Mobile Content for Mobile Users

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Increasingly, users are asking for access to content repositories from mobile devices, such as phones and iPads. The usage scenarios are primarily for reference purposes, such as checking the price... read more

Content in the Cloud

Why all the interest all of a sudden about putting content “in the cloud”?  Well, certainly it is a result of some serious marketing dollars from suppliers, and the general wave of successful SaaS ... read more

Applying Records Management to User-Generated “Social” Content

We’ve all heard that content is exploding.  One big contributor is user-generated content associated with various “social” interactions – wikis, blogs, Tweets, notifications, votes, profiles, etc. ... read more

Fixed vs. Dynamic Content: Lifecycle Management

For many organizations, lifecycle management of content is an important capability to address compliance and litigation concerns.  But recognize that content takes many different forms, and the lif... read more

What Is an Electronic Form?

Many of our clients express their need to manage electronic forms more effectively.  But the scope of an electronic forms management effort can take many different paths.  So if your boss comes to ... read more

Distributed Capture: 260,000,000 Smart Phones Are Ready to Be Enabled

Who has seen the Chase Bank advertisement where a newlywed couple takes a picture of a check they received at their wedding and it’s automatically deposited? Yes, I, too, question the plausibility ... read more

Consolidate, Federate, or Leave It Alone: What to Do about All of Those Disparate Repositories

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Many clients engage us to help them focus on a simple objective: “We need a single repository for all of our documents.” Simple enough, yet right now their content is scattered across five, ten, or... read more

Governance: Don’t Use It Loosely

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The term “governance” is used more frequently these days in many organizations, but quite often there isn’t a common understanding of what governance means. It is important to define what is to be ... read more

Managing Profiles and Preferences: Customer-centric Content

One area our peers in the information management industry often overlook is profile and preference content. Essentially, profiles and preferences are the amalgamation of user-supplied and system-ge... read more

What Makes Search So Tough?

As we look toward 2011, one of the top projects on many of our clients’ agendas is enterprise search. Candidly, search capabilities have been available for many years, and nearly every organization... read more

Business Case War Story – AGAIN

I continue to be amazed that clients try to create a business case for a major, multi-million dollar project request at the eleventh hour.  How can business and IT managers be so naïve?  They know ... read more

Retaining Alerts and Notifications: What’s Required?

What happens when a consumer agrees to do business with a supplier electronically? The consumer creates an online profile and adds their communications preferences – such as whether they want an em... read more

Why is Search so Difficult for Enterprises?

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Again and again, clients engage us to help them develop a strategy for their enterprise search requirements. When we sit down to talk with their users – people who regularly run Google and Bing sea... read more

Techniques for Discovery of Social Content

Records management issues around the content created in social applications are getting a lot of attention these days. My previous post dealt with the retention of social content – content that, as... read more

Techniques for Retaining Social Content

Recently, Doculabs completed a consulting engagement with a client in the financial services industry that was focused on the retention and disposition of “social” content in light of the FINRA and... read more

Paper Records: Keep or Destroy After Scanning?

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One question I get asked a lot is: “Do most firms destroy paper documents after scanning them?” First, every firm retains the paper documents for 60 to 120 days to ensure there’s no need for a ... read more

Federated Records Management: More than Just a Technology

Many of our clients are looking closely at the concept of federated records management. The fundamental principal of federated RM is that records are managed “in-place.” Essentially, organizations ... read more

Defining Success for Records Management

This week a client asked about the key factors we look for that are indicative of a “healthy” records and compliance program.  How does an organization monitor the success (or lack) of changes impl... read more

Social Media Meets the Financial Services Industry (and Vice Versa): Part 2

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Last week I left you with some good information about the types of rules that that the Financial Industry Regulatory Authority (FINRA) has issued to securities firms as guidance on the use of socia... read more

Social Media Meets the Financial Services Industry (and Vice Versa): Part 1

No doubt the compliance units at securities firms are scurrying to come up with policies and procedures to address new guidance on the use of social media, issued by the Financial Industry Regulato... read more

Does Preservation = Suspending Disposition?

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Preservation: It’s a simple term we often see used throughout the industry. But the activities associated with preservation can and must take place based in different contexts. For example, as part... read more

E-Discovery Vendor Landscape: Matching Your Needs with a Supplier’s Capabilities

Many of our clients struggle with selecting the appropriate “discovery” vendor for their needs. In many cases this is because they haven’t been specific in describing their requirements. In additio... read more

Social Media Migrations: Expect the Worst

Given the craze to stand-up internal collaboration capabilities, often referred to as Social Business Software, I can’t help wondering what will happen in three years or so, when the vendor marketp... read more

Where Does all the Blog and Wiki Content Go?

Like many of you reading this post, an increasing number of professionals are using social media tools on a regular basis, both on internal sites within the corporate firewall and externally (like ... read more

Legal and IT Dissonance: How Can We Speak the Same Language?

One of the common themes I often hear from clients is that the legal staff and the IT staff just don’t speak the same language.  Well this is expected, given the different disciplines, training and... read more

Social networking and the retention of “e-communications”

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Travelling home from a long week on the road, once again I’m reminded of a growing challenge in the market.  The client I am advising is preparing to properly preserve and dispose of its electronic... read more

Global Collaboration: Fact or Fiction

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Recently at Doculabs, we’ve seen a jump in consulting engagements focused on enabling collaboration on a global basis.  In addition to their geographic diversity, global organizations face some uni... read more

Global Collaboration: Fact or Fiction

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Recently at Doculabs, we’ve seen a jump in consulting engagements focused on enabling collaboration on a global basis.  In addition to their geographic diversity, global organizations face some uni... read more

Basement Needs Cleaning; Hire a Maid (Using Content Analytics)

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There has been quite a marketing buzz from the supplier community on the promise of content analytics. For those organizations who keep everything forever (effectively filling their “basements” wit... read more

Kerosene and a Zippo: What else do you need for records management?

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How come the companies that keep everything forever always get in trouble, while the folks that retain very little get off easy? If this continues to hold true, why not aggressively – I mean VERY a... read more

Social networking and the retention of “e-communications”

Traveling home from a long week on the road, once again I’m reminded of a growing challenge in the market.  The client I am advising is preparing to properly preserve and dispose of its electronic ... read more

Getting to Know You. Well, Me Anyway

My interest in content and records management started at my first job out of college, with NCR Corporation, back in 1986. At the time, software applications and hardware platforms were tightly coup... read more

Social networking and the retention of “e-communications”

Travelling home from a long week on the road, once again I’m reminded of a growing challenge in the market.  The client I am advising is preparing to properly preserve and dispose of its electronic... read more