Posts Tagged ‘records management’

Integrating systems of record, engagement in ECM

November 26, 2014
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Integrating systems of record and systems of engagement can be done with an enterprise content management system.

 

Integrating systems of record and systems of engagement can provide a variety of benefits for enterprise.

“Once monolithic silos confined to a few specific back office processes, ECM has been going through an evolution…Now the cloud is truly making robust ECM functionality accessible to all,” Ralph Gammon, editor and publisher of the Document Imaging Report newsletter, writes in a FileBound white paper.

Systems of engagement manage interactions, including those from internal and external sources. Vendors, customers and employees can all provide interactions with this system. These can include interactions through social media, websites or e-forms. Systems of record include enterprise content management systems and enterprise resource planning systems.

“It’s in these Systems of Record that we store transactional data, protect customer identities, and store and archive patient interactions,” Forrester Research analyst James Staten writes. “As such these systems are slower to iterate both due to complexity but also based on the importance (and compliance) of the data and the processes they have helped solidify.”

These systems are an extension of traditional business and they are increasingly needing to connect to the systems of record, Staten writes.

An ECM system can connect these systems of record and systems of engagement.

By doing this, the system of engagement can access even more information and the two systems can share information smoothly. Transactions can be completed more quickly, which can benefit customer service.

So what features does Gammon think a modern ECM system should have? Modern ECM systems should be cloud-based, have flexible workflow, and have a strong data analytics component. The new features, such as cloud connectivity, have to be paired with the old features of capture, search, security and records management.

To learn more about how systems of record and systems of engagement interact and how FileBound can seamlessly integrate the two, download our white paper.

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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.

Document Management Industry Roundup: August 29, 2014

August 29, 2014
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Some industries are still struggling to implement records management systems.

What’s new in the industry this week:

1. Automating workflow processes can be beneficial for ensuring accuracy and eliminating wasted time, but employee adoption is what truly makes a content management system a useful tool. 

2. Many industries are still struggling to implement the most basic records management systems. Read how law firms and many other types of organizations can benefit from a functional content management system that isn’t comprised of Excel sheets: 

3. As mobile opportunities expand for businesses of all types, making the transition and implementing new technology can be a challenge. AIIM’s latest report explains how industry leaders are overcoming obstacles, and why doing so has been so beneficial. Read more in our white paper: http://bit.ly/1C7iVMq

 4. Last week, a California court ruled that employers must at least partially reimburse employees for personal devices used for work purposes. Find out how this may impact businesses taking advantage of the BYOD trend when the ruling goes into effect in September: http://bit.ly/1qMEOLS

What’s new with FileBound this week:

Last week we challenged our fellow Upland Software staff members to take on the ALS Ice Bucket Challenge with us. They happily joined in for the good cause, and so did the rest of our team! Watch the video here: 

You can also watch Upland’s Austin office take on the challenge here: http://bit.ly/1pm2qrs

Don’t miss these upcoming events:

The second annual Upland User Conference was announced this week! Mark your calendars for April 27-30, 2015. 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!

The New Mobile Reality

August 28, 2014
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As the industry moves mobile, consider your workflow options.

The New Mobile Reality – Forget About Apps; Get Moving on Workflows

The mobile world is in a period of transition. Most organizations know big changes are imminent, but industry leaders aren’t exactly sure which ones are best for their businesses. Our partner, AIIM, details what its Executive Leadership Council envisions for the future in its latest Trendscape report, and share how they’re meeting mobile challenges such as:

  • Implementing BYOD policies while maintaing security
  • Re-introducing employees to enterprise work management systems
  • Bridging the gap between employee behavior and company content
  • Re-examining and improving current processes involving big data and user experience

Learn more about transitioning into a more functional mobile world and optimizing your workflow in one of our latest whitepapers. Download the full version here: http://bit.ly/1nJzHYa

Testimonial: InStream

August 6, 2014

Mark Hinson, President and CEO of InStream, shares his experience with FileBound and why it’s the core and only document management solution InStream provides. Watch the video testimonial to learn more:

Testimonial: BSC

July 16, 2014

Ernest C. Hughston, the Executive Director of Operations & Technology at Business Systems & Consultants, Inc., shares his experience with FileBound and why BSC is a proud reseller. Watch the video to learn more:

The Power of FileBound Touch

June 18, 2014

FileBound Touch is the perfect solution for the on-the-go user. Submit and approve expense reports while traveling, and access your most important documents from anywhere. See what else you can do with FileBound Touch, no matter where you are.

Creating and Publishing FileBound Forms

June 11, 2014

FileBound’s drag-and-drop form designer now makes forms even easier to build and share. Customize templates or create them from scratch to collect and input all the necessary data you need for any task or project. Watch the video below to learn more about how FileBound forms can help you streamline your workflow processes:

Case Study: ASA

May 14, 2014
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FileBound was able to help the ASA manage more than 350,000 documents on a tight budget.

ASA sought a solution to manage the 350,000 plus documents associated with their membership files, both active and inactive. These files contain membership applications, annual renewals, continuing education documents, and professional certifications. This paper-based filing process was labor intensive and created challenges when responding to the needs of both Society members and employees. In addition, it was becoming difficult finding space to store the growing number of files.

The Solution

The Priton Group (TPG) worked with ASA to develop a document imaging solution to meet the goals of the Society. The system not only had to provide an easy means for scanning, storing and retrieving information, but it also had to fit within their budget. Ultimately, they selected FileBound® Express™. FileBound Express is an appliance based document management system that simply attaches to the network to provide an instant document management solution. To create a complete solution, ASA wanted to scan all of its back file member files into the system. However, the thought of indexing 350,000 pages was overwhelming. TPG designed a scan process using bar-coded sheets containing all index information. These sheets were automatically created using information from an existing database. As a result, ASA was able to scan and automatically process the documents without the need to manually index the pages.

FileBound Results

Document access has been greatly enhanced and FileBound’s feature-rich security module secures access to information. All membership data and images are backed up to their network, ensuring the information will always be available. FileBound has saved us time, money and valuable office space.

Pricing Models for Document Management Software: High-End Solutions

April 16, 2014
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High-end document management software solutions can be worth the high price for businesses looking for a highly customized product.

High-End Solutions

Document management software is generally priced according to server licenses, additional module requirements and individual client seats. 

The pricing structures for “high-end” solutions can be quite daunting easily reaching hundreds of thousands of dollars, and requiring a considerable investment in professional services in order to determine functional requirements, custom code, install, implement, configure the solution, and integrate it with line of business applications. High-end solutions are typically designed for a maximum level of customizability, high degree of integration capability and intensive level of performance. The software is therefore highly modular. Modules are usually interrelated such that the need to implement one set of features may also require the implementation of several modules, each one of which provides powerful functionality but also adds considerably to the system price. Pricing is usually determined by the number of users, and the variety of modules or add-ins provided as part of the server installation.

Most high-end solutions come as On-Premise only, require desktop installation for each user, and come with strict named user license agreements, or enterprise seat licensing models.