Reference Section
These articles contain background and reference information for solving specific business challenges, and provide tips for successful ECM implementation.
Most popular articles:
1) Evaluating “Best Practices” for Electronic Document Management: Tips for Ensuring Successful Implementations the First Time
2) Six Practices to Help Ensure Continued Corporate Compliance
3) Desktop Scanning and Document Management: Best Practices to Help You Succeed
Categories
- Accounting, Human Resources, and Departmental Tips
- Document Management Articles
- Helpful Tips for Small Businesses
- Industry Articles
- Making Your Workplace More Efficient
- Paperless Processing / Digital Mailrooms
- Process Automation and Digital Workflow
- Quality Assurance and Technical Support
- Records Management and Retention
- Regulatory Compliance
- Risk, Disaster Recovery, and Business Continuity
Accounting, Human Resources, and Departmental Tips
- Invoice Processing: Make A/P Cost-efficient with EDM and BPM (May 2010)
- Eight Strategies for Winning the A/R Game with Automated Capture and Workflow (Dec. 2006)
- Save Time, Money, and Aggravation: Six Benefits of Automating Your Payables Process (Dec. 2006)
- Plan for Success: Knowledge Worker Training and On-boarding Are Easy with Process Automation (Aug. 2009)
- Human Resources, Electronic Document Management, and Workflow: Seven Ways to Use Technology to Maximize the Investment in Your People (Oct. 2007)
Document Management Articles
- eForms Checklist: Find the Right Automation Solution For Your Business (July 2010)
- To Buy or Not to Buy: That is the Question (May 2009)
- Indexing 101: A Candid Look at the Birds and the Bees (Mar. 2009)
- Manager’s Checklist for Transitioning to a Paperless Office (Jan. 2009)
- High-Volume Scanning and Process Automation for Better, Faster, Smarter Decision Making (Dec. 2008)
- Desktop Scanning and Document Management: Best Practices to Help You Succeed (May 2008)
- Migrating from Paper Forms to Digital Storage: Six Ways Organizations Benefit from Desktop Scanning (April 2008)
- Using Electronic Forms to Manage Corporate Waste: Celebrating Earth Day by Eliminating Paper at the Source (April 2008)
- From Network to Desktop Scanning: Choosing What’s Right for Your Business (Jan. 2008)
- Streamline your Business Processes with Barcodes: How automated indexing and workflow can enhance your bottom line (Oct. 2006)
- Using High Volume Scanning, Capture and Workflow to Maximize Business Efficiency (Sep. 2006)
- ECM Connection executive opinion: Maximizing Meaningful Use of Information with SharePoint and ECM (June 2010)
- Laying the Groundwork for Change: How Jamie Oliver’s Food Revolution can help with your transition to electronic document management (EDM) (May 2010)
- 3 Secrets that the Document Management Vendors Aren’t Telling You (May 2010)
- Are Your Electronic Documents Secure? Manager’s Checklist for Evaluating Your EDM System’s Security (Dec. 2009)
- Smart System Design: How to Get the Information You Need from Your Document Management System, Every Time (Dec. 2009)
- Electronic Document Management: Seven Fundamentals That Should Never Be Compromised (Oct. 2009)
- Protect Your Business Information: Prevent Document Deterioration, Misuse and Loss with EDM (Sep. 2009)
- Paperless Processing: Moving from Fear to Confidence in Buying Technology (July 2009)
- Manager’s ECM Training Checklist: Six Ways to Ensure Success (March 2009)
- Don’t Get Stuck with the Wrong ECM System: Four Essential Criteria for Success (Feb. 2009)
- Must-See ECM Solutions for 2009 (Jan. 2009)
- EDM and BPM Software Deliver the Knowledge You Need to Spring Ahead (Jan. 2009)
- SharePoint’s Role as an ECM Solution: A Look behind the Curtain (Dec. 2008)
- ECM in 2008: A Look Back (Dec. 2008)
- Staying Afloat during an Economic Downturn: Why ECM is a “Must-Have” (Nov. 2008)
- ECM Basics: Thinking Beyond Paperless Processing (while keeping an eye on the green) (Oct. 2008)
- Outfoxing the Enemy of Disorganization: Using ECM for High-speed Remittance Processing (Sep. 2008)
- Preparing for your ECM Implementation: A Short (and sweet) Primer for Success (Sep. 2008)
- Room with a View: Redefine Your Office with Enterprise Content Management (Aug. 2008)
- Some Like it Hot: Using the Power of the Pepper to Manage Your Content (July 2008)
- Time for Change? Ten Questions to Help You Decide if Your Document Management Solution Needs an Overhaul (July 2008)
- What’s in it for me? SharePoint® and the Changing Face of ECM (May 2008)
- Document Imaging In-house vs. Outsourcing: Making the Right Choice for Your Business (May 2008)
- Overcoming the Barriers to Enterprise Content Management (ECM) Success (May 2008)
- Document Management 101: What is document management and how can it benefit me? (March 2008)
- Best Practices for Enterprise Content Management: Advice from the Trenches (Feb. 2008)
- Evaluating “Best Practices” for Electronic Document Management: Tips for Ensuring Successful Implementations the First Time (Feb. 2008)
- Five Tips for Effective Indexing Across Your Enterprise: What your document management vendor should be telling you (Feb. 2007)
- Electronic Filing Cabinet Syndrome (And How To Avoid It!) (Aug. 2006)
- Enterprise-Scale Application Development (July 2006)
- When Capture Becomes Rapture: Capturing Print Streams Effectively Can Help Your Business to Flourish (March 2006)
- Capturing Print Streams: Bringing Critical Business Data to People (May 2006)
- Archiving is Just the First Step (Sep. 2005)
- Compliance, Security, and Cost-efficient Management: ECM Rises to the Challenge (Feb. 2010)
- How to Overcome the Top Ten Challenges in ECM Project Management (Dec. 2009)
- Looking beyond the Open Source and SaaS Marketing Hype: Why Fast and Cheap ECM Deployment is a Bad Idea (Aug. 2009)
- Manager’s Checklist of Questions to Ensure Successful Business Process Automation (July 2009)
- The Top 5 Ways ECM Can Help You Avoid an Annoying Co-worker (June 2009)
- Planning and Executing Your ECM Project: Assembling the Right Team (March 2009)
- Developing an Enterprise Vision for Business Process Automation (March 2009)
- Indexing for the Enterprise: Retrieve Your Documents 100% of the Time (May 2009)
- Look – No Hands! Using BPM and Workflow to Drive Work Efficiently Across the Enterprise (July 2009)
- BPM Success: Integration is the Key (Sep. 2009)
- ECM: Tips for Managing Change Effectively (Nov. 2009)
- Streamline, Organize, Archive, Retrieve: SOAR Above the Data Chaos with Effective Email Management (April 2008)
- Effective Email Management: Moving Beyond Compliance (March 2007)
Process Automation and Digital Workflow
- When Workflow Doesn’t Work: A Troubleshooting Guide (June 2010)
- Don’t Put It Off Any Longer: End Workplace Procrastination NOW with BPM. (July 2009)
- Building on the Basics of Document Management: Getting Started with Process Automation and Digital Workflow (March 2008)
- EForms and Workflow: Evolution Meets Intelligent Design (June 2007)
- Developing an Enterprise Vision for Your IT Solutions: How to Avoid the Common Pitfalls Associated with Process Improvements (Feb. 2007)
- All Aboard the Workflow Express: Customer Service Takes the Fast Track (Jan. 2007)
- Gap Analysis: How to Avoid the Common Pitfalls Associated with Change (Dec. 2006)
- Facing Fear to Implement the Right Software for Your Organization (March 2006)
- Project Planning for Automation: Creating Vendor/Client Software Solutions Designed to Succeed (Aug. 2006)
- Workflow Consulting Services: Helping Your Automated Workflow Project to Succeed the First Time (Nov. 2006)
- Workflow and BPM: Today and Tomorrow (Nov. 2005)
Helpful Tips for Small Businesses
- Progressing Beyond Electronic Storage and Retrieval: 4 Tips That Show you How (Dec. 2009)
- Records Management for the Masses: Scalable ECM Solutions for Smaller Organizations (Oct. 2008)
- The Paperless Office for Small/Medium-Sized Businesses (SMBs): You’re So Close! (March 2008)
- Capture, Index, Access: The Paperless Office Provides Centralized Intelligence for Small Businesses (March 2008)
- Review, Reorganize, Revamp Your SMB: How to Achieve Continual Returns with Paperless Processing (March 2007)
- SMBs: Solutions for Common Challenges that Will Help Keep Your EDM and Workflow Projects Manageable and On Track (Sep. 2006)
Risk, Disaster Recovery, and Business Continuity
- Change Management: Ensuring ECM Success by Preparing End-users for Automation (May 2009)
- Business Continuity Planning: Ensuring ‘Business as Usual’ When the Unusual Happens (Jan. 2008)
- Change Management: Helping Your Claims Staff Weather the Change to Automation (Nov. 2006)
- Confidently answering the “What ifs…”: Effective Risk Management Planning Helps Businesses Reach Their e-Business Goals (Aug. 2006)
- The Value of Effective Disaster Recovery Planning (March 2006)
Regulatory Compliance
- Regulatory Compliance: The Art of Being Prepared (Sep. 2009)
- Digital Record Keeping: What Pennsylvania’s New Right-to-Know Laws Can Teach Every Business (May 2009)
- ECM and Compliance: Ten Tips to Help You Get it Right the First Time (May 2009)
- Strengthening Compliance Initiatives with Enterprise Content Management (ECM) (Nov. 2008)
- Do You Have the Right Tools? Complying with SOX in the Year of the Ox (2009) (Sep. 2008)
- Improving Performance while Addressing Compliance Initiatives: Implementing Information Governance Strategies across your Enterprise (July 2007)
- Maximizing Efficiency While Addressing Regulatory Compliance: Integrating Forms into your Records Management Strategy (May 2007)
- Six Practices to Help Ensure Continued Corporate Compliance (Dec. 2006)
Paperless Processing / Digital Mailrooms
- Mailroom Magic: Save Time, Money, and Backaches by Migrating to Digital Mail Processing (March 2008)
- Improve Your Competitive Standing by Transitioning to a Paperless Mailroom: Three Components that are Critical for Success (June 2007)
- Moving from Paper Woes to Efficient Workflows: Making the Most of Automated Document Processing (July 2007)
- (Paper)Less is More: Electronic Document Management and Digital Workflow Help You Do More with Less (Jan. 2008)
- Paperless Mailrooms: Six Ways to Maximize the Value of Digital Information Across Your Enterprise (March 2007)
Making Your Workplace More Efficient
- 8 Signs of a Lackluster ECM Implementation (April 2010)
- Going Undercover to Learn How Your Operations Really Work: What television can teach you about your business process management (April 2010)
- Are You Sabotaging your ECM Conversion? Common Excuses that Guarantee Loss of Revenue (July 2009)
- Can Your Business Afford Not to Implement Enterprise Content Management (ECM)? Straight Talk from an Industry Veteran (July 2008)
- Four Ways to Remove the Physical Limitations of the Workplace with EDM and Workflow (Nov. 2007)
- Earth Day Reflections: How to Improve the Environment Around and Within Your Workplace with Streamlined Processing (April 2007)
Quality Assurance and Technical Support
- Manager’s Checklist: Get the Support You Need to Succeed with ECM (Oct. 2009)
- Quality Assurance: Ensuring Quick, Consistent Service for Your Customers with Document Management and Digital Workflow (Nov. 2007)
- Software Companies and Quality Assurance: Ensuring A Company-wide Commitment to Quality (March 2007)
- The Technical Support Scientist… Deductive Reasoning at its Best (Sep. 2006)
Records Management and Retention
- Records Management in the Age of Information Overload: 5 Tips for Finding What you Need (July 2010)
- Records Management FAQs: It’s Not Getting Any Easier (April 2008)
- Three Common Mistakes that are associated with Document Retention Strategies (Jan. 2008)
- Four Environmental Factors that Successful Organizations Should Consider as part of their Records Management Strategy (Sep. 2007)
- Creating a Records Management Policy that is Right for Your Business: Using Automation to Eradicate Chaos and Facilitate Compliance (Feb. 2007)
Industry Articles
- Insurance, ECM, and Hazardous Drywall: The Real Cost of Quick & Cheap (Dec. 2009)
- Use Your Content Wisely: How Strategic ECM Can Help Insurers to Get Ahead in 2010 (Dec. 2009)
- Meeting Regulatory Standards for Compliance: Seven Tips to Help Insurers Guarantee Effective Enterprise-wide Data Searches (Jan. 2009)
- Agent Connectivity: Give Your Reps Tools to Drive More Business (Oct. 2008)
- Using Barcodes to Improve Insurance Processes (June 2008)
- The Insurer’s Mailroom: Six Technologies that Reduce Paper and Promote Efficiency (April 2008)
- Get Ready for Success: Seven Ways Automation Improves Underwriter Efficiency and Customer Service (March 2008)
- Using Your ECM System to Simplify Financial and Market Conduct Examinations (March 2008)
- Five Ways Small Insurance Companies Can Increase Efficiency and Compete Successfully with the Giants (Feb. 2008)
- Getting the Most out of your Existing Investments (Winter 2007/ 2008)
- Straight-through Processing: Using Workflow to Push Information through the Communications Labyrinth at Break-neck Speed (Nov. 2007)
- Workflow and the Competitive Edge: Improving Policyholder Services with BPM (May 2007)
- Faster, Cheaper, Better: Recycle Meaningful Information to Deliver Incomparable Student Services (July 2010)
- Deluxe Service on a Lean Budget: Lower Costs While Raising the Bar on Your Institution’s Performance (Sep. 2009)
- Records Management Best Practices: Five Considerations for Colleges and Universities (June 2009)
- Making the Grade: Common ECM Challenges for School Districts (April 2009)
- Files on the Move: Storage Management Software Manages Campus Documents throughout the Information Lifecycle (Aug. 2008)
- Enterprise Content Management (ECM) Best Practices for Community Colleges (Aug. 2008)
- Bringing Order to the Campus Mailroom with Digital Processing (May 2008)
- Best Practices for Implementing an ECM System in a College or University Setting (April 2008)
- Saying Goodbye to the Challenges of HR: Managing Collegiate Human Resources is Easier with Document Management and Workflow (April 2008)
- Moving Schools from the World of Paper to Electronic Efficiency: Ten Ways Document Management Helps Administrators Do More with Less (March 2008)
- Facilitate your enrollment process through automation (Sep. 2006)
- Information Management, BPM and Integration: Achieving Cost Efficiency in the Financial Sector (Oct. 2009)
- ECM for Banking and Finance: Looking Beyond Document Management (June 2008)
- Bringing the Future to the Present: Workflow and Electronic Document Management Deliver ROI, Service, and Satisfaction to Lending Institutions (Aug. 2007)
- Tapping into the Power of Technology to Simplify the Mortgage Process (July 2006)
- Bidding, Purchasing, Execution: Streamline Municipal Government Purchasing with EDM and Workflow (June 2009)
- Sustainable Government: Five Ways ECM Can Help You to Be Lean, Clean, and Green (March 2009)
- Five Document Management Best Practice Considerations for County Government Offices (Feb. 2009)
- Using ECM to help municipal government offices reduce paper and improve information management (June 2008)
- Hospital Revenue Cycle Management: Coordinating Data for Clean Claims and Better Service (Sep. 2009)
- ECM: The Practitioner’s Stepping Stone to Electronic Medical Records (June 2009)
- Using Your ECM System to Simplify RAC Audits (April 2009)
- Differentiating the Exceptional from the Conventional: Using ECM to Improve Claims Denials Management (July 2008)
- Translating the Hype: How to find an ECM Solution that is right for your Healthcare Organization (Feb. 2008)
- Optimizing Patient Care with Efficient Back-Office Processes (Jan. 2007)
- 10 Questions for Hospitals, Clinics, and Private Practices to ask when considering Document Management Software Solutions (Aug. 2006)