In the Flow

Two Important Questions for Better Software Purchases

Logan Lyles

by Logan Lyles | 03/13/2018

Whether you’re looking at a low-cost SaaS tool or a new enterprise software deployment, software purchasing decisions are full of potential pitfalls.


Integrated Taxonomy: A Foundational Approach to Records Management and Improving Workflow

Baron Brady

by Baron Brady | 03/06/2018

If it’s time for your firm or company to design a taxonomy for your paper and electronic content, then you likely already understand the benefit of document management best practices. But implementing an effective taxonomy is no longer just about drafting consistent naming conventions across your organizations. It requires an understanding of how your content is being used and how best to organize it for ease of access.


Unlock the Secrets to a Successful RAC Audit Process With Three Keys

Rebekah Callaro and Lori Intravichit

by Rebekah Callaro and Lori Intravichit | 02/27/2018

Little mistakes can mean a big price tag. “University of Michigan Health System Overbills Medicare by $6.2 Million,” and “OIG Tags Carolinas Medical Center for Incorrect Billing” (over 1.7 million) are just two recent headlines regarding paybacks to Medicare as a result of RAC audits.


Six Reasons You Need Cloud Document Management

Scott Brandt

by Scott Brandt | 02/20/2018

“The cloud” is often an undefined concept used in various descriptions. Software applications running on the cloud can be running as a SaaS, a PaaS, on IaaS, in DMZs, in managed hosted environments and in many other ways. But for our discussion we use the cloud to mean a computing environment outside of the corporate LAN/WAN, sometimes maintained by a third party. Using a document management solution based in the cloud has many benefits and is likely to become the solution of choice by organizations in the coming years. Here’s why.


The Advent of AI in Document Automation: What Does It Look Like?

Chris Strammiello

by Chris Strammiello | 02/12/2018

Artificial intelligence (AI) and machine learning can radically improve the way businesses process the massive volume of documents in their organizations. To date, machine learning technologies have brought greater automation to document classification processes, which is helping businesses manage documents more efficiently. Machine learning refers to a field of computer science that allows computers to “learn” without being programmed. The technology can analyze document structure and contents to classify documents according to shared similarities and characteristics. For example, machine learning tools can detect document types by identifying obvious terminology such as “invoice” as well as more subtle language, such as “total due” and “due date.” 


Everyone Wants to be Smarter: The Manufacturing Sector is Jumping on the Bandwagon

Joanne E. Novak

by Joanne E. Novak | 02/09/2018

Everyone wants to be smart. Where I work, we believe “smartness” starts from within, and in business, we believe smart decisions are those that keep up with the times. Failure to upgrade can leave you in your competitor’s wake.


Optimizing Workflow Through Capture

Lance Elicker

by Lance Elicker | 02/05/2018

Whether you are in sales, accounting or operations, I hope this post will resonate with you. Workflow is a big deal. It is one of those terms that gets thrown about. “We need to optimize our workflow,” says operations and accounting. “You need to optimize your workflow,” says the sales guy. Either way, optimization in life is important, but the key is knowing where to do it. You can diagram workflows, build flowcharts, and invest a lot of money in a software application to facilitate your workflow. These efforts are all helpful, but the key to a successful workflow process is to start with accurate information.  


Could Blockchain Shake Up the ECM World?

Alexandra Lilienthal

by Alexandra Lilienthal | 01/29/2018

Blockchain is today’s buzzword. There is no question that many believe blockchain, the shared, databased technology that drives cryptocurrencies such as bitcoin, could revolutionize business. If so, could blockchain disrupt the way enterprise content is managed and should it be high on the CIO’s agenda?


Winning Paid Workflow Analysis Contracts

Greg Buschman

by Greg Buschman | 01/25/2018

In the 20-plus years I’ve been working in the imaging industry, I have noticed that only a few elite solution and professional services salespeople have become truly successful. One of the secrets to their, and my, success in solution and professional services sales has been an old, tired-out approach called the consultative approach. You might be thinking, “Did he really just call his own technique tired and worn out?” The answer is, YES!


How Intelligent Process Automation and Machine Learning Can Foster Operational Excellence

Eric Johnson

by Eric Johnson | 01/22/2018

Every organization aims for operational excellence, but few know how to go about it effectively. And even fewer know how to make operational excellence part of their DNA. The key is to enable continuous improvement with leading-edge technologies such as machine learning and intelligent process automation that anyone in the organization can use. When people can automate their own processes, they focus on the things that matter most, drive steady improvement, and become more effective in their jobs.


Factors to Consider When Creating a Document Imaging Request for Proposal: Part 3

Reza Pazuki

by Reza Pazuki | 01/15/2018

This article series has focused on some key elements to consider when crafting a request for proposal (RFP) for digitizing paper documents. In this final installment, I will spotlight the differences are between day-forward and backfile conversion efforts. Additionally, I will discuss image enabled workflow and if it might be right for your organization, and finally I will highlight various types of reporting. The overall goal of the series has been to help you and your organization gain the most value from your imaging RFP and provide a bit of education along the way. Read Part 1 and Part 2 of the series.


Trending Topics for Your New Year Planning

Joanne E. Novak

by Joanne E. Novak | 01/08/2018

While most January commentary revolves around trends for the future, I am going to look back to some of my blog topics to reinforce their relevance for the future.


Three Tips to Keep Paper from Becoming an HR Transformation Obstacle

BJ Johnson

by BJ Johnson | 12/19/2017

HR transformation is the term applied to the reimagining of the human resources department so HR professionals can contribute new insights and value to their organizations. Digitizing processes to reduce administrivia is a critical milestone in the HR transformation journey. (What is administrivia?) In conversations with HR leaders across many business types, it is clear most have made progress digitally transforming processes, yet paper continues to be a problem.  Employee document management, unemployment claims and garnishments are three areas where paper continues to be an obstacle in HR transformation. HR departments are not increasing their headcounts, so efficiency gains through digitizing processes are required to minimize time spent on administrative functions. In addition, staying compliant with ever-changing regulations and maintaining the security of  employee information is difficult to achieve when paper is prevalent. Here are three ways to accelerate your digital transformation:


Security Concerns and Actionable Safeguards

Joanne E. Novak

by Joanne E. Novak | 12/12/2017

If I ask you: What are your security concerns? I can get a myriad of answers. Why? Because each of us thinks about security in different ways.


Improve Document Processing Workflows With Intelligent Data Capture: Part 4

Gary Allen

by Gary Allen | 11/27/2017

This is the fourth and final article in my series focusing on intelligent data capture. The concept of the series is that effectively managing document processing activities is critical to business success. It can help raise employee productivity, reduce the cost and cycle time associated with processing documents such as invoices, strengthen security and enhance customer service. Intelligent data capture is an approach that can help you streamline document processing and realize these and other goals.


The State of Digitalization: Is Faster Better?

Scott Brandt

by Scott Brandt | 11/20/2017

Digitalization has certainly impacted the velocity and comprehensiveness of many organizational workflows, from receipt processing, to onboarding personnel, to product design changes. Taking paper out of the process simply increases the speed at which data and information is conveyed, reviewed, and acted on. In general, this has been viewed favorably by managers, providers, and consumers.  For example, we no longer wait for invoices to be delivered and scanned before accounts payable can process the transaction. Like anything new in life, however, there are downsides. We are seeing three new impediments in decision-making due to digitalization.


Growth Mindset Enables Leaders (and Their Businesses) to Look For Opportunities

Joanne E. Novak

by Joanne E. Novak | 11/07/2017

When I first read about the “growth mindset” coined by Dr. Carol Dweck, Virginia Eaton Professor of Psychology at Stanford University, I felt like I was reading about business leaders and technology, not schoolchildren and young adults.


In Workflows, the Point of Automation is Optimization

Alain Gentilhomme

by Alain Gentilhomme | 10/24/2017

Enterprises weighing investment in workflow and business process automation have a wide array of options. To choose wisely, it’s crucial to keep in mind that automation itself isn’t the goal. The goal is to optimize business processes in order to transform how the business operates. Recognizing this at the start helps frame and clarify subsequent decisions and make the most of your automation investment.


Sustain Success by Offering Value

Joanne E. Novak

by Joanne E. Novak | 10/17/2017

In the past, I have worked in the retail and wholesale industries learning about product development, sourcing, logistics and pricing. Once you work on the wholesale side, you understand the retail side, and you become a retail junkie, visiting stores (or as we called it, “shopping the market”) to see what is new and interesting to entice shoppers from both the product and presentation viewpoint.


Improve Document Processing Workflows With Intelligent Data Capture: Part 3

Gary Allen

by Gary Allen | 10/10/2017

This is my third article in a series on the topic of intelligent data capture. I’d like to again underscore the point I’ve made previously that effectively managing document processing activities is critical to business success. It can help raise employee productivity; reduce the cost and cycle time associated with processing documents such as invoices; strengthen security and enhance customer service. Intelligent data capture is an approach that can help you streamline document processing activities and realize these and other goals.