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Author: CRE8Blog

Since 1995, CRE8® Incorporated Independent Consultants have helped organizations plan for Process Improvement, Workflow / ECM Paperless Technologies, Information Governance, and Complex Computer System Replacement.
Public Housing Authority 2021 Improvement Checklist

Public Housing Authority 2021 Improvement Checklist

As an independent consultant, I help Public Housing Authorities improve their processes and evaluate computer vendors.  With COVID-19 causing HA unforeseen expenses, a needed to work remotely (electronically) and improve automation; here is my HA improvement idea checklist for 2021. Get rid of the paper, better organize electronic documents, and create electronic workflows. Do employees need to access paper files to conduct their work? Are documents stored, all over the office, in shared network drives, email, paper, and outside storage…

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Top Three C-Suite Improvement Ideas For 2021

Top Three C-Suite Improvement Ideas For 2021

As President of CRE8 Independent Consultants, I work with CEOs, C-Suite, and Directors of companies to solve organizational problems and identify new opportunities.  With COVID-19 causing shifts in profitability, increased number of employees working from home, use of online systems, and changes in how services/products are delivered, I have put together my top three C-Suite Checklist improvement ideas for 2021. Reduce Friction.  Assess where friction exists between the customer and your organization, between internal departments/groups, and with your vendors.  In…

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Public Utility Improvement Checklist for 2021

Public Utility Improvement Checklist for 2021

In 2021, electric, natural gas, water, sewage, telephone, and transportation utilities will continue to be under pressure to reduce cost and risk, improve service, and comply with regulation, public disclosure, and litigation requests. What is a Public Utility improvement checklist for 2021? Is there a need to improve internal processes and customer service? If so, inventory process and rank as to the efficiency, service, quality, and risk of penalty. Develop an improvement plan. Does staff working remotely or online interaction…

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Is Your Organizations Digital Workflow Project Momentum Stuck?

Is Your Organizations Digital Workflow Project Momentum Stuck?

A common complaint from organizations and workflow software account representatives is once a successful digital workflow project is completed or several are implemented in departments such as IT or HR, the momentum stalls.  As an independent consultant, after conducting hundreds of workflow studies, for many different platforms including FileNet/IBM, OpenText, Servicenow, Power Automate, Hyland On-Base, Oracle, Kofax, LaserFiche, and many others….. I believe three primary reasons for “project stall” is the lack of a well thought out and agreed to…

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HOW TO RE-OPEN SECTORS OF THE ECONOMY WHILE PROTECTING LIVES? STANDARD OPERATING PROCEDURES

HOW TO RE-OPEN SECTORS OF THE ECONOMY WHILE PROTECTING LIVES? STANDARD OPERATING PROCEDURES

The current COVID-19 health crisis has costs lives and inflicted a disastrous impact on the United States economy.  Today, government and businesses are identifying how to reopen sectors of the economy while at the same time protecting workers and the public.  Organizations are struggling with how to operate efficiently while staff work from home, a decreased onsite office workforce, and a shift in customer demand. In addition, there can be confusion about who to listen to the federal, state, or…

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PUBLIC HOUSING AUTHORITIES, IS IT TIME TO GO PAPERLESS?

PUBLIC HOUSING AUTHORITIES, IS IT TIME TO GO PAPERLESS?

Today, many Public Housing Authorities are struggling to operate remotely or efficiently, as many of their documents and files are still paper-based.  Given the current COVID-19 health crisis, this puts staff at risk when they have to go into the office to pick up or access their paper files.  Also, staff report that finding, managing, sharing, and protecting documents stored in email, shared network drives, and paper systems can be a challenge. As one Public Housing Authority executive, I spoke…

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PUBLIC HOUSING AUTHORITY IMPROVEMENT CHECKLIST FOR 2020

PUBLIC HOUSING AUTHORITY IMPROVEMENT CHECKLIST FOR 2020

Top Public Housing Authorities improvement topics include going paperless; improving processes to maximize efficiency, quality, and service; and reducing operating risks.  Here is our 2020 checklist for Housing Authorities, including ideas for improvement. Public Housing Authority 2020 checklist questions and ideas. Do your employees need to work remotely but can’t function without going into the office to access paper files?  Also, are documents stored in network drives and email challenging to find or protect from deletion?  If so, explore how…

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IS YOUR UTILITY BILLING AND FINANCE SYSTEM FRUSTRATING YOU?

IS YOUR UTILITY BILLING AND FINANCE SYSTEM FRUSTRATING YOU?

As independent consultants, when we are speaking with Public Utilities about their organizational improvement goals, many tell us that their current Utility Billing and Finance computer system is not working as they wish.  Areas of concern can include utility billing maintenance, adjustment and fees, accounts payable, reports, payroll, general ledger, billing revenue, timesheets, customer portal, and electronic document management. What are the Reasons? The current Utility Billing and Finance Computer system is not functioning as needed; staff has to spend…

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Will Your Records Management Policies, Procedures, Guidelines, Schedules, And Systems Protect Your Utility?

Will Your Records Management Policies, Procedures, Guidelines, Schedules, And Systems Protect Your Utility?

Why is records management important? Have you heard about the penalties that can be levied by courts if a State of Washington Public Utility is not able to respond to public records requests?  Have important electronic or paper documents every gone missing?  Can you easily search for documents on shared network drives? Are paper documents kept forever (ongoing storage costs)?  Do you have thousands of emails stored in your inbox? What is the first step to protecting your Utility?  Well…

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