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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 2021-2022 Improvement Planning Checklist.

Public Housing Authority 2021-2022 Improvement Planning Checklist.

As independent consultants, we help Public Housing Authorities improve their operations, processes, people, and technology base. Based upon this work and the polls we have been conducting, here is our Housing Authority 2021-2022 improvement planning checklist. Focus on improving core Housing Authority processes, including Admissions, Asset Management, Development, Executive, Finance, Human Resources, IPS, Office Operations, Procurement, Property Management,  Risk Management, and Safety.   Identify programs that are “similar” but use different forms and processes.  Determine if critical processes are fully…

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HOW TO PROPERLY PLAN FOR RECORDS MANAGEMENT IN M365 AND WHY IS THAT IMPORTANT?

HOW TO PROPERLY PLAN FOR RECORDS MANAGEMENT IN M365 AND WHY IS THAT IMPORTANT?

Today, organizations are asking how to properly set up records management in M365 for modules such as Outlook, Teams, Sharepoint, and Compliance Center. In a recent poll we conducted, the number one type of planning stated as required to ensure successful deployment of MS365 SharePoint is Governance/ Compliance. Unfortunately, surveys find that less than 50% of organizations have fully developed their ECM requirements before implementation. and only 13% have set up compliance center for the majority of their organization. What…

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Why is a Digital Workflow Consultant Important?

Why is a Digital Workflow Consultant Important?

Digital Workflow A Powerful Tool From internal operations – to the customer – to interactions with vendors, workflow automation can smash paradigms and innovate your organization. This 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 up to 10x.   So What Is The Secret?   First, engage a senior digital workflow…

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Digital Transformation Consultant, Roles, and Responsibilities

Digital Transformation Consultant, Roles, and Responsibilities

A Powerful Tool Digital transformation is a powerful tool to automate manual tasks, lower costs, and improve your relationship with your customer.  Studies show that if planned for correctly, digital transformation will provide a return on investment from 25% to 10x. However, if not planned for correctly and you engage vendors, it’s like getting in a cab with no destination. while the meter keeps running. How To Be Successful? The number one key to being successful with digital technologies?  Selection…

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How To Hire An ECM Consultant

How To Hire An ECM Consultant

Reason For ECM Consultant After specializing in the ECM industry for the past 25 years, I believe to be effective, an Electronic Content Management consultant must be able to provide guidance, leadership, expertise in ECM and related digital technologies, business process improvement, and records management.   Today, ECM and related technologies include various tools, including capture, recognition, machine learning, content management, workflow, robotic process automation, AI, and electronic records management.    An ECM consultant should be a senior subject management…

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Is How Your Organization Storing Documents Causing Operational, IG, Audit, and Litigation Risk?

Is How Your Organization Storing Documents Causing Operational, IG, Audit, and Litigation Risk?

In 2021, an area of focus for information governance, legal departments, auditors, and yes, those bringing lawsuits against your organization is how your employees are storing company information and documents in their corporate email, personal email, network drives, platforms, cell phones, and paper files. Why should this concern you? It will only take one major lawsuit, penalty, audit finding, or court order to get the attention of your board, legal department, and the press. What is at the root of…

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What Are the Signs Your Law Firm Needs Process Improvement in 2021?

What Are the Signs Your Law Firm Needs Process Improvement in 2021?

One clear message from General Legal Counsel is, “law firms must lower fees and follow increasingly restrictive guidelines.” In addition, law firms are now being asked what type of process improvement framework, the firm is deploying. This CRE8 Independent Consultant white paper focuses on internal and external signs that require law firm process improvement and provides a discussion of methodologies, areas, and framework. Areas of the white paper include the following. What are the signs that your firm needs process…

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TOP 2021 IMPROVEMENT IDEAS FOR THE AM LAW 100

TOP 2021 IMPROVEMENT IDEAS FOR THE AM LAW 100

As President of CRE8 Independent Consultants, I regularly assist Am Law 100 Managing Partners and Executive Directors to improve firm practices, operations, and processes.  As such, I am routinely asked what are the top improvement ideas? Here is my top three list for 2021. Reduce Friction.  Identify for the client matter lifecycle where friction exists between the firm and the client.  Identify interaction (touch) points, friction level, frequency, impact (firm and client), and determine strategies to improve.  Many firms look…

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HOW TO DEVELOP A MICROSOFT M365 DIGITAL TRANSFORMATION STRATEGY PLAN (FREE ON-DEMAND PRESENTATION)

HOW TO DEVELOP A MICROSOFT M365 DIGITAL TRANSFORMATION STRATEGY PLAN (FREE ON-DEMAND PRESENTATION)

Today, executives ask what is included in M365 and how can they achieve the maximum benefit possible from this platform?   End users, service providers, and independent consultants find that a well-thought-out M365 Digital Transformation Strategy will allow for significant organizational improvement. However, if not planned for correctly, M365 sprawl (un-planned, un-managed and un-coordinated growth) will occur, and operational efficiencies/governance benefits possible will be lost. Unfortunately, this is the current case for many organizations. We invite you to join Jordan…

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What Can Someone Learn From Sports To Help In The Business World?

What Can Someone Learn From Sports To Help In The Business World?

In Part 8 of this interview (5 minutes), Andy Jacob, CEO of DotCom Magazine, asks George Dunn, President of CRE8 Independent Consultants, what can someone learn from sports to help with the competition in the business world. George discusses his journey getting back into wrestling after a 16-year break and placing at the State, National, and World Level; taking a Bronze World Medal, and how this has helped him in his career. To see the full interview. To speak with…

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