Daily Document Management Industry Notes from Around the World! 3/26/2012

Grow from YFM Equity Partners (through its managed fund Seraphim Capital) and MMC Ventures, to drive growth of its email and document management solution for enterprises, the first to be fully integrated with Microsoft Outlook. See all stories on this topic »

CRM and Zoho Docs for Android Pleasanton, CA (PRWEB) March 26, 2012 Zoho today announced it has expanded its portfolio of mobile applications to include its project management, customer relationship management and document management solutions. See all stories on this topic »

The EPA conducted the equivalent of a roadshow for its concept across the federal government last fall, soliciting requests for features, which its project managers are incorporating into the system. Presentation documents created by EPA staffers say ...See all stories on this topic »

The award ceremony, which was attended by 140 document specialists across all industries, took place on March 21 in Paris. The 1er Prix de l'Editique, the premier prize for document management and document production, has been awarded to Informatique ... See all stories on this topic »

We're used to seeing Microsoft, IBM and occasionally others pushing TV ads that increasingly mainstream the professional use of data management tools and software. Others, like Xerox or Intuit talk about discrete services for document management and ...
See all stories on this topic »

The meeting approved the programme plan outlined for NRAA in building the private document management system for authorities, besides approving the programme plan in applying the work system in the joint documents, which have been approved by the ...
See all stories on this topic »

Located in Boston, Massachusetts, ASE is the developer of Riptide Server, the preeminent output management software for ECM systems such as IBM FileNet P8, EMC Documentum and Microsoft SharePoint. Riptide allows ECM users to output documents of mixed ...
See all stories on this topic »

-=Good Selling=-

Document Management can be a strange word for Copier Reps

Document Management can be a strange word.  For some, it means "scan to network" and for others it is a whole workflow solution.  Finding a solid document management provider can be a real nightmare for a small business because of the steep costs of entry.  Regardless of what solution you choose, if there is any real "document management" and not just a scan to folder scenario, paying less than $10,000 to implement it is almost impossible.

Here is where the nightmare occurs.  What happens when your company spends a ton of good money on a document management solution, but then finds it to be such a nightmare that no one really uses the technology.  Copier sales reps fight against using this technology consistently that we sell, how much more will sales reps in a non-technical field?

I was chatting with a friend of mine in Colorado who has a copier company, and they are starting to get excited about a document management system called M-Files.  M-Files is an intuitive system of storing, indexing, retrieving and archiving files in a Explorer kind of view.

Let's take an example of some of the features that might help actual users.  In a legal setting, here are some ways M-Files can help... (We'll use a Criminal Defense Attorney as an example)
A new client comes in with a charge of disorderly conduct.  The first thing that may happen is the client fills out their intake forms as well as the contract that is going to be in place.  This contract is important as it will have signatures needed and thwart off billing debates later.  So, the client may be entered into Freshbooks or whatever CRM the attorney decides to use.  These databases automatically synch with M-Files.  So, when Bill Smith is added into Freshbooks as a new account, they are replicated into M-Files as a tagging option.  When the contract comes in, there can be a process in place that it must be tied together with a current client.  So, there is a little dropdown menu that has all of the clients listed and one of those is Bill Smith.  Now, M-Files can send this over to Mary the accountant so she knows the billing rates.