In the Flow

What Makes a Workflow Project Successful? A Case Study

Chad Kudym

by Chad Kudym | 09/08/2016

As an account manager, I see many different approaches for selecting a business process to transform into electronic workflow. A variety of factors, from grant funding for reducing paper processing to developing a more transparent process for government reporting, are common driving forces with public sector clients. I thought it would be helpful to look at a true-life story to illustrate a successful workflow project selection process; when done well the first project will lead to years of follow-up projects.

.

Business Process Automation Meets Information Governance

BJ Johnson

by BJ Johnson | 09/06/2016

Business Process Automation (BPA) is a critical component of every organization’s digital transformation strategy. Executives want it done faster, with less errors and at a lower cost. Employees don’t want to spend their time shuffling paper and working on administrative tasks. As if those aren’t enough challenges, the technology used to automate processes must align with the mobile 21st century workforce.

.

The Rules of the Road Benefit Everyone

Joanne E. Novak

by Joanne E. Novak | 09/01/2016

We had a great summer weekend – humid, but nice. I headed out both days to take a spin on my bicycle and enjoy the breeze. Whenever I ride, I often see traffic infractions that directly affect me, the cyclist: a large, blue pickup truck took a wide left turn cutting me off at a green light so he could get ahead of me and a silver BMW blew through the red light while my light had already turned green. (Ironically, the same light on each day.)

.

The ‘Digital Quotient’ Question Isn't How, But Where

Jacqueline Gimenez

by Jacqueline Gimenez | 08/29/2016

Mobile. Big data. The Internet of Things. The cloud. The 21st century global economy began digital and it's only picking up speed. Yet despite the technological advances, digital transformation as a strategic discipline has lagged behind, only now appearing on radars. Whether involved in banking, telecommunications, or government, executives must ask themselves the big digital questions — how are we digital? What's our digital maturity? Who's using paper where we should be digital?

.

Using ECM to Provide a Superior Customer Experience

Kevin Craine

by Kevin Craine | 08/25/2016

Every business needs to ensure that customers are happy and that they keep coming back for more. Indeed, customer satisfaction and loyalty are critical success factors for every organization regardless of the size and or type of business. 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. As a result, there’s a new mantra pervading business today: deliver the optimal customer experience.

.

Q&A With Joe Odore, Panasonic

Patricia Ames

by Patricia Ames | 08/19/2016

Panasonic recently announced the release of Image Capture Plus, an application that transfers image data scanned by Panasonic high-speed document scanners to a PC in the form of an image file. This software lets you edit scanned pages (switch pages, delete pages, etc.) using thumbnail images. It also allows you to make various settings to facilitate complex scanning processes and serves as a tool for processing routine business work.

.

Document Versioning: What’s Old is New

by | 08/16/2016

Scott Brandtby Scott Brandt | 8/16/16

We have all used the Track Changes feature in Microsoft Word as a means of keeping a record of the changes to a document. You may have even saved the updated document with a new name or added some designator to show an updated version. These are simple methods to version files.

.

Use ECM to Clean Up Your Physical Space

by | 08/01/2016

JoanneNovakKM webby Joanne E. Novak | 8/1/16

How much high school Spanish do you remember? Can you string together a grammatically correct sentence? Or, are there simply errand words that come to mind? Our brains do not keep all of the information we have learned. It knows the information to which we refer on a regular basis and keeps that information top of mind, but gets rid of the rest.

.

Mobile Capture and Case Management

by | 07/28/2016

by Kevin Craine | 7/28/16

There is a lot of excitement about mobile capture these days … and for good reason: 58 percent of American adults use a smartphone, over 40 percent own a tablet, and mobile computing grew by over 80 percent just last year alone. Indeed, there are more mobile devices out in the world than there are personal computers. Smartphones and tablets have become a nearly ubiquitous part of our personal and business lives.  

.

How E-Forms and Workflow Automation Streamline the Hiring Process

by | 07/26/2016

by Mitch Taube | 7/26/16

E-forms and workflow automation have caused a sea change in human resources and hiring processes. Businesses can now streamline and simplify the application and onboarding process, which is especially important for companies that are growing rapidly or hire seasonally. The combination of e-forms and workflow automation saves valuable time and resources while helping to ensure compliance and providing managers insight into the hiring process itself.

.

Stop Juggling Multiple Priorities With Service Management Solutions

by | 07/21/2016

Nancy Van Elsacker TOPdeskby Nancy Van Elsacker | 7/21/16

Email has become a symbol of disparity, even of siloed work, and many argue that it needs to disappear from the workplace, at least in large part. Email leads to cluttered environments and disjointed, indiscernible data that are difficult to track, manage or navigate. Likewise, emails get in the way of work. Organizations are bogged down by it. Unfortunately, email typically mean much less gets done, but email is not going anywhere soon so we need to find a way to work around it.

.

Managing Workflows On and Off the Court

by | 07/10/2016

Jacqui Connby Jacqueline Conn | 7/11/16

In both basketball and in business, there is a goal. For the past two seasons, my hometown team, the Cleveland Cavaliers, aimed to bring an NBA title home and break the city’s 52-year losing streak since the Cleveland Browns won the NFL championship in 1964.

.

HP and OpenText: Harbinger of Disruption or Status Quo?

by | 07/06/2016

Ken Stewart webby Ken Stewart | 7/3/16

In what has become a continually developing saga, the recently reminted HP Inc. divested several business assets to enterprise information management firm OpenText, announcing the first batch in April and the second in June. Timing on the June deal coincided with a coolly received shift in HP’s channel inventory, but perhaps is even more interesting given the fact that HP Inc. pulled these assets over from HPE during the split. With HP Inc. and OpenText continuing to reshape (and dare I say, refine) I have to wonder just what this means for players in the market?

.

Streamlining Access to Vital Data

by | 07/05/2016

Ken Neal CBPSby Ken Neal | 7/5/16

In this blog we highlight a client case history that demonstrates an important element of efficient records management workflow: document remediation (or document “repair”). The story concerns a major passenger rail service provider that wanted to streamline access to important engineering information stored in its relational database.

.

Unstructured Structured Data for Data-Driven Organizations

by | 06/28/2016

Scott Brandtby Scott Brandt | 6/28/16

We hear so much about “big data” and unstructured data these days, and we automatically associate things like emails, texts, tweets, and audio clips to the unstructured data category. And as we are being reminded by the purveyors of the big data mining tools, it’s all about making sense of this huge mess of uncoordinated, anomalous data.  

.

The Confluence of Work Optimization and Case Management: Q&A With Gal Horvitz

by | 06/21/2016

by Patricia Ames | 6/21/16

Gal Horvitz is the founder and CEO of PNMsoft, a multinational company with headquarters in the UK. PNMsoft provides BPM software solutions to businesses and organizations worldwide and is the leading Microsoft-based vendor for intelligent BPM solutions. The company is known for its intelligent business process management suite called Sequence, but they have recently added HotOperations, a case management and work optimization tool that enables operations managers to optimize work allocation in real time. I spoke with Gal to learn more about the development of their new tool and how the intelligent operational capabilities can help organizations reduce costs and improve service.

.

People Before Technology: Setting the Foundation of a Successful Workflow

by | 06/14/2016

Andrew GaidarDataBankby Andrew Gaidar | 6/14/16

I was listening to someone the other day sending a text message using the speech recognition tool on their phone. What struck me as funny was that they were using what sounded more like a computer generated voice than one they’d use in a normal human conversation. Watching this made me ask myself the age old question, “Is technology working for us, or are we conforming to work for the technology?”

.

Capture Automation: Convincing Clients to Ditch Manual Processes

by | 06/06/2016

by Lauren Ford | 6/6/16

Let’s face it. Change is hard. But as a company continues to grow, so does the complexity of business. To stay efficient, adjustments must be made. Continued reliance on paper based processes means ineffective collaboration, high operational costs and disorganization, with too much focus on the actual process and not enough on potential growth. If your clients are experiencing these challenges, then it’s time for them to upgrade their inefficient manual processes, starting with capture.

.

Plan for Change and Reap the Benefits of Efficiency

by | 05/31/2016

JoanneNovakKM webby Joanne E. Novak | 5/31/16

In the fall of 2014, I got a new furnace and disconnected my air conditioning until spring. When spring came, I was ready to refill my cooling system and get it going, but I learned that the manufacturer was going to stop making that coolant the following year. AND, by the way, the old air conditioner was not compatible with my new furnace. Would you do a workaround for one year or just upgrade to something new?

.

Integrated ACA Reporting Technology Makes IRS Filing Easy; An Absolute Must for ‘ALES’

by | 05/26/2016

jessica campbell100by Jessica Campbell | 5/26/16

A 2015 survey of employers across 36 different industries revealed that 35 percent of large employers planned to use a dedicated ACA compliance vendor to complete their Affordable Care Act information reporting requirements for the year 2015. Of course employers were to accomplish their ACA reporting requirements and file their 1094-C forms with the IRS by March 31 of this year, but due to the complex nature of the 1094-C and 1095-C forms, the inexperience of HR staff, and the multifaceted, heavy work required to comply with the ACA reporting requirements, the IRS extended the deadline for electronic filing to June 30.

.