Document & Records Management
Even in today’s digital world, documents proliferate in every part of an organisation – from accounts management (invoices, checks, and remittances) and human resources (employment applications and benefits forms) to engineering and manufacturing (design documents) and sales and marketing (sales plans and marketing collateral). Documents remain a key vehicle for making transactions and business processes work, and so document management continues to be a challenge. Optical character recognition (OCR) was the initial answer to many document-management woes, but in the age of big data analytics, OCR shortcomings can result in bad analytics.
Adobe has announced new e-signature capabilities in Document Cloud that it claims will make electronically signing documents and contracts easier. New functionality includes a visual drag-and-drop Workflow Designer, digital signatures (a more advanced, secure form of e-signatures) and Enterprise Mobility Management and Signature Capture.
Users of Adobe Acrobat DC and Adobe Acrobat Reader can now access and take common actions on PDF files stored in Dropbox directly from within the Adobe apps, it was announced this week. Dropbox users can open, edit, and save changes to PDF documents in the Adobe apps directly from the Dropbox website, iOS app, or Android app. The two companies say the integration addresses a strong need, as PDF is the most common business file type in Dropbox.
At this year’s InsideNGO conference (annual event for the international relief and development NGO community), Deby MacLeod, Audit and Assurance Principal at accounting firm Clark Nuber PS, recently shared her perspective on how a document management system can simplify the audit process for both parties. She discussed 4 key areas of audit focus along with controls you can put in place that will help you pass with flying colours.
Gimmal, a provider of information management software designed to make Microsoft SharePoint and Office 365 a true Enterprise Content Management system, has launched a new product for Physical Information Management (PIM).
Recall has launched a new information governance tool to manage physical and electric records, known as CommandIG, and available as a cloud-based or on-premise solution.
Macquarie University is migrating staff email away from Gmail to Office 365, due to concerns about data sovereignty. The university plans for all staff email and calendars to be migrated to Office 365 by the end of this year.
|
Leading UK law firm Shoosmiths recently replaced their document management system (Hummingbird DM6) with a new solution based on MacroView DMF and Microsoft SharePoint (see the Case Study). A critically important part of this project was the migration of nearly 3 million existing documents. Challenges included the need to move multiple versions of most documents, to preserve existing metadata and document-level permissions – as well as coping with the differences in how SharePoint operates compared to the previous traditional DM system. In this article we look at how these challenges were handled so that the migration was a success.
|
Many companies lose significant amounts of money and productivity each year just because their document management and printing processes aren’t optimised. For example, 60 per cent of small- and medium-sized organisations want to reduce paper usage1, and 90 per cent of organisations have suffered at least one data loss through unsecured printing, according to Gartner.
We all know that technology is advancing at a rapid pace. The way we contact and interact with one another today would be unrecognisable to anyone who conducted the same tasks 20 years ago. More and more, people are looking for faster and more efficient ways to do business – for ways to close the gap between contacts on the other side of the world.
Pages
