In the Flow

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.

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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.

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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.

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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.  

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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.

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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.

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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.

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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?

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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.

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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.  

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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.

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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?”

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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.

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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?

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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.

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Why Enterprises are Embracing Open Source Software

by | 05/23/2016

John Newton Alfrescoby John Newton | 5/23/16

Open source solutions are by no means in their infancy, as use in the commercial sector has grown immensely. In fact, last year’s Future of Open Source Survey found that the adoption of open source across industries and organizations of all sizes had reached an all-time high: 78 percent of companies run part or all of their operations on open source software. What makes open source such a good choice for enterprises?

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The Time Has Come for Multi-Channel

by | 05/19/2016

by Kevin Craine | 5/19/16

There is a lot of excitement over multi-channel marketing and customer communications these days, and here’s why: More than 750 million users use Facebook every single day. More than 6,000 tweets are issued every second. And nearly 20 percent of all web traffic comes through mobile phones. Clearly, the days of communicating with customers, clients and members via snail mail are coming to an end, so the question becomes: What are you doing about it?

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Pharma Leader Finds Accounts Payable Cure: Automate Workflow

by | 05/11/2016

Ken Neal CBPSby Ken Neal | 5/11/16

According to a research report we recently issued, advancements in workflow automation coupled with optical character recognition data capture, supplier portals, and more efficient integration with ERP and content management systems enable organizations to leapfrog their accounts payable (AP) operations from a manual to a leading-edge function.1 This is the direction in which we are heading with a leading pharmaceutical firm: leveraging automation as part of a three-pronged strategy in order to optimize the firm’s AP process.

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Digital Transformation: More Than Just a Buzzword

by | 05/09/2016

by BJ Johnson | 5/9/16

Conference season is in full swing and the latest buzzword is clearly digital transformation. Other buzzwords and trends like big data, mobile and cloud computing are still around, but their popularity with vendors, bloggers and consultants is fading. They seemed to have been consumed by digital transformation and rightfully so.

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Success: Not a One-Time Measure, But an Ongoing Improvement

by | 05/04/2016

PhilHeinemanDatabankby Phil Heineman | 5/4/2016

A process is never as effective as it could be. In a quickly evolving world, we shouldn’t expect any of our business processes to remain stagnant. They’ll likely change over and over again, growing into something better each time. A living model of continuous improvement is the key to remaining competitive, and workflow technology should be flexible in order to adapt accordingly.

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