Joe Shepley advises that you wait-and-see before you buy both Office 365 and a Records Management System. It’s hard to know all the capabilities that Microsoft will add to the platform, but the vendor likely will add additional funcitionality within the next 18 to 24 months.
Office 365 is poised to capitalize on big ECM’s lack of success over the past 18 years. That’s because Microsoft is going from basic document management to a system with content governance and workflow capabilities.
Joe Shepley lays out his philosophy of being a great consultant. If you serve clients first and foremost, you can become more profitable and more sustainable—because your clients will become so for life.