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Tag: ECM

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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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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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, 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, portal, shared drive, hand-held device, paper, and microform storage areas. These fragmented systems cause inconsistent document…

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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 options discussed, the conversation focused on three practical technologies 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 can be made from mobile devices/computers, tracked, fulfilled, and measured.  Digital…

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