Moving to Office 365? Why not do it right this time, with defined indexing standards and a taxonomy to organize the content going into the new system? The business benefits are significant, and—as we’ve demonstrated for many clients—the process of taxonomy development need not be painful.
These days, collaboration capabilities are high on the technology wish list for most insurance firms, as they look to replace long-standing (but less secure) processes involving fax and email. James Watson outlines Doculabs’ typical consulting process with these clients.
As the wealth of aging baby-boomers passes on to the next generation, it’s in danger of leaving the firms which managed those assets for all those years. James Watson argues that technology can provide tools to help financial service firms retain the management of wealth across generations.
Talk to the people who are actually doing RPA, and you might hear a somewhat different story from the one you heard hyping the technology at your last industry conference. James Watson reports from where the RPA rubber meets the RPA road.