Category Archives: Forms management, processing, eForms

The proliferation of online forms as a key part of data collection has resulted in the need to dedicated tools for the management, categorisation and storage of the information collected. Form management/processing tools work closely with a content management and information management system to ensure information is collected in an accurate and efficient way.

Finance reports ‘out of date’ and ‘inaccurate’ – survey

Stack 'em high

Stack ’em high (Photo credit: ant.photos)

46 per cent of finance departments believe reports they produce are never used

By ECM Plus staff

ECM Plus /London/ +++ Nearly half of managers and directors view reports produced by someone else no more than once per week. An alarming 46 per cent of finance professionals believe that they produce reports that are never used and 63 per cent believe that senior managers should make more use of financial information. Continue reading

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Filed under Analysis, Balanced Scorecard, Beyond Budgeting, Budgeting, Consultancy/Consulting/Systems Integration, Document asset management, Document Automation, Document Management, Finance, Forms management, processing, eForms, Governance Automation, GRC (Governance, Risk & Compliance), Output management, Planning & Forecasting, Records Management, Reporting, Six Sigma

Paperless office still a pipedream – survey

Paperless office?

Survey finds business still overrun with paperwork

By ECM Plus staff

ECM Plus /London/ +++ Two-thirds of businesses regularly need to scan more than fifty pages a day to transfer information to a digital format.

That’s according to a new survey from Anoto, creators of digital pen and paper technology, whose results of a survey conducted across the USA and Britain focused on the state of scanning in business today. Continue reading

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Filed under Analysis, Business process automation (BPA), Business Process Management, Document archiving & retrieval, Document asset management, Document Automation, Document Management, Document scanning & imaging, Electronic Document Management & Delivery, Enterprise Content Management, Forms management, processing, eForms, OCR - Optical Character Recognition, Records Management, Scanning

YouGov survey reveals firms still need to up their game with customers

We've Been Kofax'd

We've Been Kofax'd (Photo credit: digitalsorceress)

YouGov survey finds a need for B2C businesses to be more responsive to their customers

By ECM Plus

ECM Plus +++ More than a tird of customers are abandning supplier due to poor customer service, according to a new poll by YouGov.

The Kofax-backed online research found that 35 percent of British adults stopped using a business within the last year due to poor levels of customer service.  Continue reading

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Filed under Business process automation (BPA), Business Process Management, Document archiving & retrieval, Document asset management, Document Automation, Document Management, Document scanning & imaging, Electronic Document Management & Delivery, Forms management, processing, eForms, OCR - Optical Character Recognition, Vendor News

New document scanning node opens in Stafford, England

Iron Mountain. Records and data storage facili...

Iron Mountain facility in Staffordshire, England.

Iron Mountain unveils Europe’s largest document scanning and indexing centres

By ECM Plus staff

ECM Plus +++ Iron Mountain has just opened one of Europe’s largest document scanning and indexing centres for organisations to manage information in the face of what it calls “increasingly stringent national and EU regulation”. Continue reading

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Filed under Data privacy, Data storage, Document archiving & retrieval, Document Automation, Document Management, Document scanning & imaging, Electronic Document Management & Delivery, Forms management, processing, eForms, Information Governance, Information Management, OCR - Optical Character Recognition, Records & Information Management (RIM), Regulatory Compliance, Vendor News

REVIEWS: Scanners – Plustek SmartOffice PS286 Plus

Plustek SmartOffice PS286 Plus scannner - ECM Plus Reviews - www.ecmplus.com

Even as the Internet has made online viewing and transferring of documents more commonplace, the rise and rise of document capture continues unabated.

Driven in no small part by increasing levels of compliance and red tape bureaucratic processes imposed by the burgeoning ‘jobsworth’ industry of central state ‘regulations’ and nannying ‘procedures’, a good scanner is your best friend in the home or office these days, with the need for nifty scanners for personal document capture continuing at breakneck speed. Continue reading

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Filed under Business Process Management, Document archiving & retrieval, Document asset management, Document Automation, Document Management, Document scanning & imaging, Forms management, processing, eForms, Hardware Reviews, OCR - Optical Character Recognition, Reviews, Scanning, Search, Workflow

Nuxeo’s PDF digital signature makes document management debut

Image representing Nuxeo as depicted in CrunchBase

Digital signature option for PDF launched

Document Management proffers digital signature option, print-sign-scan step in document lifecycle

By ECM Plus staff

ECM Plus +++ Open source enterprise content management insurgent Nuxeo has just announced the immediate availability of a new Digital Signature add-on for its Nuxeo DM document management software.

According to the firm, the digital signature tech is based on the X.509 standard. This new component provides a secure electronic method for signing PDF files in Nuxeo DM and verifying the signatures with a digital certificate in a PDF reader, the company said. Continue reading

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Filed under CMS, Content management system (CMS), Document Management, Document scanning & imaging, Forms management, processing, eForms, Open Source, Records Management

WEEKEND PLUS: EFF lawsuit demands ‘secret memo’ be revealed

Logo of the Electronic Frontier Foundation

EFF submits Freedom of Information Act request

Foundation demands answers about secret surveillance law memo; Justice Department withholding information on controversial legal theory

The Electronic Frontier Foundation (EFF) has filed a Freedom of Information Act (FOIA) suit against the Department of Justice (DOJ), demanding the release of a secret legal memo used to justify FBI access to Americans’ telephone records without any legal process or oversight. Continue reading

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Filed under Content Security, Document Management, eDiscovery, Forms management, processing, eForms, Industry News, Records Management, Telecommunications

Datafinity captures top form in PSI ops

World War II Captured Equipment Document

Captured documents - Image: SemperNovus

Firm proffers new forms processing document management via PSI:Capture

BY PAUL QUIGLEY

ECM Plus – Document management and capture specialist Datafinity has released PSI:Capture 4.0 which now boasts over 100 new features in the new version, including a OCR/ICR engine from Open Text with multi‐language support, forms recognition, auto redaction and enhancements to its data extraction. Continue reading

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Upcoming UK Census data offshoring destined for more debacles

Divisions of the United Kingdom

ONS offshoring Briton's personal data for £150m

Report reveals 2011 UK Census of private data set to go offshore to foreign agencies, increasing probability of yet more Government-sanctioned personal data breaches

ECM Plus – A new Guardian report indicates that the British Government’s Office of National Statistics is to pay a foreign agency £150 million in taxpayer money to undertake the collection and processing of Britain’s families and personal income data, with new extra questions in this year’s Census demanding to know the details of sources of incomes as well as additional personal data in the 32-page questionnaire, now destined to go offshore in the government cutbacks and ‘efficiency-savings’ outsourcing deal. Continue reading

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Filed under Business Intelligence (BI), Content Categorisation, Content Fingerprinting, Content Management, Content Monetization, Content Protection, Content Security, Data centres, Data Governance, Data privacy, Data protection, Data storage, Document archiving & retrieval, Document Management, Document scanning & imaging, Forms management, processing, eForms, Information Governance, Information security, Records Management, Scanning, Search, Security Content Management (SCM)

Robo-Signers: Mortgage Experience Not Necessary

Fraud: The Real Security Issue

Fraud: The Real Security Issue - Picture: GDS Infographics

Banks hired hair stylists, teens to process foreclosure documents, workers’ testimony shows

NEW YORK (AP) — In an effort to rush through thousands of home foreclosures since 2007, financial institutions and their mortgage servicing departments hired hair stylists, Walmart floor workers and people who had worked on assembly lines and installed them in “foreclosure expert” jobs with no formal training, a Florida lawyer says.

In depositions released Tuesday, many of those workers testified that they barely knew what a mortgage was. Some couldn’t define the word “affidavit.” Others didn’t know what a complaint was, or even what was meant by personal property. Most troubling, several said they knew they were lying when they signed the foreclosure affidavits and that they agreed with the defense lawyers’ accusations about document fraud.

“The mortgage servicers hired people who would never question authority,” said Peter Ticktin, a Deerfield Beach, Fla., lawyer who is defending 3,000 homeowners in foreclosure cases. As part of his work, Ticktin gathered 150 depositions from bank employees who say they signed foreclosure affidavits without reviewing the documents or ever laying eyes on them — earning them the name “robo-signers.”

The deposed employees worked for the mortgage service divisions of banks such as Bank of America and JP Morgan Chase, as well as for mortgage servicers like Litton Loan Servicing, a division of Goldman Sachs.

Ticktin said he would make the testimony available to state and federal agencies that are investigating financial institutions for allegations of possible mortgage fraud. This comes on the eve of an expected announcement Wednesday from 40 state attorneys general that they will launch a collective probe into the mortgage industry.

JP Morgan Chase spokesman Thomas Kelly said the bank has requested that courts not enter into any judgments until the bank had reviewed its procedures. But Kelly added that the bank believes that all the underlying facts of the cases involved in the document fraud allegations are true.

<– More at http://finance.yahoo.com/news/Robosigners-Mortgage-apf-382327091.html?x=0&sec=topStories&pos=main&asset=&ccode= –>

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Filed under Archive management, Business Process Management, Compliance, Content Management, Content Security, Customer Relations Management (CRM), Data Governance, Document archiving & retrieval, Document Management, Document scanning & imaging, Email management, Forms management, processing, eForms, ILM (Information Lifecycle Management), Industry News, Information Governance, Information Management, Records Management

Kofax to auto scan and capture over 1 billion documents a year

Yay legal documents!

Paper, paper, everywhere. Picture: ifindkarma

Business process outsourcing firm selects Kofax for doc capture system

ECM Plus – Document management firm Kofax is to furnish ‘a business process outsourcing firm’  with an enterprise document capture solution in a deal worth over $3.9 million.

According to Kofax, the firm, a ‘leading provider of information management services’, includes records management, shredding, online backup and digital archiving, whereby Kofax will deploy its Capture and Communication Server via its document management services division to scan and capture some 1 billion invoices, cheques, legal forms, claims and ‘various financial related documents’ received annually from 140,000 customers throughout the world, Kofax stated. 

The Kofax doc software will also be supporting the BPO firm’s so-called ‘scan-to-store’ process whereby the company can capture documents and then route them to its IBM Content Manager OnDemand repository.

“This sale demonstrates Kofax software’s proven ability to deliver a solution that integrates quickly and seamlessly with a large-scale BPO’s existing platform to improve customer service, drive down costs, and ultimately provide a tangible, rapid return on investment” commented Kofax’s Alan Kerr of their field operations unit.

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Filed under Archive management, Business Process Management, Content Management, Data storage, Document archiving & retrieval, Document Management, Document scanning & imaging, Forms management, processing, eForms, Industry News, Information Management, Records & Information Management (RIM), Records Management, Scanning

Virgin solicits ECM in anti-fraud drive

The inside of a hinge of a folding mobile phone.

Mobile fraud is a major problem

The Content Group rolls out FormScape to slash fraudulent ordering

ECMPlus – by Paul Quigley – Virgin Media has just rolled out Bottomline Technologies’ FormScape in consultation with enterprise content management solutions provider, The Content Group (TCG) to reduce fraudulent mobile phone orders.

Following consultation with The Content Group, Virgin Media implemented a tactical solution to capture and identify potentially fraudulent orders before they were fulfilled by the warehouse and despatched.

FormScape automatically uses Virgin Media’s database to validate purchase details on the ‘pick notes’ through a specific set of criteria, such as ensuring the delivery address is genuine. If the order then fails this criteria test, its progression to the warehouse is stopped and details are sent to the fraud risk team.

Paul Brasset, head of forward logistics at Virgin Media, commented: “By automating our fraud checks, we have achieved better efficiencies and helped reduce fraudulent activity. The Content Group provided us with details as to what the solution should look like, what could be achieved and what technology we should therefore deploy. The result has been a fast and cost-effective solution, which has significantly enhanced our sales order processing. The Content Group’s extensive knowledge and expertise of the solutions available has met all of our requirements perfectly.”

Virgin Media has over three million mobile phone customers and over a thousand outlets in the UK, as well as Virgin Media Stores, outlets within The Carphone Warehouse, The Link, Dixons, Phones 4u, Comet, Tesco, John Lewis, Argos and Ryman plus hundreds of independent mobile phones dealers.


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Ents firm perceives need for document management

Image representing Perceptive Software as depi...
AMC taps Perceptive to improve workflow

AMC taps Perceptive to improve workflow with document management

ECM Plus – AMC Entertainment is to use Perceptive’s ImageNow document management in its accounts payable department.

The company said they would now complete ImageNow and Oracle integration that would enable creating reports for all invoices, enabling financial directors to review financial information without duplicating and distributing large paper files, particularly during audit processes.

“ImageNow will provide us with the opportunity to centralize and streamline the invoicing process” said Jennifer Regas, director of accounting systems and analysis. “ImageNow will also help reduce the amount of paper used during the invoice approval process in our Kansas City-based home office and throughout our circuit of theatres.”


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Filed under Document archiving & retrieval, Document Management, Document scanning & imaging, Forms management, processing, eForms, Workflow

Bill of rights: Arkadin optimises ops with Esker

Mr. Arkadin

Arkadin: from Third Man to cutting time down to a third

Firm slashes time taken, automates invoices across ten European subsidiaries

ECM Plus – Arkadin conferencing services has just tapped into Esker’s  on-demand services to automate its invoicing across ten of its European subsidiaries.

According to the company, Arkadin has now managed to cuts invoice processing time from six to two days. It said it had also managed to gain in productivity and to significantly improve its Day Sales Outstanding (DSO).

Following its success in Europe, Arkadin is currently deploying the Esker solution in the United States and in Canada.

Arkadin has experienced consistent growth and, in 2007, decided to rethink its IT system, particularly its accounting tools. After putting in place a Navision solution, Arkadin wanted to automate invoice sending and free-up its subsidiaries from the demanding and time-consuming task of manual processing, while at the same time speeding up the entire invoicing process.

“With the rapid development and growth of our company, our IT strategy is to invest in solutions which enable us to streamline processes and reduce costs. Our invoicing process was a key element of this strategy. Esker immediately knew how to address our needs and deliver a pertinent solution, allowing us to reduce our invoice processing time by one third and to significantly improve our DSO” said Emmanuel de Monterno, IT Manager, Arkadin.

Ten Arkadin European subsidiaries, France, Switzerland, United Kingdom, Ireland, Germany, Belgium, Luxembourg, Netherlands, Norway and Sweden – use Esker on Demand to send over 12,000 monthly invoices totaling 40,000 pages.


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Filed under Document archiving & retrieval, Document scanning & imaging, Enterprise Content Management, Forms management, processing, eForms, Vendor News

DocuLynx bags Anacomps DM assets for $27m

Anacomp

Anacomp offloads DM assets to DocuLynx

Deal includes docHarbor online and document management divisions

ECMPLUS — DocuLynx has just acquired the docHarbor Online and Document Management divisions of Anacomp.

According to the company, the acquisition increases DocuLynx’s document archive and retrieval capabilities.

The deal will cost DocuLynx $27.5 million

“The acquisition of these business units from Anacomp makes it possible for DocuLynx to provide enterprises with a full spectrum of capabilities, as well as expand our offerings further to include document and microfilm scanning, data analytics, and enhanced security capabilities on the web,” said Terry Wieczorek, president and CEO of DocuLynx. “Broadening our scope of capabilities supports our goal as a company to continue to lead the way in this ever-evolving document management market.”

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Big Blue bolsters ECM play with DataCap grab

Armonk’s finest feel the squeeze, go for content capture bellwether

ECMPlus.com – IBM has acquired Datacap, the data capture specialist for an undisclosed sum.

 According to the company, the acquisition will strengthens its play for digitising, managing and automating information assets, particularly in paper-intensive industries such as healthcare, insurance, government and finance, the firm added.

IBM said regulations such as HIPAA and Sarbanes-Oxley have demanded new standards and now legislation is compelling firms to adopt new records management practices, including scanning and capture to increase accuracy and speed up business processes to meet regulations.

Datacap customers are currently using document capture and enterprise content management software to streamline and transform their businesses. More than 200 clients across a variety of industries use Datacap software to help capture and manage their data. These include the Chicago Department of Public Health, Virginia Department of Taxation, BlueCross BlueShield of Arizona, Goodyear Tire & Rubber Company, The Dutch Tax Office, Dow Jones & Company, California’s Orange County Superior Courts, Hawaii Department of Taxation, and St. Vincent Hospital and Health Care Center.

Industry estimates of 15 petabytes of new information is being generated daily, and 80% of this new information is unstructured content.

But extracting meaningful information from unstructured content, both paper and electronic, is critical, IBM stated. The company claims that Datacap speeds up this process by automating the conversion of both structured and highly-variable formats such as  email, JPEG and GIF image files and PowerPoint presentations, into what they call ‘actionable insight’ in seconds.

“Transforming the way organizations do business requires not only a powerful and flexible technology platform to accommodate the wide range of business requirements, challenges and goals, but also a deep understanding of the processes of the industries in which our clients operate” said Ron Ercanbrack, VP of Enterprise Content Management for IBM. “We’ve chosen to make Datacap’s approach the foundation of IBM’s document capture strategy. Datacap’s approach to image capture, using sophisticated business rules management, sets it above the rest in the industry and provides the most complementary capabilities for IBM.”

“Datacap has developed the most advanced and flexible document capture platform on the market today. By teaming with IBM, we will now have the reach to satisfy customer demand around the globe,” said Scott Blau, former CEO of Datacap and now Director of Enterprise Content Management for IBM.  “After fifteen years partnering with IBM, we’ll hit the ground running with products that are tightly integrated into the IBM ECM offerings and can compete across the board in document capture.”

IBM will merge Datacap into its ECM business, part of its Software Solutions Group.

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EDI solution saves Snopake a packet

Bottomline’s Transform EDI rolled out by The Content Group replacing outsourced function

ECMPlus – Stationery provider Snopake has just chosen Enterprise Content Management provider The Content Group to supply an Electronic Data Interface (EDI) from Bottomline Technologies to facilitate an efficient and cost-effective invoicing process.

According to the firm, this software deployment will remove the requirement to outsource the process of transforming the invoice formats to meet various clients’ needs and in addition, save the company in the region of £15,000 per year.

The “Snopake” brand is perhaps best known for its correction fluid.  In fact Snopake produced the world’s first ever correction fluid in 1955, which is still going strong 55 years later. In 1988, Snopake began developing filing and presentation products made from polypropylene, launching Snopake Polywally – a colourful and long lasting alternative to the manila folder.  Today, as a market driver, Snopake continues to develop quality and innovation filing and presentation products as well as business office machines and writing instruments, selling their products in the UK and worldwide.

Prior to The Content Group’s involvement, one of the biggest challenges Snopake faced was integrating their invoicing processes with those of its larger customers, many of whom demanded that the two companies exchanged invoices and purchase orders both electronically, and in a prescribed format. Until recently, this format management and transformation was outsourced to an agency who managed the entire process through to sending the document to the end recipient. Although this ensured on time and ‘to specification’ completion, the fixed agency fee proved a costly process and prevented Snopake from developing any in-house expertise.

“The replacement of outsourced EDI was critical for us as it represented significant financial investment. By choosing to deploy the cost-effective Transform process in-house, we have eliminated the need for, and therefore additional cost, of outsourcing said John McHugh, customer services and systems manager. “This move will save us £15,000 a year. Furthermore, we will be able to use the new software to integrate multiple databases and automate and improve standard processes, ensuring better decisions are made, benefiting both us and our customers.”

Bottomline Technologies provides collaborative payment, invoice and document automation solutions to corporations, financial institutions and banks around the world. The company’s solutions are used to streamline, automate and manage processes involving payments, invoicing, global cash management, supply chain finance and transactional documents.

McHugh added: “In the past, if we won business that required us to trade electronically, this would entail additional costs, which was a severe drawback for a business of our size. With the new internal processes in place, we will be able to add new customers to our roster without any additional cost. In short, the new software and resultant processes will dramatically improve our profitability and business value.”

 The Content Group is a technology agnostic Enterprise Content Management (ECM) consultancy and solutions provider whose proven ECM Expert best practice methodology ensures successful ECM projects for their clients across the globe.

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docStar facilitates access through government contract

Federal agencies gain access through GSA Schedule 70

ECMplus – Document management specialist DocSTAR has just formed a strategic alliance with HMS Technologies, an established Service Disabled Veteran-Owned Small Business (SDVOSB) that integrates technology, business partners, and clients for success in both the Federal and Commercial environments.

Bill Kirkpatrick, senior vice president of HMS said “The streamlined abilities of this product will certainly play a vital role in the success and efficiency of software management.”

According to docSTAR, the alliance will provide a conduit for Federal and State agencies to purchase docSTAR’s document management software directly from the GSA Schedule 70 contract (GS-35F-0834R) at a discounted rate, eliminating time-consuming responses to complex RFP’s and lengthy negotiations.

“Our relationship, along with the GSA contract, supports docSTAR’s initiative to drive efficiencies in government and provide superior document management services at a competitive price” added Jeff Frankel, docSTAR vice president. “HMS has a long history of offering services that improve the speed, cost, accuracy and profits of its clients’ businesses. We’re honored to work with them.”

docSTAR’s document management solutions for Government agencies are designed to streamline operations and reduce the costs associated with managing paper documents. docSTAR recently announced the availability of MapConnect version 2.0, which combines the power of the Esri ArcGIS geospatial architecture with docSTAR’s award-winning document management software. MapConnect associates documents with geospatial features in any layer or a general geographic area. Users are able to instantly geo-link and view documents in real-time. The result is significant savings of time, resources and tax dollars.

“docSTAR MapConnect delivers immediate access to time sensitive documents by leveraging a government agency’s geographic information system (GIS) investment along with docSTAR,” said Frankel. “This can impact emergency response time as well as day to day operations inclusive of asset management.”

docSTAR features long-term document preservation, guards against theft, provides disaster protection and business continuity. Document authenticity is secured by the USPS Electronic Postmark (EPM) and compliance is supported for many regulations including the Governmental Accounting Standards Board (GASB-34) and National Pollutant Discharge Elimination System (NPDES).

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Welcome to ECM Plus

Enterprise content management, document management, knowledge management, digital asset management, compliance, governance, rich media management, web content management, it’s all here..

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Filed under Analytics & Metrics, Business continuity, Business Process Management, Content Categorisation, Content Delivery, Content Management, Content Provision & Creation, Content Security, Content Syndication, Customer Relations Management (CRM), Data centres, Data storage, Disaster Recovery, Document archiving & retrieval, Document Management, Document scanning & imaging, eDiscovery, Enterprise Content Management, Enterprise Resource Planning & Management, Enterprise Search, Forms management, processing, eForms, High Availability, ILM (Information Lifecycle Management), Information Governance, Information Management, Intellectual Property (IP), Intranets & Portals, Knowledge Management, NAS (Network Attached Storage), Open Source, Private Cloud, Product Information Management, Records Management, Reporting, Rights Management, SaaS (Software-as-a-Service), SAN (Storage Area Networks), SharePoint, Virtualization, Web Content Management, Web Experience Management (WEM)