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
In this series, we moved through the steps CapStone typically follows in any plant evaluation: Evaluate, Automate and Validate. In this post, we will explore the last step: Demonstrate. If you have agreed... 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
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
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
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
In the last few posts, I discussed a process to move forward in the changing world of print to mail. First, evaluate your commitment to the operation or business model. Next, if you are staying in the... 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
Successful enterprise content management (ECM) business cases align with organizational planning imperatives, demonstrate creativity and innovation in solution concepts, deliver value for money and offer... View More
Once the need for a signature has been established, there are several methods that can be employed for signing electronic forms. The validity of the signature is all about the process used to collect... View More
Document management has become one of the most elusive business concerns of the information age. Those that aggressively seek to improve operations are now finding that their document production and management... View More
Whether you’re planning to rewrite all your documents to improve your customer’s experience or planning to migrate them from a legacy platform to a modern publishing system and possibly convert... View More
In the last post, I discussed evaluating the commitment to your print to mail operation. Albert Einstein said the definition of insanity is “doing the same thing over and over again and expecting... View More
The term silo has become something of a stop word; a term that when we hear it or read it, we almost begin to lose concentration (or for that matter, consciousness) from what other part of the message... 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
