Managing Information Can Be Hard We Make it Easy Managing information can be hard. We make it easy. Square 9 removes the frustration of extracting data from documents, forms, and all external sources, so you can harness the full power of your information. Release your team from...
If you have ever written a document, saved it to SharePoint and then needed certain people on your team to review it and provide comprehensive feedback, then please read on. This post will illustrate just how easy it is to do this using nothing more than SharePoint, DocRead and DocSurvey. ...
Over the past nine months I have had the pleasure of participating on a team that is evaluating several CM applications in an effort to replace our organization’s legacy system. This process has been very educational and enlightening. As a CIP, CRM and long-time records manager I...
We are back now to the wonderful world of invoice management and workflow . Just a quick recap on the why we do it: Enforce best practices and procedures Accelerate process cycle times by automating repetitive tasks Change business rules and logic without...
We recently had a close encounter with an Approval Workflow. We started out in our current SharePoint ECM project with a requirement that “ some reports be routed for a supervisor or subject matter expert review .” We control this routing from a related list of people and facilities...
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