CRE8 Center For Realizing Excellence

What is ECM? ECM typically allows for the scan, electronic capture, recognition, auto-classification, index, storage, search, view, workflow, management, security, intergration to data systems, and retention/disposition of unstructured content (email, word-processing, spreadsheets, presentations, PDF, TIFF, voice, photos, video, sound, and other formats).  It also can include electronic forms and digital signatures.  If properly planned for ECM can provide organizational improvements from 20% to 5x in efficiency, quality, and service, and significantly reduce the risk associated with IG/records management.  Today, most organizations have 5 to 20 different ECM systems (email, email archive, collaboration, content management, shared drives, different data systems, records management, and paper).  If ECM is not planned for correctly, sprawl and increased risk to the organization will occur.  Unfortunately this is the case for most organizations....

Our studies find that email and shared drives can cost an organization: - valuable funds.  If employees spend 8% of their time sorting, viewing, duplicating, saving, deleting, and finding documents (and attachments) this can cost an organization with 1,000 employees 24 million dollars over 5 years,  and an organization with 10,000 employees 240 million dollars over 5 years. - customer service.   The time spend in above tasks wastes valuable customer service (internal and external) time. - efficiency . As email and shared drives lack integration to e-forms, e-signature, workflow, and data systems. - risk and liability .  Due to over or under retention/disposition of documents and content; and many organizations have not updated and/or are following their electronic records management program policies, procedures, and schedules.  Since 1995 , we at CRE8 Independent Consultants have assisted clients with assessment and improvement of email, share...

Digital technologies consist of many platforms, products, and tools including capture, recognition, machine learning, content management, workflow, robotic process automation, AI, and electronic records management.   A digital transformation consultant can help your organization develop a/an: enterprise plan to provide a roadmap based upon cost/benefit so that projects can be categorized, planned, and budgeted, process baselines (current state) to identify current process costs, risks, issues, and noncompliance; process redesign goals and maps; and change action plans, digital transformation business-level requirements, workflow maps, technical requirements, vendor requests for proposal/information, change management strategies, estimated project costs, and return on investment (ROI) assessment, and  project plan  to identify timelines, project dependencies and risks, responsibilities, change management, acceptance criteria, progress, and completion....