ECMProfessional

Are you using DocuSign® today? Could you benefit from a simplified interface for sending outbound envelopes? Would you like to save all your completed envelopes in a separate document archive like SharePoint, Oracle or FileNet?

Simplify the envelope sending process by integrating your back office ECM repository.

AIRLIFT for DocuSign  is the simplest way of sending forms directly from an existing line of business or enterprise content management system. Your customers, vendors or constituents can complete complex forms and sign from any browser or mobile device. When complete the forms are automatically attached or archived to your internal system of record.

For more information visit: http://cloudpwr.com/airlift

I recently finished writing a book with Chris Riley.  It was a long process and one that has definitely improved my writing skills.  If you’re interested in buying the book you can find it online at Amazon and from our publisher’s site Oreilly.com

ecmbook_lg
Tackle the challenges, issues, and risks of Enterprise Content Management (ECM), using the rich ECM features in Microsoft SharePoint 2013. This practical book provides real-world examples and case studies for managing documents, knowledge, web content, digital assets, records, and user-generated content. It’s ideal for non-technical users such as CIOs, Marketing Executives, Project Managers, and Enterprise Architects.

  • Understand how Information Architecture can change how your organization consumes content
  • Learn how other organizations handle ECM issues
  • Mold SharePoint 2013 into an ideal ECM platform
  • Assess what ECM approaches work for your organization
  • Analyze your ECM risks—and learn how to mitigate them

Please comment or leave feedback on my Amazon author profile: https://www.amazon.com/author/shadrachwhite

Forms Processing is a proven technology that allows organizations of all sizes to benefit by improving efficiency and decreasing operational costs.  There are many case studies available online to support these facts.  When implemented properly the cost of a Forms Processing solution can easily be justified with a tangible 12-18 month return on investment.  With such overwhelming evidence of decreased operational costs and drastically improved efficiency then a logical question would be why wouldn’t every business in the world be using this wonderful technology?  Traditionally only large organizations with dedicated technical staff and humungous IT budgets could consider implementing a sophisticated Data Capture solution but times are changing.  No longer does it have to take years to realize the benefits of Forms Processing once only available to Fortune 1000 type companies.  In this blog post I hope to dispel the myth that this useful technology is only available to Enterprise organizations. Continue

When Washington State voters passed Initiative 502, legalizing Cannabis, on November 6, 2012 the Liquor Control Board was put in charge of developing rules, regulations and policies to support the implementation of this ground breaking law. This presented a unique challenge, as there is no regulatory, operational or practical precedence for the agency to follow for managing the licensing and enforcement for the production, processing and distribution of Cannabis. To get expert assistance the agency published RFP K430 to select a consultant(s) to assist them with the process of implementing I-502.

Challenge

The RFP timeline from publication to closing was only 30 business days. Nearly one hundred vendors submitted responses, and 52 of those were accepted as qualified applicants. A team of nine evaluators from agencies across the state was formed to review and score each bid. The large number of applicants and geographical separation of reviewers made this a more challenging situation than the typical RFP review process.

The evaluation team was given ten business days to complete scoring of the bids. If standard processes for evaluating and scoring bids had been used it would have required significantly more time, duplication of documents and hundreds of emails.  Instead LCB Procurement and IT decided to take a “lean” approach to evaluating the responses. Continue

I will be hosting a discussion in New Orleans on Thursday, March 21 – 10:30

ECM Migration Roadmap

SharePoint Templates

School Employees Credit Union of Washington (SECUWA) has been using FileNet for over a decade, they were one of the first Credit Unions in the country to implement document imaging in the ‘90s. The system became the second most critical business information system and is accessed by nearly every employee. When SECUWA decided it was time to find a new solution they knew it wouldn’t be an easy task. In order to accomplish the first phase of the project they hired cloudPWR to provide professional consultation and analysis. After six months of discovery and due diligence they discovered that it’s more than just selecting a new software package, more than buying new hardware and upgrading to the latest operating systems and browsers. It required a new look at the industry, an evaluation of the current business operations, and engaging in processes to incorporating key fundamentals, like records management and collaboration. Continue


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