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
Have you implemented an effective set of metrics and measures within your customer communications management program (CCM)? For some of our clients, these metrics and measures are sketchy at best, or have... View More
So much attention is paid to the bring your own device (BYOD) phenomenon and trends around mobile device deployment and adoption in the workplace. Mobile devices are already changing the way we work—and... View More
Surprise! Your company is not the center of the universe. Unfortunately, too many companies think of themselves as being the center of their customer\'s universe. While this “may” be true for... View More
We have spent more than two decades in customer communications and we have watched every version of the upgrade cycle in customer communications management (CCM).Templates got more sophisticated, comp
The customer starts an address change on mobile, gets halfway through, switches to the website, and is told they are missing a document they already uploaded. They open chat, where the bot confidently
Over the course of my career as a CIO in a highly regulated industry, I have personally overseen millions of dollars in enterprise content management (ECM) investments. Platforms. Migrations. Integrat
Customer experience (CX) has become a defining measure of success across industries, and insurance is no exception. Today, loyalty and brand affinity are shaped not just by price alone,
