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Category: Electronic Content Management

Electronic Content Management (ECM) planning methods and ideas, including enterprise planning, roadmap, return on investment, records information management (RIM), information governance (IG), application design, request for proposal development, vendor assessment, and project management.

What Type Of Organizations Need Assistance With Process Improvement And Advanced Technology Planning (Digital Transformation)

What Type Of Organizations Need Assistance With Process Improvement And Advanced Technology Planning (Digital Transformation)

In Part 3 of this interview (2 minutes), Andy Jacob, CEO of DotCom Magazine, asks George Dunn, President of CRE8 Independent Consultants, “What types of organizations reach out to CRE8 for assistance with process improvement and advanced technology planning (digital transformation), and Why?” George discusses organizational issues that require independent consultant assistance; enterprise, department, and process improvement approaches; how to plan for advanced technologies such as digital workflow, RPA, ECM, machine learning, AI, e-signatures, how to achieve a return on…

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C-Suite Guide: How To Develop A “Business-Focused” Digital Transformation Plan

C-Suite Guide: How To Develop A “Business-Focused” Digital Transformation Plan

C-Suite executives hear it every day in the news “digital transformation”, “workflow”, “robotic process automation”, “e-signature”, and “hyper-automation”. Sure it sounds great, but what is the cost/benefit, and where should your organization focus? After conducting hundreds of enterprise, department, workgroup, and process-level studies, for organizations ranging in size from 25 to 250,000 employees, across all industries, I have a couple of ideas for you. What not to do. Try to find a home for the technology, let individual users or…

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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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Digital Workflow, An Innovative Idea & Cost Savings Tool

Digital Workflow, An Innovative Idea & Cost Savings Tool

What is Digital Workflow? Our Independent Consultant Studies find that digital workflow technology can significantly reduce organizational costs; and improve efficiency, quality, and service. Improvements can range from 10% to 50% and up to 2x. This is accomplished by automating the enterprise, department, and group processes, including interaction with customers and vendors. Why should it be a manual process if it can be automated! Workflow can be developed with easy to use point and click development tools, can provide for automated decisions, and…

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Electronic Content Management (ECM) State, Country, and Local Government Need and Planning Steps

Electronic Content Management (ECM) State, Country, and Local Government Need and Planning Steps

As independent consultants, we find state, county, and local government agencies can have significant challenges with their paper, email, shared drives, and electronic documents management systems in the areas of Governance (email, public disclosure, records management: policies, procedures, schedules, retention, and disposition), Management (duplicates, indexing, search, security), and Efficiency (workflow and process). Duplicate copies and versions of documents can be found in email, vault, portal, shared drive, hand-held device, paper, and microform storage areas. These fragmented systems cause inconsistent document…

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How Can The C-Suite Reduce Organizational Costs While Improving Service?

How Can The C-Suite Reduce Organizational Costs While Improving Service?

In a retreat, I facilitated for CEO, CFO, CHRO, CAO, CIO, and GLC we discussed how to reduce costs while at the same time improve service to customers and internally. Although there were many options discussed, the conversation focused on three practical technologies Digital Workflow, E-Signature, and Electronic Content Management. Digital Workflow eliminates the need to route information via email, phone, and paper by automating the intake, routing, decision making, and output. Customer and internal requests can be made from mobile devices/computers, tracked, fulfilled, and measured.  Digital…

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