Your Document Management Knowledge Center

Cloud-based Process Automation During a Pandemic

If there is one thing that we have learned over the last six months, it is that knowledge workers need to be able to work from home without interruption. This means that they need access to all systems and records that they have when in the office. Many companies were not ready to deal with this fact. They set up everything to be in-house so that they could control the servers. Now, that control is limiting access. Sure, you can have remote control software and VPNs, but most were licensed and configured for a small fraction of the workforce.

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Who needs reminders?

Most contracts have some sort of expiration date, rollover date, or other important event date. How do you keep track of them all? Or do you? Many companies have a person dedicated to tracking such events. Some rely on memory to handle it. Some just deal with it when it happens.

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Working Remotely - Employees View

  • Communicate with your team more often

You no longer see them in the break room or pop by their desk so you are missing those informal conversations where you learn more about each other and you also solve challenges that you are stuck on. It becomes easy to get disconnected.  Take the time to chat with each other, you would be doing it at the office, so keep doing it now. Most teamwork tools allow you to chat, call, and even video call.  Use the tools.

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Working Remotely - Managers View

A few tips for helping your team work remotely.

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The Forgotten Side of Process Automation (Workflow)

The Forgotten Side of Process Automation

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Using Excel to Manage your Contracts…What Could Go Wrong?

Many people realize that they have a challenge with managing contracts.  Usually as a result of something bad happening.  A cell phone contract auto-renews at a high rate, a lease renews but they are moving to a new office. Once they realize the problem they quickly turn to Excel. It is easy to type information into the columns.  Usually, the vendor name, the type of contract, the start and end dates, and maybe who is responsible for the contract.

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Top 8 Takeaways from the 2016 InsideNGO Annual Conference

1. Enterprise Content Management (ECM) is Critical for Compliance

Compliance is easy... Said no one, ever. All of your policies, procedures, and controls mean nothing if you don't have a record of your actions. What are you going to say to the auditor? “Trust us?” That won’t get you very far.

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3 Reasons Why Document Storage Isn’t Enough

If you are searching for a document storage solution to organize and secure your business documents, you are on the right path to improving your business. However, document storage is only one item you want to look at when it comes to selecting the right solution for you.

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Workflow Automation Got You Down? We Have 3 Tips for You

Prior to automating the review and approval your business documents, you must define your workflows to ensure you have a smooth and successful implementation. Once you automate your workflow management, you will save valuable time and money. However, if you do not take the time up front to define your workflows it will take longer before you begin to see the benefits of these valuable improvements.

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Increase Workflow Efficiency with Document Organization

When properly managed, documents enable and support an organization’s ability to complete its work and fulfill its mission. However, as documents move from person to person they have a tendency to get misplaced and mismanaged. Eventually, documents will go missing and tasks will fail to reach completion – bringing the organization’s workflow to a halt. Additionally, not effectively managing documents can put an organization at odds with state and federal laws and regulations.

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