Browsed by
Month: October 2024

What Is Wrong With M365?

What Is Wrong With M365?

An M365 steering committee meeting, which I was invited to by the chief executive officer (CEO), started off with: an operational executive telling information technology (IT) that they could not find documents they needed in Shared Drives, One Drive, Teams, and SharePoint. They said the document management situation was a hot mess, legal saying that during e-discovery lawsuit, older records had been discovered in Teams and SharePoint that should have been disposed of in accordance with their schedules and they…

Read More Read More

Why is a Digital Workflow Consultant Important?

Why is a Digital Workflow Consultant Important?

Digital Workflow – A Powerful Tool For Your Organization From internal operations – to the customer – to interactions with vendors, workflow technology automation can smash paradigms and innovate your organization. Workflow technology can produce significant improvement for Operations, Finance, Human Resources, Administration, Legal, Sales/Marketing, and Other Departments. Studies show that when properly deployed, workflow technology can improve a process from 25% to 75%, resulting in a return on investment of up to 10x.   When not deployed correctly workflow can…

Read More Read More

Is How Your Organization Is Storing Content Causing Operational, IG, Audit, Regulatory, & Litigation Risk?

Is How Your Organization Is Storing Content Causing Operational, IG, Audit, Regulatory, & Litigation Risk?

This year an area of focus for operational improvement, information governance, legal departments, auditors, regulators, and, yes, those bringing lawsuits against your organization is how and where your employees are storing company information and unstructured content (emails, documents, photos, videos, spreadsheets, presentations, blueprints, maps, texts, voice mails, etc.) in their corporate email, personal email, network drives, data systems, ECM systems, collaboration platforms, cell phones, handheld devices, copy machines, and paper files. We find most organizations have 12 to over 25…

Read More Read More

The Case For Law Firm Standard Operating Procedures

The Case For Law Firm Standard Operating Procedures

I recently gave a presentation on the benefits of law firms developing standard operating procedures. Why is this important? Did you know that for most firms less than 35% of their process are effectively documented (complete, consistent, detailed, up-to-date). What is the cost to the firm? 1) When employees leave, firm and client knowledge walks right out the door. 2) Digital transformation is less effective as business rules are not correctly automated. 3) The client questions what is happening when…

Read More Read More

The Need For Standard Operating Procedures

The Need For Standard Operating Procedures

I recently gave a presentation on the benefits of developing standard operating procedures. Why is this important? Did you know, that for most organizations, less than 35% of their process are effectively documented (complete, consistent, detailed, up-to-date). What is the cost? 1) When employees leave, their organizational knowledge walks right out the door. 2) Digital transformation is less effective as business rules are not correctly automated. 3) The customers question what is happening when products/services delivered are inconsistent. 4) Organizational…

Read More Read More