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Konica Minolta ECM Blog

Justifying Your ECM Solution With A Fast ROI

Posted by Dan Termale on Thu, Mar 16, 2017 @ 09:20 AM

ROI - Three Arrows Hit in Red Target on a Hanging Sack on Natural Bokeh Background..jpegIn life there are principles and laws of nature that we follow when we’re making big life or personal financial decisions. Before we head to the car dealership to buy a new car, we have most definitely spent time researching the car we like online, reading reviews and checking prices. By the time we arrive to make our final decision and purchase, we are confident that this decision is the right choice.

The same is true for every business decision or investment. There’s one important factor that needs to always be present: Whether or not that decision or investment is going to bring back a positive return on your investment and time spent. It's a fundamental principle that helps organizations with their decision-making. If you’re going to be making a large investment into your company, there needs to be a great reason for it — and it should always make your company better off than it was before while saving and/or making you money. 

Enterprise Content Management (ECM) solutions has been one of the fastest growing areas in technology for several years. Many reasons — including compliance and regulatory pressures — continue to drive the importance of ECM along with its promise of a very high ROI. The return on investment on an ECM solution is usually realized within the first 12 to 18 months of deployment. A survey conducted by the Association for Information and Image Management (AIIM), a Silver Spring, MD-based ECM association, reveals that while cost reduction is still dominant in driving ECM decisions, compliance and payback are also top contending reasons.

Businessman finding the solution of a maze.jpegDecision makers are focusing on very practical applications with clear payback. If the investment can't be justified quickly, it will most likely not get approved. A great way to determine if your organization would benefit from an ECM or document management solution is to have an ROI profile completed. This profile will tailor the ECM solution to your company's exact needs and requirements, and it’ll tell you your cost reductions, annual savings, and also your payback and return. If the ROI does not tell a good story, then maybe that solution isn’t the right fit for you. Most of the time the ROI profile will serve as a rude awakening on how expensive your paper-intensive manual business processes are and will make you say, "Why didn't we do this a long time ago?" 

It’s important to explore ideas and to clarify the ECM ROI opportunity from a technology, business and change management perspective. Though ECM can be a complex topic, it doesn't have to be a painful process; it actually can be an easy, smooth transition if done correctly.

If you would like to get an ROI profile on your company or organization, or maybe just get some more information, please click this link to contact us!

Tags: Document Management, Paperless Office, ECM, Workflow

What’s the Next Step After You Choose Your ECM Solution?

Posted by Dan Termale on Fri, Feb 10, 2017 @ 09:37 AM

So you’ve found an Enterprise Content Management (ECM) solution that you like. Now what? How do you make sure that the one you chose is implemented successfully? Here’s some guidelines.

Plan and Strategize

iStock_000046141776_XXXLarge_updated-1.jpgSuccessfully implementing an ECM solution takes a lot of planning and strategizing. Business leaders must put in the necessary time to map out exactly how the ECM will run from every angle, throughout every department. It’s essential to ensure that the implementation strategy is clear from the beginning on all stages of the process from document capture, records management, business process management (BPM) and the other aspects of the solution.

Usability

Ensuring that an ECM solution is easy to access, use and learn is a sure-fire way to gauge whether or not you chose the right solution or not. After all, because the users are typically the consumers of an ECM solution, it’s ideal to give end users a pleasant, easy to use experience when setting up an ECM and workflow system by making it as user friendly as possible.

Educate Staff and End Users

Education is imperative because staff members and end users may not understand what an ECM system is. Making sure they understand the benefits of the new system and how to get the most of out it will go a long way.

iStock_000016903391LargeR.jpgCommunicate, Communicate, Communicate!

Communication between business users and the IT staff who will be supporting the system is key. You want the business requirements to be very clear and straight-forward for the users to understand. Gaps in communication can lead to problems and hurt the overall adoption of the ECM solution.

Choose the Right Vendor

Choosing a vendor that has the necessary expertise and will go above and beyond what a business needs is a must have. The right vendor will help businesses define its vision and road map for the ECM solution to meet all of its needs. Ideally, the solution needs to be scalable, continuously evolving, and ready to integrate with existing ERP and legacy systems.

Are you looking to implement an ECM solution successfully? Contact us! We have one of the best teams in the industry and would love to help answer any questions you may have about your ECM search and implementation.

Tags: Document Management, ECM, Workflow, Document Imaging, enterprise content management,

Hyland’s OnBase Named Leader in the Gartner Magic Quadrant for ECM

Posted by Cindy Bialy on Thu, Dec 08, 2016 @ 02:45 PM

dreamstime_12437534.jpgWhen evaluating technology, the Gartner Magic Quadrant is an unbiased source of information about technology vendors and their offerings. Shifting business requirements for digital content and new technologies are changing the ECM market. This Magic Quadrant analyzes these dynamics, their impact on ECM vendors and their implications for application leaders in charge of content management. Hyland’s OnBase – a Konica Minolta offering – was named a Leader in the 2016 Gartner Magic Quadrant for Enterprise Content Management (ECM).

Gartner, a leading information technology research and advisory company, issues this report annually to provide greater insight to who the market-leading technology vendors are and their ability to execute on their product and service capabilities. This is the seventh consecutive year Gartner has designated Hyland as a Leader for its OnBase enterprise information platform. Hyland’s cloud-based sharing solution, ShareBase, is cited in the report for the first time.

Konica Minolta uses OnBase to provide its customers with an effective enterprise information platform for managing content, processes and cases, combining ECM, case management, business process management (BPM), records management and to capture functionality on a single platform. ShareBase by Hyland is leveraged for its cloud-based file sharing, securely connecting people, processes and cases. When used in conjunction with OnBase, sharing content becomes an automated part of business processes for organizations within a wide array of industries — including healthcare, government, higher education, financial services and insurance.

What defines an Enterprise Content Management (ECM) Leader?

293563_0001.pngGartner defines “Leaders” having the highest combined scores for “Ability to Execute” and “Completeness of Vision.” Gartner states that ECM Leaders drive market transformation as well as demonstrate:

  • Enterprise deployment
  • Integration with other core business applications and content repositories
  • Social, cloud, and mobile capabilities
  • Vertical and horizontal solution offerings

As the ECM market continues to mature, the report states that user experiences will become more personalized. Hyland was selected as a leader because of its flexible, innovative solutions and exceptional customer service.

Interested in exploring how OnBase can help you to manage your documents and help you to go paperless? Contact us now.

Image Source: Gartner (October 2016)

Tags: Document Management, Paperless Office, OnBase, ECM, Workflow

Enterprise Content Management (ECM) Solutions Help Reduce Educational Costs

Posted by Dan Termale on Fri, Nov 18, 2016 @ 10:03 AM

The lack of funding in the education sector isn’t new. It seems as if every week there’s another school somewhere in the United States that is being forced to cut back on something — whether it be resources available to the students or eliminating staff. The good news is there’s a solution to help ease the pain of any financial burden that a school might be facing.

Que, Our Enterprise Content Management (ECM) K-12 Education Solutions

dreamstime_2798611.jpgThe K-12 Education ECM Solutions exists to help school districts and Education Service Centers overcome economic, compliance and efficiency challenges by reducing costs and increasing the resources available for student services. With the money saved from implementing an ECM solution, jobs can be saved, as can many resources and programs that children rely on.

Not only that, but with ECM, you can digitally manage content (e.g., paper-based documents, digital documents, e-mails, faxes, web content and multimedia files) and processes in a single, easy-to-use application that complements existing systems, such as Student Information Systems (SIS), Human Resources (HR) and Finance.

Other areas of education will benefit from the ECM solution as well, such as the free and reduced meals program, purchasing and accounts payable, food services, public record requests, school uniforms and facilities.

FREE AND REDUCED MEALS PROGRAM

As part of ensuring that children are ready to learn, most U.S. K-12 schools offer a "free breakfast and lunch" meals program to the eligible student population. Our K-12 Free and Reduced Meals Program solution allows schools to efficiently operate this program with minimal resources.

How it works:

  • Application Forms are generated for each student
  • The student’s family completes and returns the form to the school
  • The form is scanned into the system
  • The information on the form is captured and stored in the database
  • The captured data is checked against the Free and Reduced Meals Program rules
  • The meals system is then updated with the new information on eligible students
  • Any exceptions are automatically routed to the right person for swift resolution

PURCHASING/ACCOUNTS PAYABLE

The K-12 ECM Solution simplifies the process of procuring and paying for goods and services. Our solution integrates with most districts’ accounting platforms and can be accessed using a web browser.

This solution manages the documents, data and processes required to manage budgets, gain purchasing approvals and pay bills quickly. In addition, schools can also benefit from increased early pay discounts and reduced late payment penalties; all within a framework that takes the pain out of auditing and compliance.

FOOD SERVICES

Create procurement and payment workflows; reducing the time your team spends on repetitive administrative tasks. Streamline these core processes and you'll not only avoid late payment penalties, you'll also gain full visibility into your entire operation meaning more accurate orders, less waste, and more time to focus on delivering tasty, cost-effective and nutritional meals.

PUBLIC RECORD REQUESTS

dreamstime_l_14628620 (1).jpgFederal and State laws now require all email to be secured, archived, and available for rapid discovery in the event of a public records request. Schools may also need to respond to requests for other paper and digital documents.

This ECM solution simplifies the effort of managing e-mail communication, paper documents and digital content by delivering a single platform that manages all these types of information using a single system. Communications and content can be captured in real time and having a content management solution makes it simple to execute highly specific searches that enable schools to swiftly and accurately respond to records requests.

SCHOOL UNIFORMS

The automated school uniform solution generates and prints individual applications for each student. Filling out the application is made easier as any relevant information already stored about the student is pre-populated on the form.  Once the form is completed and returned, the application is scanned and the information completed by the student’s family is automatically stored in the database. This information is used to complete the process for the new school uniform.

FACILITIES

dreamstime_xl_26467612 (2).jpgOur Facilities solution allows schools to efficiently manage building renovation projects by automating the documents, digital content and processes associated with managing contracts, contractor payments and quality assurance efforts.  

Your ECM solution will manage all the content you have whether it’s paper documents, digital documents, audio files, video clips or application files. Quicker access to content frequently means projects spend less time in administrative black holes. This also ensures this content is protected in the archive so that it can be referenced by future project and maintenance teams.

We care about the success of the educational system and believe that, with our ECM Solutions, schools will find it easier to manage every aspect of their different workflows so that they can continue to put the well-being of their students first. Click Here to ask us a question!

Tags: Document Management, BPM, Workflow, CAD, go paperless, enterprise content management,, higher education

Document Management Software Will Improve Your Business Workflow

Posted by Alyssa Anderson on Mon, Oct 24, 2016 @ 01:58 PM

dreamstime_l_42750009 (3).jpgDid you know, that approximately 65 percent of companies could not stay in business if they had to be closed for a week? Research shows that less than 5 percent of companies are truly prepared to endure setbacks in operation. What’s your plan if disaster strikes? Could your company recover? Whether fire, flood, or natural disaster, it’s important for organizations to have a disaster recovery strategy in place to achieve business continuity.  

Document management software provides a secure back-up plan that can strengthen any company affected by disaster and get a business running again. Implementing document management into your recovery plan will keep business moving by ensuring these three essential components remain intact:

Security ̶  Losing a lifetime’s worth of documents and data is any business owner’s worst nightmare. Document management software keeps your data together in a secure area, with robust user-based security, keeping records accessible only to the appropriate employees. With a Test Server in place, administrators can confidently test all aspects of their document management system outside of their production environment as added insurance for the safeguarding of day-to-day document activities.

Compliance ̶  Depending on your industry and the types of documents you work with, compliance requirements can be complex as well as stressful. Any errors could lead to fines, loss of licenses and even criminal charges. However, with document management software these risks are eliminated. Document history can be logged through in-depth audit trails, giving managers a timeline of views, modifications and workflow. Records retention schedules can be automated and notifications can be sent to make sure all document deadlines are met.

Efficiency ̶  Information sharing, collaboration and efficiency is greatly increased with document management software. Cloud-based document management allows you to access your files from any mobile device, tablet or laptop, eliminating delays in production.  Your documents are secure, backed up and always available so that business can continue as normal and work doesn’t need to stop.

dreamstimemaximum_36608398 (4).jpgMaking sure your company has a business continuity plan is critical. With document management software you can be sure your business is securely positioned for any unanticipated event or natural disaster, keeping your business intact and profitable. Give your business that safety net it needs by implementing a document management solution today! These solutions are tailored to your specific business size and type. Learn more about our SMB solutions and Contact Us with any questions you have!

Tags: Document Management, Paperless Office, BPM, ECM, Workflow, Going Green

Salesforce and OnBase: Do They Integrate?

Posted by Cindy Bialy on Wed, Oct 12, 2016 @ 02:35 PM

shutterstock_177469232.jpgIf your organization uses Salesforce.com, then you already know that Salesforce is a powerful tool that can drive revenue and help your organization to provide a positive customer experience. Where Salesforce falls short is handling all of the files and the documentation that comes with managing:

  • Accounts
  • Contracts
  • Sales & Marketing Documents
  • Quotes
  • Cases

Konica Minolta recognizes the need to integrate enterprise content with customer data in Salesforce. Integrating Salesforce with an Enterprise Content Management (ECM) sollutions like OnBase has facilitated the bridging of that gap.

What makes the integration between OnBase ECM and Salesforce such great complementary solutions?

  • Salesforce handles data driven workflows very well and OnBase handles document driven workflows really well. These two strengths complement each other. By integrating documents and document-centric workflows handled by OnBase with Salesforce data, productivity and efficiency is maximized across both systems, and Salesforce users will have a more well-rounded perspective of their accounts, cases, leads and contacts.
  • Salesforce is not a content management tool. OnBase by Hyland Software is. Salesforce comes up short when managing documents and customer content in Salesforce. Salesforce does offer various ways to upload, files, content and attachments; however, these tools function in very disparate ways. As an Enterprise Content Management (ECM) tool, OnBase handles this content with ease. Integrating OnBase with Salesforce makes use of the best of both platforms.

dreamstime_xl_41184159_2.jpgWhile Salesforce and OnBase can both operate independently and quite effectively on their own, combine their functionality and it’s a match made in heaven.

What are the benefits of integrating?

  • Eliminate switching between screens to find the right information –Users gain instant access to related content stored in OnBase without leaving Salesforce.
  • Ease the transition to new software –Because users can access OnBase content directly from Salesforce, training is minimal. User acceptance also increases because staff can access needed content from the familiar applications.
  • Reduce manual data entry – OnBase can instantly update your Salesforce as soon as it receives information and, in turn, Salesforce can update the information stored in OnBase.

The Highlights

  • Streamline administrative processes associated with filing, storage and retrieval of documents
  • Eliminate manual key entry and increase data accuracy
  • Increase customer service levels with direct access to documents from Salesforce screens
  • Gain visibility into authoring and review processes with automated notifications and escalations

If you would like to learn about implementing an ECM solution to integrate with your Salesforce solution then contact us! We’d be happy to help.

Tags: Document Management, Paperless Office, BPM, ECM, Workflow

Integrating Square 9’s SmartSearch with Salesforce – The Perfect Match

Posted by Cindy Bialy on Wed, Oct 05, 2016 @ 11:40 AM

salesforce_logo.pngIf your organization uses Salesforce.com, you already know that Salesforce is a powerful tool that can drive revenue and help your organization to provide a positive customer experience.

Where Salesforce falls short is handling all of the files and the documentation that comes with managing:

  • Accounts
  • Contracts
  • Sales & Marketing Documents
  • Quotes
  • Cases

square9-logo.pngKonica Minolta recognizes the need to integrate enterprise content with customer data in Salesforce. Integrating Salesforce with Square 9’s SmartSearch has facilitated the bridging of that gap.

What makes these integrations between document management and Salesforce such great complementary solutions?

  • Salesforce handles data driven workflows very well and Square 9 handle document driven workflows really well.
    • These two strengths complement each other very well. By integrating documents and document-centric workflows handled by SmartSearch with Salesforce data, productivity and efficiency is maximized across both systems and Salesforce users have a more well-rounded perspective of their accounts, cases, leads and contacts. 
  • Salesforce is not a content management tool. Square 9’s SmartSearch is.
    • Salesforce comes up short when managing documents and customer content in Salesforce. Salesforce does offer various ways to upload, files, content and attachments, however, these tools function in very disparate ways. As an Enterprise Content Management (ECM) tool, SmartSearch handles this content with ease. Integrating SmartSearch with Salesforce makes use of the best of both platforms.

While Salesforce and Square 9’s SmartSearch can both operate independently and quite effectively on their own, combine their functionality and it’s a match made in heaven.

How does the integration work?

shutterstock_203618407-1.jpgAs paper documents are received, they can easily be scanned into SmartSearch directly from Salesforce. A custom button placed on a detail screen, can call SmartSearch’s core web scanning capability, retrieving on screen account information for indexing. The scanned document along with the captured data can be previewed for accuracy and easily filed away, which will eliminate paper storage and simplify retrieval. For users that may not have access to Salesforce, SmartSearch picklists can be synchronized with Salesforce data sets, such as account numbers or names. When indexing documents from SmartSearch, live data from Salesforce will be available to help the user streamline the indexing process and eliminate manual key entry. 

Document retrieval can be initiated by a custom button on a detail screen. Users simply click the button and screen information such as the account name or ID is passed to an integrated search, which will retrieve any applicable documents the user has access to. From there the documents can be viewed, printed, emailed or annotated.

shutterstock_87259876-1.jpgFor authoring processes, such as contracts, SmartSearch has a built in revision control engine that creates a new version any time a change is detected. Users involved in the contract authoring process can easily review previous versions to help with their decision making. Work XChange, the workflow engine in SmartSearch, can deliver proactive automated notifications of an impending deadline, to ensure due dates are never missed and milestones are always hit.

The Benefits

  • Streamline administrative processes associated with filing, storage and retrieval of documents
  • Eliminate manual key entry and increase data accuracy
  • Increase customer service levels with direct access to documents from Salesforce screens
  • Gain visibility into authoring and review processes with automated notifications and escalations

If you would like to learn about implementing an ECM solution to integrate with your Salesforce solution then contact us! We’d be happy to help.

*Salesforce logo courtesy of Salesforce.com

Tags: Document Management, Paperless Office, ECM, Workflow

Tools to Improve Your Business Productivity Levels

Posted by Dan Termale on Mon, Sep 19, 2016 @ 10:24 AM

shutterstock_112692412.jpgEmployees are becoming more productive than ever with the help of new modern business technologies. They’re utilizing technology, have embraced change and are now seeing and reaping the benefits! According to the Bureau of Labor Statistics, worker productivity has grown 80 percent from 1973-2011 and has risen 25 percent in the past 10 years alone. This increase is surely because employees now have the abilities to do their jobs from almost anywhere. This added flexibility has saved organizations a lot of money and has made them much more productive and lucrative.  

The modern work environment is now flexible due to the use of mobile devices that can access critical information from anywhere. Workers are more equipped to do their jobs better than ever before. Having access to their business content while they’re not in the office has opened up a whole new world of options and opportunities for new business.

Business Process Management (BPM) is the technology that organizations use to streamline and manage their business processes. Smart process apps (SPAs) are a new wave of BPM and dynamic case management (DCM) tools that give customers with more agile work environments a chance to process their information faster and go beyond the boundaries of traditional BPM. Smart Process Apps are designed to support business activities that are people intensive, highly variable, loosely structured and subject to frequent change. Examples of departments who are using SPAs are Accounts Payable, Accounts Receivable and Human Resources. 

iStock_000046141776_XXXLarge_updated.jpgIt's amazing the ROI that SPAs bring organizations because they’re able to handle those processes that have constant exceptions and are loosely structured. That has been the challenge of BPM and DCM: Though they can handle most business process exceptions, they’re not designed to specialize in that area.  

With mobile capture and cloud-capture abilities, you can capture your business critical information right at the beginning and start the correct business process. Wherever you may be — whether onsite at a client location or at the airport — when you receive that information, you can immediately start the process. Smart process apps have the ability to travel wherever you go so that your process time is greatly lessened and your customer satisfaction will surely skyrocket because of it.  

If you’re looking to improve your organization’s productivity and want to explore some options, then Contact Us. We would love to help!

Tags: Document Management, BPM, ECM, Workflow, Smart Process Apps, Dynamic Case Management

The Impact of Document Management Software: Reinventing The Accounts Payable Process

Posted by Alyssa Anderson on Thu, Aug 25, 2016 @ 11:57 AM

shutterstock_195700796.jpgEvery business has invoices to pay. Whether you have one clerk or a team of 20, the Accounts Payable (AP) process is universal and one of the most heavily stricken by paperwork. The constant influx of invoices, purchase orders and packing slips can seem never ending, one pile after another. Even worse, managing paper-based documents can drive up costs and create inefficiencies in daily performance. From fraudulent charges, to missed deadlines and double payments (yes, I said DOUBLE), the best way to ensure your invoices are paid properly is by taking your AP process digital.

I get it, change is hard. But no company wants to mismanage their financial data. Handling nearly all payments outside of payroll, AP departments need structured processes to prevent the common mistakes bound to managing paperwork. Document management software not only helps organize your AP department to operate more efficiently, but also provides advantages in productivity and collaboration, all while saving you time… and money! What’s not to love? Let’s take a closer look at how document management software reinvents paper-based accounting:

shutterstock_161091365-1.jpg1.) Automate Invoice Approvals & Payments - Paper-based invoicing can lead to delays if someone is unavailable or out of the office, causing missed payments and an increase in costs. Even dropping an invoice on an associate’s desk is at risk of being thrown out, lost or viewed by the wrong eyes. With document management software, your invoices are secure and yet always available from the convenience of your workstation. Out of office? No problem. Users can view digital files and start the approval process from a laptop, tablet or smartphone – and no one will even know you’re still in bed! Alerts can also be set up to notify users when new invoices are ready to be reviewed and approved, automatically sending the documents in question to the appropriate recipients. Additionally, much of the main focus of AP departments is on the three-way match. The key to getting an invoice approved quickly is validating that you received what was intended to be purchased, and that the terms and amounts match the invoice and original PO. Document management software keeps files organized and accessible for instant matching.
2.) Data Entry: Visibility, Productivity & Accuracy - What was that PO Number? How many pens did we order? Where is our package? With document management software, questions like these are a thing of the past. Search via index information, body text or even date range. Special characters can also be used to further filter results. Voila! Document management software lets you find what you need when you need it. But let’s go back. Before we can search for a document, we need to capture it. Manually entering paper invoices can lead to entry errors and data loss. Document management software allows users to capture the necessary data through Optical Character Recognition (OCR). Place a stack of paper invoices on your office equipment device and move on to tasks of higher importance. Built-in OCR capabilities will scan each document individually, grabbing all of the key data and automatically filing into “Archives.” Set, scan and forget – OCR does the work for you.
shutterstock_110459051-1.jpg

3.) End the Constant Compliance Worry- Do you know if business rules are being enforced? Are you prepared to prove your company’s in compliance with the SEC, FINRA or ESIGN regulations? Document management software can help your business tie together all the important documents needed during an audit. Purchase orders, delivery receipts and check images can all be instantly and digitally available to anyone with user-based permissions. These features can also help manage compliance risks by controlling policies and having a quicker response time to legal or regulatory actions. What about protection? Monitoring signatures and irregularities makes it hard for companies to protect themselves from fraud. But digital approvals identify which user took action and creates a reliable audit trail that can be easily used and viewed, validating the history of each and every document.

Paying your vendors on time is critical to the success of your business. Whether your company is big or small, with paper-based accounting methods it can be hard to keep track of where everything is located and what has been fulfilled. A paperless solution could prevent all of the issues that AP departments face, while keeping processes structured and well managed.

Learn how real document management users have streamlined AP tasks at significantly lower costs. These solutions are tailored to your specific business size and type. Learn more about our Document Management solutions here and Contact Us with any questions.

Tags: Document Management, Paperless Office, BPM, ECM, Workflow, accounts payable

Are You Using Your ECM Solution Properly?

Posted by Alyssa Anderson on Tue, Aug 16, 2016 @ 02:44 PM

shutterstock_87259876.jpgAIIM research finds that more than 50 percent of users say their Enterprise Content Management (ECM) investments are not successful. This should be taken as a sign that document management software projects may not have been well planned prior to implementation. Are you part of the statistic? If so, that’s okay. You’re not alone. This just means it’s time to address the issues you may be facing. So, let’s take a look at one of the most common mistakes: user adoption.

Shifting your focus to the opinions of those who will actually be using the software will help the implementation process. By involving them from the start, not only will they feel like an important part of the process, but it will provide you with greater visibility into their daily pain points. To ensure your ECM software is being leveraged to the fullest, maximizing results in your organization, here are a few other guidelines to follow:

  1. Start Small – It’s important to start with one well-defined process in order to fully optimize the software. If too many individuals are involved, you won’t be able to learn the basic steps needed to run a successful implementation. Focusing on one target group at a time will give you the opportunity to learn, adapt and work effectively before implementing the solution company wide. Common starting points include processes like employee onboarding and management or in departments like Accounting and Finance.
  2. Identify Goals – Setting goals for your company will help you find the exact features and functions you need from your document management solution. When you have an understanding of what you want to accomplish, the software implementation becomes much smoother, targeting the areas of concern. Make sure you address those key pain points with your solutions specialist so they can find the best fit for your specific business needs.
  3. Streamline Transition – Change is hard. When employees are so accustomed to completing tasks a certain way, they can be resistant to new methods. By involving the people that are going to be using the software daily, it is more likely that they will react positively to the change. As a bonus, you will get to hear their insight and they can give you a better idea of what is and is not needed for an easier transition.

shutterstock_234708769.jpgThe key to a successful ECM implementation is to understand the needs of your company and the employees who work there. Implementing a user adoption plan, through communication and collaboration, will make for a smoother transition and lead to a more successful outcome on your ECM solution.  These solutions are tailored to your specific business size and type. Learn more about our SMB solutions here and Contact Us with any questions.

Tags: Document Management, BPM, ECM, Workflow, go paperless, document capture