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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)?” George discusses organizational issues that require independent consultant assistance, process improvement approaches, and how to plan for advanced technologies. See interview sections 1 to 2 and 4 to 8 for other topics covered during the interview. For the next…

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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 provide guidance, leadership, expertise in ECM and related digital technologies, business process improvement, and records information management/governance.   Today, ECM and related technologies include various tools, including capture, recognition, machine learning, content management, e-signature, e-forms, workflow, robotic process automation (RPA), AI, and electronic records management.    To be successful, an ECM consultant should be…

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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 technologies discussed, such as AI and Machine Learning, we focused on three practical technologies that can provide immediate benefit – 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…

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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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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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Digital Workflow, An Innovative Idea & Cost Savings Tool For Your Organization

Digital Workflow, An Innovative Idea & Cost Savings Tool For Your Organization

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 20% to 10x. 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, provide for automated decisions, allow for parallel/sequential routing, and be…

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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, collaboration systems, data systems, 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, collaboration systems, portal, shared drive, hand-held device, data systems (typically 5 to…

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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…

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