strategy Q&A with John Knotts & Joe Shepley
BY Joe Shepley|John Knotts
Oct. 1 2014
QUESTION: What are the top tangible goals of a document strategy? What are the major obstacles to avoid along this journey?JOHN KNOTTS, @johnrknotts Tangible goals: The book Designing a Document Strategy...
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Who Really Owns the Strategy: Content Strategy Q&A with John Knotts & Joe Shepley
BY Joe Shepley|John Knotts
Sept. 29 2014
EDITOR'S NOTE: One of the questions I receive the most from readers is, "How do you build content and/or document strategies in the enterprise that will succeed?" Too often, the complexity around document...
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Show CXOs the Money: The Business Case for Information Management
BY Joe Shepley
April 22 2014
Other than not really understanding what information management is, the single biggest obstacle to information management at most organizations is the lack of a viable business case: If you can’t...
    The Next Architectural Leap in Document AI
    By Andrew Bird
    The current state of AI document processing follows a recognizable pattern. An organization crafts a prompt — often quite sophisticated with detailed instructions and examples — passes it to a lar
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    The Essential Role of Welcome Kits in Member Enrollment and Retention
    By Jason Pothen
    Here are the top 7 ways a dynamic, custom welcome kit can help you maintain and grow your membership rates, improve engagement and keep your members satisfied
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    Automated Document Understanding: The Real Vector for Enterprise AI
    By Dr. John Bates
    IDP, an AI-powered technology that reads documents and extracts meaning, has quickly become the advanced successor to traditional document extraction tools such as OCR
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    The Protocol That Changes Everything
    By Alan Burger
    As technology accelerates and customers adopt their own AI assistants, the old model of static, one-way communication is starting to look a lot like sending a fax in the age of TikTok
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    Start Small, Dream Big
    By Gum Fa Ng
    The customer communications market has evolved over the past three decades. Today’s customers expect instant, personalized and seamless experiences across all channels. Artificial intelligence (AI