White Papers

Oct 18, 2012

The following gives an overview of best practices, including practical considerations for purchasing and implementing an Electronic Document Management (EDM) system. It outlines components to look for in an integrated suite, useful tips for determining which solution is right for you, and cites reliable sources for best practices information.

The goal is to help project champions and managers evaluate EDM providers with open eyes and make informed decisions the first time so they can experience maximum payoff and satisfaction sooner rather than later.


Oct 18, 2012

Government customers are struggling to do more with less due to reduced budgets all while sustaining or even improving levels of productivity. For state and local governments the fight to survive combined with the need for change is daunting to put it mildly.

Inside the government framework are many processes and documents. For example, a small town like Naples FL will scan, process and search on more than 1.2 million electronic documents every year. The numbers grow exponentially with larger cities and counties. The power of real-time data, instant information access and central repositories for documents, comments and mark-ups is made possible with recent improvements in enterprise content management (ECM) solutions.

Understanding the classic government service, support and management framework helps to better understand the need for ECM.


Sep 03, 2012
Microsoft SharePoint has been a buzz in the ECM world for years, but now that it has grown and influenced the market, it has its own unique space. Vendors specializing in document and data capture, workflow and even document management systems are still holding their grounds in the market, and many have adapted their strategies to find harmony with SharePoint.

May 21, 2012
In distribution, digital is displacing the physical. Consequently, documents must be made multi-channel capable no matter what the format or source. Ideally at the time they are created.

Apr 30, 2012
Social CRM is starting to catch the attention of many companies who want to use social networking to engage their customers. Much of this interest focuses on how companies should engage with customers on public social networks like Facebook and Twitter. But there is much more to Social CRM than Facebook and Twitter.

In this paper, we will consider what Social CRM is, and identify five reasons why companies should consider also having their own Social CRM platform – not to replace their presence on Facebook and Twitter, but to complement it.

Apr 30, 2012

In the first half of 2011, there has been increasing interest in the evolution of systems of record into systems of engagement. This transition was first written about by Geoffrey Moore in his 2006 book, Dealing With Darwin1.  However, the idea has only recently received wider attention, coupled with the growing maturity of Enterprise Social Networking, or Enterprise 2.0.

In this paper, we will consider the benefits of systems of engagement, and examples of what this means in practice. We will also introduce the concept of a platform of engagement – a cross‐system social backbone for an enterprise.


Apr 25, 2012
This white paper overviews how modern capture enabled business processes can transform traditional incoming document reception and processing into an efficient ”digital mailroom” that helps organizations reduce costs, drive process efficiency, and improve customer service and market competitiveness.

Apr 25, 2012
Every industry and organization has its own specific business processes and requirements. Kofax powerful and flexible technology enables each customer to implement capture enabled business process automation to meet their unique needs.

Apr 25, 2012
Capture at the Point of Origination is simply the process of capturing paper and electronic content where it’s generated, as early in the business process as possible. According to IDC, the time employees waste searching for information can cost up to $12,000 per employee per year!  Extending the boundaries of information capture to provide a richer customer experience, increase efficiency and reduce costs for a competitive advantage.

Apr 25, 2012

How keeping records too long can cost your firm in the long run.

The record-retention strategy for many law firms can be summed up in one short phrase:  "Better safe than sorry."  In practice this philosophy becomes "keep everything, forever."  The fact is, retaining everything forever can have tremendous negative consequences.  Storing documents in perpetuity can expose firms to fines and sanction, or legal action for bad faith, information spoilage or obstruction of justice.