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Meet Angela!  Angela shared every encounter she had with AIIM - whether it's been accessing resources online or sending emails to a member of the AIIM team - has been very positive. I'm glad to have stumbled upon AIIM many years ago and I hope to remain a member for many years to come.  Reach out to @Angela Forest   here and let her know she's isn't alone:) Name: Angela Forest Position: Knowledge Management Specialist Company : USAID Where do you live in? Washington, DC How long have you worked in information management?  I started working in information management in 2012 when I got an internship in graduate school to help shut down the office ...
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Research identifies common Microsoft 365 challenges – and we offer solutions What’s the biggest challenge with Microsoft 365 implementations these days? According to Colligo research, it’s a perfect three-way tie between: 1. content sprawl, 2. lack of governance controls, and 3. lack of metadata and labelling. While a few of our recent poll respondents cited a lack of buy-in or adoption and a lack of integration with Outlook, a whopping 87% selected one of the three information-governance-related options. Colligo Poll Results, October 2021   Our poll data falls in line with what we commonly hear from our customers. Things like: “We have ...
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Meet Mia Deleanu!  Mia is an avid reader and has a passion for traveling and connecting with different cultures and civilizations. In her spare time, she enjoys writing short stories and poems.  She's currently working on collecting short stories about Covid and its impact on her life.  Please reach out and introduce yourself here ! Name: Mia Deleanu Position: ECM Coordinator Company : Edmonton Police Services Where do you live in? Edmonton, Canada How long have you worked in information management?  My first job in information management started in 2001 as a Children's Librarian back home in Romania. Then I moved to Canada and began to work for ...
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Colligo , a leading provider of email and document management apps for the modern workplace, today announced the launch of Colligo Content Manager for Teams, expanding upon the email capture and SharePoint Online collaboration capabilities it delivers to organizations using Microsoft 365. At a time when organizations are embracing cloud technology and Microsoft Teams to enable hybrid work and empower employees, Colligo is significantly extending the capabilities of Teams for content management and improving organizational governance and compliance. A true cloud-based solution built on the latest Microsoft 365 architecture, Content Manager for Teams provides ...
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In this post you will learn how to: Save incoming email messages from your Office 365 Outlook inbox to SharePoint Apply metadata and retention labels as you save emails to SharePoint for quick search and easy record management using Colligo Email Manager for Microsoft 365 Set up quick access “pinned” SharePoint folders to rapid save to desired file locations Share emails as a secure link without leaving Outlook Capture email to SharePoint using Outlook for O365 on a mobile device To save an email to SharePoint with metadata and labels Note: This process can be completed using Outlook on any platform (Outlook on Windows or Mac Desktop, Outlook ...
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Meet Ron!  Ron is a long-time AIIM member and found AIIM to be very influential in his career. Ron is also a CIP in which his certification as well as his membership have opened doors for him to show great leadership in his work projects.  Connect with Ron here ! Name: Ron Hackbarth Position: Operations Senior Information Manager Company: USCENTCOM J3 Where do you live in? Tampa, Florida How long have you worked in information management?  Over 20 years What does your work entail? Do you have company support? How are you helping drive the goals of your office through your work? We deal with a myriad of informational challenges. There are various ...
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Since 1995, I have, as a workflow consultant, assisted over 300 clients ranging from 25 to 250,000 employees, across all industries and vendor platforms; with process improvement, and digital workflow planning including integration to related technologies such as capture, recognition, machine learning, content management, robotic process automation, AI, and electronic records management technologies.  What is great about digital workflow is instead of relying on phone calls, texts, email, or paper, a workflow can be triggered by a customer, internal request, automated task, or an event.  Then workflow can automate decisions, allow for parallel / sequential ...
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Benefits and challenges of ECM. If properly planned for an electronic content management system (ECM) can provide organizational improvements from 20% to 75% in efficiency, quality, and service.  However, if not planned correctly, sprawl will occur, and you will wonder why you bothered.  The key to a successful ECM installation? An experienced consultant is to assist with planning, budgeting, vendor selection, and implementation management.  Why is ECM so complex?   An ECM system comprises many supporting technologies such as scan, capture, recognition, machine learning, artificial intelligence, content storage, integration to data systems, e-signature, workflow, ...
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Superior flexibility, security, plus lower costs – modern work with Microsoft 365 is  more attractive than ever   Content management has changed. Long gone are the days when a legacy Enterprise Content Management system can cut it. A central catalyst for this change has been the introduction and mass adoption of cloud applications over the last decade.    Organizations who have moved either fully or mostly to the cloud are realizing the vast benefits and were likely better prepared for the pandemic and the shift to remote and hybrid work, according to AIIM . The scalability, security, and flexibility the cloud offers makes it an attractive ...
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The definition of document management should be fairly easy to surmise. However, a peek under the hood of a document management system would reveal the intelligence that goes into something as seemingly straightforward as document management.  In fact, ‘management’ is merely one vague aspect of a system that is foundational to any digitally transformed enterprise. It involves capturing, storing, tracking, and routing documents through all the functions of an organization. At the same time, each document is indexed intelligently, made searchable and retrievable with ease. However, even that doesn’t tell you the entire story. While digital document ...
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Meet Bobby!  Bobby is the Records & Research Manager at Suncoast Credit Union in Tampa.  Bobby joined AIIM in 2019 and leverages the membership benefits by networking , using best practices, continued education opportunities to his advantage.  He's on the road to becoming a CIP too!  Introduce yourself to Bobby here . Name: Bobby Miller Position: Records & Research Manager Company : Suncoast Credit Union Where do you live in? Tampa, Florida How long have you worked in information management?  20 years What does your work entail? Do you have company support? How are you helping drive the goals of your office through your work? I ...
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Author: Tim Brady, CEO, Colligo Digital transformation necessary for companies to modernize and stay competitive   “The amount of data to be created in the next 3 years will be greater than the data created over the last 30 years,” commented Satya Nadella. This year, Microsoft Inspire  kicked off with one of the best keynotes we’ve seen in a long time. Nadella’s opening presentation was animated and uplifting and well worth a watch . We love Inspire as it provides an opportunity to hear about updated technologies and partner opportunities across the Microsoft technology stack, from Power Apps and Dynamics to Azure and Microsoft Viva. Inspire 2021 ...
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Searching For and Recreating Information is a Massive Time Waste   Microsoft recently published a report that says employees spend about 1 hour a day – up to 20 hours a month or up to 7 weeks a year – searching for or recreating information. The Spiceworks Ziff Davis’ research into knowledge sharing trends found that:   “Organizations can potentially save employees five to eight weeks of productivity a year, if employees can efficiently find and use the knowledge available to them.    On average, employees could potentially save between four to six hours each week if they didn’t have to search for information—or spend time ...
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A Winning Formula for New Technology Adoption   Getting users to adopt new technology has traditionally been a struggle. After all, change can be hard. One bright spot of the COVID-19 pandemic is that new technology adoption levels have skyrocketed, particularly the adoption of cloud technology to enable remote work. As McKinsey aptly put it: “Digital adoption has taken a quantum leap at both the organizational and industry levels.”   But even while over 90% of organizations are using or plan to use Microsoft 365 in some capacity, and 93% of McKinsey survey respondents said their organizations had experienced an increase in remote working, ...
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Meet Guy, a Records Manager with the City and County of Denver.  Guy obtained his CIP certification which has given him the opportunity to share his experiences and knowledge as a Records Manager with AIIM members and presented him with more opportunities to present at AIIM events.  Connect here with Guy! Name: Guy Mason Position: City and County Records Manager Company : City and County of Denver Where do you live in? Denver, Colorado How long have you worked in information management?  10 years What does your work entail? Do you have company support? How are you helping drive the goals of your office through your work? I manage the retention ...
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Author: Tim Brady The future of work is here. Microsoft is touting ‘modern work,’ and the Microsoft 365 suite has been solidified as a leading platform for organizations in both a remote and futuristic hybrid-like workplace. Microsoft Principal Product Manager Lead Dan Holme summed it up well, noting that had the pandemic happened before cloud it would have been an entirely different ballgame . During the pandemic and the shift to remote work, Teams daily active users grew to 145 million, and SharePoint saw 100 petabytes of new data uploaded every month. The increases in scale are incredible, and wouldn’t have been possible prior to the cloud era. The recent ...
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Ask the Experts: Process Automation, ECM & EIM Leverage AI and Advanced Tools to Maximize Efficiencies at Financial Institutions Financial institutions are notoriously paper-heavy. What best practices can be applied for the conversion from paper to digital?   Understanding all existing processes at the bank or credit union, along with employee and account holder needs, should be prioritized before embarking on a digital transformation journey. Eliminating manual, paper-heavy processes with automated workflows and data acquisition capabilities affords a digital means for capturing, storing, and organizing institutional data. Working with disparate ...
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Meet Kristen Marquez!  Kristen joined AIIM in February 2021, and in this short time, I really feel I've known her for years - it's her great personality:)  It's always really great to have such a connection with someone you've never met in person.  Kristen is definitely a person with patience and endurance.  Please reach out and introduce yourself to Kristen here !  Name: Kristen Marquez Position: Records Analyst Company : Eastern Municipal Water District Where do you live in? I live in Menifee, CA How long have you worked in information management?  7 Years What does your work entail? Do you have company support? How are you helping drive the ...
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Author: Tim Brady, CEO, Colligo The Colligo team recently held a webinar, How to Succeed on Your Governance Journey & Arrive at Destination Compliance . We’re believers in the mantra that while compliance is the destination or end-goal, governance is the journey. As part of this, Colligo recommends leveraging metadata as the essential ingredient for gaining traction in your governance and compliance efforts. Governance and compliance are not easy, particular in the rapidly changing work environment. We conducted several participant polls during the webinar that delivered insightful results. Below is a summary of respondents’ feedback and our analysis ...
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GROWTH IS EXCITING, BUT… It can be challenging too. Much like a growing child, the many internal systems of the enterprise grow at different rates. It is not only the expansion in volume you will need to consider. Any expansion in volume must be met with a proportionate expansion in capacity across the functional areas of the enterprise.  Little systemic niggles that were dismissed with ease as negligible on a small scale get magnified. Eventually, these become bottlenecks, magnifying your inefficiencies and choking your growth.  For instance, as your team size increases internal communication inefficiencies emerge. Or, you may need to add administrative ...
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