Fall in Love with ECM

Roses are red,

Violets are blue,

We love ECM,

And you can too.

Enterprise content management is fundamental to any organization. While some people love their ECM, others loathe it! Here are some tips and tricks to help you fall in love with your ECM.

  1. Integrate your CRM with your ECM

When you can surface your CRM content into your ECM for easy access to customer information your love for ECM will bloom. Sure ECM is fine on its own, but put those two together and you’ll have the optimal match. Another key benefit to integrating your CRM and ECM, is to help minimize your cost for storage. CRMs, like Salesforce, have limits on the amount of storage you have, and it can be difficult to store related documents into Salesforce without quickly running out of room. What you can do is surface your CRM content into your ECM for easy access and to avoid running low on storage.

  1. Synchronize your ECM and Collaboration

Some of you may already use your ECM as a collaboration platform internally. What about when you need to collaborate externally with a client? Many fear that external collaboration that is connected to their central repository will interfere with their IG plans. Well, it doesn’t have to. With the right kind of synchronization solution, you can easily publish out documents for external collaboration without the fear of compromising your entire source of record.

  1. Go Mobile

We most certainly have seen the shift from the old style of working to the 21st-century style of working. One of the ways we have seen things change is the introduction of the mobile worker. To stay competitive, we have seen more organizations and firms enable their employees to go mobile. Whether they have invested in tablets or laptops for their on-the-go employees, or implementing a BYOD (bring your own device) program, the mobile worker is more relevant today than ever. Enabling users to access their ECM content on the go is key to improving user experience with ECM.

  1. Migrate to your one true love

So your relationship with your ECM has been rocky. Maybe it is time to move on and find something that better meets your needs. Yeah you have a history with your current ECM, and probably have millions of documents, but that is no reason to stay if user experience is low. To really fall in love with your ECM, you first need to be happy with it. ECM migrations are a long process, but so is finding love. It is all worth it in the end.

ECM is important to any organization. And many people loathe their ECMs. With these tips, we hope you can find it in your heart to love your ECM and help your users love it too!

Posted on: February 14, 2017