As we begin to close the year out and assess what happened in the enterprise file sync and share (EFSS) world, let’s look at a little history to gain some perspective and possible future directions.... View More
At a recent forms management conference, the comment was made that, after approximately 30 years of existence, the electronic forms industry has not progressed very far. It seems that most forms available... View More
There are many instances throughout various business transactions where a signature is required on a document. While this is to be expected, the way signatures are applied can and does have a significant... View More
Predictive analytics is impacting all business disciplines, such as human resources (HR) and, specifically, talent acquisition and management. With the increase in data, recruiters face both an opportunity... View More
It is almost my least favorite time of the year—holiday shopping. If there is a period of time that brings out the worst in people and companies, it is the rush to either buy or sell that "perfect"... View More
If a survey were performed on a group of random business people asking what they think of when they hear the words "project manager," it is very likely that a majority of them would say things like, "task... View More
I was recently at a client that has been in business for 40 years, is a small business and is thriving. They were a paper-intensive business, commercial real estate, and stored all their paper in lateral... View More
I’m a lucky bloke. I happen to have the opportunity to do a job I love, and I try to remind myself of that as often as possible, because it’s not always been that way, and for most, it will... View More
Previously, I wrote about the paradigm shift in document management, and judging by the response, I hit a nerve. What I hit on was a small part of the struggle we face to do what is right for our firms,... View More
Since the 2008-09 financial crisis, there has been a boon in business and strategy books that use “reputation” in the headline or summary description to try and appeal to a broader audience... View More
All organizations have a strategy. It defines their reason for being and what they plan to accomplish in the long term. It is generally divided into five sections: 1. Mission 2. Vision 3. Values 4. Objectives... View More
HP Enterprise Services announced a new business process outsourcing (BPO) solution, HP AutoFlow, that enables clients to automate core business processes, including finance and accounting, to enhance operational... View More
I was just with a company doing a document management feasibility study. As part of the work, I ask about other systems being used and what works or doesn’t work. This client said they had a Salesforce... View More
Boardrooms are abuzz over big data; mobile applications are the order of the day; the first wave of enterprise resource planning systems is due for an upgrade. Without a doubt, information technology (IT)... View More
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... View More
\"The only thing that is constant is change.\" This saying has been used throughout the ages. However, as technology infiltrates the business world, change becomes more rapid. New innovations in hardware... View More
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... View More
As the economic recovery progresses, organizations continue to seek ways to control costs and boost employee productivity in order to grow or maintain profits. At the same time, the savvy organization... View More
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,... View More
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... 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
