In the Flow

Are Your Ducks in a Row?

by | 01/28/2016

JoanneNovakKM webby Joanne E. Novak | 1/28/16

At the end of a long year, we anticipate some time off. Our brains needed something less taxing than end-of-year worries and New Year budgets and plans. But, now that we’ve crossed the great divide and are a month into 2016, it’s time to rev up your engines and get your ducks in a row.


Business Process Automation and the Power of Workflow On the Web

by | 01/26/2016

by Lauren Ford | 1/26/16

How quickly are documents processed in your company? Do you know who accessed a particular document last, or how long that document was worked with? Where does that document live now? Visibility into business processes can change the way work gets done. Business Process Automation (BPA) solutions use the power of the web to deliver the data and direction of your document processes, balancing accuracy with productivity. BPA is that detailed assistant that business owners dream of, providing instantaneous views into daily processes to ensure efficiency is high, and no task is left behind.


Q&A With Alexandre Wentzo: Casewise's Tactac

by | 01/22/2016

by Patricia Ames | 1/22/16

We first met with Alexandre Wentzo, CEO of Casewise, a while back at the Casewise 25th anniversary celebration, and he is such a compelling figure, we simply had to do a story on him. Fast forward a year and a half and Casewise continues to innovate and push the boundaries. In November 2015, Casewise announced the launch of its new cloud-based operational platform for mobile workers called Tactac. Workflow wanted to find out more.


2016, Your Year for Digital Transformation – or to Choose to Fall Further Behind

by | 01/18/2016

by BJ Johnson | 1/18/16

“Business at the speed of paper will be unacceptable in five years,” reads a statement from AIIM'srecent market intelligence report that I don’t completely agree with.  Business at the speed of paper is unacceptable now. Continuing to have paper bog down processes means you’re falling behind in the race to digital transformation every organization must undertake.  Organizations that have effectively begun the transition to digital are more efficient, have lower operating costs and provide better service to customers (internal and external) than their competitors that are still shuffling paper. In short, a company that has made the shift to digital has a better chance of surviving and growing in a competitive environment.


Are You Drowning In Paper and Losing Documents?

by | 12/28/2015

by Joanne E. Novak | 12/28/15

Many organizations are struggling with paperwork issues. Whether you are manufacturing toys or engineering skyscrapers, I can guarantee that there is paper involved in your processes. Paper is one thing that all companies typically have in common.


Next Generation ECM and Superior Customer Experience

by | 12/21/2015

by Kevin Craine | 12/21/15

Every business, from a multinational bank to a local bakery, needs to ensure that customers are happy and that they keep coming back for more. Customer satisfaction and loyalty are critical success factors for every organization. And how customers perceive your company and what they say about their experience in social and mobile media can have a direct effect on your brand in the marketplace. 


The Future of Work Is Not a Treadmill Desk

by | 12/16/2015

by Taher Behbehani | 12/16/15

The “Future of Work” is garnering significant attention – and that’s not always a good thing. When too many people become enamored with the future version of something, it means the present version is not working very well. Today’s scattershot approach to improving workforce productivity has stretched from new mobile applications and devices to treadmill desks, open office designs and even a recent Rensselaer Polytechnic Institute study suggesting that playing nature sounds in the office can boost worker mood and cognitive abilities. While the rush of a waterfall may be soothing, tying it to improved workforce productivity is another matter.


Supercharge the Credit Card Application Process

by | 12/14/2015

by Tony Barbeau | 12/14/15

Faster is better, right? That’s generally the case in financial services, especially when it comes to opening new accounts, and issuing new consumer credit cards is no exception. The faster consumers start using their new cards, the quicker the bank or other card issuer can start making money.


December Workflow: Security, Compliance and Answering the Tough Questions

by | 12/01/2015

by Amy Weiss | 12/1/15

Recently, my mother asked me to explain the cloud to her. Now, as most of us who work in or around IT know, the cloud is a nebulous concept at best. But I did my best to explain it in terms that would matter to a consumer: “It’s really just storing information someplace that’s not in your house.” (I’ll be expecting my Pulitzer Prize for excellence in technical journalism any day now.) 


Challenges in Health Care Communications

by | 11/25/2015

by Joanna Robinson | 11/25/15

When it comes to health care communications, insurance providers and pharmaceutical companies face similar challenges. While they may be communicating to a member or a consumer with different needs, the end recipient is a person, who expects to be engaged in a personalized and timely manner via their desired medium. 


Buying New Technology? People Should Be the No. 1 Consideration

by | 11/23/2015

by BJ Johnson | 11/23/15

Security, pricing and functionality are all essential aspects of buying new technology, but people should be the number one consideration.
- We survey new clients to understand why our solution was selected over another.  The answer we hear most frequently: “Your people.”
- At a recent ARMA meeting we had a panel discussion about going paperless and switching to digital processes. We all agreed the impact on “people” was an important area to consider.


HPE and Intel Team Up, and the IoT Gets Edgy

by | 11/19/2015

by Amy Weiss | 11/19/15

On November 17, Hewlett Packard Enterprise (HPE) and Intel Corp. announced an alliance to deliver open standards based on Internet of Things (IoT) solutions. The solutions will allow organizations to utilize data collected from devices and sensors that often sit on the periphery of a network, enabling them to harness that data to gain insights and create value.


Sharks, Pitbulls and Tigerpaw One: Tigerpaw’s 2015 Partner Conference Has it All

by | 11/09/2015

by Amy Weiss | 11/9/15

At the end of October I had the opportunity to visit Omaha, Nebraska, for Tigerpaw Software’s 2015 partner conference. This was an exciting experience for several reasons, such as the opportunity to meet with Tigerpaw’s community of partners and users, which is always a great way to get the pulse of the industry, and the chance to hear about the launch of Tigerpaw One, Tigerpaw's new SaaS model.


Capturing New Value With MFPs and Capture

by | 11/02/2015

by Kevin Craine | 11/2/15

Capture technologies have been around for quite some time. We’re all familiar with scanning paper documents to make digital images and extracting key bits of data along the way. Indeed, most organizations use capture systems to ingest and process documents to support many important functions like claims processing, accounts receivable, or human resources. But a new breed of capture solutions is spurring a second wave of capture strategies that are helping organizations find new value using tried-and-true capture techniques in more wide-ranging ways.


Back to the Future With Square 9 Encompass 2015

by | 10/26/2015

by Amy Weiss | Oct. 27, 2015

Square 9 Softworks held its first annual Encompass End User & Reseller conference Oct. 20-23 — dates that, as it turned out, were incredibly appropriate. No, not because they were close to Halloween or the MLB playoff dates (although they were), but because Oct. 21 was Back to the Future Day.


Message Orchestration Across the Customer Lifecycle

by | 10/26/2015

by Brad Banyas | 10/26/15

The notion of “Customer Lifetime Value” is a concept and calculation that helps CMOs determine the dollar value associated with the long-term relationship of any customer, determining just how much that customer relationship is worth. Used by marketing managers and C-level executives, customer lifetime value is a prediction of the net profit associated with the entire relationship with a customer. The notion is an important one because it encourages firms to shift their focus from customer acquisition to the long-term health of their customer relationships.


Banks are Cashing in on Intelligent Capture

by | 10/08/2015

by Kevin Craine | 10/8/15

Banking is undergoing a massive shift that began with the automated teller machine, continued with online banking, and is now accelerating with the advent of mobile computing. It wasn't that long ago that customers were limited to their local branch and the 10 a.m. to 3 p.m. “banker’s hours” of the 1900s. But today, customers are free to do their banking from anywhere and at any time, and the very idea of visiting a branch is becoming an antiquated notion.


The Paper Versus Digital Process Debate – The Acronym for Digital Persuasion

by | 09/23/2015

by  Noah Mithrush | 9/23/15

Technology for a paperless office has been around for years, but the adoption rate of the digital process has been slow. It may have been the timing, as many organizations could see the value in a digital document management software; however, most were still hesitant to take the next steps in actually implementing the process. 


Top Questions to Ask Before You Buy a Capture System

by | 09/18/2015

by Kevin Craine | 9/21/15

The notion of “capture” is one that has been around a while. We’re all familiar with the ability to scan a sheet of paper and capture a digital image of the page. More advanced data capture systems take the technology one step further by allowing us to capture specific bits of information, like a name, account number, or a date, for example, and export that data into various business systems and databases. The newest approaches include mobile capture and seamless integration of both data and documents into a digital workflow enterprise-wide.


Automation, Innovation, Irony and Expectations

by | 09/02/2015

by Amy Weiss | 9/2/15

I love a good dose of irony. While I was finalizing the September issue of Workflow with “Automation and Innovation” as its central theme I was texting with a friend of mine whose daughter was starting high school the next day. Among her many concerns and issues was the fact that there were approximately 5 million paper forms that needed to be filled out manually, and sent back physically. Many of them required a paper check to be attached. Since this is a professional publication I cannot quote her verbatim, but to voice the gist of her issues, “Why in the world are these forms not online, and why can’t I pay electronically?”