Shared drive remediation is a crucial activity for effective information governance (IG). IG helps to lower risks and costs by significantly reducing data volumes and providing accessibility and structure... View More
Many of us, at some point in our lives, have decided that something must change, and usually, the beginning of a new year is a traditional time to be focused on that change. Some will decide to go to the... View More
Advances in technology are driving business change at an ever-increasing speed, and electronic signatures are a key example of one of those technologies. By enabling a true digital business process by... View More
Just look at the news and you see reports of data breaches, ranging from retail stores to major corporations and, yes, even government agencies. The type of information that is personally identifiable... View More
The state of collaboration has forever been changed—no longer is the technology provider determining what capabilities people need. People are determining this for themselves, dictating what capabilities... View More
Xpertdoc Technologies Inc., a Microsoft Gold Partner and leader in document generation and customer communications solutions, today announced that the U.S. Patent and Trademark Office has issued the patent... View More
In today’s world, documents, whether paper or electronic, must be routed through an organization to trigger action. Although email is perceived to be superior to paper, it has caused significant... View More
A very dear Singaporean friend of mine taught me Wayne Gretzky’s saying, "A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be." This is great food... View More
The phrases “digitizing your business” and “digital business” are becoming increasingly common, but they are admittedly a bit broad. What does a digital business even look like,... View More
In today’s ever-changing market, some previous best practices for document management are now obsolete while others are emerging as the new normal. From testing disaster recovery plans to rethinking... View More
Well, another year has passed. For some, it was too quick, and for others, not soon enough. As we prepare for 2016, it is a good time to start, or increase, our way of thinking multidimensionally. This... View More
Today’s organizations continue to face challenges in managing customer communications. From maintaining compliance and regulatory changes to making communications more personalized, relevant and... View More
This past May, I had the privilege of attending the 2015 DOCUMENT Strategy Forum. As always, the event provided excellent insight on the future of documents and communications. However, as I sat in on... View More
Digital transformation has moved up in the list of enterprise priorities for good reason, but getting beyond the standard pundit exhortations to go “digital first” means answering a practical... View More
One of the most vexing problems facing organizations today lies in the digital landfill known as “shared drives” (aka network drives or file shares). As an information governance consultancy,... View More
As we enter the final stages of 2015, I reflect upon what has been happening in the collaboration space. We’ve seen the emergence of mobile collaboration and its impact on how people work. The workforce... View More
So, why the need for the whole cookie/biscuit conundrum clarification? It’s because I’ve been playing with how to best explain the concept of the flattening organization through a quick, visually... View More
Competition among companies in all industries has never been more intense when it comes to acquiring and retaining customers—and technology will certainly play a central role as these organizations... View More
Since the 1980s, there has been an industry mantra of businesses being paper-free. Initially, the focus was on the reduction of paper to save office space and improve “records” retrieval. While... View More
To date, more than 100 million licenses of SharePoint have been sold. Companies recognize the potential of this powerful content management platform to save time, speed up processes and enhance collaboration... View More
Despite their pivotal role in customer journeys, forms are still viewed by many organizations as operational overhead. In a digital-first era, that outdated view is a hidden drain on revenue and a gro
2026 isn’t a year of incremental improvements in customer communications. It’s the year AI stops assisting and starts acting, and for CCM practitioners
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
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
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