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
Last year, we started to see the term omni-channel bandied around quite a bit, and the increasing “buzziness” of this word is only gaining steam. I’ll admit this catchy moniker made me... View More
Re-engineering process improvement methodology and workflow technology, as applied to content routed in email and paper, can result in a dramatic reduction of product/service cost and non-value added steps.... View More
Recently, the Washington Post published an article about the continued use of \"autopen\" technology in government offices in Washington. The technology, originally deployed back in the 1930s, allows paper... 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
