Category: Insights

CRM data governance rarely gets attention until it’s already a problem — duplicate records, conflicting ownership, reports nobody trusts. Most of it is preventable with a handful of decisions made early and revisited on a schedule. Here’s a practical starting checklist. 1. Define the system of record For every important data type — accounts, contacts,…

“Robotic process automation” and “low-code automation” get used almost interchangeably, and tools like UiPath and Microsoft Power Automate get compared as if they’re competing for the same job. In practice, they’re better thought of as different tools for different situations — and a lot of automation programs end up using both. What RPA is actually…

Shared drives work well right up until they don’t. There’s rarely a single breaking point — more often it’s a slow accumulation of workarounds until the folder structure is doing a job it was never designed for. Here are five signs that shift has already happened. 1. Nobody can confidently say which file is current…

“Enterprise content management” sounds like a category built for Fortune 500 IT departments. In practice, it’s a much simpler question: how does your organization capture, store, route, and eventually dispose of the documents it depends on — and does that process still work at your current size? What ECM actually does Strip away the vendor…