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Tag: ECM

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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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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Part 2 – What Are The Important Digital Transformation Technologies? Interview of CRE8 By DotCom Magazine

Part 2 – What Are The Important Digital Transformation Technologies? Interview of CRE8 By DotCom Magazine

Andy Jacob, CEO of DotCom Magazine asks George Dunn, President of CRE8 Independent Consultants, “What are the Important Digital Transformation Technologies”?  George talks about Digital Workflow and Electronic Content Management (ECM) and why organizations should more fully deploy these technologies.  For more information regarding CRE8 Independent Consultants. To contact George Dunn, President of CRE8 Incorporated to discuss how CRE8 can assist your organization.  

Introduction To CRE8 Independent Consultants Interview By DotCom Magazine

Introduction To CRE8 Independent Consultants Interview By DotCom Magazine

In Part 1 of the interview Andy Jacob CEO of DotCom Magazine interviews George Dunn, President of CRE8 Independent Consultants. In this interview, Andy introduces George as a worldwide expert in combining process improvement methods and digital transformation technologies, with extensive experience assisting Fortune 100, middle market companies, and government organizations. George speaks to how CRE8 helps to ensure organizational improvement and successful technology deployment by providing overall and detailed planning assistance, that is not provided by the software vendors…

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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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PUBLIC HOUSING AUTHORITIES, IS IT TIME TO GO PAPERLESS?

PUBLIC HOUSING AUTHORITIES, IS IT TIME TO GO PAPERLESS?

Today, many Public Housing Authorities are struggling to operate remotely or efficiently, as many of their documents and files are still paper-based.  Given the current COVID-19 health crisis, this puts staff at risk when they have to go into the office to pick up or access their paper files.  Also, staff report that finding, managing, sharing, and protecting documents stored in email, shared network drives, and paper systems can be a challenge. As one Public Housing Authority executive, I spoke…

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PUBLIC HOUSING AUTHORITY IMPROVEMENT CHECKLIST FOR 2020

PUBLIC HOUSING AUTHORITY IMPROVEMENT CHECKLIST FOR 2020

Top Public Housing Authorities improvement topics include going paperless; improving processes to maximize efficiency, quality, and service; and reducing operating risks.  Here is our 2020 checklist for Housing Authorities, including ideas for improvement. Public Housing Authority 2020 checklist questions and ideas. Do your employees need to work remotely but can’t function without going into the office to access paper files?  Also, are documents stored in network drives and email challenging to find or protect from deletion?  If so, explore how…

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