Workflow Automation Software

Millennia Group Blog

Are you who you say you are?

via Flickr - David Martyn HuntIf you’re a fraudster you can easily obtain a fake driver’s license or passport.  You can create a fake social media profile complete with fake friends.  It’s difficult to confirm the actual identity of someone without a DNA profile or finger print on file with the FBI.  And that is for confirming someone in person much less remotely.

The widespread use of electronic signatures has taken longer than some people expected and that is partially due to the ability to verify the signers.  If we could feel as comfortable with the validity of the electronic signature as we do with a wet signature, electronically signed documents would become the norm.  But electronic signatures come in varying degrees of authenticity so which one do you use?

Electronic signatures can include a simple, dropped in jpg…

Too many to choose from

Via Flickr - Chris WinterDo you ever marvel at the number of choices available in the bottled water aisle at any grocery store or online market? There are dozens of options to choose from.  How about barbeque sauces, bourbon, pizza or crackers?  There are far too many choices and it gets frustrating and time consuming to make any kind of decision.

This has some similarities to the frustration many people experience when they are searching for a file at work.  They may find a copy of the file duplicated in multiple places.  Determining which copy is the final version is both time consuming and frustrating.  The process of de-duplicating is not an easy task, but reducing our choices has obvious benefits and it can be done.

In document management terms, de-duplicating is the process of eliminating redundant copies of files.  In…

Blockchain will heat up your document strategy

via Flickr - sicilianoWe recently attended and exhibited at a technology trade show for the commercial real estate industry. The technologies that were in the spotlight were wide ranging from remotely monitored and controlled water values to AI solutions for recurring administrative tasks. Less “hot” technologies were also represented like accounting, lease management and of course workflow and document management systems.

Blockchain is poised to spice up the future of the document management world. There is quite a way to go before transactions are conducted and documented with blockchain documents. However, the concept is promising and it is sure to have an impact on how documents are stored, created, shared and even alter the definition of a document.

First, some background. Blockchain is a word that is used to describe a method of storing information that makes it extremely difficult…

Email is not dead, just mature

via Flickr - Quinn DobrowskiYour email solution used to be both your communication tool and document management solution.  Everyone was sending messages and documents to everyone else and then just creating a nice neat (sometimes) folder structure to save the emails for future reference.  For a while that was a tremendous improvement over phone calls, stacks of paper and filing cabinets.

Then came the demand for corporate wide information access and individual user email accounts were demoted and retention policies were implemented.  The next dagger was the lack of encryption on standard email such that corporate information was therefore at risk.  Possibly the final blow is that email became a spam fest.  But wait, email is not dead and there are good reasons why.

Really an email is a document, a record, a corporate asset that should be treated as such. …

Has efficiency peaked with mobility?

Via Flickr - Giorgio MontersinoIt seems simple to envision the tools required by a mobile worker.  The basics quickly jump to mind including a phone, a laptop, chargers of course and a Starbucks or Panera card.  Then you need a location, which could include a home office, an office suites membership or the aforementioned coffee shop.

The real tools of the trade are more software oriented.  It’s critical to have a fully cloud based infrastructure or a VPN that provides access to your CRM, accounting system/ERP, messaging app, email and of course documents.  The emergence of technology and the disappearance of ledger books, the Rolodex and filing cabinets resulted in amazing efficiency gains.  Now that these tools are also available to mobile users, has efficiency peaked?

Even with all of the great new tools at our disposal, incorrect accounting entries still…

Valentine’s day has past, but show your data some love

via Flickr - Open KnowledgeWe serve clients in many different industries; commercial real estate, manufacturing, insurance, telecommunications, non-profit, education, etc.  Each one of these industries has some critical information that drives the company or certainly a significant department within the company. 

Most of the time that critical information is data that is pulled from or supported by documents.  Lease agreements and other contracts contain the terms and conditions that feed the accounting system.  Customer orders contain the all-important customer information that goes into the ERP.  Unorganized, mis-filed, inaccessible documents result in inaccurate data.

In a completely paperless environment like an online order, the typical data error is caused by the user mis-keying an address or ordering the wrong item.  The user interface is configured to prevent this by having an order confirmation page for the user to acknowledge.  Mistakes may…

Digital Initials vs Digital Signatures

via Flickr by Kurtis GuftonAt some point in our working careers most of us have planted our initials on some form or memo to signify our approval.  Yes, I agree that purchasing this $1mm piece of equipment is a good idea – MC.  It’s not a legal issue such as when a contract requires a full signature, but it does indicate that we take responsibility for or acknowledge the contents of a document.  There is a justified need for the initials.

The legitimacy of digital signatures for legal documents has been debated in the Supreme Court and every major country in the world.  Software solutions exist and thrive providing secure digital signatures that comply with the law.  This is all positive for our economy as it makes business processes more efficient.  Here is a little hint –…

Don’t be Frightened, Be Practical

via Flickr, Allen WatkinsThere is no denying that many businesses absolutely need automation in order to get to that next level of efficiency.  Unfortunately, large companies with large budgets drove the development of most automation solutions and therefore, those solutions are very complex.

This legacy complexity creates an actual and perceived barrier to implementation.  Small to medium businesses (“SMB”) don’t have the training and support resources, nor the cash runway to implement and achieve the promised benefits from automation.  But SMBs, don’t be deterred, there are automation solutions that will fit your budget, workforce and customer needs.

The poster child of complex solutions for efficiency gains is an enterprise resource planning system or ERP.  Software solutions have a tendency to be built to do everything, but as we all know, that can lead to an application that does nothing well.  Many…

Czar needed, must be friendly

via Flickr - Boston Public libraryIf it’s a common refrain in your company that nobody can find anything on the file server or in the document management system, you are not alone.  In many cases a company believes this is because they have a digital document organization problem or possibly the lack of a document czar. 

Just because a company is not staffed entirely with former librarians doesn’t mean that a lack of organization is the only problem.  There may be other factors at play, like for instance, rapid growth or a string of acquisitions.  However, what’s really missing might be a document collection strategy.

Documents come into the organization in many ways – documents created internally, email, downloads, thumb drives and there is still paper.  Your document management solution needs to have multiple ways to collect or ingest documents…

We are all different

via Flickr - TorleyIt’s no surprise that no two businesses are exactly alike and certainly no two employees are either.  Our differences, along with the options provided by technology and changing circumstances, create a tremendous number of possible outcomes as it relates to information creation.  This is especially true of information in the form of documents.

Every day in every business, employees are creating documents, searching for documents, receiving new documents and sharing documents with others.  It’s imperative that the information makes sense, otherwise errors are made and time is wasted.  But since we are all different, don’t be surprised at how someone else defines what a document is and in what form it’s delivered. 

Document management systems (“DMS”) have to be about more than just finding documents, they have to be tools to help…