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Document and Records Management: The Right Prescription To Battle the Recession

By Dick Weisinger, on June 3rd, 2010

A common theme of IT news recently is about how companies faced with the realities of the ongoing recession are turning to data management techniques to achieve efficiencies and cost savings.  The economy may be heading upwards, but many companies are still cautious and continue to see how they can improve their productivity.

For example, last [...]

June 3rd, 2010 | Category: Document Mangement, Records Management | One comment

Records Management: How do RM and DM differ?

By Dick Weisinger, on March 3rd, 2010

There is a lot of confusion about what the differences are between Records Management and Document Management.
CMSWire recently summarized some of the differernces between the two types of systems:

Document Management
Records Management

Stored
Objects

A Document is stored information that contains structured and unstructured data.  Documents are often associated with metadata, a set of properties or attributes that further [...]

March 3rd, 2010 | Category: Content Management, Document Mangement, Records Management | Leave a comment

Document Management: A Top Priority for One Quarter of Financial Advisors

By Dick Weisinger, on February 2nd, 2010

One quarter of financial advisors say that implementing a document management system is a top priority for them this year.  1000 independent brokers were asked to rank their priorities of CRM, document management, practice-management tools, financial planning tools, client self-service tools and compliance integration/simplification.

Here are the rankings for which technologies were considered ‘very important’:

38.7% said [...]

February 2nd, 2010 | Category: Document Mangement | Leave a comment
 
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