Since all organizations have a forms management function (even if they don’t formally recognize it), it is important that they develop and implement a forms management policy and a common strategy.... View More
Document management is such an enormous subject that it is very difficult for any organization to effectively wrap its arms around the entire system and successfully improve it. However, the document is... View More
In my travels, I have often been told how complex enterprise content management (ECM) is to understand and implement. I find this somewhat curious and disconcerting. Perhaps this is due to my longevity... View More
Looking at the 28 topics that DOCUMENT Media highlights for subscribers and knowledge management (KM) practitioners on its website, I couldn’t help but notice that some of them were direct contributors... View More
The age of the customer brings new forms of disruptive events that have redefined what business agility means for banks. Traditional events, such as business downturn, cost pressures and regulations, are... View More
Recently, I have been involved in several strategic studies to determine if the software being used was still the right solution and, if not, what the options were. As part of this type of study, I look... View More
As the pendulum continues to swing away from paper to eBilling, it is important to know the total value of eDelivery vs. paper. Clearly, there is a cost savings, turning a 50-plus cent bill into a fraction... View More
Despite advancements in mobile technology and an ongoing transition to digital technologies, many businesses today continue to work in traditional paper-based workflows that are extremely inefficient and... View More
There is a lot of talk these days about information governance. There are discussions over the scope, goals and if it is even a real thing. There is not enough discussion around how to do it well. Everyone... View More
Businesses continue to explore opportunities to increase revenues, improve business operations and/or reduce cost to improve the bottom line. At the same time, businesses are modifying office environments... View More
In a recent issue of The Bulletin, we discuss Protiviti’s future auditor vision. This is something about which I am particularly passionate, as I think it speaks on many levels to how internal audit... View More
Pitney Bowes Inc. (NYSE: PBI - News) announced that it has signed a strategic alliance agreement with full-service customer communication solutions provider Allison Payment Systems for the Volly secure... View More
After years of consulting, I have learned that the biggest problem we face when looking at implementing a document management system is the status quo. People, whether happy with existing technology or... View More
Business Imaging Systems, Inc., a leading provider of enterprise-wide information management solutions, announced that it has signed an integration partnership with Pitney Bowes Management Services (PBMS).... View More
Building and protecting the company’s reputation is a growing concern for CEOs and board of directors. More and more, stakeholders influence your business success, and with social media, it has become... View More
Information is the lifeblood of any organization, which is why so many businesses invest significant time, money and resources around content management systems. Understanding how information moves throughout... View More
Years ago, there was a serious effort to bring customer communications management (CCM) into the broader enterprise content management (ECM) fold. While CCM stood for component content management back... View More
I recently returned from a visit to Call Center World in Europe, one of the largest trade shows covering customer relationship management (CRM), which is transitioning to customer engagement management... View More
If there is one thing that the technology industry has never been short of, then that would be big ideas. Regardless of how on many occasions, perhaps most, the realization of those ideas falls short of... View More
A customer communication is rarely just a document. It is a claim being paid, a benefit being explained, a disclosure that has to be exactly right. It is the moment a person decides whether the organi
How might highly regulated organizations maintain a competitive edge while balancing rising customer expectations with strict adherence to regulatory requirements?
There is a conversation happening in boardrooms and compliance offices across financial services, insurance, healthcare and utilities that tends to start with regulation and end with obligation. Organ
