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Racing horses with jokeys in colorful clothes on the canter track

Control + speed = efficiency: the formula for effective document management

According to IDC, companies lose 20 to 30 per cent in revenue every day due to inefficiencies.¹

It’s easy to see how these inefficiencies can creep in and take hold. What was once an effective means of managing a process within an organisation can be rendered inappropriate by factors such as business growth or diversification.

The mentality of ‘we’ve always done it this way, so why to change it now?’ is also a difficult one to challenge from a cultural perspective. People tend to like what’s familiar. But what if what’s familiar is costing your business money? What if, by doing things differently, your people could be more productive and your business more profitable?

When it comes to document management, it’s easy to fall victim to outdated practices, such as reliance on paper-based systems and processes, inappropriate use of email platforms or outdated electronic systems. The good news is, it can also be easy to embrace and implement change.

 

“As a result of this new-found speed, opportunities for productivity to increase emerge, as users are no longer wasting precious, fee-earning time searching for documents inside email inboxes or static electronic systems.”

 

By taking control of document management (by storing files in a centralised, accessible, intelligent system that facilitates collaboration, visibility over a document’s entire life cycle, and uses metadata to tag files so they can be instantly retrieved by authorised users at the click of a mouse) processes become quicker and more agile. As a result of this new-found speed, opportunities for productivity to increase emerge, as users are no longer wasting precious, fee-earning time searching for documents inside email inboxes or static electronic systems. Neither are they going backwards and forwards between customers and other third parties to manage edits or approvals. Instead of authorised users can co-author the same document in real-time. These benefits combined to increase efficiency and provide businesses that embrace such a transformation with an undeniable competitive advantage.

 

Want to know how Document Management Systems from Contentworker by Formpipe can help your business operate more efficiently? Request your free demonstration today.

 


¹ Entrepreneur Europe – How Inefficient Processes Are Hurting Your Company

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  • Are You Trying to Add Additional Fields to the Mobile APP for Printing Labels?

    Published on 26 September 2019

    Is it taking you hours of configuration to do?

    Many of our customers have come to Formpipe because they need to add additional fields to the mobile app in the warehouse module – in short using the out of the box standard Dynamics 365 it can take hundreds of hours to do this! Time that could be spent on other tasks in the business.

    At Formpipe we have managed to solve this problem by providing the option to add fields through our connector making this process a simple and quick task. Adding fields such as number of copies can be done in a few simple clicks.

    Further to this, we are also providing the option to reprint labels from the mobile app to any printer. Standard Dynamics 365 does not provide an option for selecting a destination when printing/re-printing from the mobile app.

    Configuration of mobile App within the Lasernet connector for Dynamics 365

    Simply showing the function of printing in the following will add a printer-selection at the mobile App through the Lasernet connector.

    Label1

    Reprint Label

    When reprinting a label it is exactly the same!

    Label2

    Printer integration with Lasernet for Dynamics 365

    Selection of the destination/printer is closely integrated with the ‘Default printer’ in Lasernet connector – And provides the option only to show printers valid for the warehouse/user – If required.

    Label3

    What the fields look like in the Mobile app

    The fields NoteReferencePrint quantity and Printer are added through the Lasernet connector.

    Label4

    The reference field is a function we have added to help with selection of different Labels. For instance one for a rotated label and another one containing information like a ‘copy’ background.

     

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    Are You Trying to Add Additional Fields to the Mobile APP for Printing Labels?
  • Did You Meet The Dynamics Deadline?

    Published on 30 April 2019

    The way Microsoft delivers Dynamics 365 updates changed on January 31st 2019 and if you haven’t updated to the latest version, you need to do so now to ensure you’re not left behind.

    Dynamics 365 is moving to a true SaaS model, something that has proven to be a huge success for other Microsoft products such as Office and Azure. Microsoft’s ‘One Version’ way of thinking will result in everyone using the same version of software, which for customers will result in better support, reliability and performance. Partners will benefit from lower support costs along with earlier visibility and access to updates through Microsoft’s new release structure, so it’s good news all round.

    We’re saying farewell to Customer Driven Updates in favour of new features and code being sent via weekly updates which will run in the background. The real game changer will be the two new versions of Dynamics which will be launched every April and October. It’s in these bi-annual new versions that users will be able to physically see the new features they have available. Admin Driven Opt-In controls the user experience and can switch on new features as they arrive but can also switch them off should they cause unwanted changes to the user experience.

    Moving forward to the release of Version 10 in April 2019, updates from Version 10 and beyond will be available in sandbox environments for the pre-testing of integrations, customisations and ISV apps. Microsoft are making the release notes available even earlier to ensure the market is aware of what’s coming.

    The First Release Program is where new versions begin their journey by being deployed to Microsoft employee and selected customers and partners for testing. Formpipe Lasernet is amongst the first to test new versions ensuring compatibility before they become available.

    However you decide to manage your Dynamics 365 upgrades, rest assured that Formpipe Lasernet will be compatible with any version, both past and present.

     

    Read more
    Did You Meet The Dynamics Deadline?
  • Attention All On-Premise Dynamics 365 for F&O Users

    Published on 01 April 2019

    Looking for the On-Screen Printing Option in On-Premise Dynamics 365 for F&O?

    The simple answer to the issue is to stop, as it’s no longer available.

    For those with an On-Prem Dynamics 365 for Finance and Operations installation, you may have noticed that since updating, the ‘Screen Print Destination’ option has vanished and you are now no longer able to preview reports. Without this feature users now must save the document as a PDF, then open it in order to preview.

    This handy feature has only been removed for those with On-Premise installations of Dynamics 365 for Finance and Operations, those using Azure/Cloud versions still have the option and are not affected. A simple way to bring this feature back is with Lasernet, the leading document management solution for output and data transformation.

    The Lasernet Connector for Dynamics 365 Finance and Operations is compatible with all versions (On-Premise, Azure/Cloud) and allows the user to preview reports at the click of a button. Lasernet reinstates the preview option via the ‘Lasernet Screen’ button where users can simply click the option to preview reports without the need to save and re-open the document – a far more user-friendly approach compared to standard D365FO/AX.

    In addition to this, those requiring printing to remote printers will also find On-Premise Dynamics 365 for Finance and Operations falls short as the standard features only allow printing to printers on the same network. To overcome this, the Lasernet Cloud Print Connector enables users to print to remote printers that are not located on the network. Perfect for those remotely printing documents such as labels and shipping notes.

    With no plans to implement these features in future On-Premise deployments, if you want to reinstate them, a third party connector such as Lasernet is your only option. To learn more about how Lasernet solves this issue along with many others, please get in touch.

     

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    Attention All On-Premise Dynamics 365 for F&O Users
  • Formpipe Lasernet ready to push forward into 2019 following Microsoft Executive Briefing

    Published on 08 December 2018

    Formpipe Lasernet is gearing up to tackle the rapidly changing market in 2019 as it looks to build upon and utilise its collaboration with Microsoft US.

    The goal follows Formpipe Lasernet’s attendance at the Microsoft Executive Briefing in Seattle, USA, which gathered a number of Independent Software Vendors (ISV) to discuss trends in the industry in preparation for the year ahead.

    As the industry continues to advance at a rapid pace, the event provided Formpipe Lasernet with the opportunity to engage with partners and customers from across the Microsoft partnership network and discuss how best to work with Microsoft as an ISV. Discussions arose around the newest technology trends the industry is currently experiencing, such as artificial intelligence, and how these will affect current processes. Participants also got access to live demonstrations on customer cases, as well as debating how to scale a business efficiently.

    Looking back on the event, Anders Terp, Managing Director Formpipe Inc., commented: “The Microsoft event presented us with an excellent platform to discuss the major challenges the industry is currently facing. As we begin to adapt to new technology trends, it is important we continue to understand opportunities to improve our processes. At Lasernet, we are proud to have adapted positively to changes in the industry, and we are looking forward to continuing our collaboration with Microsoft US.”

     

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    Formpipe Lasernet ready to push forward into 2019 following Microsoft Executive Briefing
  • Riding the wave from inbox manager to case manager

    Published on 15 November 2018

    The legal services sector deals with a lot of documents. That’s no revelation and is, for the most part, the nature of the beast. Yet, as the sector evolves and auditors demand clear and instantaneous visibility over documents – and as firms recognise the shortcomings associated with storing documents in a fragmented fashion – the need for change becomes apparent.

    Inbox-centric document management describes the process of an individual filing, accessing and amending documents in a way that inadvertently makes it difficult for colleagues or auditors to scramble together the bigger picture of a case. This approach is commonplace and typically involves the use of email inboxes and/or disjointed files, supported by basic technology infrastructure. It can make locating specific documentation quickly and efficiently an impossible task. It compromises data integrity and can have a direct impact on both productivity and profitability.

    In contrast, a matter-centric approach creates holistic visibility; it provides a bird’s eye view of documents, events, tasks, contacts and corresponding discussions. Facilitated by Microsoft SharePoint-based technology, matter-centric document management systems provide a structured and intuitive interface that, combined with automated metadata assignment to content, empowers users to locate relevant content with speed and precision.

     

    “A matter-centric approach creates holistic visibility; it provides a bird’s eye view of documents, events, tasks, contacts and corresponding discussions.”

     

    Matter-centric document management also takes the pain out of the auditing process, as one of Manitoba’s largest law firms, Taylor McCaffrey LLP, recently discovered. Keen to match The Manitoba Law Society’s preference for matter-centric document management, the Canadian firm replaced its basic, albeit functional, inbox-centric electronic file system with Contentworker by Formpipe.

    The firm’s lawyers are now able to quickly and easily navigate their favourite and/or recent matters, as well as matters they don’t own but are involved in. The matter-centric nature of the Contentworker system provides an instant tree view of all relevant documents and data. It allows users to drag-and-drop, as well as personalise their interface with tabs containing current works that are instantly accessible. The firm’s lawyers can also use the system’s quick search functionality to locate matters through a variety of search criteria, including name, number or by one of several metadata fields.

    Switching to matter-centric document management means the firm can accommodate auditors’ demands, remove the admin-based limitations associated with its previous method, retrieve the right documents quickly, and have 100% confidence in the integrity of the data contained within them.

    To find out more about Taylor McCaffrey LLP’s journey from inbox managers to highly productive case managers, click here.

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    Riding the wave from inbox manager to case manager
  • Is your business getting left behind in the race for digital transformation?

    Published on 13 September 2018

    Digital transformation has become a bit of a buzz word over recent years but what does it actually mean?

    Put simply, the term refers to the positive opportunity that can result when businesses retire old ways of doing things and replace them with progressive, technology-based alternatives. It usually refers to a cultural shift within a business, an overall strategy that takes into consideration all processes, all departments, and all commercial objectives.

    It can’t be denied that digital transformation represents both a challenge (how do we achieve it?) and an opportunity (what will improve once we achieve it?) for businesses of all shapes, sizes, and sectors. This is perhaps why, despite ‘90 per cent of CEOs believing that the digital economy will have a significant impact on their industry, only 25 per cent have plans in place [to introduce digital transformation] and less than 15 per cent are funding and executing the plan.’¹

     

    “Interestingly, 55 per cent of companies that do not have digital transformation programmes in place say the timeframe to adopt one is a year or less.”

     

    Interestingly, ’55 per cent of companies that do not have digital transformation programmes in place say the timeframe to adopt one is a year or less. 85 per cent of decision-makers feel they have a timeframe of 2 years before suffering financially or falling behind competitors.’²

    Document management is an example of a business function that has the potential to improve (become faster, cheaper, more effective) with the introduction of technology. By replacing disjointed, paper or email-based methods of document management with an innovative, intuitive, and intelligent Document Management System (DMS), businesses can:

    • Benefit from rich, matter centric workspaces tailored to their exact requirements. No more reliance on unsecured, slow and cumbersome email inboxes to manage documents!
    • Take customer service to the next level by collaborating with stakeholders on a safe and secure, Microsoft SharePoint-based platform.
    • Quickly and easily access the files they need from anywhere with an internet connection. With the use of metadata tagging and sophisticated search functionality the time taken to locate a specific file can be significantly reduced; improving productivity and profit.
    • Take control of document data with automated version control, document numbering, permissions and security templates.
    • Connect Outlook to allow users to easily copy contacts between platforms.
    • Seamlessly integrate with other Microsoft applications to achieve true digital transformation.

     

    Don’t get left behind in the race for digital transformation. Embrace technology and achieve a competitive advantage.

    For a free demo of Contentworker by Formpipe, a DMS in SharePoint, please contact us today.

     


    ¹ CDO Conclave – 10 amazing statistics about digital transformation

    ² CDO Conclave – 10 amazing statistics about digital transformation

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    Is your business getting left behind in the race for digital transformation?
  • Fed up of looking for the needle in a haystack?

    Published on 12 July 2018

    It is estimated that 57 per cent of office workers spend up to an hour per day looking for missing documents ¹. This overhead represents a big problem for businesses. In fact, survey findings contained within IDC’s white paper, Bridging the Information Worker Productivity Gap: New Challenges and Opportunities for IT, point out that the time information workers waste dealing with the myriad of challenges associated with working with documents (of which one is locating them) costs an organisation around $19,732 per information worker, per year and amounts to a loss of 21.3 per cent of an organisation’s annual productivity.

    For many law firms, relying on a combination of disjointed electronic systems, paper-based archives and email platforms to create, store, modify and disseminate documentation, this loss of productivity of fee-earning workers presents considerable risk to operational performance, as well as profitability.

     

    “Thanks to powerful search functionality underpinned by automatic metadata tagging and assignment, Contentworker promotes both enhanced efficiency and productivity.”

     

    Contentworker helps to ease this headache and, thanks to powerful search functionality underpinned by automatic metadata tagging and assignment, promotes both enhanced efficiency and productivity – empowering users to easily locate documents in seconds. From tracking recently used matters and documents to provide users with speedy access to their recently viewed items; harnessing the sophisticated search engine capabilities of Microsoft SharePoint to deliver intelligent results instantaneously; and alerting users to a document’s relevance in relation to several factors, such as type, case manager and client.

    Contentworker introduces structure to the traditionally unstructured environments of email platforms and cumbersome electronic filing systems to create instant, holistic visibility over an organisation’s entire document library; supporting users to locate documents with ease, speed and precision.

     

    Find out how top 30 Dutch law firm, Kneppelhout & Korthals, has taken control of document management and anticipates productivity to increase by 4,400 hours per year as a result.

     


    ¹  Workfront – March 2016 report: Unlocking the UK’s ‘Daily Savings Time’

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    Fed up of looking for the needle in a haystack?
  • Formpipe & chill? The Netflix approach to Document Management Systems

    Published on 14 June 2018

    Contentworker by Formpipe was recently selected by Ræder, one of the most respected midsized commercial law firms in Norway, to help the company better manage its millions of documents and as part of a business-wide digital transformation project.

    The selection criteria included a number of common DMS specifications, including:

    • The new platform needed to be simple in appearance, yet sophisticated in its functionality.
    • The new DMS needed to provide clients with a shared, secure, and permissions-based, online portal to work in partnership with the firm’s lawyers.
    • Microsoft Integration. The new DMS needed to slot into the firm’s Microsoft eco-system (365).

     

    “The chosen DMS would also need to be hosted in the cloud – or as Ræder’s CFO explained it: ‘incorporate the Netflix approach to DMS’.”

     

    However, a less common specification on Ræder’s selection criteria was that the chosen DMS would also need to be hosted in the cloud – or as Ræder’s Chief Financial Officer, Trine Bagstevold explained it: ‘incorporate the Netflix approach to DMS’.

    But what are the benefits of having your DMS hosted in a private cloud environment, as opposed to on-premise? Here are a few:

    • Fast implementation. There’s no hardware to install on-site and minimal configuration is required. In most cases, access to superior document management functionality is available in a matter of days.
    • Immediate access to new version releases. With a Software as a Service (SaaS) subscription, updates and upgrades are automatic and usually included within the monthly fee. No unexpected costs and access to the latest innovations on tap.
    • Secure document storage in European data centres.

     

    Keen to find out more about Ræder’s journey towards better, cloud-based document management? Read the full case study here.

    Read more
    Formpipe & chill? The Netflix approach to Document Management Systems
  • The deadline’s up. Is your organisation GDPR ready?

    Published on 17 May 2018

    It will have been very difficult to have avoided the hype surrounding the General Data Protection Regulations (GDPR) coming into force this month. Media coverage has been excessive, which is perhaps why it’s all the more surprising that a survey published in April confirmed that 60 per cent of organisations were at risk of missing the May 25th deadline, with only 7 per cent claiming to be already in full compliance. The remaining 33 per cent felt on target for achieving compliance ahead of the 25th ¹.

    The new rules from the European Union aim to simplify data protection laws and provide EU nationals with more control over their personal data. If businesses who control or process this data – whether they are based in the EU or have customers from any of the member states – misuse, exploit, misplace or mishandle it, the financial consequences are stark: up to 4 per cent annual worldwide turnover, or up to €20m. The reputational cost and potential loss of business also pose significant risks to ongoing commercial success.

     

    “Not only will a well-designed DMS remove a number of GDPR compliance-based risks, it will deliver tangible improvements to operations too; speeding up processes, improving opportunity for customer collaboration, reducing administrative input, and cutting costs.”

     

    When it comes to personal data contained within business documents, it’s easy to see why many organisations may be struggling to get a firm handle on implementing GDPR compliance. With thousands, sometimes millions, of documents providing the backbone of workflows and formalised customer interaction, managing the lifecycle of these files – and being able to demonstrate to auditors that the personal data contained within them is being handled appropriately – can seem like a daunting task. This challenge is amplified when we consider the multiple departments and people within any given organisation, using different siloed systems and processes (often email servers and paper-based methods) to store and manage documents.

    Innovative, intuitive, and intelligent Document Management Systems (DMS) can alleviate a lot of the challenges brought about by the GDPR by:

    • Providing a user-friendly, centralised repository for all business documents to be securely stored and managed.
    • Championing security with permissions and security templates to ensure only authorised personnel can access files.
    • Opening up the visibility of a document’s entire lifecycle, with the added benefit of automated numbering and versioning.

     

    Overall, DMS represents an easy and effective means of taking control of business documents and appropriately managing the personal data contained within them. Not only will a well-designed DMS remove a number of GDPR compliance-based risks, it will deliver tangible improvements to operations too; speeding up processes, improving opportunity for customer collaboration, reducing administrative input, and cutting costs.

     

    For more hints and tips on readying your business for The GDPR, download a free compliance checklist here. For a free demo of Contentworker by Formpipe, contact us.

     


    ¹ Crowd Research Partners – GDPR compliance report 2018

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    The deadline’s up. Is your organisation GDPR ready?
  • Embrace the Cloud, reduce the cost

    Published on 12 April 2018

    According to findings published in a recent report looking at the future of cloud computing, 83 per cent of enterprise workloads will be in the cloud by 2020 ¹. Coupled with technology heavyweights like Microsoft aggressively upping their Cloud ante (Microsoft announced Dynamics products and cloud services revenue increased 13 per cent, driven by Dynamics 365 revenue growth of 69 per cent, in its FY18 Q1 Earnings Release ²). it’s clear that cloud migrations will be a la mode heading into 2018.

    So, why are a growing number of businesses considering migrating their systems to the cloud? What are the opportunities for your business?

    Before Software as a Service (SaaS), when a business purchased a new system it was implemented ‘on-premise’ – installed and configured locally on the organisation’s own servers. This is still an option favoured by many businesses today, and one that most vendors still support. But fast forward to 2018 and the digital revolution – and the convenience that comes with it – is well underway. You only have to look at changes in consumer habits, the emergence of services like Netflix and Spotify, to appreciate the benefits cloud technology can offer.

     

    “With SaaS, implementations take hours instead of weeks – meaning you can start deriving immediate value from your new DMS.”

     

    When it comes to DMS, embracing cloud can yield significant cost savings, with the total cost of ownership much lower compared to equivalent on-premise contracts. The reason for this is that with a SaaS contract there is no up-front cost to the business. Instead, there is a fixed monthly subscription, which also makes budgeting far simpler. There is also no need to invest in costly hardware or infrastructure and new version releases and upgrades happen automatically, with zero downtime and no additional cost. It’s also worth noting that storage isn’t restricted, and systems won’t slow down as your organisation’s data assets increase. With SaaS, implementations take hours instead of weeks – meaning you can start deriving immediate value from your new DMS.

    SaaS is also helping to level the playing field for smaller businesses. Functionality that once required significant upfront and ongoing investment – and was therefore only utilised by enterprise organisations –  is now available to SMBs.

    With SaaS, law firms of all sizes can wave goodbye to wrestling with their in-house, ad-hoc and often Outlook-based document management solutions and start benefiting from intuitive, feature-rich and cost-effective DMS applications.

     

    Want to find out more about Contentworker’s SaaS offering? Check out our customer case study.

    Want to speak to someone about whether SaaS is the right fit for your legal business?
    Give us a call: +46 8 555 290 60, or send us an email.

     


    ¹  LogicMonitor – Cloud Vision 2020: The Future of the Cloud Study

    ²  Microsoft – Pressrelease: Earnings Release FY18 Q1, Microsoft Cloud Continues to Grow, Powers First Quarter Results

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    Embrace the Cloud, reduce the cost
  • F is for functionality (and familiarity)

    Published on 15 March 2018

    Introducing new systems to a workforce isn’t a straightforward task. It doesn’t matter how powerful a piece of software is, if it isn’t simple and intuitive to use, chances are its potential to secure buy-in from a workforce and add value to operations will be seriously jeopardised.

    So, what’s the secret to success? Combining feature-rich functionality with usability – and familiarity – is a good place to start.

    Recent estimates suggest that Microsoft now boasts 120 million Office 365 business ¹, an increase of 100 million since April 2017. They say that imitation is the sincerest form of flattery but when it comes to technology, designing software that will automatically make sense to users, facilitates both a quicker and a potentially more substantial return on investment; as training costs are minimised, and systems are live, kicking and able to deliver efficiency savings faster.

     

    “Combining feature-rich functionality with usability – and familiarity – is a good place to start”

     

    If you’re thinking of investing in a new Document Management System, opting for software that is built on SharePoint and therefore looks and feels like Microsoft, and integrates seamlessly with your organisation’s wider Microsoft ecosystem – from Office to Outlook to Dynamics 365 –  will facilitate greater user buy-in.

    Combine this with powerful functionality, such as automatic metadata tagging that empowers users to quickly find information and obtain clear visibility over what else it relates to and where it is stored; a powerful search engine; and the ability to easily assign and control security and access rights to documents at the click of a mouse, and it’s not surprising that businesses can achieve efficiency savings of up to 20 per cent.

     

    Click here to find out more about selecting and implementing Document Management Systems from our customer Kneppelhout & Korthals.

     


    ¹ ZDnet.com – Microsoft office 365 now has 120 million business users

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    F is for functionality (and familiarity)