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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.
AM LAW 100 TOP PROCESS IMPROVEMENT IDEAS

AM LAW 100 TOP PROCESS IMPROVEMENT IDEAS

As President of CRE8 Independent Consultants, I regularly assist Am Law 100 Managing Partners and Executive Directors in improving firm practices, operations, and processes.  As such, I am routinely asked what are the top law firm improvement ideas. Here is my list for 2023. Reduce Friction.  Many firms look at matter and operational interactions as separate touchpoints with the client.  However, for General Counsel, there is one firm to rate and decide to engage. One way to improve the firm…

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PUBLIC HOUSING AUTHORITY IMPROVEMENT PLANNING CHECKLIST FOR 2021-2022

PUBLIC HOUSING AUTHORITY IMPROVEMENT PLANNING CHECKLIST FOR 2021-2022

As independent consultants, we help Public Housing Authorities improve their operations, processes, people, and technology base. Based upon this work and the HA 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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HOW TO DEVELOP A MICROSOFT M365 DIGITAL TRANSFORMATION STRATEGY PLAN (FREE ON-DEMAND PRESENTATION) JULY 2021.

HOW TO DEVELOP A MICROSOFT M365 DIGITAL TRANSFORMATION STRATEGY PLAN (FREE ON-DEMAND PRESENTATION) JULY 2021.

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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FREE ON-DEMAND PRESENTATION: HOW CAN THE FINANCE DEPARTMENT USE AND PLAN FOR ROBOTIC PROCESS AUTOMATION? AN INFORMATIVE DISCUSSION

FREE ON-DEMAND PRESENTATION: HOW CAN THE FINANCE DEPARTMENT USE AND PLAN FOR ROBOTIC PROCESS AUTOMATION? AN INFORMATIVE DISCUSSION

In 2021, CFOs in the United States and across the world are asking how they can use Robotic Process Automation (RPA) to improve Finance Department service, quality, efficiency, and better support on-site and remote workers? If properly planned for and implemented correctly, organizations are obtaining a 25% to 10x improvement from RPA.   Join Peter Camp CTO and Founder of CampTek Software, and George Dunn, President of CRE8 Independent Consultants, as they discuss the following: What is RPA?  How does RPA work? Where can RPA…

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What the C-Suite Needs to do in 2021, “Business Process-Focused” Digital Transformation Plan. An informative interview of George Dunn by DotCom Magazine.

What the C-Suite Needs to do in 2021, “Business Process-Focused” Digital Transformation Plan. An informative interview of George Dunn by DotCom Magazine.

Andy Jacob CEO of DotCom Magazine conducts an informative and fun interview of George Dunn, President CRE8 Independent Consultants. Topics include what does the C-Suite need to do in 2021, the impact of the pandemic on our digital transformation, how to develop a flexible “business process focused-digital transformation” plan, process improvement strategies, and how to plan for new advanced computer systems (RPA, Digital Workflow, AI, ECM). As independent consultants, CRE8 provides an objective voice regarding process improvement plans, vendor ability,…

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How To Improve Processes To Better Support Remote Operations And Workers

How To Improve Processes To Better Support Remote Operations And Workers

In 2021, whether you are looking to continue to allow workers to work remotely, or you are going to establish adjunct operations (or employees) in other countries to reduce organizational costs, your ultimate success will be judged in terms of how well the process works in terms of communication, quality, cost, friction, and service. After working with hundreds of organizations as an independent process improvement consultant I have some ideas to help get this conversation started but first, let me…

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RPA The Secret to Your Workflow Sustainability

RPA The Secret to Your Workflow Sustainability

Organizations throughout the world are realizing the benefits of using Robotic Processing Automation (RPA) to cut down the time spent on manual tasks that can be easily automated. Because RPA-fueled workflows mimic human actions without the need for human intervention, RPA and technologies such as Digital Workflow can dramatically increase organizational efficiency and cost savings for almost all operational and back-office processes. However without a comprehensive plan, RPA will become sidelined over time, and investment in this technologies will be…

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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 Four C-Suite Improvement Ideas For 2021

Top Four 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. For more information on how to reduce friction read more.  For information on how CRE8 Independent Consultants can be of…

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