Enterprise content management is no easy task. Sure, you can purchase an ECM solution to help do the work for you, but it’s not always rainbows and butterflies from there. Many organizations work with several different business systems to accomplish different tasks for the business. It’s not just ECM, but there are collaboration platforms, file sharing tools, CRMs, and other specialty systems. So how can you find your pot of gold at the end of the ECM rainbow? Let us tell you.
Integrate the most important systems
Let’s say you use your ECM as a central repository for client documentation. And instead of going back and forth between your CRM and ECM to retrieve updated information related to the client, you can integrate your systems together. One way to do this is to surface your ECM content into your CRM, like Salesforce or Dynamics. This will help save time looking for documents, as well as save money on the storage costs within your CRM. #Gold!
Synchronize between systems
Maybe your use case looks more like this: you need to publish out a certain set of documentation for external review or approval. However, you don’t want the external help to have access to your entire repository of record. This is where synchronization comes into play. With our Echo Content Synchronization tool, you can set up rules to specify how you want your documents to be synchronized. For example, you can have eDOCS as your repository of record, and use SharePoint Online for your external users to access documents. Another way synchronization can be of use is to bi-directionally synchronize content for internal use. This way, you can work within the system you prefer, and have your content saved back to the repository of record without any user interaction. You can also consider a user synchronization to empower users to synchronize the content they need to, aside from following the rules already set up by admins. #MoreGold!
If you’re using an external system that is browser based like HighQ or SharePoint Online, you can access your content from wherever you are! Our integration is built upon HTML5 and that means it can surface your ECM content from within any browser compatible application. You don’t have to be chained to the office anymore! We also have native Android and iOS apps that can provide you secure access to your ECM content beyond the office. #SomeMoreGold
Upgrade your system or migrate to a new generation system
Old legacy systems are losing traction in the modern ECM marketplace. We have seen a steady increase in organizations moving to next generation ECM systems, and especially those that reside in the cloud. The new generation of workers has certainly been a catalyst for this push toward more modern access to enterprise content. Thankfully, many vendors are focusing on updating UIs, functionalities, and new technologies, so an upgrade of our current system to the latest version could help. However, in some situations, you’re better off migrating your content to another system that better meets your needs. With any luck, you can find the right target repository to meet the specific needs of your organization. With the right planning and time allocation of migration processes, you will truly be golden. #EvenMoreGold!
Let SeeUnity guide you to the pot of gold at the end of the ECM rainbow. We provide solutions for each of the four above, and we have decades of combined experience doing it. Our goal is to help organizations access their content in the ways that make the most sense to their usage. #TheMostGold!