Posts Tagged ‘mobile’

The Importance of Analytics for AP Automation

December 10, 2014
An image reads "Webinar featuring Jackie Risley" on a blue background.

FileBound Marketing Director Jackie Risley discusses how analytics can add value to AP in a webinar.

 

AP can be overlooked as a strategic priority, Jackie Risley, director of FileBound marketing at Upland Software, says in a FileBound webinar.

So how can executives be convinced to look at AP more strategically?

The webinar, “Beyond Automation: How Predictive Analytics Add Value to AP,” demonstrates how analytics can raise the perception of the AP process.

“Analytics deliver real insight into your work processes so that you have real-time, actionable data,” she says.

Reporting looks backwards and looks at tactical items. Analytics looks toward the future and is more focused on strategy. For example, reporting will look at how many invoices have been processed in a certain time frame, while analytics will show opportunities to change.

“It’s much more than a visual representation of data that we normally see in tables,” Risley says.

AP automation technologies include workflow and capture. Mobile can also play a role in AP, Risley says, allowing employees to approve forms away from their computer in a BYOD environment.

Automation can have many benefits. Employees can be freed from tedious jobs, such as data entry, to focus on higher value tasks. Automation can help eliminate back logs and lead to fewer late payments.

But few organizations have fully automated their systems.

Less than 10 percent of organizations are highly automated, according to the Institute of Financial Operations 2014 AP Automation Study, meaning they receive less than 10 percent of their invoices on paper. Alternatively, almost 30 percent of organizations say that paper represents more than 90 percent of their invoices.

Analytics can help bring an executive on board to an AP automation project, Risley says. Showing the granular details can help increase the chances a project will be improved.

To learn more about the benefits of analytics and AP automation, watch our webinar.

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Enterprise Content Management Industry Roundup: Nov. 21, 2014

November 21, 2014

 

A pair of hands on a computer is next to a magnifying glass icon and test that reads "Search Challenges and Solutions."

The challenges and solutions of internal search made news in the industry this week.

What’s new in the industry this week:

1. A majority of information professionals surveyed by AIIM said it is difficult to get internal information through a mobile device. Read more insights from the survey about internal search capabilities and see tips to improve search.

2. Today’s CIO needs natural leadership and agility, GE Capital International Kevin Griffin says. See what else the executive has to say about the future of the position in an interview with CIO.com.

3. AIIM President John Mancini notes that there is a lot of untapped potential to improve processes when it comes to paper use. See some tips from AIIM’s research on paper on how to change paper processes.

4. Put boundaries on what information needs to be captured when thinking about scanning documents. Read seven tips for adopting document imaging technology.

What’s new with FileBound:

We welcomed Solution Q to the Upland Software family on Friday. Our parent company is growing its enterprise work management solutions by adding Eclipse PPM. It is Upland Software’s seventh acquisition in three years.

Don’t miss these upcoming events:

Registration is now open for the second annual Upland User Conference! The FileBound team will be there in Lake Buena Vista, Florida, at Disney’s Beach and Yacht Club with the rest of the Upland Software family from April 27-April 30, 2015.

FileBound’s Top 10 Social Media Tips

November 19, 2014
An image shows a quill and read "Use proper spelling and grammar."

Proper spelling and grammar are import for any information published by a company, including posts on social media.

Social media is a great way to expand the reach of your business. Need help improving your social media platforms? Here are FileBound’s top 10 social media tips.

Use proper spelling and grammar

Your social platforms are an extension of your brand and an important way for customers to learn more about your company. Misspellings and grammatical errors are unprofessional and will cost you credibility with customers. To make sure you are publishing good content, have a couple pairs of eyes look at each post. You can also create an internal style guide so you can quickly reference the spelling of products or people you mention often.

Use video to inform your customers

Videos can be a more engaging way to interact with customers than a text-only post. According to Social Media Examiner, almost 75 percent of marketers say they plan to increase their use of original video. When creating video, use a variety of shots to keep viewers interested. Also, pay close attention to the quality of the audio – viewers will click away if they can’t hear what your video has to say. Share your videos on your social platforms and your website.

Utilize advertising opportunities

Think of your social platforms as a way to directly help your sales. About one-third of consumers have acted on a brand’s promotion on social media, according to Invesp. You can promote your posts on Facebook, Twitter and LinkedIn to reach a targeted audience. Be sure to collect information, such as an email address, from any new customers to help grow your business.

Learn which platforms your audience favors

Facebook is the most important social network for business-to-consumer communicators, but LinkedIn is the most important for business-to-business marketers, according to a Social Media Examiner survey. Make sure you’re reaching your audience the best way possible by customizing your content. Use LinkedIn to share content and make connections with others in the industry. There’s no harm in maintaining a variety of social platforms, however, because you never know how a customer could find you.

Stay updated with social platform changes

Stay updated with Facebook, Twitter and LinkedIn news to learn when platforms make changes that could impact your brand. You can find out news about Facebook on their business page. Twitter posts a blog about advertising. News about LinkedIn can be found on its blog. You can also follow websites that contain a lot of social media news.

Utilize social pages for customer service

Social media can serve as an extension of the customer service department. Reach out to fans and followers with technical difficulties and refer them to a representative who can help solve their problem. You can draft a response to use for a variety of situations to help ensure you help customers as quickly as possible.

Be mobile friendly

Forty percent of cell phone owners access social media on their device, according to a Pew Research Center survey. Keep this in mind when posting to your social platforms. Don’t overwhelm your audience with text and make sure that photos don’t look augmented on a mobile screen.

Keep copy short

Don’t ramble while you’re writing. Twitter notes that promoted tweets shorter than 100 characters have higher engagement. Keep LinkedIn posts below 25 words to have more shares, according to Buffer and SumAll. They also found that Facebook posts with 40 characters receive higher engagement that posts with a higher count. You can use a link shortening website, such as Bitly, to help you save characters when linking to a website.

Keep your posts visual

Photos get more engagement on Facebook and more retweets on Twitter, Social Media Examiner notes. With every post, ask yourself if you can include a photo, a graphic, or even a video. Make sure to use good-quality photos – a blurry cell phone photo will not improve your reputation with your customers.

Post just before or after the hour

If a meeting starts late or ends early, employees may use the few extra minutes to check out social media. Posting just before or after the hour or half-hour mark could help you reach more audience members. Consider planning your posts in advance so you aren’t caught off-guard when you want to post.

Three Tips to Protect Data in the Cloud

October 22, 2014

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Cloud computing can offer many benefits to enterprises, such as boosting mobility and decreasing the need for space. Companies are increasingly moving to the cloud, but as with all sensitive business information, there is room for concern when using the cloud in enterprise. The past year has seen a few high-profile cybercrime incidents where companies’ data was compromised. Companies could face financial and ethical problems for failing to protect sensitive consumer information. A survey of IT professionals found that about half of respondents said that security concerns were still an issue for transitioning the cloud. Here are three tips on how to protect enterprise information in the cloud.

Protect data

One of the best ways to protect any sensitive information is to encrypt data. Encryption requires a passcode to be able to access the information. Without the key, the information would be useless.

Despite its importance, the 2014 State of Cybercrime Survey found that only 38 percent of companies encrypted devices and only 31 percent had a mobile security strategy. If employees can access clouds on their mobile devices, then those mobile devices need to be protected to prevent data breaches or data loss.

In addition to having a plan in place, data backup and recovery solutions are also valuable in case of data loss.

Train users

The cybercrime report found that more than half of companies did not train new employees on security issues. This leaves an obvious hole for security concerns.

Skyhigh Networks reported that blocking certain unsecure applications was not an effective way to prevent employees from using them. Using these applications could be risky for the enterprise content management system. Review all of your IT policies to prevent even well-meaning employees from causing a security problem.

Plan, but be adaptable 

Trust is crucial when working with organizations concerning information. One study found that more than half of IT executives had concerns about trusting a third party. Choosing the right cloud partner is helpful to alleviating some security concerns.

But despite its growth, cloud technology is fairly new. One CIO says that one of the benefits cloud technologies have is that vendors stay current with the latest technology. Being adaptable will provide the best benefits for businesses.

The Impact of BYOD on Business

October 8, 2014

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Whether its BYOD or CYOD, employers and employees are embracing the benefits of policies that give them more flexibility. Employees are bringing their laptops and smartphones to enterprise and companies are seeing the benefits. But the benefits of this relatively new type of policy are not without their potential downfalls. Here are four important things to know about how BYOD policies impact business.

How mobile is the workforce?

Changes in technology have allowed for rapid change in how employees work. The mobile workforce is expected to reach 1.3 billion people – more than 35 percent of the total workforce – by 2015, according to IDC. Employees who are liberated to work outside their office, also known as the mobile workforce, are experiencing unprecedented flexibility thanks in large part to BYOD policies.

Millennials are the ones leading the embrace of BYOD policies, according to TrackVia. Almost seventy percent of this generation of employees says they bring outside applications to support their work. Only 30 percent of baby boomers say the same.

As a growing part of the workforce, responding to millennails’ mobile needs is smart business practice. A Cisco Internet Business Solutions Group survey found that the number of BYOD devices is expected to grow more than 100 percent between 2013 and 2016.

Efficiency for company

BYOD policies offer employees the most freedom in allowing them to work on the devices they want. Employees may be more comfortable with certain technology – in part because they use it in their personal life – or they may see benefits to working on the device that their employers don’t see.

The study by the Cisco Internet Business Solutions Group found that U.S. BYOD employees save 81 minutes per week using their own device. These employees also said they get more work done using their own laptops. About 20 percent say corporate devices lack functionality and about 25 percent say that they prefer the operating system on their own device, according to the study.

Cost savings are not guaranteed with a BYOD policy, especially if complications arise on employees’ devices. Hidden costs, such as making sure the IT department is properly staffed to aid these mobile workers, could reduce the economic benefits of saving the cost of providing employees with devices.

Impact on employees

While employees may appreciate certain aspects of being part of the mobile device-connected workforce, some employees do have concerns.

For example, 70 percent of employees are uncomfortable with remote wipes as a part of BYOD policy, but a remote wipe occurs once every three minutes. Businesses need to manage security concerns while respecting employee privacy. The same device with the company calendar could have family photos and other valued personal information.

BYOD policies could also have a negative impact on employees if they are not managed properly. More than 60 percent of IT professionals said in a survey they prefer the old system of defined hours and the guarantee of being unreachable during personal time. Half of these professionals also said that being so connected increased their stress. Companies should be careful to avoid burnt-out employees.

Security concerns

Security is also an important factor to consider in the age of the workforce that can connect to business information through several devices. Sensitive company information will always need to be protected – no matter the device involved. One survey found that 57 percent of IT executives said mobile clients and unmanaged devices was their top security concern. A separate survey found that a majority of the 4.5 million smartphones were lost or stolen in the U.S. last year didn’t have screen locks enabled.

Millennials, the demographic leading the transition to the more flexible workforce, may have a more lax view of corporate security than IT departments would prefer. Sixty percent say they aren’t concerned about using personal apps instead of corporate-approved apps, according to TrackVia. Another study found that 15 percent of employees think they have none or minimal responsibility to protect corporate data on their devices.

With so many companies and employees embracing BYOD policies and as technology continues to develop and provide opportunities outside the office, the mobile workforce will continue to grow.

Enterprise Content Management Industry Roundup: October 3, 2014

October 3, 2014
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Cloud technology is increasing mobility and possibly even safety.

What’s new in the industry this week:

  1. Cloud technology is driving change in vehicles. Learn how cloud technology could improve convenience and safety on the road in the new age of the connected car.
  1. Better data management and improved mobile cameras are two image capture trends expected to grow in the document management industry. Learn how the image capture market is transforming the workplace.
  1. Just as there is no such thing as a free puppy, there is no such thing as free scanning capability. Read how licensing and workflow issues from the wrong scanning software complicate your enterprise content management system.
  1. Mobile malware is a small but growing threat. Learn how enterprise and consumers can protect themselves.

What’s new with FileBound:

St. Bernard Hospital in Chicago turned to FileBound to help guarantee confidentiality and reduce paper in its human resources system. Read about how the hospital benefited from transitioning to the cloud.

Recently, Upland Software’s FileBound was named in the Gartner Magic Quadrant for Enterprise Content Management (ECM) 2014. Published by Gartner, Inc., the leading information technology research and advisory company, the Magic Quadrant helps decision makers develop their ECM strategies to assess whether they have the right products and enterprise platforms to support them.

Don’t miss these upcoming events:

FileBound is sponsoring an AIIM Australasia webinar on October 22 on how a process-centric approach to enterprise content management can benefit businesses. Pay attention during the webinar and you could win $100! Register for the webinar here.

Don’t miss us at the IOFM AP Conference West October 26-28 in Las Vegas, Nevada! Attend and learn how FileBound can revolutionize invoice processing. Learn more here.

Mark your calendars for April 27-30, 2015, and attend the second annual Upland User Conference! The FileBound team will be there in Lake Buena Vista, Fla., at Disney’s Beach and Yacht Club with the rest of the Upland Software family.

CYOD: What you need to know

October 1, 2014
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CYOD is becoming the device policy of choice for many companies.

Though BYOD is beginning to dominate many industries, many organizations are implementing a similar but slightly different device use strategy — CYOD. A CYOD policy allows an IT department to provide employees the ability to choose from a set of specific, company-approved and issued devices. This still allows IT departments to maintain more control over data and security, but also provides employees with some freedom to use a device they’re comfortable with.  In many companies, it’s proven to be a successful compromise that allows employees the freedom to work as they please and IT departments the supervision necessary to protect company information. Below are a few points to consider when developing a CYOD policy for your organization:

Company Needs

A CYOD policy will be more limiting to employees than a BYOD policy. For some companies, this may not be much of an issue, but depending on employee needs, some may find a CYOD policy too restrictive to serve as a practical solution. Be sure the type of policy your business develops is tailored to the needs of your company and its employees, and allows them to work functionally.

Employee Satisfaction

BYOD is often popular with many employees, as it allows employees to use their personal devices for both work and recreational purposes, but it isn’t always popular with IT departments concerned about security. CYOD still ensures that employees can be comfortable with their device, while also providing the necessary protection for data. If employees are hesitant to transition away from BYOD, consider offering a wide variety of devices for them to choose from.

Monitoring Usage

Installation of personal apps that could compromise security or inhibit productivity can be much more easily monitored from company-owned devices IT has access to. Some companies reported huge rises in bandwidth after implementing a BYOD policy. A CYOD policy limits personal usage a bit more, and often encourages employees to focus more on work when using a company-owned device.

Security

Security concerns are often the primary reason organizations are hesitant to implement a BYOD policy. CYOD provides an additional layer of security, while still providing employees the capability to work outside the office with a device they’re comfortable with. Data is much more secure in a regulated environment.

Version Control 

Varying types of software, apps, and new updates can complicate usage and prevent employees and IT from remaining on the same page. Even apps that are available for several types of operating systems don’t always function the same across each one, especially after an update. This can be extremely challenging for IT departments to keep up with. Having only handful of updates to handle on a few select devices is much more seamless. If application and software differences have previously been a huge headache for your company, CYOD may limit difficulties that arise when new versions of software are released.

Cost

It will cost companies more to purchase devices for their employees rather than allow them to use what they already own. However, BYOD policies can create other unexpected costs for companies in the long-run, whereas most of CYOD policy costs will be upfront. Plan accordingly, and see which policy makes more sense for your company financially.

While some experts believe CYOD policies are the way of the future and may even make BYOD obsolete within the next year, they may not be right for every business. Be sure to thoroughly examine the unique needs of your organization before determining the type of policy it requires. You can even use online guides to help you weigh the most important factors and make the best business decision.

Enterprise Content Management Roundup: September 26, 2014

September 26, 2014
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Part of this week’s news takes a look at the 2015 electronic health records deadline. See how health care organizations are planning to reduce their reliance on paper records. 

What’s new in the industry this week:

  1. Recent research found that use of paper documents remains high in the health care industry, but nearly 80 percent of health care organizations are planning to use less in the future. Read which industries have switched to electronic documents and how that could change in the next two years.
  2. Developing a solid strategy is key when deciding to reorganize your IT department. Keep your resources available and employees productive with these tips for a smooth transition.
  3. Half of IT professionals surveyed say constant mobile connection leads to increased stress. Read about how a BYOD policy could prevent employees from unplugging, and eventually lead to burnout.
  4. Though many are often concerned that the growth of the software industry will eventually cost other companies jobs, a recent study shows that the software industry is actually creating more positions than it’s eliminating. Read how software developments have been positively impacting the economy since the 1990s.

What’s new with FileBound:

Gartner named Upland Software’s FileBound on the 2014 Magic Quadrant for ECM.

Don’t miss these upcoming events:

FileBound is sponsoring an AIIM Australasia webinar on October 22 on how a process-centric approach to enterprise content management can benefit businesses. Pay attention during the webinar and you could win $100! Register for the webinar here.

Don’t miss us at the IOFM AP Conference West October 26-28 in Las Vegas, Nevada! Attend and learn how FileBound can revolutionize invoice processing. Learn more here.

Mark your calendars for April 27-30, 2015, and attend the second annual Upland User Conference! The FileBound team will be there in Lake Buena Vista, Fla., at Disney’s Beach and Yacht Club with the rest of the Upland Software family.

Enterprise Content Management Roundup: September 19, 2014

September 19, 2014
Certain popular backup methods to storing records, such as CDs, are now starting to deteriorate.

Certain popular backup methods to storing records, such as CDs, are now starting to deteriorate.

What’s new in the industry this week:

  1. Once a go-to medium for storing data, the CD has fallen out of style. Read about the life of a CD and why it’s so difficult to preserve their information.
  1. Security issues are a major concern for the government’s move to cloud technology, one federal CIO says. Read about how the defense industry will need to balance cloud and in-house information management.
  1. Some travelers are going to extra lengths to keep their information safe while they are on the road. Use encryption and learn more steps to prevent data breaches.
  1. Bring your own device, choose your own device, or corporate owned, personally enabled: Learn the difference between these mobile strategies to discover the options each one offers.

Don’t miss these upcoming events:

Our Director of Marketing, Jackie Risley, will be hosting a webinar with The Institute of Financial Operations on 9/23, discussing AP automation and analytics. Don’t miss it! Register here.

FileBound is sponsoring an AIIM Australasia webinar on October 22 on how a process-centric approach to enterprise content management can benefit businesses. Pay attention during the webinar and you could win $100! Register for the webinar here.

Don’t miss us at the IOFM AP Conference West October 26-28 in Las Vegas, Nevada! Attend and learn how FileBound can revolutionize invoice processing. Learn more here.

Mark your calendars for April 27-30, 2015, and attend the second annual Upland User Conference! The FileBound team will be there in Lake Buena Vista, Fla., at Disney’s Beach and Yacht Club with the rest of the Upland Software family.

Enterprise Content Management Industry Roundup: September 12, 2014

September 12, 2014
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This week’s news centered around the importance of solidifying digital processes and ensuring security throughout an organization.

What’s new in the industry this week:

  1. Adapting to ‘new’ technology for digital business can be difficult with technology’s rapid changes. In the latest edition of Workflow, Sean Nathaniel, general manager of FileBound and senior vice president of technology for Upland Software, was featured and discussed the importance of ease of use for customers looking for software solutions.
  1. Federal IT departments see the benefits of a good mobile strategy, but high security standards remain a challenge to adopting mobile software.
  1. The release of the Apple Watch will likely bring wearable devices into the office, which will require IT departments to adapt these devices into the company’s workflow.
  1. Creating a records management program is not a small project, but can be done successfully by following a plan. Establish a records management team and learn four more steps to help protect and organize valuable information.

What’s new with FileBound:

FileBound is proud to have received an Enterprise-Ready security rating from the Skyhigh CloudTrust™ Program!

Don’t miss these upcoming events:

Our Director of Marketing, Jackie Risley, will be hosting a webinar with The Institute of Financial Operations on 9/23, discussing AP automation and analytics. Don’t miss it! Register here: 

Don’t miss us at the IOFM AP Conference West October 26-28 in Las Vegas, Nevada! Attend and learn how FileBound can revolutionize invoice processing. Learn more here: http://bit.ly/X7E6xl

Mark your calendars for April 27-30, 2015, and attend the second annual Upland User Conference! The FileBound team will be there in Lake Buena Vista, Fla., at Disney’s Beach and Yacht Club with the rest of the Upland Software family.