Don’t just archive your content, use it when you need it

Whether you are dealing with student records, registration forms, accounting files, financial aid or any other departmental processes, the most efficient way to use the information and get it to your main system is to scan the documents at the time they are created or received.

If you wait until the end of the process, many people across your organization will have photocopied, faxed, emailed, sorted, filed and re-filed, creating massive amounts of unnecessary work, expense and wasted resources.

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The top 5 mistaken beliefs about content management

Your university may or may not have a strategy for managing content, the unstructured information streaming in and out of all areas of your campus on a daily basis. It’s likely you at least have a partial strategy where one or more of your departments is capturing and storing some type of unstructured information for later retrieval.

In a world where the use of digital channels is enabling organizations to synthesize large amounts of information in seconds, universities are making it a top priority to gain control of that rogue 80%, which is the approximate amount of unstructured information slipping through the cracks. This information is not easily accessible because it is scattered and isolated in departmental or personal file systems. This is the information employees need to do their jobs.

Information management 20% structured 80% unstructured information

University structured v. unstructured content

Content management services and software technologies have adapted to changing business environments so quickly over the past ten years, it is difficult to keep up with where the capabilities lie today. The following are five mistaken beliefs about content management and the facts that dispel those beliefs.

5. Content management is mostly beneficial for scanning and archiving documents.

Content management covers the lifecycle of information from creation and publication to archival and eventual disposal. One of the largest benefits of content management is enabling workflow automation. A perfect example is when someone in your organization wants to buy something. The individual begins to create documentation such as pricing research, correspondence, a requisition, purchase order, invoice and a contract to name a few. With workflow automation, these supporting documents are captured, routed and accessed interdepartmentally for approval, payment and auditing. Transactions are processed in hours or days instead of weeks.

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Two Birds, One Stone: ILINX eForms

ILINX has yet another tool to enable capture anywhere your work takes you. ILINX eForms is a flexible, user-friendly electronic forms software for the capture, processing and delivery of data, images, even signatures. It can do so in a variety of ways, by using a keyboard, a finger or stylus on a touchscreen (using Intelligent Character Recognition or ICR) and even a database lookup. It allows you to add an attachment, or take a picture and embed it in the form. And ILINX eForms can be accessed on a variety of devices, from desktop to tablet to smartphone. Did I mention it is flexible?

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Setting Expectations

As a Project Manager, it’s important to understand that your time is usually spread over several tasks and/or projects for any given day. For this reason it is extremely important to set the correct expectations with customers. Over the last couple months this lesson has been reiterated to me again and again in several different forms.

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The Power of the Presentation

One area of Project Management that I feel is often overlooked is the presentation of information.  This applies to both presenting to your immediate project team members as well as the project stakeholders.  The value of providing good presentations to your audience reinforces their confidence in you as the Project Manager, and it also builds credibility within the Project Team.

I recently attended a class on Presentation Skills provided by Dr. James Brown.  He stressed a number of points that I believe are the key to the successful delivery of a presentation, and here are my top takeaways:

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How to Increase ECM Team Efficiency

In the course of doing some work for one of our partners – we were asked to take a look at the existing workload for their ECM team.  This particular ECM team has done a great job maintaining and integrating ECM components from a variety of vendors.  As typical in such an environment – we found that everyone on the team had primary support duties for at least one component, and was involved in customer support issues or updating /enhancing one or more of the company’s ECM products on pretty much a daily basis.  Continue reading

Why I Love Electronic Forms!

I love electronic forms!

I love being able to not just fill out, but also submit forms electronically either from my PC or my tablet. It’s easy to change information if I mistype something or need to change information. With paper forms, you typically have to reprint the page and enter in all the information again. I can’t tell you how many times I’ve screwed up filling out a paper form and had to redo it. There’s also something nice about being able to click the “Submit” button at the end and not have to print and mail a document in and double-check to make sure it was received on the other end a few days later.

I’ve noticed that more companies and organizations are turning to electronic forms for both consumers and constituents. Users can fill out forms and attach relevant documents or information to the form and in some cases, even sign the form right then and there, no printing necessary! Continue reading