Podcasts about document management

Title Revolutionizing Home Inventory with AI  Summary In this episode of the Be a Smarter Homeowner podcast, hosts Beth Dodson and John Bodrozic explore the intersection of home inventory management and AI technology. They discuss the importance of understanding fixed assets versus personal property, the significance of photo composition for accurate inventory, and the balance between speed and accuracy in documenting home contents. The conversation also highlights real-life applications of HomeZada's AI features, demonstrating how homeowners can efficiently create detailed inventories for insurance and estate planning purposes. In this conversation, Beth Dodson and John Bodrozic explore the innovative features of Home Inventory AI, focusing on how it simplifies the process of managing home assets. They discuss the importance of photo composition for accurate inventory tracking, the power of AI in recognizing items and tracking warranties, and the convenience of finding manuals and managing documents. The conversation emphasizes the significance of keeping receipts and educating homeowners about their assets, ultimately showcasing how technology can streamline home management. Takeaways Home inventory is essential for managing home details. AI technology can simplify the home inventory process. Understanding fixed assets versus personal property is crucial. Photo composition affects AI's ability to recognize items. Speed and accuracy are both important in inventory management. Involving family can make inventory tasks more enjoyable. AI can process photos quickly and accurately. Detailed inventories aid in insurance claims and estate planning. HomeZada's AI features enhance the inventory experience. Creating an inventory can prevent duplicate purchases.  Home Inventory AI can identify items in seconds. Photo composition is crucial for accurate inventory. AI helps track warranties and replacement dates. Finding manuals is simplified with AI technology. Keeping receipts is essential for warranty claims. Homeowners can manage assets more efficiently. AI can educate homeowners about their properties. Document management is streamlined with Home Inventory AI. The importance of being prepared for home emergencies. Technology can significantly reduce time spent on home management. Sound Bites "Where do I start?" "Speed versus accuracy." "You brought up a good point." "The power continues." "I can't believe it. Like 10 seconds." "Amazing! Again, in less than 10 seconds." "This just makes my life so easy." "You need to know all that information."   Chapters 00:40 Introduction to Home Inventory and AI 03:35 Understanding Fixed Assets vs Personal Property 06:42 The Importance of Photo Composition 09:41 Speed vs Accuracy in Home Inventory 12:51 Real-Life Applications of Home Inventory AI 15:40 Demonstrating HomeZada's AI Features 18:44 Maximizing Detail in Home Inventory 21:35 Estate Planning and Long-Term Benefits of Inventory 22:50 Introduction to Home Inventory AI 25:32 Understanding Photo Composition for Inventory 27:35 AI Recognition and Warranty Tracking 30:40 Finding Manuals and Document Management 34:50 The Importance of Keeping Receipts 38:33 Educating Homeowners on Their Assets

Send us a textDocumenting the condition of your association property has become crucial to comply with new legal requirements as well as to maximize your insurance claims post casualty.  Transparency, accessibility, and digital organization also play the critical role of helping to protect resident safety.Digital documentation pioneer Trish Mackie-Smith joins host Donna DiMaggio-Berger for this episode of Take It To The Board to discuss how technological solutions are revolutionizing the way associations store and access their most important maintenance and repair records. After witnessing buyers making uninformed decisions due to lack of transparency, Trish co-founded Inndox to create a comprehensive digital repository that tracks building maintenance, warranties, and safety inspections throughout a building's lifecycle.Donna and Trish explore why independent document storage creates essential continuity for associations and assists management companies when they onboard new clients. This independent storage portal helps associations maintain compliance with increasingly strict legislative requirements while ensuring critical information isn't lost during transitions.Beyond simple document storage, Donna and Trish explore how modern systems can alert boards to upcoming inspection deadlines, insurance renewals, and warranty expirations—transforming static paperwork into dynamic tools for proactive management. Perhaps most fascinating is the emergence of structural monitoring technologies that use accelerometers to detect building movement, potentially preventing tragedies like Champlain Towers by identifying structural issues before they become catastrophic.Whether you're a board member struggling with disorganized records, an association manager seeking better technology, or an owner concerned about building safety, this episode offers practical guidance for bringing your association's documentation into the digital age. The message is clear: well-maintained digital records aren't just good governance—they're essential to protecting lives and property values.Conversation Highlights Include:• The many benefits of converting paper records to digital formats • How digital document repositories can help prove maintenance history to local Code Enforcement and support insurance claims post casualty• The importance of maintaining organized records to comply with increasingly strict legislative requirements• New technologies including structural monitoring systems that can detect building movement before failures occur• Practical implementation strategies including forming "scanning committees" to digitize historical documents• How proper documentation can strengthen a building's value and potentially reduce insurance premiums• Key documents that every condo or HOA should maintain digitally• How to address concerns from board members or managers who may not be tech-savvyRelated Links:Article: New Requirements for Condominium Association on Inspections of Official RecordsOnline Class: Record Keeping for Associations

This episode is sponsored by ERP Mechanics. Document management is an essential element of any enterprise solution, and our guest on this episode, Roger Cruz of ERP Mechanics, has worked with document management systems for many years, with a particular focus on Lasernet. Roger tells us about his years of experience deploying document management solutions. He shares some of the typical project execution techniques businesses have used and what has proven the most effective in different circumstances. We also discuss out of the box and unique use cases Roger has encountered, and how document management systems have evolved over time. And Roger reviews some of the ways Lasernet has differentiated itself from other solutions available to Dynamics 365 customers. More from ERP Mechanics: Whether it's a new or existing project, ERP Mechanics is here to minimize risks, reduce costs and deliver your project on time. We offer a free consultation and trial of our services. Learn more about how we can help - https://www.erpmechanics.com/

Alicia and Dan explore the often-overlooked but critical aspects of managing your QuickBooks and Intuit accounts, covering everything from security settings to document management. They provide a comprehensive tour of accounts.intuit.com and camps.intuit.com, revealing powerful tools for managing your subscriptions, documents, privacy settings, and user access. The episode also tackles important topics like the role of the primary admin, creating emergency access backdoors, and proper account management etiquette when transitioning between bookkeepers.SponsorsSettle - https://uqb.promo/settle(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:26) - Managing Your Intuit Account: Getting Started (06:25) - Sign-In and Security Features (13:27) - Profile and Business Information (15:40) - Data and Privacy Controls (18:47) - Products, Billing, and Payment Methods (21:08) - Document Management in QuickBooks (23:52) - Navigating Intuit Accounts (28:57) - QuickBooks Payments Portal Insights (31:43) - Ensuring Access and Security in QuickBooks (35:40) - Understanding the Role of Primary Admin (43:43) - Wrap Up and What's Coming Up (44:27) - Upcoming Classes and Final Thoughts Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.comAlicia's Upcoming Classes: QBO's Banking Center on March 4: http://royl.ws/QuickBooks-Online-BankingReconciling in QBO on March 18: http://royl.ws/Reconciling-In-QBO Dan's Links:Dan's Accounts article: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLoginsQB Power Hour - Intuit Accounts - https://www.qbpowerhour.com/10-22-24-managing-intuit-logins https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

This episode of the Insider's Guide to Energy podcast delves into the transformative role of artificial intelligence (AI) in the energy sector. Hosts Chris Sass and Jeff McAulay are joined by Ray Rasmussen, Managing Partner at rGen Consulting, to explore how AI is revolutionizing energy companies, from streamlining operations to enhancing decision-making. Rasmussen shares his insights on how businesses can effectively harness AI, focusing on its ability to provide actionable intelligence and improve processes like grid management and compliance. Rasmussen emphasizes the importance of starting with no-regrets projects that allow companies to build internal AI capabilities while minimizing risk. He discusses practical applications, such as using AI to optimize document management, digitize unstructured data, and create predictive models for energy grid maintenance. These early steps, he argues, help companies build a foundation that positions them for future AI advancements. Looking ahead, the conversation touches on the potential of AI to drive significant innovation in areas like electric vehicle infrastructure planning, compliance, and disaster recovery. Rasmussen offers a clear roadmap for energy companies eager to embrace AI, stressing the importance of taking manageable, incremental steps to ensure long-term success in this evolving technological landscape. We were pleased to host: https://www.linkedin.com/in/rayrasmussen/Visit our website: https://insidersguidetoenergy.com/

Efficient document management is essential. From editing PDFs to integrating advanced e-signature capabilities, businesses need robust, user-friendly solutions that streamline workflows. However, traditional tools often have limitations due to high costs, outdated technology, or poor integration with other software. Foxit Foxit provides a powerful alternative with its suite of products designed to transform how organizations …

In an industry where security, efficiency, and client relationships are paramount, having an integrated and democratized document and information management platform is more important than ever. In this episode of Banking Transformed, we explore the evolving landscape of document and information management in financial services with Matt Geiger from Sharefile. We discuss critical challenges banks and credit unions face and how innovative solutions can address these issues head-on. Matt also touches on the future of financial document management, including the role of AI and machine learning in creating more personalized, secure, and efficient systems. This episode of Banking Transformed Solutions is sponsored by Sharefile ShareFile helps professionals deliver modernized client experiences with collaboration and workflow technology that is highly secure, easy to use, and customizable to fit their organization's unique needs. Designed with highly regulated industries in mind, ShareFile offers secure, digital technology to simplify workflows and improve collaboration. ShareFile works with your existing technologies and gives you added visibility, speed, and efficiency, without sacrificing security. Visit sharefile.com

In this episode of Tech Talks Daily, I sit down with Lisen Kaci, co-founder of Discrepancy AI, a company that's pushing the boundaries of AI-powered document analysis. Lisen shares how Discrepancy AI transforms the way businesses handle unstructured documents like PDFs, invoices, financial records, and even heavily photocopied images. Through advanced AI, Discrepancy AI converts these into structured, searchable data, unlocking insights and improving workflows for legal firms, financial institutions, and beyond. We explore the fascinating origins of Discrepancy AI and how it addresses the limitations of traditional Optical Character Recognition (OCR) technology, which hasn't evolved much since 1974. Lisen details how their AI goes beyond simple text extraction, working with complex formats like charts, graphs, and tables, and even analyzing pixel-level data to detect signs of document tampering or fraud. This capability is transforming the way industries approach document integrity and security. Lisen also dives into the specific challenges legal firms face when processing massive volumes of documents, from contracts to tax filings. He discusses how AI can automate much of the tedious work, freeing up legal professionals to focus on higher-level tasks. With law firms increasingly interested in becoming AI-powered, Lisen shares his thoughts on how the industry is evolving toward more technology-driven practices. We also touch on privacy concerns and how Discrepancy AI ensures that data is handled securely, without training on customer information. Looking ahead, Lisen predicts a future where law firms will fully integrate AI solutions, allowing them to offer faster, more accurate services to their clients. Could AI truly revolutionize the legal industry, making processes more efficient and secure? Join us as we dive deep into the future of AI in legal tech with Lisen Kaci.

In this episode of the Foremost Media Marketing Chat podcast, Jon Ballard and Evan Facinger discuss the unique challenges and necessities for school district websites. They discuss the importance of user experience (https://www.foremostmedia.com/web-design-ux/ux-analysis), ADA compliance, and how to effectively organize content to meet the needs of several different unique audiences. The Importance of Flexibility and Functionality Proprietary content management systems (CMS) are often far too limiting for what school districts need. We advocate for the flexibility of open-source platforms like WordPress. School websites need to be functional, easy to navigate, and tailored to the specific needs of students, parents, staff, and the community. There are several critical features of school district websites that need to be considered, including calendar integrations, news updates, and mobile-friendly design, ensuring that the site serves all users effectively. Marketing and Branding for Schools Jon and Evan also discuss the often-overlooked aspect of marketing in the education sector. They share examples of how schools, including virtual, private, and public institutions, can benefit from strategic marketing to drive enrollment and community engagement. They also touch on the importance of branding consistency, suggesting that schools develop clear brand guidelines to maintain a professional online presence. Timestamps: 0:00 Intro 0:46 Organizing Information for Several Audiences at Once 5:26 Which Management Platform is Best? 8:45 Calendar Integration 10:28 Content Plugin for News & Updates 11:38 Misc Integrations: Links, Document Management, & Social Media 13:27 The Importance of Digital Marketing for School District Websites 14:59 Planning is Key 16:18 Have Consistent Brand Guidelines 17:07 Foremost Selected as UW's Primary Pre-Approved Vendor 18:21 Outro Find more marketing insights and show notes here (https://www.foremostmedia.com/resources/blog/posts?category=foremost-podcast)

Unsere Interviewpartnerin Nina erzählt uns in dieser Podcast-Episode wie es sein kann, dass Sie noch nicht von einer künstlichen Intelligenz substituiert wurde. Sie und Ihr Team spielen im Bereich legal technology und dem review management weiterhin manuell Sherlock Holmes. Sie führt uns durch Ihren gesamten Verantwortungsbereich vom Auftrag, dem Screening bis hin zur Übergabe an den Mandaten. Was die größten Herausforderungen dabei sind und was Sie allen Unternehmen und Kanzleien rät, erfahren wir in dieser Episode. --- Imagefilme: https://www.207-media.de/ Unseren Fachanwalt für Arbeitsrecht, Tobias Frommhold, Partner bei Kanzlei 746 kannst du unter frommhold@kanzlei746.de erreichen. Wenn du Anmerkungen oder Fragen an uns oder an unsere Interviewgäste hast, schreibe uns eine Nachricht über Instagram unter: matching_talents_podcast. Unternehmen, die Interesse daran haben mit ihren vakanten Stellen in unserem Podcast vorgestellt zu werden, können uns gerne unter der E-Mail Adresse: matchingtalentspodcast@gmail.com kontaktieren. Wir freuen uns schon jetzt auf die nächste Folge mit Dir, denn wir bringen Talente zusammen. Mari und Ingo

You might call this episode ShareDrive or OnePoint, if you dare. We hear from Stephen Rice (Principal product manager) from our OneDrive companion pod, Sync Up - and he chats/interviews your Intrazone host, Mark Kashman. It's a little bit of a M365 multi-verse as they interview each other - pod-to-pod, Intrazone-to-Sync Up. You'll hear their takes on their respective products - Stephen on OneDrive and Mark on SharePoint. In the end, it's a double bonus benefit for you - the best of both pods.   Read this episode's corresponding blog post. Note: We now publish posts for our regular episodes to the Community News Desk blog. We will continue to publish 'SharePoint roadmap pitstop' episodes to the SharePoint community blog.   09:40 Conversation with Stephen Rice 25:03 Upcoming Events Mark Kashman |@mkashman [co-host] Chris McNulty |@cmcnulty2000 [co-host] Stephen Rice | LinkedIn SharePoint | Facebook | @SharePoint | SharePoint community blog | Feedback OneDrive | @OneDrive | OneDrive community blog | Feedback  Microsoft Docs - The home for Microsoft documentation for end users, developers, and IT professionals.  Microsoft Tech Community Home Stay on top of Office 365 changes Upcoming events: Intranets and AI on Microsoft 365 | June 19-20, 2024 - Virtual Community Days - Chicago | July 20, 2024 - Chicago, Illinois M365 NYC (Community Days) | July 26, 2024 - New York City, NY TechCon365 - DC | August 12-16, 2024 | Washington, D.C. CollabDays Hamburg | August 31, 2024 - Hamburg, Germany Power Platform Community Conference | Sept. 18-20, 2024 | Las Vegas, NV CollabDays - New England | Oct. 18, 2024 | Burlington, MA TechCon365 - Dallas | Nov. 11-15, 2024 | Dallas, TX Microsoft Ignite (+ more info) | Nov 18-22, 2024, "Save the date" | Chicago, IL European SharePoint Conference | Dec 2-5, 2024 | Stockholm, Sweden + always review and share the CommunityDays.org website   Discover and follow other Microsoft podcasts at aka.ms/microsoft/podcasts.

Ritesh Varma, VP Business Solutions Consulting, Newgen SoftwareUsing a low code platform to develop business applications on the cloud allows for improved responsiveness to customer needs, from onboarding to service requests, lending to underwriting, and use cases across industries. Newgen Software offers a unified digital transformation platform with native process automation, content services, and communication management. The process begins with a ‘design thinking' approach. Robin Amlôt of IBS Intelligence speaks to Ritesh Varma, Vice President Business Solutions Consulting for Newgen Software. 

Rich Simons, Co-Founder and Partner, EDGE Business Systems (Executive Perspective, Episode 12) Rich Simons, co-founder and partner of EDGE Business Systems, discusses his transition from civil engineering to co-founding a document technology solutions company on this episode of Executive Perspective, with host Danny Vander Maten from Cresa. Rich discusses the challenges and motivations behind starting EDGE, the […]

This week, Ryan is joined by Marshall Simmonds, the Vice President of Sales for Scribbles Software, a prominent provider of K-12 software solutions. Marshall talks about the challenges schools face with document management, discussing issues like uploading and searching documents efficiently. Marshall also talks about the limitations of commercially available document storage platforms in the K-12 setting and highlights recent updates to the ScribOnline system to overcome document management hurdles. Tune in!  Don't just listen, join the conversation! Tweet us at @AcademicaMedia or with the hashtag #BigIdeasinEducation with questions or new topics you want to see discussed.Hosts: Ryan Kairalla (@ryankair)Producer: Ross Ulysse

In this episode of the Director's Club, join Noelle as she shares her expert advice on "Taming the Paperwork Jungle." With practical tips and a step-by-step plan, Noelle guides you through the process of organizing your office and decluttering your workspace. From clearing out drawers, categorizing paperwork, implementing filing systems, to utilizing digital tools and establishing a management system, Noelle provides a comprehensive roadmap to achieve an organized and efficient workspace. Whether you're feeling overwhelmed by the chaos or seeking to maintain a clutter-free environment, this episode will empower you to take control of your office space and create a sustainable system for long-term organization. Listen in for valuable insights and actionable strategies to tackle the paperwork jungle with confidence!Let's connect:www.thedirectorsclub.netCommunity:Join my FREE Facebook group and connect with other directors and me as we navigate leading a child care center together!  FB Group Child Care Center Owners and DirectorsSocials:Facebook page, The Director's ClubInstagram, The Director's ClubWORKING WITH NOELLE AND THE DIRECTOR'S CLUB:The ClubDiscover more about The Director's Club, a mastermind group designed for child care center directors who seek support and expert guidance to maintain high-quality early education centers.   LEARN MORE ABOUT THE CLUB HEREThe Teacher's LoungeDo you want to enhance your teachers' confidence in the classroom through a mentoring program tailored to their needs? Look no further than The Teacher's Lounge, a dedicated mentoring department that you've always wanted for your child care center. Don't hesitate, visit us now to learn more HERE    

On this episode of Industrial Talk, we're onsite at Accruent Insights and chatting with Jacobs Engineering about Document Management - Challenges and Opportunities.  Here are the key takeaways: Securing operational technology with Palo Alto Networks. 0:00 Palo Alto Networks offers zero trust security for operational technology, simplifying management and providing comprehensive visibility and protection. Industrial innovation and technology adoption. 1:16 Matt McAlister, account manager of documentation at Jacobs Engineering, helps clients identify highest value metadata and document types for transition from legacy systems to new EDI and MES. Matt and his team determine what the industry looks for when identifying high value, which can include drawings, reports, schedules, and more. Scott MacKenzie emphasizes the importance of setting priorities and goals at the beginning of a project, rather than coming to him six months later with issues. Highlights the value of 3D design tools in the industry, but notes that clients often don't know how to manage and use the information provided. Jacobs Explains the difference between BIM models and digital twins, emphasizing that BIM models are part of digital twin and involve copying the model for future use. Jacobs Highlights the importance of having a standardized industry tool for receiving BIM data to facilitate maintenance and asset management, particularly for aging infrastructure. Shares their personal experience in the early days of digitizing data from flat stack rooms to create a record, emphasizing the need for a standardized approach to BIM data management. Using technology to improve efficiency in construction projects. 9:54 Scott MacKenzie and Jacobs discuss the importance of quality information in the design and construction process, with Speaker 4 highlighting the need for ongoing maintenance and change management. Jacobs Emphasizes the importance of having the right skill sets and tools, such as Revit and Navisworks experience, to tie information together and save time and money on maintenance and future projects. Jacobs explains how Meridian's partnership with Jacobs began due to their clients' need for change management and education in the 3D environment. Jacobs highlights the importance of Revit's database attached to the CAD environment, making it easy to find and update information with proper standards in place. Industrial automation, data management, and AI. 15:04 Scott MacKenzie emphasizes the importance of keeping documentation up to date in a rapidly changing industrial environment. Jacobs highlights the potential safety risks and time constraints of shutdowns when workers lack access to accurate information. Jacobs emphasizes the importance of accurate data in AI-powered simulations, citing the need for a "foundational layer data" to support future technologies. Jacobs highlights the potential of digital twin technology, but also acknowledges the challenges of interpreting AI and ensuring it does what we want, rather than what it thinks we want. Jacobs and Scott MacKenzie discuss the value of simulation in...

Frazier & Deeter’s Business Beat: Eric Pritchett, Terzo Technologies Eric Pritchett, President and COO of Terzo Technologies, an enterprise AI company, joined host Roger Lusby to discuss the company’s technology and how it helps businesses extract valuable data from documents, contracts, and more. Eric talked about their capacity to improve decision-making and operational processes. He […] The post Eric Pritchett, Terzo Technologies appeared first on Business RadioX ®.

Document management is a must in legal, and Microsoft 365 has plenty of ways to organize and process your documents for you. So, what do you need to know about it? Jared welcomes Keith Vallely to talk through the uses of SharePoint, OneDrive, and other Microsoft features to help attorneys understand the nuances of Microsoft's methods for document management. The Rump Roast digs deep into tricky Star Wars trivia in a game Jared likes to call “Star Tours.” Do you know what language is written on Darth Vader's chest plate? Does Keith know? Listen in to find out. And, Jared taps into his unapologetically nerdy side to analyze the current sci-fi offerings in the multiverse and beyond. So, if you're in need of some excellent escapism, Jared has plenty of recommendations for the sci-fi movies and shows you should watch. Keith Vallely is Vice President and Senior Consultant at Epona USA. ----- Since we talked about a lot of different sci-fi IP - including Star Wars - let's enjoy a list of the best sci-fi movie needle drops of all-time. ----- Our opening track is Two Cigarettes by Major Label Interest. Our closing track is Tenderness of You by Cast of Characters.

Document management is a must in legal, and Microsoft 365 has plenty of ways to organize and process your documents for you. So, what do you need to know about it? Jared welcomes Keith Vallely to talk through the uses of SharePoint, OneDrive, and other Microsoft features to help attorneys understand the nuances of Microsoft's methods for document management. The Rump Roast digs deep into tricky Star Wars trivia in a game Jared likes to call “Star Tours.” Do you know what language is written on Darth Vader's chest plate? Does Keith know? Listen in to find out. And, Jared taps into his unapologetically nerdy side to analyze the current sci-fi offerings in the multiverse and beyond. So, if you're in need of some excellent escapism, Jared has plenty of recommendations for the sci-fi movies and shows you should watch. Keith Vallely is Vice President and Senior Consultant at Epona USA. ----- Since we talked about a lot of different sci-fi IP - including Star Wars - let's enjoy a list of the best sci-fi movie needle drops of all-time. ----- Our opening track is Two Cigarettes by Major Label Interest. Our closing track is Tenderness of You by Cast of Characters.

Today Laura and Kevin chat about Relativity Fest 2023. Laura was onsite in Chicago while Kevin attended virtually. Laura spoke with the Honorable Judge Toni Clarke, Jeff Henry and Stephanie Wilkins on the floor and attended the press briefing where she had a chance to interview Relativity CEO Phil Saunders and Dr. Aron Ahmadia. Laura and Kevin talk about the sessions, the conference set up, the Innovation Awards, Phil Saunders' take on sunsetting Relativity, Dr. Ahmadia's take on incorporating generative AI into review and much more!Relativity Fest is an annual conference held in Chicago designed to educate and connect the e-discovery community. It's the place for legal and tech professionals to talk shop, connect with their peers, and learn from each other in panels, discussions, breakout sessions, networking events and trainings.Phil Saunders is the CEO of Relativity. He is a seasoned technology executive with a hands-on approach to leading core company functions in hardware, software and SaaS, with specific experience in the information security, data protection, Human Resource (HR) tech, and quickly ramping in all things Legal Tech. Prior to joining Relativity, he was the CEO of Cornerstone on Demand and Saba Software. Dr. Aron Ahmadia is the Senior Director for Applied Science at Relativity, where he leads the development of AI capabilities for Relativity One, including AI-Assisted Review, Analytics, and Search. He is an internationally recognized expert on machine learning and artificial intelligence. His specializations include the use of AI in Legal Discovery, Model Risk Management, and Responsible AI. Dr. Ahmadia previously held an adjunct faculty position with George Washington University, and was an inaugural Professor of Computer Science at KAUST, where he taught one of the first coed classes in the Kingdom of Saudi Arabia. Dr. Ahmadia holds a Ph.D. in Applied Math from Columbia University and a B.S. in Computer Engineering from the Illinois Institute of Technology.The Honorable Judge Toni Clark, was an Associate Judge in Prince George's County Circuit Court, 7th Judicial Circuit from 1998 to 2018 when she retired. She was a member of the Public Awareness Committee from 2001-15, the Maryland Judicial Conference, the Chair of the Public Defender Regional Advisory Board from 2001 to 2009. She was a member of the Court Access and Community Relations Committee and the Judicial Council. She was an Associate County Attorney in Prince George's County from 1987 to 1989. She was a Member of the Special Joint Committee on Minorities in the Legal Profession, a member of the  Redistricting Commission in Prince George's County in 1991, and a State's Attorney, Prince George's County from 1994-95. She also served a member of the  Governor's Task Force on Judicial Nominating Commissions and the State Administrative Board of Election Laws.Jeff Henry is the Director of Sales at Hire Counsel. He is an experienced Director of Business Development with over 30 years of experience working in the legal services industry. He is a strong sales professional skilled in Litigation Management, Arbitration, Sales, Document Management, and Computer Forensics. He previously worked for Exterro, Aureus Tech Systems, ONE Discovery Inc., iCONECT, IPRO and IKON Office Solutions as well as others. Stephanie Wilkins is the Editor In Chief of Legaltech News. She is responsible for content and direction of the Legaltech News publication on the popular Law.com website. She writes on all issues pertaining to technology in the legal sector, with a particular emphasis on the generative AI. She is also a photographer, an AI and technology nerd, a former lawyer, an intrepid solo world traveler and a boxer in training.

This episode of This Week in Enterprise Tech covers the convergence of networking and security with the emergence of SASE (secure access service edge), tips for navigating the document and file management landscape, and more enterprise tech stories. A new Chrome 0-day is sending the Internet into a new chapter of Groundhog Day DHS Calls Into Question Physical Security in Johnson Controls Cyberattack Hikvision Intercoms Allow Snooping on Neighbors Backdoored firmware lets China state hackers control routers with "magic packets" On our Byte discussion the hosts explore the rise of SASE (Secure Access Service Edge) as organizations embrace cloud and hybrid environments. The hosts weigh how acquisitions like Cradlepoint & Ericom will shape the SASE-as-a-service market. For the host roundtable, Lou Maresca, Brian Chee, and Curt Franklin talk about document archiving and file management systems. They trace the evolution from optical archives to today's mix of on-prem and cloud solutions. The hosts also debate when to build vs buy systems, and the promise of generative AI for archiving and searching documents. Hosts: Louis Maresca, Brian Chee, and Curtis Franklin Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: nureva.com/twit GO.ACILEARNING.COM/TWIT

This episode of This Week in Enterprise Tech covers the convergence of networking and security with the emergence of SASE (secure access service edge), tips for navigating the document and file management landscape, and more enterprise tech stories. A new Chrome 0-day is sending the Internet into a new chapter of Groundhog Day DHS Calls Into Question Physical Security in Johnson Controls Cyberattack Hikvision Intercoms Allow Snooping on Neighbors Backdoored firmware lets China state hackers control routers with "magic packets" On our Byte discussion the hosts explore the rise of SASE (Secure Access Service Edge) as organizations embrace cloud and hybrid environments. The hosts weigh how acquisitions like Cradlepoint & Ericom will shape the SASE-as-a-service market. For the host roundtable, Lou Maresca, Brian Chee, and Curt Franklin talk about document archiving and file management systems. They trace the evolution from optical archives to today's mix of on-prem and cloud solutions. The hosts also debate when to build vs buy systems, and the promise of generative AI for archiving and searching documents. Hosts: Louis Maresca, Brian Chee, and Curtis Franklin Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: nureva.com/twit GO.ACILEARNING.COM/TWIT

This episode of This Week in Enterprise Tech covers the convergence of networking and security with the emergence of SASE (secure access service edge), tips for navigating the document and file management landscape, and more enterprise tech stories. A new Chrome 0-day is sending the Internet into a new chapter of Groundhog Day DHS Calls Into Question Physical Security in Johnson Controls Cyberattack Hikvision Intercoms Allow Snooping on Neighbors Backdoored firmware lets China state hackers control routers with "magic packets" On our Byte discussion the hosts explore the rise of SASE (Secure Access Service Edge) as organizations embrace cloud and hybrid environments. The hosts weigh how acquisitions like Cradlepoint & Ericom will shape the SASE-as-a-service market. For the host roundtable, Lou Maresca, Brian Chee, and Curt Franklin talk about document archiving and file management systems. They trace the evolution from optical archives to today's mix of on-prem and cloud solutions. The hosts also debate when to build vs buy systems, and the promise of generative AI for archiving and searching documents. Hosts: Louis Maresca, Brian Chee, and Curtis Franklin Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: nureva.com/twit GO.ACILEARNING.COM/TWIT

This episode of This Week in Enterprise Tech covers the convergence of networking and security with the emergence of SASE (secure access service edge), tips for navigating the document and file management landscape, and more enterprise tech stories. A new Chrome 0-day is sending the Internet into a new chapter of Groundhog Day DHS Calls Into Question Physical Security in Johnson Controls Cyberattack Hikvision Intercoms Allow Snooping on Neighbors Backdoored firmware lets China state hackers control routers with "magic packets" On our Byte discussion the hosts explore the rise of SASE (Secure Access Service Edge) as organizations embrace cloud and hybrid environments. The hosts weigh how acquisitions like Cradlepoint & Ericom will shape the SASE-as-a-service market. For the host roundtable, Lou Maresca, Brian Chee, and Curt Franklin talk about document archiving and file management systems. They trace the evolution from optical archives to today's mix of on-prem and cloud solutions. The hosts also debate when to build vs buy systems, and the promise of generative AI for archiving and searching documents. Hosts: Louis Maresca, Brian Chee, and Curtis Franklin Download or subscribe to this show at https://twit.tv/shows/this-week-in-enterprise-tech. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: nureva.com/twit GO.ACILEARNING.COM/TWIT

Jared Correia talked with Keith Vallely, an expert in the space about document management best practices for law firms, including the use of appropriate software tools. Episode Highlights 04:54 The differences between document organization and document management 06:34 Why document management should include searching capabilities 14:00 The difference between case management, law practice management and document management systems 20:40 Advice to law firms on choosing a system to start with 23:07 Microsoft's heavy lifting tasks such as supporting, storing, and securing user's content 25:13 Tips on how to organize files in the cloud using Microsoft's platform and how to segregate content according to users' needs 28:28 The potential of workflows once the DMS is in place   Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Keith Vallely https://www.epona.com/  

Jared Correia interviews Cain Elliott and Michael Powers. They discuss slow adoption rates of lawyers to new technologies and refer to a dedicated event to encourage direct conversations around it. The discussion brings legal operations technology to the fore, emphasizing its need to enhance efficiency and optimize outcomes. They delve into the challenges around secure document sharing, the importance of integrating seamless learning experiences into daily workflow, and utilizing features specific to a user's need for successful tech transitions. Episode Highlights 02:51 The weirdest thing the guests have ever eaten on vacation 04:57 Legal operational technology and its benefits 06:05 How legal specific software can help teams run more efficiently 09:37 Characteristics of a legal document 10:25 How a legal department or firm effectively set up a way to share documents and file 20:15 The role of AI in searches, possible improvements in interaction with documents using conversation features, and benefits of having a digital assistant  25:19 The problem legal departments could solve quickly using legal operations technology  Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Cain Elliott and Michael Powers cainelliott@filevine.com michael.powers@imanage.com https://www.filevine.com/ https://inanage.com/  

Today's guests are DLA Piper Chief Data Scientist Bennett Borden and Chair of DLA Piper's AI Practice Danny Tobey. DLA Piper is among the world's leading law firms, and as Bennett and Danny explore with Emerj Senior Editor Matthew DeMello on today's podcast, they have some compelling use cases at the cutting edge of AI applications in the legal realm. In a follow-up to their first episode on document management use cases, Bennett and Danny closely examine how large language models are changing workflows throughout the legal sector. Later, they look back at their conversation across both episodes to offer hypotheses on what future legal work will look like in an augmented AI future. To discover critical AI applications and trends, download our whitepaper “3 Ways to Discover AI Trends” at emerj.com/t3.  

Most people tend to become a generalist first before diving into being a specialist. So what does it look like when a specialist becomes a generalist? In this episode, Abhijit Verekar invites someone who is on this path. He talks to Christopher Liersaph from Union County, NC, about how he transitioned from being a document management domain specialist to becoming an IT director-level generalist. Christopher touches on the skills required in this move and what he thinks about innovation and applying that to leadership in technology. He also shares how they are doing during this pandemic, what strategies they are implementing, and what are the key things they are learning from this time to reinvestigate the pillars of their organization and improve them. Follow along to this conversation as Christopher further talks about transferring a business vision to your tech team, envisioning a smart county, utilizing social media for marketing, and more.Love the show? Subscribe, rate, review, and share!Join the Rethink IT Community today: averoadvisors.com

We chat with 45Drives about their ambitions to build a home-lab server that bridges the gap between enterprise-level servers and consumer-grade NAS products. And more.

Jared Correia and Jill Schornack, VP of Product at Net Documents, discuss AI's role in legal technology. They explore how AI-powered tools can enhance document management, streamlining workflows and improving consistency. They also emphasize the benefits of integrating document management software with platforms like Microsoft M365 and Teams for better collaboration, document sharing, and security. The conversation highlights the need for software vendors to support customers and users to effectively leverage these technologies in the legal sphere. Episode Highlights 01:18 Introducing guest Jill Schornack from Net Documents 03:16 AI, ChatGPT, and large language models and how technology has improved over the years and how it can be beneficial and transformative for legal technology 05:17 How AI can impact legal and specifically the document management arena. 08:52 The many capabilities of AI 11:12 Data security in AI applications 12:42 The importance of properly vetting AI software and looking for solutions that allow users to design their own prompts while also having out-of-the-box AI skills 14:51 The exciting world of taxonomies for document management and the benefits of having a standardized legal data taxonomy to enhance AI workflow capabilities 18:27 The shift in adoption of tools like Microsoft Teams and M365 for document sharing, storing posts and chats, and how access controls and security measures are important in this new environment 20:30 Continuing need for cloud-based tools to support remote teams and diversified workforces even after the pandemic 20:55 Supporting customers and users through software by delivering value alongside the user while drafting documents and collaborating on virtual platforms like Microsoft Teams Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Jill Schornack https://www.netdocuments.com/ https://twitter.com/netdocuments https://www.facebook.com/ndocuments/ https://www.linkedin.com/in/jillschornack  

In today's episode of Transmit Safety, Aimee talks about implementing document management systems that are effective, accurate, and compliant.What do you do with all of those directional and operational documents that have been created by putting your value of safety into action? We all know that a well organized banker's box of documentation is nothing to be ashamed of, not all of us have moved over to a health and safety software. So whether or not you're using paper or electronic files for your health and safety management system, let's dive in and explore some tips and tricks to effectively manage that process.In this episode, you'll learn:What document management is all aboutPaper versus electronic documentationSecurity and confidentiality of documentationTraining employees to use document management systemsReal world document management scenariosThe Transmit Safety Podcast is here to help health and safety practitioners achieve a holistic approach to workplace health and safety so they can become impactful leaders and put the value of safety into action. Resources and linksToday's episode was sponsored by Transmit Safety, a consulting business where I help streamline and simplify health and safety management systems through education, program development, audits, and coaching. If you'd like to join the next cycle of Upgrade and Optimize, my group coaching program, go to: transmitsafety.com/programWant to receive weekly content that will help you become the Health & Safety leader you want to be and stay up to date with me and Sir Reginald? Plug into the Transmit Safety Newsletter here.Quotes from this episode“Think about it from the perspective of what if you won a billion dollars and you were no longer at your position? Would the next person coming in after you have any idea of where your files are stored? And how to retrieve them and would they be easily able to pick up that naming convention that you have in place?”“You shouldn't be the only one that has the key to the paperwork. The key to the process is to make sure that you understand the record management requirements but also that everybody who needs to get access and interact with the records understands those requirements as well.”“Managing both paper and electronic documentation or records is critical to ensuring that your organization is able to demonstrate your proof of process.”Connect with Aimee ArsenaultAimee Arsenault is a CRSP and CHSC. She is the founder of Transmit Safety, a business that helps you simplify and streamline health & safety management systems.Linkedin: Aimee ArsenaultInstagram: @transmit.safetyTwitter: @transmitsafetyWebsite: transmitsafety.com

Is that filing cabinet full of company documents about ready to spill over? DocuWare Kinetic Solutions can get that sorted. This software tool, provided by Tech4 Office Equipment (01228-672186), streamlines your company's workflow by digitising and automating document storage. Go to https://www.tech4office.co.uk/docuware for more. Tech4 Office Equipment Ltd Unit 1 The Old Warehouse Lorne Crescent, Carlisle , Cumbria CA2 5XW, United Kingdom Website https://www.tech4office.co.uk/ Phone +44-1228-672186 Email paul@tech4office.co.uk

This episode is sponsored by Formpipe.   Microsoft Dynamics 365 projects have the potential to impact organizations both in terms of the quality of internal operations and their customer-facing activities. On this episode, Formpipe's Commercial Director Mike Rogers and Business Solutions Consultant Soren Hjorth join us to share their recent real world experiences working with Dynamics 365 customers. As they explain, solving business document challenges can deliver Dynamics ERP and CRM users with a range of benefits that not only achieve immediate goals but also position them for future needs.   We also discuss some news of the day: Microsoft's recent announcements of Copilot capabilities for Dynamics 365 apps, Power Platform,  Microsoft 365, and beyond. As AI tools scour an organization's content and data, proper access to business documents will be a critical pre-requisite.   Show Notes: 2:00 - Why so many Dynamics clients are focusing on deploying connected business systems 6:15 - First impressions of Microsoft's Copilot previews and what an AI engine means for document management and structured data 11:30 - Why automation is such a popular topic for vendors and customers 14:30 - Why integrating Formpipe Lasernet with other ISV solutions that work with Dynamics 17:00 - The influence of Power Platform on business application strategy 19:00 - Recent industry-related customer stories, including 24:30 - A brief update on Formpipe's document management platform   For more information on Formpipe and its document management solutions for Dynamics, please visit: www.formpipe.com or please check out Formpipe content on MSDW.

Audrey, an experienced CPA with 30 years of industry knowledge, spearheaded a revolutionary initiative to revolutionize document management for accountants, resulting in a powerful project management tool known as Notis - far superior to traditional methods. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

In this podcast today, I will discuss the company CareCentrix! Listen to the podcast for details! --- Support this podcast: https://anchor.fm/thressa-sweat/support

This episode is sponsored by Formpipe. Formpipe's Business Solutions Consultants Soren Hjorth and Stefan Kristiansen join us to discuss commonly seen document management requirements in the Dynamics community. As more customers modernize from on-premises to cloud ERP solutions, their requirements and expectations for document automation often change, our guests say. Organizations today want greater speed, universal access and control, and better integrations, among other things. We also discuss what's new at Formpipe, including the next major version of Lasernet and some of the forward-looking plans of Dynamics customers looking to document management more holistically. Show Notes 2:00 - What are customers asking for frequently today (more performance, better flexibility and responsiveness to requirements)? 9:00 -  The role of paper printing in today's business (especially in the US) and how businesses are moving away from paper 10:30 - How to find speed gains in the document automation and printing process 11:30 - Changes in customer requirements in recent years 13:30 - Customer expectations today for a document management solution: better understanding of what solutions can provide 16:00 - How to scope and prioritize document management needs to get the most out your investment 18:30 - Learning about what an organization does well in their Dynamics system today 22:00 - What's new with Formpipe Lasernet today -  app integration, scanning, adding applications 25:15 - Working together with the Power Platform 27:45 - What's new at Formpipe - planning for the new release, hosting options, integrating marketing goals For more information on Lasernet for Dynamics and Formpipe, please visit: www.formpipe.com or please check out Formpipe's content on MSDW.

Metadata-driven document management platform.

How hard could ERP document management be? Just get a dropbox subscription, and dump all your files into that. Well, regulated industries may have significantly complex processes. The needs could be as simple as maintaining the versions of drawings. Or as complex as driving your quality and production processes. Not having a good document management system could throw off your production and quality processes. So what are the best practices for ERP document management?In today's episode, we invited a panel of cross-functional experts for live interview on LinkedIn who brings significant expertise to discuss ERP Document Management best practices. We discussed the difference between document and data and how there is a very thin line between both Finally, we covered ERP document management concepts such as metadata, BOM, engineering drawings, and paperless.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

In this episode you hear from Eyal Orgil, CRO at dealhub.io. Dealhub offers a solution with CPQ, CLM and more capabilities. Eyal lives with his family near Tel Aviv in Israel and has 25+ years of business experience. Here he talks about the latest investment rounds Dealhub received, some key capabilities their solution offers, their global expansion plans, their collaboration with Hubspot, upcoming Industry Analyst Reports and much more. web:  dealhub.io  LinkedIn:  https://www.linkedin.com/in/eyalorgil/ 

As President & COO of Altec, Don Howren is responsible for driving corporate growth strategy, company go-to-market execution, and market share growth. He is an accomplished senior executive with 30 years of experience in enterprise software at Epicor, Sage, Aderant, and Accruent including successful exits with industry-leading Private Equity organizations. Don has a variety of experience in enterprise software companies from start-ups, early stage, high growth, and turnaround environments. 

In this episode you hear from Experlogix CEO Bill Fox and learn more about their CPQ Solution. Bill lives with his family in Birmingham, AL and has an MBA from Harvard. Here he talks about his business experience before he joined Experlogix in 2020, the current business growth and expansion plans of Experlogix, top customer requirements they see, market worries, their relationship to Microsoft and more web: www.experlogix.com  email: BFox@experlogix.com  LinkedIn: https://www.linkedin.com/in/bill-fox-3b60b94/ 

Joey Martin sits down with Mo Bina, Managing Principal and Founder of High-Rise Capital to discuss what real estate syndication looks like from both the syndicator and investor side of the deal. This episode is a great start for anyone considering an investment in commercial real estate.About Mo Bina: Mo partners with high-income earners, high-net-worth individuals, and family offices to obtain above-average, risk-adjusted returns from tax-efficient investments. Through strong collaboration, Mo helps his investment partners generate passive income streams, diversify their portfolios via syndicated commercial real estate, and build Purpose-Driven Wealth™, which is the financial freedom to live a full and balanced life. He is also the host of the popular show, Purpose-Driven Wealth, an author of three eBooks, and a frequent speaker on the topic of alternative investments and commercial real estate. Mo and his partners have syndicated over $70 million of multifamily real estate. He is also an experienced investor in alternative assets, private money lending, and across various real estate sectors including residential, multifamily, senior living, office, and industrial real estate. He is a member of Stanford Professionals in Real Estate (SPIRE). He has two bachelor's degrees in civil and environmental engineering, cum laude, from UC Irvine and a master's degree in environmental engineering from Stanford University. When Mo is not spending time with his family, he enjoys playing tennis, hiking, traveling, and reading. Links: For more information on passive investing in commercial real estate, please check out the free eBook — More Doors, More Profits — by clicking below: https://www.high-risecapital.com/resources-index Tune in to the Purpose-Driven Wealth show by clicking below: https://www.purposedrivenwealth.show/ About Investor Deal Room: Investor Deal Room is a web-based, real estate syndication software for multi-family operators and commercial real estate companies. IDR provides Virtual Deal Rooms, an E-Signing Solution, Capital Raise Tracking, Document Management, K-1 Hosting, and much more. You can learn more about Investor Deal Room at http://investordealroom.com.

I spoke with two representatives of NonEvent partners (MyCase + DocStyle) about document management best practices for law firms. Highlights What their favorite television productions are and why people should be watching them. - 2:48 What MyCase: What to expect and what it means for the industry. - 5:12 With the acquisitions happening in the legal space, how do they stay on top of what's happening with the companies? - 7:03 What should you follow in terms of styling and formatting? - 9:56 Where to store the documents: The best practices and software to use. - 12:55 Is the client portal a good and effective file-sharing solution? - 15:15 Law firms moving from desktop legacy applications into the cloud: How does it work and why it shouldn't be daunting for lawyers? - 17:23 How to manage integration with document management tools for law firms. - 22:38 What an integrated experience looks like from the perspective of a case management software user. - 24:49 What's their favorite document management tip? - 27:24 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Adrian Bailey and Arman Samani https://www.docstyle.net/ https://www.mycase.com/ abailey@docstyle.net arman.samani@mycase.com  

Host Catherine Short welcomes Houston attorney Rachel V. Rose, JD, MBA to discuss document retention and legal holds. A multitude of laws, including HIPAA, requires certain types of documents be kept for a certain period of time. How does document retention play out for public companies subject to SOX and what should companies do in the event of a legal hold or a preservation request? They discuss laws that are relevant to healthcare industry participants, as well as compliance suggestions, and steps to take when either a legal hold or a preservation request arrives. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

Gary is a Bestselling Author, a Serial Entrepreneur, and CEO at Success Masters LLC, a holding company that has invested in business networking, online media, e-commerce, and intellectual property. A 35-year veteran of sales, marketing, and professional service. Gary's background covers domain expertise in Business Networking, Sales Process, CRM, Business Process Management, Content/Document Management, and Search. Domain expertise is well-founded in industries such as retail, e-commerce, financial services, hi-tech software, telecommunications, and publishing, and 4 years as a professional speaker on the seminar circuit speaking to over 100,000 attendees. A Triple Major MBA from Northwestern/Kellogg in Finance, Marketing, and Policy. A dynamic speaker, recognized as a top sales presenter, motivating audiences from personal experience as a manager, sales professional and long time executive. Four-time VP of Sales, VP of Marketing, established a reputation for turning average organizations into top producing organizations. Served as the Vice President of Sales at Upshot (Siebel), where under his leadership, revenues and bookings grew five hundred percent, VP of Sales at Eloquent (OpenText) where he helped take the company through a successful IPO in 2000. Previous companies with executive roles were at OpenText, Folio/Lexis Nexis, and Eagle Systems. Business expertise is concentrated in the areas of major customer acquisition, account strategy, sales leadership, marketing strategy, and best practice management and implementation. Specialties: Business Networking, Sales Training/Coaching, Marketing Consulting/Strategy, Business Start-up, Business Turn Around, Contract Negotiation, and Multi-Dimensional Domain Expertise (CRM, SaaS Applications, Knowledge Management, Document Management, Business Process Management, Best Practice Management). Connect with Gary Laney here: http://www.thepowerofstrategicinfluence.com/info @successmasters.com ------------------------------------------------------------------------------------------------------------------ What is Journey with Christian D Evans Podcast and Why is Everyone Talking About it? __________ Get Mentored by Christian D Evans: www.christiandevans.com __________ You've probably heard about Journey with Christian D Evans Podcast by now. It seems like everyone is talking about it. So what exactly is Christian D Evans Podcast? And is it even worth the hype? Well friends, I'm answering all of your questions in this Podcast Section. I'm going to tell you everything you need to know about Journey with Christian D Evans Podcast, so be sure to check it out! __________ RESOURCES & LINKS MENTIONED IN THIS VIDEO: Personally Coached by Christian D Evans - APPLY HERE: https://www.christiandevans.com/ninja-marketer46592986 __________ BUSINESS/SOCIAL MEDIA TIPS: FREE $10 Million Dollar Training from $10M/yr CEO: https://www.christiandevans.com/10-million-ceo-explains53321492 “How to impact the world as a Missionary? Ben & Colette Interview”: https://youtu.be/glfpJpL2oaA “Are Your Limiting Beliefs Stopping You from Achieving Your Goals?”: https://youtu.be/ZnNiZGU5YoA “How To Unleash your Potential with Carol Edwards”: https://youtu.be/ZfrIySHr2jA __________ CONNECT WITH ME: TikTok: https://vm.tiktok.com/ZTdujUXWv/ LinkedIn: https://www.linkedin.com/in/evansandfamily/ Instagram: https://www.instagram.com/christian_d_evans/?hl=en Journey with Christian Podcast: https://open.spotify.com/show/5BecmOVFSTLB1J08P3INSB?si=rUDkdD4EQ4yGyi9baaKwbQ

“Disruption comes in all shapes and sizes.” - Dania BuchananThank you for tuning in to episode 31 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest today is Dania Buchanan, the President at SmartVault. The core mission at SmartVault is providing businesses with a central document destination that enables the adoption of a fully digital, fully automated document workflow. The SmartVault system is also highly secure and supports regulatory compliance mandates. They focus on reducing or eliminating routine and repetitive tasks associated with document workflows, serving small and mid-sized businesses like credit unions.While she originally wanted to be a journalist, in this episode Dania discusses the inspiration that led to founding SmartVault and taking on the role as President. She shares that product disruption is exciting to her, as her team turns traditional document management on its head. We explore ways that integrating document management into the apps and workflows credit unions are already using can make them more competitive.Dania always works to create a culture where staff can do the best and most vibrant work of their careers. Throughout the episode, we talk through the needs of employees to be able to collaborate whether working from the office, at home, or in a hybrid of the two. Dania expresses how important community service is to her as a leader and how she intentionally builds structures for her whole team to participate. As technology continues to evolve, Dania recommends building the foundation first and leveraging incremental change instead of trying to redo everything at once.As we wrap up the episode, Dania shares a favorite beverage, her go-to podcasts, and the person she thinks of first when she hears the word “success.” Enjoy my conversation with Dania Buchanan!Find the full show notes on cuinsight.com.Connect with Dania:Dania Buchanan, President at SmartVaultdbuchanan@smartvault.com https://www.smartvault.com/ LinkedIn | Twitter | Facebook | Instagram

https://www.bossequity.com/about-us/mark-edwardsCEO of Boss Equity - 100 AcquisitionsIn April 1999 Mark set up Document Boss (now Boss Equity), with his then partner, David Shieldhouse. Together, they created the blueprint for a new type of specialist service provider aimed at senior executive business leaders in the software tech sector.Over the ensuing 19+ years, Mark has been personally involved in over 100 Software Tech acquisitions. His wide-ranging knowledge, contacts and experience in this sector have proved invaluable in finding ‘the right fit' for client companies and acquirers alike.Rapid Growth for Client CompaniesOver the past 5 years, Mark has developed and refined Boss Equity's “Equity Value Accelerator” (EVATM) service. This is a bespoke framework which assists software tech CEO's and business owners to grow the equity in their business.By examining 5 critical areas of a business, the EVA service uncovers its strengths. It also identifies those areas where improvement can mean a rapid increase in growth, adding to the overall equity value of the company and enhancing sale price at exit.Business transfer industryHaving worked early on in his career at W&T Avery (now GEC Avery), Mark then worked in the business transfer market alongside one of the UK's top transfer agents - John Oakes. This proved to be an excellent learning trajectory in the art of selling businesses.ECM Experience & First European MBOFrom the early 1990's Mark specialised in the Document Management sector. Head-hunted, he became the UK General Manager for DSA; a German document software vendor management and scanning company, operating across Europe. As well as managing the UK operation, Mark was also part of their pan-European management team, working alongside colleagues from France, Germany, Italy, Switzerland, Spain, Poland and Greece. It was during this time that Mark was involved in raising investment for several established and start-up eDM companies. He also facilitated the MBO of DSA to form the Pan European company, Novadys.Software Tech ExperienceAt the start of the 80's UK recession, Mark's next move was to enter the thriving computer industry, where he was involved in selling data-storage products - such as Exabyte tape drives and Quantum hard drives - throughout the UK. During this time, Mark introduced a sales incentive programme that was adopted in the UK, Canada and the US.Entrepreneurial BackgroundMark has successfully run several businesses, one of which was based upon a flotation belt he created, called the "Aqua Runner Belt". This was later developed by Mark and his then wife, Isabel, into a fitness class and training school for fitness professionals. The belts and classes were sold throughout Australia, Argentina, France, USA, Germany, South Africa and Brazil and were used to help athletes and individuals recovering from injury, by allowing them to exercise, suspended in deep water (Aqua-runner belt & Flotation Aerobics).A number of top athletes used Mark's flotation belt to maintain their fitness whilst recovering from injury: these included Liverpool football club, Glasgow Rangers and a number of Olympic athletes.Mark also formed Acumen, a document management file management company that bridged the gap between the paper document management world and electronic documents, using RFID's - tiny electronic transmitters that held information regarding location and content.Personal - Interests & HobbiesMark is an award-winning photographer and an Associate of The Royal Photographic Society; he is working on a portfolio of images towards becoming a Fellow. A selection of some of Mark's images can be found at flickr .He has studied with The Coaching Academy as an executive coach, which he finds very useful in his current role, mentoring clients and facilitating M&A assignments.Mark is a keen keep-fit enthusiast,

Unless you've been in a coma for the last 2 years, you've probably heard a lot more about the supply chain in that time than, well, ever. The pandemic has woken up the world to the importance of supply chain management. But for organizations eager to prevent their supply chain from ever succumbing to weak links again it can be a daunting proposition. Have no fear, today's guest, Kristina Farrell, Team Lead, Contracting & Procurement Services & Document Management at WCB Alberta, will help you get off on the right foot. A supply chain management guru, Kristina joins the show to share the secrets you need to know. In this episode, we discuss: How the pandemic woke people up to the importance of supply chain management How to approach strategic transformation in your industry How to approach procurement ethics You can find this interview, and many more, by subscribing to Inside Public Procurement on Apple Podcasts, on Spotify, or gobonfire.com/podcast. Listening on a desktop & can't see the links? Just search for Inside Public Procurement in your favorite podcast player.

Unless you've been in a coma for the last 2 years, you've probably heard a lot more about the supply chain in that time than, well, ever.The pandemic has woken up the world to the importance of supply chain management.But for organizations eager to prevent their supply chain from ever succumbing to weak links again it can be a daunting proposition.Have no fear, today's guest, Kristina Farrell, Team Lead, Contracting & Procurement Services & Document Management at WCB Alberta, will help you get off on the right foot. A supply chain management guru, Kristina joins the show to share the secrets you need to know.In this episode, we discuss:How the pandemic woke people up to the importance of supply chain managementHow to approach strategic transformation in your industryHow to approach procurement ethicsYou can find this interview, and many more, by subscribing to Inside Public Procurement on Apple Podcasts, on Spotify, or gobonfire.com/podcast.Listening on a desktop & can't see the links? Just search for Inside Public Procurement in your favorite podcast player.

Len Russek has over 25 years of experience in mergers and acquisitions, private equityinvesting, and strategic planning, both with $2.0 Billion diversified holding companies andas an independent advisor. He was also a CPA with an international CPA firm where hisinitial experience was obtained in buying and selling closely-held businesses. His expertise is in finance, accounting, value-based planning, contract negotiations, business valuations, and structuring creative transactions with entrepreneurial management and privateequity groups.Education:• BA in Accounting, University of South Florida; Strategic Management, WhartonSchool of Business• Value-based Planning with Al Rappaport at Kellogg Graduate School• Corporate Restructuring with Stern-Stewart & Co.• Structuring Venture Capital Transactions at Georgetown University Law Center• The Art of Negotiating with Gerard Nierenberg, Certified M&A IntermediarySpecific Industry Experience:Telecommunications, Building Products, Printing, Healthcare, Direct Marketing Services,Internet Services, Metal Fabrication, Metals Distribution/Recycling, Electronic ProductsManufacturing, Plastic Injection Molding, Utility Services, Document Management, Engineering Services, Water Purification, Horticulture, and Construction.Len RussekTransworld M&A AdvisorsManaging Director400 Carillon Parkway, Suite 110St. Petersburg, FL 33716O: 888-864-6610 C: 727-894-7888LRussek@TransworldMA.comwww.TransworldMA.com