November 29, 2018
wait on Office 365 before you buy a records management system

Wait on Office 365 Before Deciding Whether to Buy a Separate Records Management System

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.
October 9, 2018
Is Office 365 Becoming an Information Management Solution

Office 365 Is Becoming a Complete ECM Solution

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.
July 9, 2018
Business Processes & Collaboration Technologies

Assess the Business Before Choosing Collaboration Technologies

Here are some simple steps you can take to focus, first, on the right business scenarios and processes before you figure out the right collaboration technologies.
June 11, 2018
Successful Consulting

How to Succeed in Consulting: It’s All About the Client Love

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.