5 Reasons You Need to Meet in Person

I have been with ImageSource for almost 11 years and in the computer industry almost 47. My journey has taken me from field engineer, to systems support engineer to management and finally to sales. To say I have seen it all is an understatement. Anyone who knows me has always heard me say that email, voicemail, Twitter and Facebook are all great sales tools, but that is exactly what they are – tools. There is no substitute for face-to-face meetings.

Just this past week the ImageSource executive team and I completed our third week of Nexus ’14; a week of personalized, private sessions where we meet with customers to discuss their unique ECM needs. We met with all of our customers face-to-face; listening to them, (I repeat: listening to them), taking notes and presenting the future direction of ImageSource. The results exceeded any of our expectations.

My clients are just like yours: They want to Skype, email and text. But here’s why you still need face time. Continue reading

ImageSource® Awards Customer Partners for Innovative ECM Solutions

theme imageImageSource recently announced the winners of the 2011 Nexus Customer Partner Awards. The winners all show exceptional and innovative ways of utilizing Enterprise Content Management (ECM) technologies and include San Jose State University, ESCO Corporation and Mira Costa College.

Continue reading

Big Enough to Do the Job, Small Enough to Care

Last month we just completed our annual Customer event NEXUS, as usual the event was excellent. During some downtime in the Exhibit Hall I got a chance to chat with one of our ECM Partner Representatives from IBM. During this conversation I was struck by some of the comments made to me, particularly about our customers. During the conversation they said that they have never seen such loyalty from customers towards a company (ImageSource). I can assure you after 43 years in the computer industry & many years competing with IBM, comments like that are far & few between. Over the next couple of days I continued to think more and more about the comments and its true, then I asked myself why, what do we do different that inspires that level of loyalty? The answer was actually pretty simple, “We Care”. In all my presentations I usually close by saying something along the lines, “We are big enough to do the job, but still small enough to care”. From Sales to our Professional Services team and throughout every person in the company we all care.

Bob Garrido
Senior Account Executive
ImageSource, Inc.

N.E.X.U.S. 2011

Nexus our ECM Solutions Conference is less than a week away. Our pre-conference training starts this Monday, October 31st at the Bellevue Westin Hotel. The  training is kicked off with the AIIM ECM Practitioner Certification, as well as the AIIM Capture Practitioner Certification, Conflict Management Course with James Brown and Oracle ECM 11g.

On November 2nd 2011 at 7:00PM come meet us at the Cypress Lounge in the Bellevue Westin for some light appetizers and cocktails to start the conference off right. Come mix and mingle with people in and out of the ECM industry.

We have a number of great organizations such as Fujitsu, IBM, Oracle, Kofax, AIIM, Kodak and many others which help make this an outstanding conference.

If you want to attend our conference register online http://www.nexusecm.com and don’t’ miss out on this wonderful opportunity!

Learn How to Save Your Business Processes at Nexus

If you’ve got paper, mismanaged files, labor-intense and risk-prone processes that you want to fix, you NEED to come to Nexus! Nexus is a two-day Content Management Solutions conference held in Bellevue. This year’s conference is Nov. 3-4.

As the host of the conference, ImageSource brings industry professionals to Bellevue to discuss a variety of topics from scanning and capture to workflow and business process management to storage and records management. A number of organizations like Oracle, IBM, Fujitsu, Kodak and many others will be exhibiting at the conference.

Also this year, there is a session on the ECM Ecosystem. The ECM Ecosystem is a process that explores your current “As Is” business state, and based on a series of interview and prioritization, allows us to make a recommendation on the future state. You don’t want to miss this session!

This two-day conference has four keynote sessions and more than 25 breakout sessions jam-packed with valuable information. There are three tracks – ECM Fast Track for those just starting their ECM journey, Management for management-specific sessions, and Technical for those looking for a more hands-on experience and a deeper look into the technology.

You also don’t want to miss our fabulous evening event Thursday night at Lucky Strike Lanes. There will be food and bowling and you won’t want to miss this!

For a complete look at the conference, visit http://NexusECM.com. Contact the ImageSource Nexus Team at (360) 943-9273 to secure your spot and get a special $100 off discount code!

We look forward to seeing you there!

Kristina Parma
Account Executive
ImageSource, Inc.

Is Curiosity Enough to Attend a Conference?

On Nov 3rd & 4th there is an industry educational conference coming up called “NEXUS’11  – Where ideas emerge” being held locally in Bellevue WA.  I am often asked by customers what is the value and benefits of attending a conference.  So instead of me listing what I think the benefits and values are I decided to check out what other people said on the web and see others justifying ROI for attending – this is a summary of what was listed on the first few pages:

  • An abundance of new information to be revealed
  • Networking value amongst peers –learn from others in your profession. Share with others your experience and thoughts. Meeting folks who do what you do. Gain insight. Ask questions, get free consultations.
  • Where else can you find so many industry contacts facing the same issues as your organization?
  • Direct conversations with vendors and manufacturers – are there solutions and products that you are not aware of?
  • Conferences demonstrate new ideas, how products work and how other organizations have implemented them into their environments to solve challenges that your organization is experiencing.
  • When else do you have the opportunity to remove yourself from the daily grind and take a more strategic planning viewpoint? Step back and reflect on your job and the bigger picture.
  • Focus on what you will specifically bring back to the organization as payback for the investment – Session Content, tools, technologies, processes, vendor contacts, best practices, training, have a benefits worksheet for the conference. Source: Writing Assistance
  • Justify your Return on Investment – make sure you have session worksheets to summarize what you have learned, what major takeaways you gained from it, action items identified and the estimated impact the idea could make.  What business goals do you have before attending the conference and were they answered by the sessions you attended etc. Source: Gartner Justification Toolkit
  •  Attending a conference provides an opportunity to learn from experts, share ideas with others, and identify new knowledge and techniques. It is a productive experience given the knowledge explosion in the current information-rich era.
  • The information is already “digested’ and given to you in an easy to understand way. Practical examples/ case studies are given and questions clarified.

So hopefully this has increased your curiosity about this conference – take a look and see if you can justify an ROI on attending NEXUS’11. One thing I know for sure – as an attendee and also someone working at this conference every year, the ROI I gain is a HUGE payback for the company and my customers.

Megan Lane
Inside Sales
ImageSource, Inc.

Unsure Economy Holding Your Business Back from ECM?

There’s no question that the US economy is still troubled.  Whispers of a double-dip recession have been heard from Wall Street to Main Street, and it has some business leaders hiding their wallets under their mattresses.  The market nosedive of 2008 is still fresh in our minds, and every business is hoping for the best while preparing for the worst.

A common management response to a potential downturn is short-term cost cutting.  Though it’s important to watch cash flows carefully, being financially prepared does not necessarily mean a spending freeze.  This mindset ignores long-term financial prospects, and does little to safeguard a business from future economic slumps.

Some of the best defensive measures a business can take are forward-looking investments.  A carefully executed Enterprise Content Management System is a perfect example of this.  On face value, ECM seems like an expensive route to financial prosperity, meant only for large corporations with almost limitless cash.  But the long-term (and even short-term) benefits of an ECM system far outweigh these initial costs, and there are systems available that fit almost any size company and business need.

Stripping a company of its valuable employees or other key assets should always be a last resort for cost savings.  A savvy manager will look to business processes first, and ECM streamlines this practice.  ECM allows business leaders to take a close look at their information management, and pinpoint inefficiencies.  Sometimes these inefficiencies present themselves as nickels and dimes on a micro-level.  But, in the larger scheme of things, the removal of these small costs across an entire organization could mean the difference between net profit and net loss.

Getting started with Enterprise Content Management is all about having the right information.  Attending an ECM conference such as Nexus is often the best way of finding the solution that fits your business’ needs.  Whether you’re an ECM pro, or even if this is the first time you’ve encountered the acronym, Nexus ’11 has sessions that will deliver any of the information you want or need.

So go to www.NexusECM.com and find out how to save your business money while keeping your focus on the long-term.

Kyle Miller
Corporate Communications Manager
ImageSource, Inc.

NEXUS’11 ECM Solutions Conference

Attend Nexus 2011 and learn how to maximize student success using ECM integrated with your student information systems. Find out more information and register here.

AN INVITATION FROM TERRY SUTHERLAND, IMAGESOURCE CEO

If there was ever a year to attend an Enterprise Content Management Solutions Conference, this is it! Higher education institutions are being challenged financially now more than ever before. Becoming operationally efficient and serving student populations more effectively are critical imperatives.

Nexus is a forum that has matured into one of the most valuable information technology conferences anywhere. Our goal is to help you understand how your students, faculty and administrative staff across the campus can benefit from an enterprise class content management platform. Continue reading

Do You Know Where Your Records Are? Are They Safe?

Just recently I attended a thought provoking round table discussion involving records management. I, being directly immersed in enterprise content management, have bypassed the times when people stored physical records in an outside storage facility or in cabinets upon filing cabinets solely for records. Oh wait, that still exists!

One topic of discussion was what to do during a disaster. What do you do to save all the paper records when there is a flood or a fire? The various answers ranged from putting them in a trash bag if it involved flooding or putting your records in a freezer if there is a fire. These do seem like practical solutions but I’m not sure how efficient this would be when you are racing against a fire or flood and there are thousands upon thousands of papers that need to be saved for a million dollar corporation.

I do understand the physical storage of paper and it is a practice that has been around forever, but now there are alternative solutions that will not only bring a great return on investment but also you do not have to stress about these “what if” situations. The solution is going paperless with Enterprise Content Management.

Did you know:

  • The cost to manage a 4 drawer filing cabinet costs $25,000 on average. (futurelawoffice.com)
  • It costs $20 to file a document
  • It costs $120 to search for a misfiled document
  • 7.5% of all documents get lost and 3% of the remainder get misfiled (Inc. Magazine)
  • Companies misfile up to 20% of their records (ARMA International)

If you implement an Enterprise Content Management system, these systems are designed to capture, manage, store, deliver and preserve structured and unstructured content.
If you are worried about who will have access to these records and documents, ECM is the answer. You can create restrictions so only certain people are allowed to access certain content.
If you are worried about the retention schedule of your records, ECM is the answer. ECM enables automation of records management so after the 5 year retention period comes up you will get a notification to dispose those records.
If you are worried about your files getting ruined from water or fire, ECM is the answer because you no longer  have to worry about maintaining physical copies.
And an ECM system can allow you to access your information from remote locations with multiple people accessing that info at the same time.

The possibilities are endless!

If you think Enterprise Content Management and going paperless sounds like the ideal solution then you are right. So come and explore the possibilities and capabilities of the various ECM technologies at our Nexus ’11 ECM Solutions Conference in Bellevue, Washington and we will help you get on the right track.

Tracy Lim
Communications Manager
ImageSource, Inc.

Eagerly Awaiting Nexus 2011

Not your average conference.

Nexus ’11 will be my 3rd Nexus conference.   I had the overwhelming, yet fortunate blessing of starting my first day of work for ImageSource at Nexus 2009.   I have been in sales for 10+ years but at the time I was 100% new to ECM.    Questions running through my head:  1) What is ECM?   2) Who uses ECM?  3) Why doesn’t everyone have ECM?   4) Now what is ECM??

ECM is interesting after you understand the depth of what it can do for your business.   As many of you have heard INFORMATON IS POWER.  ECM is the practice of leveraging information.    It empowers employees within a business to access information that solves problems in the day-to-day ins and outs of running a business.

I am excited to participate once again in this conference.  We have an amazing Key Note Speaker who was incredible last year, so of course we have asked him to return – Dr. James Brown. This year we are staying at the Westin Bellevue which we will all secretly long for after our action and information packed days. Although we are at a new hotel this year, some of you may be concerned that our evening event will no longer be at Lucky Strike… but fear no more! We will take over Lucky Strike Lanes and it will once again prove to be an outstanding place to meet other attendee’s where you can strut your best bowling moves.

Come enjoy Nexus 2011 with me.   I am eager to share the experience.

Geetha French
Inside Sales
ImageSource 

If only I were as Popular as the Nexus Conference

I am a newcomer to the world of ImageSource and ECM; having never attended Nexus, I know no more about the conference than what can be transmitted through words.   So, naturally, I’ve been tasked with calling past attendees of Nexus to tell them why they should return this year.

Wait, What?

Over these last 8 weeks at ImageSource I’ve completed a wide variety of tasks.  But, I have to admit, I was quite rattled by this assignment at first.  How was I to tell people about a conference which even I had yet to attend?  I was convinced that my ignorance would have me written off immediately.

I could not have been more wrong.

My background in retail primed me for the hard sell; I was certain that I would have to push the conference relentlessly to drive registrations.  However, to say that my calls have been met with warm reception would be a drastic understatement.  Past attendees have stopped me mid-sentence, reminding me that their previous experience was more than enough to make them want to come back.  One individual stayed silent through my entire pitch, and at the end he confessed that during my rambling, he had registered online and was excited to meet me there.

After a week of calling, I’m fairly certain that all I have to say to get people to register are two words:  ImageSource and Nexus.

My coworkers have been trying to convince me that this event was great for months, and I have had no reservations.  Still, simply hearing the excitement from past attendees has inspired that confidence in me.  When it comes to the value of attending Nexus, I no longer have trouble counting my chickens before they hatch.

Kyle Miller
Corporate Communications Manager

135 Pages, 60 Seconds.

If you are looking for a production scanner, make sure you review the Fujitsu fi-5950C. At 135 pages per minute in color, this is Fujitsu’s top model. You will want to bundle this scanner with Fujitsu’s ScanCare package. ScanCare is the most comprehensive maintenance plan on the market.  Aside from a variety of responses time to fit your budget, it also includes Preventative Maintenance visits and a generous supply of consumables to keep you scanning for the year. If you need more consumables they offer the ScanAid kits. If you would like more information contact us or come to Nexus 2011 where the full line of Fujitsu scanners will be on display.

Ruben Kerson
ImageSource, Inc.

 

My Grandma Doesn’t Get What I Do…

I know I’m not the only person this has happened to. You have a friend, loved one or even a stranger ask you what you do for a living or what industry you work in. What I’ve found is that being in the Enterprise Content Management (ECM) space sometimes makes it difficult to describe what ECM is exactly (in plain English).

My grandma has asked me at least five times what exactly I do and more specifically, what the industry is about, and the dialogue goes something like this:

Grandma: “So Kristina, what exactly does your company do? I know you’ve told me before, but I can’t really remember.”

Kristina: “We are an enterprise content management solutions provider, an integrator and we have our own line of products called ILINX®. We also have this really cool conference every year called Nexus® with presenters, networking time, a vendor expo, etc.”

At this point, my grandma is just staring at me, blankly.

Grandma: “Um, so what does that mean?”

Kristina: “It basically just means we help people try to automate their business processes by scanning in documents, implementing automated workflows, utilizing capture software, storing information in electronic databases, things like that.”

My grandma’s eyes are beginning to glaze over…

Kristina: “In a nutshell, grandma, we help businesses become more efficient and more paper-conscious.”

After being in this industry for a few years, living and breathing it every day, I can sometimes easily forget that others don’t understand what capture is, how workflows come together, or why you’d ever need to get rid of fax machines and paper. They don’t throw acronyms around like OCR, BPM and ERM, which have become part of my everyday language.

I am glad my grandma isn’t the only person who doesn’t know or understand what ECM is. Check out this awesome video played at Nexus ’10 this year where people were asked to answer the question, What is ECM?

My grandparents just mastered text messaging. I’ll continue to work on a good description of my industry that doesn’t make my grandma ask me the question every time she sees me, “Kristina, what does your company do again?”

Kristina Parma
Communications Manager
ImageSource, Inc.

 

Compliance = ROI

Following up on my last post (Invoke Change) and in preparation of my upcoming segment at the annual ImageSource user conference, Nexus, I found some very interesting ROI metrics surrounding compliance enablement. This is thought provoking content when factoring in some of the more intangible reasons to make technology investments in ECM. I have worked with organizations that actually have budget for fines levied through the normal course of a fiscal year. This should tell you that there is REAL savings potential as a result of acknowledging the impact ECM technologies may yield on compliance.

According to PriceWaterhouseCooper, each $1 invested towards compliance saves $5.21 on average! I had the opportunity in the last 12 months to work with an organization that was levied approximately $1 million in fines due to their inability to recover documents tied to the gaming industry in Las Vegas. Ouch! Another interesting find was made by Cohasset Associates. They have found that for every 100 people, annual savings of $240,000 can result from technology investments towards compliance.

As we work aggressively within our organizations to streamline and evolve business processes with ECM technologies, don’t overlook or underestimate the compliance savings that can be realized!

Why Training is Important

I recently had a conversation with an individual about ECM training.  This person needs to learn how to build a new application for both capture and her ECM system.  When I described the training and associated cost to her, she could not understand why the training is a comprehensive as it is or why the cost is what it is.  Her feeling was that the system must not be “user-friendly”.

What we tend to forget is that a successful implementation of a new application includes much more that creating fields and assigning properties.  It is essential that the entire business process be taken into account.  ECM systems are designed to replace your paper manual paper and other  processes.  Throwing together some fields that hopefully allow you to find your information is not enough.  It is necessary to know your processes inside and out and to  look at other processes that might touch your application as well.

As with everything else, it is the up front planning and effort that make the end result “user-friendly” .

One place to learn more about the subtleties of ECM is at the 2010 Nexus ECM Conference in Bellevue, WA on November 4 and 5.  Please consider attending this event.  It will be well worth your investment.

How Twitter Taught Me the Importance of Change Management

In the Enterprise Content Management (ECM) industry, I probably hear on a weekly basis how crucial Change Management is. We talk about it with our Customer Partners, in our press releases and case studies. I knew it was something that was important, but I didn’t get a true idea of HOW important it is until we decided to have everyone in our company blog and use Twitter.

I thankfully have a boss who embraces social media and understands the value it can bring to an organization. However, it was tough getting everyone in our company to be as “gung-ho” as we are. We started with blogging and rolled out our eight ECM blogs in late June of 2009 and have been contributing to each one for the last nine or so months. After the blogs came Twitter. When I first started using Twitter about a year and a half ago, I thought it was stupid and that there was no value in it. Now, I’m not so sure what life would be like without Twitter – well my life anyway. I attended an unofficial Twitter Conference a few weeks ago in Seattle and I couldn’t believe how many people attending had jobs that revolved around this social media tool. That to me said that Twitter is more popular and more useful than many people realize.

I was having a hard time understanding why my colleagues weren’t as interested in blogging and Twitter as I was. I’m a Millennial and have grown up with the Internet, instant messenger, MySpace, Facebook, etc. I think a huge part of Change Management is helping the users see exactly what the value is in the new product, environment, whatever. For us, our different departments have different ideas of what is valuable to them. The “Aha” moment was realizing that we had to specifically show different groups of people where the value was for each of them. Since realizing this, we have had seminars and hands-on workshops to show employees the value and give them the confidence to use the tools.

I have truly realized that Change Management doesn’t just exist in projects and installs. It can be important in things that may not seem like a big deal, like blogging and Twitter. Whatever the circumstance, it’s important that the users see what the true value is and understand why they are making a switch. You have to show them why what they’re going to be doing is better than what they’re doing now and how it’s going to bring value to them.

Nexus ’10 is a great place to learn about the importance of Change Management and how critical it is to a project. Nexus is ImageSource’s annual Enterprise Content Management Solutions Conference held in Bellevue, Wash. This year’s conference is Nov. 4-5, 2010 at the Meydenbauer Center. Register for only $195 using discount code BLOG100. For more information on Nexus ’10 or to register for the event, visit http://NexusECM.com or check out the Nexus Blog for up-to-date information.

Kristina Parma
Communications Manager
ImageSource, Inc.
@KristinaParma

 

The Next Killer App for ECM

Enterprise Content Management for the most part has become mainstream business.  The ability to scan documents from remote locations has been made increasingly easier by applications such as ILINX Capture and other web based scanning applications.  Indexing documents has been simplified with ODBC compliance and the maturity of systems integrators capabilities of integrating with ERP table structures.  System standards have allowed for ECM repositories to interface with ERP sessions where the users can work heads down in their legacy application and retrieve / view images from their desktop with little to no knowledge of the ECM application – see ILINX Integrate.

Accounts Payable has been the traditional starting point for most organizations in testing the waters for document imaging because it has a definable process, set business rules, and shows a reasonable ROI depending on the number of received images, discrepancies, and time it takes knowledge workers to process invoices.  Other repeatable processes include Contracts, Sales Order Processing, Legal, Shipping / Receiving, and HR Personnel Files.

What will be the next Killer App?  In the past 2 years we at ImageSource have seen a great deal of consideration in HR on-Boarding process.   Understandably, it costs a lot of money to bring in new employees and involves a great deal of resources.  From the application process, to the processing of I-9 information, setting up payroll and direct deposit, insurance, issuance of equipment (laptop, cell phone, scanner) it is no slight undertaking.  Standard ECM solutions as well as products from Autonomy (see Liquid Office), this process can become automated and affordable for most organizations.

From there, where do we go?  With the adoption of smart phones, almost everyone has a camera in their pocket at all times.  This can allow for the capturing of data – snapshot of a document, whiteboard drawing, and presentations can be captured immediately and then fed into the indexing process for ECM.  This expands the reach of content capture and protects the loss of important information.  Technical architecture is now compatible and flexible to allow for almost anything.  Nexus 2010 will provide some great ideas and visions for upcoming solutions.

What is next?  Feedback is welcome.

Jeff Blissett

Senior Account Executive

ImageSource, Inc.

jeffb@imagesourceinc.com

Excellent Planning and Project Management Earn Awards for City of Richland, Washington

 

Congratulations to the City of Richland, Washington.  Their ECM solution deployed earlier this year has earned  two prestigious awards within the past month.

In early November, the City of Richland won the ImageSource Customer Partner Award for best return  on investment.  The award was presented to Jon Amundson, Assistant City Manager and Christina Palmer, Project Manager at Nexus 2009.

Last week it was announced that the City of Richland was also named to the Info World top 100 list of IT projects.  The solution consisted of Oracle IPM, Cardiff Liquid Office,  a Bundle of ILINX products http://www.imagesourceinc.com/Products/ILINXProducts/index.htm which were used to extend the capabilities of the Off The Shelf Software.

The vision, professionalism and standard of excellence exhibited by the Richland team is to be commended.  Congratulations, City of Richland!

 

Congratulations City of Richland!

ImageSource would like to congratulate the City of Richland on winning both an ImageSource Customer Partner Award for the Largest Return on Investment at Nexus 09, as well as an InfoWorld 100 Award!

ImageSource’s annual Customer Partner Awards recognize customer organizations who have implemented solutions that streamline business processes and make efficient use of different technologies. The InfoWorld 100 Awards recognize organizations who have implemented technologies that have helped achieve business goals. For the complete list, visit www.infoworld.com.

Jon Amundson from the City of Richland sat on the Case Study Panel at Nexus 09, ImageSource’s ECM Solutions Conference, to discuss the solution at Richland. To be a part of Nexus 10, go to www.NexusECM.com to register! Register before December and receive a discounted price of $195! Use code NEXUS10SPL. After that, the price goes up to $295!

Kristina Parma
Corporate Communications Manager
ImageSource, Inc.

  

Nexus 2010 ECM Solutions Conference EARLY BIRD DISCOUNT $195

Nexus 2009 ECM Solutions Conference was a resounding SUCCESS!!

First I would like to thank every single attendee and our valuable sponsors for your enthusiastic participation and support.  Nexus2010 registrations continue to be completed by organizations that understand the value and importance that this event has on the strategic planning of ECM initiatives for their businesses.  Nexus2010 will be held at the Meyedenbauer Convention Center on Nov. 4th & 5th – 2010.  We are encouraged of course by the outpouring of positive feedback we have received, we are grateful for each and every comment.  ImageSource will work diligently to again “raise the bar” in all aspects of planning, execution and content delivery.  We are listening on our Nexus Twitter feed for any and all recommendations for speakers, breakouts and special events that you feel would be valuable, so Tweet us!

The Green ECM Video can be found on YouTube so check it out.


We are offering a limited time promotion for early registrations of $195 for a full conference pass. Use discount code NEXUS10SPL.  Register early as we are keeping this event exclusive so seating is limited

Also a reminder of where you can find more information on ECM topics, please add us to your RSS feed and Follow us on Twitter.  Stay tuned for our FaceBook fan sites too.

BLOGS
Nexus ECM: http://nexusecmsolutionsconference.wordpress.com/
ECM Project Managers: http://ProjectManagementForECM.wordpress.com
ECM Systems Engineers: http://ECMTechnicalExpertise.wordpress.com
ECM Solutions: http://IndependentIntegratorsOfECM.wordpress.com
ECM Developers: http://SoftwareDevelopmentForECM.wordpress.com

Twitter
Nexus ECM Twitter feed http://twitter.com/nexusecm
ImageSource Twitter feed http://twitter.com/imagesourceinc
ILINX Capture Twitter feed http://twitter.com/ilinxcapture
ECM Support Twitter feed http://twitter.com/ecmsupport

Shadrach White
ImageSource, Inc.

ECM – From the Eyes of the “New Kid on the Block”

Intro – to Enterprise Content Management (ECM) in 7 days.

I started the journey in a new town, new company, and new industry on Sunday, November 1st. It has truly been one of the most exciting first weeks in the history of my career. ImageSource hosted Nexus 2009 at the Hyatt/Meydenbauer Center in Bellevue, WA. This is an industry driven conference that is held annually and focuses on timely and relevant ECM topics. This two day conference is a top notch event. I attended as a new employee but more as if I was an outsider looking in. I have learned everything from a whole new set of acronyms to a more responsible way of consuming and sharing data. I have attended conferences all over the nation with hosts as large as Johnson and Johnson and this event ranks above and beyond the rest. Each moment for me was relevant, educational, and worthwhile. I believe customers left understanding the importance of how we should manage our data in a corporate environment, and how to take control of it. It isn’t about solving the overall problem, but accepting that this is part of something greater. It was summarized in a funny yet concise way when Pam Doyle, Director at Fujitsu said that “Implementing an ECM solution is similar to eating an elephant one bite at a time.” As the new kid, full of excitement I have tasked myself with raising awareness about this event and gathering the best people to join us for next year. One of the folks that have chosen to join me in my journey is Jeff Shuey – industry blogger. Jeff is a technology expert and his knowledge ranges over many topics. I want to thank him for being willing to take me on as a mentee in this new world! To read Jeff’s blog, visit www.jshueywa.blogspot.com.

Register for Nexus for only $195! Use code NEXUS10SPL

Geetha French
Account Executive
ImageSource, Inc.

Geetha

  

Nexus 09 Recap

For those of you who attended Nexus 09, you know how awesome it was. For those of you who didn’t, here is a little recap for you.

The opening event at the Twisted Cork at the Hyatt in Bellevue was a great way to kick off the conference and bring together attendees, vendors and ImageSource staff. There were appetizers and cocktails, and it was just a fun way to mingle with everyone.

The first day of the conference was very eventful. It kicked off with Atle Skjekkeland, Vice President of AIIM as the keynote speaker. He discussed new worker models, Enterprise 2.0 and social media. The second keynote presentation that day was a case study panel. Each panelist discussed his solution and the benefits it brought each organization, as well as answered questions.

The breakouts for the first day were packed with information ranging from SharePoint, to ILINX Capture, to Social Media.

The evening event was held at Lucky Strike Lanes in Bellevue. This was an awesome event. It was not your typical bowling alley. It was chic and modern. The food was fabulous and the music was great.

Day two of the conference boasted Shadrach White, CTO of ImageSource and John Isaza from Howett Isaza Law Group as the keynotes. Breakouts were centered around records management, enterprise planning, and more.

If you haven’t registered for Nexus 2010, you need to! Space is limited and right now, the price is only $195! Use code NEXUS10SPL. The dates are Nov. 4-5 at the Meydenbauer Center.

If you would like additional information on ECM topics, please add us to your RSS feed and Follow us on Twitter. Stay tuned for our Facebook Fan Page and Profile as well.

BLOGS
Nexus ECM: http://nexusecmsolutionsconference.wordpress.com/
ECM Project Managers: http://ProjectManagementForECM.wordpress.com
ECM Systems Engineers: http://ECMTechnicalExpertise.wordpress.com
ECM Developers: http://SoftwareDevelopmentForECM.wordpress.com
ECM Products: http://ProductsAndSolutionsForECM.wordpress.com

Twitter
Nexus ECM Twitter feed http://twitter.com/nexusecm
ImageSource Twitter feed http://twitter.com/imagesourceinc
ILINX Capture Twitter feed http://twitter.com/ilinxcapture
ECM Support Twitter feed http://twitter.com/ecmsupport

Kristina Parma
Corporate Communications Manager
ImageSource, Inc.

Is ECM a Green Technology?

Going green is getting easier as technology develops.  The “paperless office” utopia is still being developed but the amount of paper can be, and is being dramatically reduced due to document imaging and content management solutions.  It is a fairly straightforward concept – if a business process begins with physical paper, why not scan it, index it, and store it where multiple people can access, it is secure, traceable and auditable, and it adheres to your corporate records policy?  This concept does not only save your organization money, but it does reduce the environmental impact of doing business.

It is easy to see the savings in industries such as Health Care and Financial Services.  In Health Care the green factor and carbon footprint reduction relates to the courier cost, fax cost, copying cost of duplicating patient records and insurance correspondence.  This is a huge magnitude when you consider the general health of the population.   Financial Services green footprint is also correlated with courier and copying but also in the workflow process to route documents.

There is great information published on this topic at various sites such as AIIM , and also at AIIM.  There is also interesting case examples at  New and Good in ECM.

Distributed scanning  can also have a directly positive impact on a green initiative.  Capturing documents and data at the point of creation or receipt will save on shipping and courier services which also impacts the environment by reducing the oil consumption in transportation.

The digitizing of documents greatly reduces off-site storage costs which also has a direct effect on oil consumption used in the transportation to and from the storage facilities.

Much of the transition from paper to electronic comes with the paradigm shift from physically handling paper to viewing documents and data and routing them from the computer.  This takes time and facilitates true change management disciplines but the amount of money, efficiencies, and resources saved can be tremendous.  To be successful, you need to plan for the initial pushback from the knowledge workers.  In the beginning, they might even print more than what they were before the implementation.  If change is managed correctly, the users will adopt and embrace the efficiencies.

The going green concept is growing and is a focal point of the upcoming Nexus ECM Conference held on Nov 2-3 in Bellevue, WA.  Take a look at the Nexus Agenda for some of the “green” sessions.

Comments and feedback welcome.

Jeff Blissett
Senior Account Executive
ImageSource, Inc.
www.imagesourceinc.com

Microsoft SharePoint 2010 – Las Vegas Day 4 ‘Adios’

Leaving Las Vegas

Leaving Las Vegas

I sitting on the plane packed with SharePoint conference attendees, including Jeff Teper – Corporate Vice President, Office Business Platform.  Lots of conversations around the plane about the conference and the exciting new features and opportunties that are coming in 2010.

I look forward to the Beta 2 release of SharePoint 2010 and Microsoft Office 2010.  Windows 7 was release yesterday, I have had it at home for several weeks.  As a user and technology executive I can say that Windows 7 is definately a major step forward in simplicity, user experience, stability and efficiency.  Having spent 3 days being bombared by SharePoint 2010 messaging and seeing the product in action I am pretty impressed with what the SharePoint and Office teams and Microsoft have done.

I look forward to seeing you at Nexus 2009, we will be showing sneek peeks of SharePoint 2010 and talking about some of the new features during SharePoint specific breakouts.

Shadrach White
Chief Technology Officer
ImageSource, Inc.

 

ECM Best Practices: Green Solutions

ECM Solutions almost always yield two kinds of green: Green in your wallet and Green for the environment.

Manual processes take time and are labor-intensive. Green solutions allow companies to better use resources, time and money.

Scenario 1:
Company A does not have an ECM solution. They do all their reviews and approvals manually. They route documents manually and have to make copies for every reviewer/approver. Joe is the person who receives all the necessary documents to start the application process. He then has to make copies for five other people to review and approve or deny. Once those five people have reviewed the documents, they have to route the documents to each of their bosses, another five copies. The entire application process takes about four to six weeks. The applicant is then notified by mail if their application has been approved or denied.

Scenario 2:
Company B has an ECM solution in place. They are utilizing electronic forms and workflows. Jim receives the necessary documents to start the application process online. He goes to his Inbox and there is an email informing him he has documents to review. He reviews those documents and then routes them electronically to the next five people who need to review them. Then those five people route it to each of their bosses. There is a two-day limit on the number of days each person has to review the document. The entire process takes about one week. The applicant is then notified by email and/or phone if their application has been approved or denied, and no paper had to be printed or copied.

Company B, the one with the electronic forms and workflows, is saving time, money, resources and being more efficient which benefits customers. Turnaround time is much faster and they didn’t need to use any paper. No documents were lost and applications can be stored in a repository for later recall. Company A on the other hand, has a completely manual process where they have to route documents by hand and file them in a file cabinet.

Company B is saving money by using an electronic process. They no longer have to print, copy, etc. This is also much better for the environment. They don’t have to use paper and other materials since everything is done electronically. The return can also be significant because of time savings, cost savings and labor savings.

To learn more about how Green Solutions can help yield more “Green,” join ImageSource at their annual ECM Solutions Conference, Nexus 09. There will be a multitude of presentations on how improving processes can help save you money and be more environmentally friendly. To learn more about Nexus or to register for the event, visit www.NexusECM.com.

Kristina Parma
Corporate Communications Manager
ImageSource, Inc.

 

Benefits of System Integration

Enterprise Content Managment solutions can be expensive.  I have talked with many organizations who see just the cost of implementing solutions and see the benefits as just faster retrieval of information stored in the system.

Integration of your ECM solution with your line of business systems can greatly improve the return on the invstment that you have made in ECM.  Think about how often you are researching employee data in your Human Resources System and suddenly realize that you need actual documents that relate to that data.  You have and ECM system, the problem is that it is not connected to your HR system.  At best you toggle back and forth between screens to get everything you need (maybe clicking on the wrong application and taking extra time. Wouldn’t it be easier if you could access the documents directly from your HR system?

Integration of systems contributes to business intelligence.  How often are you collecting information from multiple systems, often wondering if you have it all.  Sometimes this is just an annoyance.  Sometimes it can be a very expensive annoyance.  Integration used to be a complicated time consuming endeavor.  Now, with integration solutions such as ILINX Connect http://www.imagesourceinc.com/Products/ILINXProducts/ApplicationIntegration/index.htm a single solution can be used to integrate multiple systems using the same procedures for each integration.  How easy can it get?  Want to learn more?  Nexus 2009 http://nexusecm.com/index.htm is coming to Bellevue, Washington on November 2-3.  Come to Nexus and learn more about how integration of your systems can help your bottom line!

Kathleen Fish
ImageSource, Inc.

On Our Way to Oracle Open World

All packed and ready to go for the Oracle Open World conference–October 11-15, 2009. Stop by the ImageSource booth; we will be located in the South Hall in booth #200. Our representatives will be showcasing the latest in ECM solutions that will help you automate and streamline your business processes. We will feature Oracle IPM, UCMFujitsu scanners, and Opex. This year Oracle Open World is all about “Going Green”, and ImageSource has a way for you to see 2 shades of green–one environmental and the other, your bottom line! You won’t want to miss this chance for hands-on demonstrations and face to face meetings with our ECM Solution Specialists.   See you there!

Kim Torres
Marketing Coordinator
ImageSource, Inc.

Going Green with Document Imaging

Green business isn’t just talk anymore!  Many companies today are working on Green Initiatives to make them more environmentally friendly.  One popular initiative is to go “paperless” and implement a document imaging system.  What could be more environmentally friendly than saving some paper, hence saving trees?  Document management reduces paper creation, storage requirements, and travel costs.  Online forms and signature eliminate paper at the source.  There are many resources on Green Initiatives in the document imaging world provided by participating in groups such as AIIM, ARMA, and attending conferences that discuss these initiatives such as the ImageSource conference, “Nexus.”

When it comes to deciding what kind of scanners you need for your document imaging system, many companies are taking a harder look at which manufactures are producing environmentally friendly equipment.  Some concerns include what type of chemicals used in the products, energy-saving modes, duplexing options, and if the manufacture recycles.  Compared to other office equipment, (According to the EPA)  a scanner consumes significantly less energy than a photocopier, resulting in lower green house gases.

American office workers use four million tons of copy paper annually, equivalent to 10,000 sheets of copy paper per worker.  If the United States were to reduce office paper by 10%, 1.6 million tons of greenhouse gases could be eliminated, the same as removing 280,000 cars from the road.  As more companies implement document management systems, their paper creation and use goes down and therefore create less greenhouse gases.  Although our world is far from being completely paperless, we are surely making great strides in that direction and lessening our footprint on the environment in the process.

Andrea Latham, CDIA+

Inside Sales

ImageSource, Inc.

Phone 360.943.9273

www.imagesourceinc.com

ECM Best Practices: Document Capture

We are going to start a series of blogs called the “ECM Best Practices” series. This series will cover a range of topics for the next six weeks, including ECM Training, Hot Trends in ECM, Document Scanning, Document Capture, Green Solutions and Integration with ERP.

This week, I am going to focus on Document Capture. Document capture makes life easier and allows us to get more done with less time and fewer resources. Manual processes are both labor intensive and time consuming. Document capture allows employees to perform tasks with speed and accuracy.

Companies today need to look at utilizing Distributed Capture in addition to Centralized Capture. Distributed capture gives organizations the freedom to scan and capture information at remote locations, instead of mailing documents to one central location. Having a central hub is important in scanning, but having distributed capture in addition is necessary to reduce costs, improve accuracy and save time.

One of the hottest capture products on the market today is ILINX Capture. ILINX Capture is a web-based capture product that allows you to capture information anywhere, anytime, any place. Compared to traditional capture products, ILINX Capture costs significantly less and takes less time to deploy and train users. This thin-client application is perfect for small to medium-sized businesses who are looking to improve efficiencies, or for large businesses who are in need of a capture product that can handle large volumes of documents.ILINX Capture

On November 2nd and 3rd, ILINX Capture will be showcased at ImageSource’ s annual ECM Solutions Conference, Nexus, in Bellevue, Wash. This conference is a great opportunity for anyone who is looking for educational content and industry-specific training. The conference will have speakers from Microsoft, Oracle, Cardiff, Bowe Bell & Howell, as well as from ImageSource. There will be a breakout session on Distributed Capture, a two-part session on the new ILINX products, including ILINX Capture, as well as a keynote on the importance of capture.

To register for Nexus, or to learn more about the conference, visit www.NexusECM.com.

To learn more about ILINX Capture, visit www.ilinxcapture.com. For additional information, read this blog post about ILINX Capture.

Kristina Parma
Corporate Communications Manager
ImageSource, Inc.

Share on LinkedIn   Share on Twitter

SharePoint ECM Gaps, Should you be concerned?

I have been in this ECM industry for over 10 years and have never seen a product grow as fast as Microsoft SharePoint –  MOSS 2007.  Nearly every organization that I have visited recently has some version of SharePoint in-house. I ask myself, “What are these gaps that I keep hearing about and how are they affecting these organizations? Is it affecting their ability to control documents and are they compromising security of critical information?”

Understanding these gaps and knowing some excellent third party application tools will help assure success of your SharePoint initiatives. Many of these issues will be covered at the Nexus 2009 event held in Bellevue, WA on November 2nd and 3rd. I have found several organizations that have experienced stalls or cancellations on certain project initiatives due to lack of understanding these gaps and what tools are available to help them.

Some SharePoint gaps include Management, Audit and Security functionality. I want to point out the gaps in Imaging, Metadata and Search functionality. SharePoint has shown limited ability to scan and index large volumes of documents. Also missing is the ability to do discreet or constrained searches. I have found an excellent third party application, KnowledgeLake,  that is perfect for handling these gaps.

KnowledgeLake has developed a suite of software products on the .net platform that works directly with SharePoint. These tools give you the ability to scan high volumes of documents, hard copy and electronic, fast and easy, add metadata (including data extraction from LOB’s) and more importantly the ability to do discreet searches.

If you are serious about taking advantage of the ECM portion of SharePoint then you owe it to yourself to research the award winning KnowledgeLake products.

Distributed Capture – Good for the Environment and Your Bottom Line

Capturing information in one location is so “old school.”

Traditional means of capturing paper documents and converting them to digital images has been the norm for way too long. It has for the most part been a centralized process. Companies and organizations send their documents to one location to be scanned and have the information captured. This way of doing business is costly and not the most environmentally friendly option.

Distributed capture is a way for companies to capture information in a variety of locations instead of sending those documents to a central location to be scanned. This is a much more eco-friendly approach, as well as better for your bottom line. Businesses don’t have to spend money sending documents to the central location or on wasted time. They can be much more productive.

The Internet has truly made distributed capture the easiest way to capture information and index efficiently. With products out there like ILINX Capture, users can “SCAN in Seoul, INDEX in Istanbul, APPROVE in Amsterdam, STORE in Seattle!” Because it’s web-based, ILINX Capture gives users the ability to capture information anywhere in the world.

Products like ILINX Capture are both reasonably priced (good for the wallet), and because it’s browser-based, good for the environment.

For more information about ILINX Capture, visit the web site at www.ilinxcapture.com.

ILINX Capturewill also be shown at ImageSource’s ECM Solutions Conference, Nexus 09. To register for Nexus 09 or to learn more about the conference, visit www.NexusECM.com.

Kristina Parma
Corporate Communications Manager
ImageSource, Inc.

Distributed Capture vs. Paper Processing

It’s obvious but no one wants to admit it. We walk past the rows of files cabinets and do not see them. We’ve always used paper to help us get our work done.  Why change? Because manual processing of paper is a huge productivity killer.

I find it hard to believe that a knowledge worker gets great joy out of retyping information into two or three internal systems or filing documents into those invisible filing cabinets or running files to all appropriate approvers in the work process (and then making a copy for each worker for their personal files.)  Snicker, snicker right?

Imaging isn’t new; scanning isn’t a sexy technology. But in tough economic times with workers faced with furlough days and the same work (if not more) to be completed, it is needs to be addressed. It doesn’t have to be difficult. With the onset of multi-functional devices (the copier, printer, fax and scanning machines) and distributed scanning products like ILINX Capture, the process has been simplified and the financial investment is very competitive.

Imagine the new work day; work is moved electronically to your desk (computer). The “electronic paperwork” is moved to the proper knowledge professional by the computer, not by a person. Time to process takes days instead of weeks. Reminders for work tasks are programmatic (say goodbye to the sticky notes on your computer display). Access to information is readily available at your computer.

Is there anything cool or sexy about managing content electronically? Yep, it’s a green technology. How many trees are cut annually for reams of paper (shipped in cardboard boxes) and file folders? How many copies are made each day so workers have access to information? How about the power consumption from the printers and copy machines? How many metal file cabinets sit in our landfills? You get my point….

You are valuable to your organization because of your expertise. Be a little selfish, choose to enhance your skill set. Inspire your organization to explore the reality of enterprise imaging (scanning) and work-flow products. Learn More at Nexus 2009 and Go Green!

Christie Whitney
Senior Account Executive
ImageSource, Inc.

What is Nexus?

 

If you are looking for a world-class Enterprise Content Management Solutions Conference, look no further. Nexus is the northwest’s premier ECM conference, offering valuable content and infomation, dynamic keynote speakers and much more. For more information or to register for Nexus 09, visit www.NexusECM.com.

Check out the video below from last year’s Nexus conference.

Kristina Parma
Corporate Communications Manager
ImageSource, Inc.

 

Infonomics Article ECM

Dan Hooper of Integrated Services Inc. recently contributed and article to the July.August issue of Infonomics Magazine.

July.August 2009 Cover

July.August 2009 Cover

The article focuses on the importance of developing a strategy for managing information and content.  So often organizations focus on the technological features of an ECM platform or software solution and not the business processes and people that will need to adopt change in order to successfuly implement a new ECM system.  Whether your looking to implement a Document Management, Content Management, Document Capture, eForms, Web Content Management, Business Process Automation or Document Imaging solution it is important to understand that a key difference between success and failure is user adoption through effective change management and executive leadership.  You can dot all your I’s and cross all your T’s on the technical front evaluating a software solution but if you don’t understand how it will affect the user community, what policies and procedures you will need to revise and how you will market the solution internally you could end up winning the battle and loosing the war.

Another key element to a successful ECM strategy is a committment to future upgrades, enhancements, technical support and ongoing training.  A well managed ECM strategy should constantly evolve over time.  Many organizations who invest in an ECM solution from an initial purchase and implementation standpoint do manage to meet many of the goals and objectives of the original project.  The challenge comes when the project is complete, users are working with the new solution and the implementation partner has fulfilled its obligations.  At this point many ECM solutions are not upgraded consistently, new employees don’t recieve the same level of training and new technologies are not incorporated to enhance the functionality of the solution.

I look forward to reading the next column’s on this topic.  Thanks to Dan Hooper and AIIM for publishing this article.  Many of these topics will be explored and discussed during Nexus 2009 held in Bellevue, WA. November 2,3

Shadrach White
Chief Technology Officer
ImageSource, Inc.
ILINX Capture

The Importance of ECM Education

We all know that the economy is not as robust as it was two years ago.  That is a fact.  It seems that the immediate reaction when the economy slows is to cut back on “non essential” items.  The question is, what is essential and what is not.

The obvious answer is that items that directly produce revenue are essential and everything else is not.  Often the ECM strategy for an organization is to “limp along” with the status quo and not to spend money on upgrades, updates or even education.

The down economy will not last forever.  Would it not be wise to position ourselves to take the best advantage of new opportunities when they arrive?  One of the best ways to do this is to study the ECM environment and to learn about new trends, new solutions, and new methods.

When the economy rebounds, organizations who have prepared will be able to move quickly and move ahead of the competition by deploying new and innovative ECM strategies.

Educational events abound.  Many are very expensive and should be examined in terms of their potential value.  However, there are values in the arena that should be taken seriously.  These events offer “best of breed” presentations on a variety of ECM and management related topics.

A good example of such an event is the annual Nexus conference sponsored by ImageSource www.nexusecm.com  Nexus is a two day event that provides information on all aspects of ECM including Software, Hardware, Project Management, Records Management, Business Analysis, Planning, and Return on investment.  Attendees learn about Capture and Integration and to participate in general discussions about ECM.  Additionally Nexus provides an opportunity to network with ECM peers.

This post may seem to be directed at organizations that may or may not fund education for their employees.  But the same ideas apply to the individual.  If the company won’t fund you, think about investing in yourself.  Wouldn’t it be advantageous to be a few steps ahead when the job market expands?

Think ahead, do you want to be stuck with the status quo, or do you want to be poised to take advantage of a rebounding economy?

Kathleen Fish
Senior Account Executive
ImageSource, Inc.

Share on LinkedIn   Share on Twitter

Is ECM for Me?

Is ECM for me? This is the question each organization needs to ask themselves before implementing a Enterprise Content Management solution. I came across an interesting post by Ian Llado of Optical Image Technology titled “Six Considerations in Choosing an Enterprise Content Management (ECM) Solution for your Legal Practice” that addressed this. His descriptions were more specific to legal offices and legal documents, but they can really be applied to any organization. Below are a few ideas he presented, as well as a few of my own.

1. Ease of the System
The easier, the better. Customers are going to want something that is easy to use. If employees have to learn a whole new process and new technology, it better be as simple as possible. Change in an organization can be very stressful and difficult for some employees, especially if the new technology is complicated. It’s good to provide customers with a solutions that is simple, as well as offer training and instruction about the system they are receiving.

2. Leveraging Existing Software
In today’s economy, everyone is looking for ways to cut back where they can. Many companies already have some technology in place, they just don’t know how to use it. Or, if they have multiple technologies, they don’t know how to use them together. This is where hiring an ECM integrator can be very valuable. It’s good to hire an integrator who is knowledgeable in many different technologies so that if you have Microsoft, Oracle and Kofaxproducts, the integrator will be able to help you decide how best to utilize each of those, as well as how to use them together. In many cases, there is no need for a complete ECM makeover. Many companies already have the necessary technology in place.

3. Functionality
The amount of functionality customers need will vary depending on their needs and situation. Some of the examples Llado presented were indexing and retrieval, workflow, Web-based systems, scalability, and retention and destruction schedules. All of these are important and can be applied. It really just depends what companies are looking for in an ECM solution.

5. Training
ECM training is one of the most crucial components of implementing an Enterprise Content Management solution. Choosing a vendor that offers extensive training of your new system is always valuable. Some vendors will even train customers at their own sites.

6. Customer Needs
You as a customer need to evaluate what your company’s needs are. The more precise you can be, the better. If you can tell the vendor exactly what your company is looking for, they will be able to give you a more specific solution that can satisfy your needs. Llado discusses security as one of the things to consider, but again, it’s all based on customer needs.

7. The Bottom Line
The whole idea behind implementing an ECM system is to streamline your business processes and make everything much easier and compliant. Other benefits could be saved staff time, reduction in employees, etc. However, may companies measure success through their return on investment (ROI). The faster you can see a return, the better.

If you’re still having trouble deciding if Enterprise Content Management is for you, attending an ECM conference can sometimes be very valuable. NEXUS ’09 will be offering a breakout session titled “What You Need to Evaluate Before Installing an ECM System.” To register for this event or to get more information about NEXUS ’09, visit www.NexusECM.com.

Kristina Parma
Corporate Communications Manager
ImageSource, Inc.