Docs on the Rocks: Recent Episodes
DocsontheRocks
Join us each month as we pour a glass and have a casual Document Management podcast from the consultants at Affinity Consulting Group.
In this episode of Docs on the Rocks, Host Drew Tompkins helps us all to get know ACG consultant Megan Clements a little better and then talks with Brent Neibert with DocsCorp about OCR and DMS.
Season 2, Episode 1 - Saved Searches Join host Drew Tompkins and his guest, Michelle Willette, as they discuss the benfits of using the saved search functionality in your Document Management System.
Episode 17 - The Keys To A Successful Implementation - Part 3 Join us for the third and final part to our Keys to a Successful Implementation podcast series. In this part, Beth Thompson and Stacy Devlin join Chris to discuss continuing the success following an implementation with Continuous Improvement.
Episode 16 - The Keys to a Successful Implementation - Part 2 Setting your Consultant Up for Success
In this episode, Chris, Stacy and Beth continue their discussion on the keys to a successful implementation, this time focusing on how firms can set their consultant up for success.
Episode 15 - The Keys to a successful Implementation - Part 1 Chris is joined by Beth Thompson, Director of Client Engagement and Stacy Devlin, Director of client success as they discuss the keys to a successful DMS implementation. In this first part, the discussion centers around making the right selection for an implementation partner.
Episode 13 - Where is my Data? Chris is joined by guests Kevin Wade and Greg Bray for a drink and a discussion on the challenges of knowing exactly where your data lives.
Episode 12 - Implementing and Supporting your DMS Remotely Stacy Devlin and Vanessa Nguyen join Chris for a discussion on the dos and don'ts of implementing and supporting your DMS project - Remotely. Learn more about the Affinity Consulting offerings mentioned: Affinity Insight: https://www.affinityconsulting.com/insight/ NetDocuments Complete Care: email to ndcc@affinityconsulting.com
Episode 11 - Your DMS - Not Just for Documents I'm joined by my guests Bryce Phillips and Kevin Wade as we discuss using your DMS system for more than just storing traditional documents.
Episode 10 - Monitoring your DMS Join Ron Warman and special guest Scott Whitman with VerQu as we discuss the possibilities in extending security through the use of monitoring and analyzing activity within the DMS. Click here to learn more about VerQu, the hive platform and their 30 day free trial: https://www.verqu.com/hive-30-day-trial/
Episode 9 - Workflow in the DMS In this episode I'm joined by my colleagues Jeff Krause and Russell Duncan and we discuss the internal and external features and add-ins that can save you a ton of time, effort and clicks in your daily use of the DMS system.
Episode 8 - Filters vs Folders This week I'm joined by Affinity Consulting Partner, Ron Warman and Optiable consultant Craig Bayer as we discuss the pros and cons of using Folders or Filters in the NetDocuments DMS system. https://optiable.com/about/meet-craig/ https://www.affinityconsulting.com/team/ron-warman/
Episode 7 - Scanning in the DMS. Join Chris, Greg and Drew as we discuss the options available for getting scanned images into your DMS product. Centralized, Decentralized and Legos?
Episode 6 - The New Normal In this episode I'm joined by my guests Jeff Krause and Ted Kriss as we discuss unexpected revelations involved with the stay at home mandate and maybe discover some items that will simply become the new normal.
In this episode, my guests Ron Warman and Bob Dolinsky join me in a discussion about using Document Management, Cloud and Saas solutions to help protect your data and the data of your clients. We also turn the discussion to the use of these platforms to facilitate working remotely in these times of health pandemics and self quarantine. Recorded on March 9th, 2020 the information here is only getting more relevant. To reach out and talk to Bob, you can email him at bob.dolinsky@gmail.com and to reach us at Affinity Consulting, you can email us at DocsontheRocks@affinityconsulting.com
In this episode, our guests Ron Warman and Paul Unger continue their discussion on the future of document management. We discuss such innovations as AI, voice recognition, on demand training, free access, and others.
Ron Mentions his webinar on the subject which can be found here: https://www.youtube.com/watch?v=naTftLZJs9M
And information on Affinity Insight can be found here: https://www.affinityconsulting.com/insight/
In Episode 3 of Docs on the Rocks, guests Ron Warman and Paul J Unger join host Chris Martz in a lively discussion of the Future of Document Management. In part 1 we discuss the players, how we got where we are, and what is driving the future of document management.
For more information check out Ron Warman's Webinar on the same subject here: Also for more information on Affinity Insight mentioned in the podcast click here: https://www.affinityconsulting.com/insight/
In this episode of Docs on the Rocks, I am joined by Affinity Partner, Jeff Krause and Affinity Consultant Drew Tomkins as enjoy a great beer and discuss The History of Document Management.
Ep 001 - Building your firm’s cloud strategy
For our inaugural episode, Affinity partner Paul J Unger joins the show along with Affinity director of DMS, Gregory Bray and we pour ourselves a great libation and a great conversation. We discuss what goes in to building a cloud strategy, including the convergence of Hardware, Process and Programs. In addition we talk about the types of cloud, the advantages of moving to the cloud, and answer some of the concerns that firms may have when moving to the cloud. Paul Unger also has a companion webinar on this same topic you can access here https://youtu.be/ayWFqKRS60A