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Before you scan: a readiness checklist for document imaging projects

Sue St. Denis — Thu, 03 Sep 2020 00:00:00 +0000

As we covered in a recent post, it is important to be clear on your objectives before undertaking a document imaging project. This means understanding the desired business outcomes, your user requirements and the metrics that you will use to gauge success. While this is an important first step, there is a lot more to consider before you can roll up your sleeves to tackle an imaging project. Based on our experience with thousands of imaging projects, this checklist will ensure that you have all the essential pieces in place before you get started.Read More

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Six ways that a pilot program helps your digital transformation succeed

Sue St. Denis — Mon, 13 Jul 2020 15:54:22 +0000

Pilot programs are a proven and effective way to minimize the risk of failures and maximize the benefits delivered by digitization initiatives. Here are six common ways that your colleagues are using pilot programs to ensure success when going digital: 1. Proving the business case From the outset of your pilot, look for quantifiable gains [...]Read More

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Dealing with large documents… 4 steps to sanity

Sue St. Denis — Tue, 09 Jul 2019 00:00:00 +0000

If your organization relies on regular access to large documents, you’ll know what a headache they can be to manage. From blueprints and schematic diagrams to maps and historic records, large documents are harder to store, harder to access and harder to share. These challenges often lead to significant business inefficiencies that can hamper growth and productivity. This blog post covers four steps that you can take to help manage your large documents and eliminate these headaches.Read More

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Six things you need to address for a successful digital transformation (Part 2)

Sue St. Denis — Fri, 29 Mar 2019 17:32:45 +0000

In part one of this two-part post, we discussed the important roles that planning, people, and digitization play in the success of your digital transformation. In part two, we will take this a step further and explore how information management, process optimization, and systems and technology impact the success of your digital transformation. Lessons from [...]Read More

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Six things you need to address for a successful digital transformation (Part 1)

Sue St. Denis — Wed, 20 Mar 2019 20:33:05 +0000

Migrating to electronic business processes? Scanning your record collections? Whatever the next phase of your digital transformation looks like, there are a number of important elements to consider. To help you prepare for the next stage of your journey, here we outline three of six key elements of a successful digital transformation. When planning [...]Read More

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Questions to ask a document imaging provider – Part 2

Sue St. Denis — Thu, 14 Mar 2019 00:00:00 +0000

Last week we explored some initial questions to ask a prospective document imaging provider. As we pointed out, you need to get some up-front clarity on the quote; find out who will be working on the project; and enquire about their methodologies for planning, document access and security. This week we’ll dive into more essential questions that will help ensure your partner delivers a successful imaging project.Read More

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Questions to ask a document imaging provider – Part 1

Sue St. Denis — Tue, 12 Mar 2019 10:00:00 +0000

Choosing a document imaging partner isn’t an easy task. Document conversions are often large, high-profile projects, which means the stakes are high and you want to be sure you get it right. Another big challenge is knowing what to look for. Different imaging providers offer different services, so how do you know what’s really important?Read More

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One of America’s largest retail banks re-signs with TAB to upgrade to FusionRMS v10

Sue St. Denis — Thu, 24 Jan 2019 12:00:23 +0000

TAB is pleased to announce that a large American retail bank with over 2 million paper records has upgraded from TAB FusionRMS v9.3 to v10. The bank has been using FusionRMS to track several databases of servicing and custodial records throughout the organization. Upgrading to v10 helps the bank further optimize loan management processes, specifically [...]Read More

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Effective change management for your digital evolution – Part 3

Sue St. Denis — Thu, 08 Nov 2018 15:51:47 +0000

Our previous posts in this three-part series discussed the importance of recognizing office culture, accountability, inclusiveness, and the potential fears of your digital evolution for effective change management. In part three we explore where to begin when implementing your pilot project, and why you should celebrate every success of your pilot project. Tip #5: You [...]Read More

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Effective change management for your digital evolution – Part 2

Sue St. Denis — Thu, 01 Nov 2018 19:54:13 +0000

In our last post we discussed how you can use change management techniques to challenges of office culture and accountability during a digitization initiative. In part two of this three-part post we will explore the challenges of inclusiveness and the importance of facing user fears about your digital transformation. Tip #3 – Leave no one [...]Read More

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