Category Archives: Blog


Mar

10

2014
Innovating & Improving: Products vs. Processes

Innovating & Improving: Products vs. Processes

Every product has its life cycle, most of them not too terribly long.  It seems to be a human reality that not too many people are good at taking a clean sheet of paper – a completely empty space – and conjuring up something entirely new; but once someone has done that, it is easy for others to see what has been conjured up and improve…

Read More


Jan

06

2014
Five Things You Will Learn at PEX Week 2014

Five Things You Will Learn at PEX Week 2014

PEX Week 2014 is almost here! For those going, be sure to visit iDatix at booth # 33. And for those of you who haven’t registered, there is still time!Register here, this is an event you do not want to miss. For those attending this premiere process-centric trade show event, there are a few things you are sure to learn at PEX. 5 Things You Will Learn at Process…

Read More


Jan

02

2014
iDatix Hosting at PEX Week January 20-22, 2014 in Orlando, FL

iDatix Hosting at PEX Week January 20-22, 2014 in Orlando, FL

The in-person collaboration of experts in the process field is a rare and often challenging event. The Process Excellence Network has found a new way of bringing process professionals together by hosting their annual Process Excellence Week – a gathering of over 400 process-minded authorities and business experts at the Hilton Orlando Bonnet Creek in Orlando, FL.


Dec

16

2013
The Elegance of Simple, Value-Driven Innovation

The Elegance of Simple, Value-Driven Innovation

I’ve got nothing against innovation, per se. It is the folks who advocate innovation instead that I rail against – those who think the developed nations’ role should be to invent whiz-bang new stuff – and leave the work of making it to the third world where people will work for slave wages. That strikes me as a strategy for the short-sighted. Innovation is fine, but it is…

Read More


Dec

09

2013
Process Automation: Cutting Jobs or Adding Them?

Process Automation: Cutting Jobs or Adding Them?

This interview was originally posted as a podcast as part of their PEX Boardroom Perspective. Diana Davis: Hello and welcome to this special edition of Process Perspectives I’m Diana Davis, editor of pexnetwork.com. Joining the program today is Steve Allen, CEO and Founder of iDatix, a software company that provides solutions for process automation, information management and business intelligence. Steve started out in robotics at IBM. He joins…

Read More


Dec

02

2013

Electronic Forms: Taking Your Business to the Next Level

Are electronic forms right for you? Answer a few simple questions to see the power of electronic forms: 1. Do you get frustrated when you go to a Doctor’s office and fill out the same data 3 times? Now, do you require that of your own customers? 2. Do your clients have to physically come into your building to manually fill out your required information?…

Read More


Nov

18

2013
Lockheed Martin: Reducing the Gaps from Quote to Procurement

Lockheed Martin: Reducing the Gaps from Quote to Procurement

Presentation How Lockheed Martin reduced the gaps from quote to procurement by integrating fragmented information sources and automating processes Presented by Richard Daniels, Project Management & Planning Operations Supervisor at Lockheed Martin Martin Levesque, Director of Professional Services at iDatix Richard Daniels: I’d like to start just to give you a little bit of background about Lockheed Martin’s relationship with iDatix. We had the need…

Read More


Nov

11

2013

Process Excellence Must Come From the Source AKA The Importance of All Your People

More years ago than I care to admit I became a plant manager at the ripe age of 29 with a mandate to fix a serious safety problem. I worked at it night and day in every way I could and after a few months, had absolutely no improvement to show for my efforts. After an epiphany moment, I decided to eliminate the Safety Director’s position –…

Read More


Oct

31

2013

Florida Companies to Watch Spotlights 50 Organizations

Creates New Movement of Support for Top Performing Second-Stage Companies October 31, 2013 — ORLANDO, FL.–- Ranging in industries from sign manufacturing, textiles, fertilizer, wire and cable, “cows” and college hunks that help people move, online education, mobile apps, construction, energy conversion, defense and aerospace, fifty high-performing companies from across the State of Florida, were honored at the third annualFlorida Companies to Watch celebration event on…

Read More


Oct

21

2013

What’s the difference between Workflow, BPM and Process Automation?

As technology continues to evolve, consolidate and adapt to new business requirements, we have the need to develop or redefine the terms we use describe our solutions. iDatix has always had a mission to “Simplify the Workplace” from a user point of view. Our issue has been how do we define that in the terms of our solution and software industry. There is no clear…

Read More


Sep

09

2013

ECM… Who Actually Uses This Stuff?

  Who uses Enterprise Content Management? Well, it’s a little ironic-my son does. My son is attending a university and, of all things, he is a scanner and index data entry operator for his work-study program. He relayed the following to me while visiting. He said, “it is the perfect job because I can work whenever I want during standard office hours and there is…

Read More


Aug

19

2013

iDatix Corporation Named a 2013 Florida Company to Watch

  Clearwater, FL -– August 19,2013 — iDatix Corporation has been recognized as a recipient of the 2013 Florida Companies to Watch award, an honor presented by GrowFL at the University of Central Florida. In its 3rd year, Florida Companies to Watch is presented by GrowFL at the University of Central Florida in association with the Edward Lowe Foundation. Fifty companies from across the state…

Read More


Aug

14

2013

iDatix Introduces iSynergy 5.1

Release Offers Advanced Capture and Workflow Technology CLEARWATER, Fla – August 14, 2013 – In today’s economic climate more than ever, organizations are under greater pressure to deliver results, improve operations and maintain a competitive advantage. With the advanced capture and workflow functionality available with iSynergy® 5.1, companies are now better able to meet this challenge. The capture of your business critical content is the…

Read More


Jul

15

2013

Smoothing the Relationship Between CFO and CIO

Regardless of what strategies and solutions a business’ chief information officers and related IT personnel would like to implement or accomplish, it is important that they have the blessings of those involved in the gritty financial details of the company. However, the natural differences of perspective that arise between the two departments make coming to an agreement more challenging. While an IT department may better…

Read More


Jun

13

2013

Information Management & Enterprise Mobility: Expert Roundtable with Pam Baker

We recently gathered together the leading industry experts to discuss the current state and future of enterprise mobility. Going mobile has been a trending topic lately, and the demand for mobile-ready Enterprise Content Management and Process Automation continues to grow. Our roundtable experts include: Laurence Hart, Chief Information Officer for AIIM, CMS Critic Mike Johnston, Author and Industry Expert Pam Baker, and Consultant Steve Weissman of the Holly Group. This week…

Read More


Jun

10

2013

Information Management & Enterprise Mobility: Expert Roundtable with Mike Johnston

We recently gathered together the leading industry experts to discuss the current state and future of enterprise mobility. Going mobile has been a trending topic lately, and the demand for mobile-ready Enterprise Content Management and Process Automation continues to grow. Our roundtable experts include: Laurence Hart, Chief Information Officer for AIIM, CMS Critic Mike Johnston, Author and Industry Expert Pam Baker, and Consultant Steve Weissman of the Holly Group. This week…

Read More


Jun

03

2013

Information Management & Enterprise Mobility: Expert Roundtable with Steve Weissman

We recently gathered together the leading industry experts to discuss the current state and future of enterprise mobility. Going mobile has been a trending topic lately, and the demand for mobile-ready Enterprise Content Management and Process Automation continues to grow. Our roundtable experts include: Laurence Hart, Chief Information Officer for AIIM, CMS Critic Mike Johnston, Author and Industry Expert Pam Baker, and Consultant Steve Weissman of the Holly Group. This week…

Read More


May

28

2013

Information Management & Enterprise Mobility: Expert Roundtable with Laurence Hart, AIIM CIO

We recently gathered together the leading industry experts to discuss the current state and future of enterprise mobility. Going mobile has been a trending topic lately, and the demand for mobile-ready Enterprise Content Management and Process Automation continues to grow. Our roundtable experts include: Laurence Hart, Chief Information Officer for AIIM, CMS Critic Mike Johnston, Author and Industry Expert Pam Baker, and Consultant Steve Weissman of the Holly Group.   This…

Read More


May

10

2013

iDatix Delivers Advanced Analytics Tool

iSynergy 5 Offers Powerful and Easy-to-Use Business Intelligence CLEARWATER, Fla – – May 10, 2013 –With the release of iSynergy® 5, iDatix is revolutionizing the way organizations are able to monitor, analyze and forecast their operations. This release broadens the capabilities of iDatix’s powerful Business Process Management (BPM), Enterprise Content Management (ECM) and Dynamic Case Management software. Several enhancements are being announced, with the highlight of…

Read More


Apr

22

2013

Go ‘Green’ In Your Workplace To Enhance Employee Productivity

In recognition of Earth Day, let’s take a look at how you can enhance the ‘green’ quality of your workplace and improve employee productivity as a result, a win-win situation. In this guest post by author Sam Jones, we review some of the simple techniques organizations can use to ‘go green.’ As a business owner, you may be interested in “going green” to improve your…

Read More


Apr

01

2013

Success in Not-for-Profit: Goodwill Industries of Middle Tennessee, Inc.

  Founded in 1957 as a not-for-profit organization, Goodwill Industries of Middle Tennessee sells donated goods to provide employment and training opportunities for people who have disabilities and individuals who have trouble finding and maintaining employment. The organization operates over 300,000 sq. ft. of retail sales floor space in 29 locations, over 70 donation sites and 16 employment and training centers. Industry: Not-for-Profit Integration: Great Plains…

Read More


Mar

25

2013

iDatix Corporation Named a Finalist for the Best Place to Work in Tampa Bay 2013

  The Tampa Bay Business Journal announced the leading Tampa area businesses that have been named on the Best Place to Work list. iDatix, a leading provider of document management and workflow automation solutions, is one of only sixty companies that have become a finalist. iDatix is proud to have received this honor for the seventh year since the company’s inception in 2000. “Is it…

Read More


Mar

11

2013

Success in Healthcare: Morton Plant Mease Primary Care Case Study

Make no mistake about it. Just because most healthcare providers in the U.S. are now making the transition to EMRs (electronic medical records) doesn’t mean that paper has become obsolete. Paper documents (e.g. lab reports, referral letters, EOBs, patient transfers, etc.) still inundate medical facilities -particularly physicians practices. And what about all those old paper patient charts? Physicians have been recording patient histories on paper…

Read More


Feb

26

2013

iDatix Recognized in the “Top 100 Companies That Matter in Knowledge Management” List

Receives Honor for the Third Time from KMWorld CLEARWATER, Fla. February 26, 2013 — For the third year, iDatix Corporation has received the coveted honor of being included as one of only 100 companies recognized in knowledge management. Chosen from a group of over a thousand vendors, this list is compiled by KM practitioners, theorists, analysts, vendors, their customers and colleagues. “Criteria for inclusion varies,…

Read More


Feb

11

2013

Why Lean Is Not A Good Cost Reduction Strategy

Written by lean consultant Bill Waddell. I am rarely the first lean consultant my clients hire. I do, however, expect to be the last one they hire. I typically work with companies that have been at lean for a number of years but are frustrated by a lack of results. The big question I get is why they can’t see the cost savings they know…

Read More


Feb

05

2013

iNSIDER Perspective | 2013: Content Management Conquers Social Media, Mobile Data

  Guest article by iNSIDER Pam Baker. Social media hit the scene hard and changed the business equilibrium to heavily favor consumers. Balance is not likely to be restored anytime soon as consumers continue to hold tightly to their voice in the marketplace. What is likely to change is the way businesses will cope with this invaluable flow of data. 2013 will see more businesses…

Read More


Jan

30

2013

iNSIDER Perspective | An Overview of Six Sigma

This article was written by iNSIDER Craig Reid.   In my last post, I overviewed the most popular business process improvement methods, including the oft criticised but much used, Six Sigma. Let’s take a deeper dive into Six Sigma. Origins & Popularity Although invented by Motorola in the nineteen eighties, Six Sigma’s rise to global popularity was not just as a result of Motorola’s success with…

Read More


Jan

24

2013

iDatix Corporation Hosts Ribbon-Cutting Ceremony at New International Headquarters

Event Celebrates the Future Outlook of iDatix CLEARWATER, Florida – – January 24, 2013 – iDatix Corporation, a leading Enterprise Content Management and Workflow Automation provider, has established its international headquarters in Clearwater, Florida. In celebration of the company’s future outlook and to provide an introduction of iDatix to the local community, a ribbon cutting ceremony and open house will be held on January 24….

Read More


Jan

22

2013

iDatix Corporation Now Hosting Manufacturing Leadership Center

New Resource Area Features Lean Expert Bill Waddell CLEARWATER, Florida – – January 22, 2013– For over twelve years, iDatix Corporation has been committed to helping organizations achieve continuous process improvement through innovative tools, advanced technology and expert instruction. The company is proud to announce that it will now be hosting the Manufacturing Leadership Center with world renowned lean expert Bill Waddell. The site will be the primary resource…

Read More


Jan

17

2013

Neopost Southeast and iDatix Announce New Strategic Partnership

Neopost To Offer iSynergy Document Management and Workflow Automation Solutions iDatix, developer of intelligent software solutions that align people, processes and technology, announces the addition of new partner Neopost Southeast, an innovative solutions provider in the postal and related communications industry. With this partnership, Neopost SE will offer the iDatix Document Management and Workflow Automation solution suite, iSynergy, to its 10,000+ customers as part of its commitment to continual…

Read More


Jan

08

2013

Tampa YMCA Leverages iDatix iSynergy to Better Serve its Community

iSynergy Enterprise Content Management allows Non-Profit to Cut Costs and Increase Efficiency Clearwater, FL – The Tampa YMCA was struggling to control and manage the large influx of documents they received from members and vendors. After researching several solutions, the organization chose the iSynergy Document Management and Workflow Automation solution, which was implemented by reseller LightSource Imaging and iDatix. Nearly an entire floor in the Tampa YMCA office was…

Read More


Jan

07

2013

Overview of 3 Popular Business Process Improvement Methods

This article was written by iNSIDER Expert Craig Reid. Over the last hundred years there have been great strides made in the advancement of business process improvement methods and technologies. Whilst there are a multitude of different methods and hybrid methods, in this article we look at 3 of the most popular ways of analyzing and improving business processes. Six Sigma, Lean and CEM Method. 3 Popular Business Process…

Read More


Jan

02

2013

The CEO’s 2013 Resolution: Business Improvement

As I sit here planning for the New Year, I try to prioritize what is important and critical to our success in 2013 and beyond. I reflect on what we accomplished last year and try to observe where our greatest gains came from so we might apply some of our best lessons of the past year to aid in the new year’s success. Some of…

Read More


Dec

17

2012

iNSIDER Perspective | Big Data: Boon or Bust for ECM?

This article was written by iNSIDER Pam Baker.   Big data is changing everything, everywhere – permanently. Business will never be the same, nor will the human experience. One need only to look at reality mining to catch a glimpse of where we’re all headed, as individuals, communities, and as organizations. If you’re unfamiliar with reality mining, you might want to read the many posts…

Read More


Dec

11

2012

iDatix Conducts Successful User Conference

Horizons 2012 Experiences Record Turnout CLEARWATER, Fla – – December 11, 2012 — The fifth semi-annual HORIZONS conference was held at the Sand Pearl Resort in Clearwater, Florida, October 31 to November 2. The event drew a record number of attendees with a 40% increase over the previous event. A leading conference in the information management space, customers, partners, prospects and iDatix staff members gathered…

Read More


Dec

10

2012

iNSIDER Perspective | Case Management 101

This article was written by iNSIDER Steve Weissman. Today our topic is on Dynamic Case Management, what it means, it’s relationship to Business Process Management and Enterprise Content Management and the future of Information Technologies. Case Management 101 : Full Interview Part 1: What is Case Management? Part 2: Industry & Department Applications (It’s not just for the legal field) Part 3: DCM, ECM &…

Read More


Dec

03

2012

iNSIDER Perspective | Do You Have “That’s the Way We’ve Always Done It” Syndrome?

This article was written by iNSIDER Bill Kennedy.  For over 25 years, Bill has been a professional accountant working both as an implementer of accounting systems and a user. Bill has a varied background in accounting management and accounting systems implementation, with a focus on the charitable sector. When automating a system, those words should set off alarm bells. At the very least, it shows that…

Read More


Nov

26

2012

iNSIDER Perspective | 6 Ways to Process Improvement Success

This article was written by iNSIDER Craig Reid. Craig is known throughout the business world as “The Process Ninja” and is one of the iDatix iNSIDERS. He is a passionate advocate of business process management. His unique approach to business process improvement rapidly achieves business benefits by creating alignment between customers, strategy, services, processes and technology. Follow Craig Reid @TheProcessNinja So you’ve been given the go-ahead on your shiny new…

Read More


Nov

19

2012

iNSIDER Perspective | Reducing Administrative Time

This article was written by iNSIDER Bill Kennedy. Bill is our Accounting iNSIDER. For over 25 years, Bill has been a professional accountant working both as an implementer of accounting systems and a user. Bill has a varied background in accounting management and accounting systems implementation, with a focus on the charitable sector. Administration Time: 0 hours Wouldn’t it be nice if you didn’t have to spend…

Read More


Nov

15

2012

When Should You Upgrade vs Overhaul your Business Technology: Is the Verdict Finally In?

  Industry Consultant and Analyst Steve Weissman recently offered insight into how to know when it’s time to upgrade or replace your business system, whether it’s ERP, BPM, ECM or any other technology. This question was then posed on the ebizQ forum and several interesting answers were given. Scott Menter proposes that both the old system continue to be utilized while the new system is rolled out and…

Read More


Nov

05

2012

iNSIDER Perspective | Rock, Paper, Scissors: How Manufacturers’ Consistently Lose Using Paper

This article was written by iNSIDER Pam Baker. Pam is expert in all things BPM, ECM, CRM as well as topics such as Lean Manufacturing. A prolific and versatile writer, she writes about technology, business and finance for leading print and online publications. Many mistakenly believe the game of rock, paper, scissors is a game of chance. Actually, it’s an exercise in quick-thinking strategy development and…

Read More


Oct

22

2012

iNSIDER Perspective | How to Know it’s Time to Upgrade or Replace your Business System

This article was written by iNSIDER Steve Weissman. Steve provides expert guidance on enterprise information management, helping people work better and work better together through improved governance, compliance, and process efficiency. A specialist in managing content, collaboration and communication, he has decades of experience in capture, imaging, forms, content management, business processes management/workflow and other related areas. He is currently the Senior Pragmatist & Master Prognosticator…

Read More


Sep

24

2012

The Top 6 Reasons for Process Improvement

This article was written by iNSIDER Expert Craig Reid.  “From little things, good things grow” they say – but when execs sign off on process improvement initiatives, what are the top reasons for them giving the go ahead? 6. Me Too “Hey everyone else is doing it, so why not us!” No-one’s going to admit it but the persuasive voices of business publications and software vendors…

Read More


Sep

18

2012

Losing Money on the HORIZONS Conference… By Choice

Conferences in the Information Management industry are not uncommon. Most companies, if not all, hold some type of a partner and end –user event. In general, the conferences are all fairly similar; keynote speakers, advanced training, informative sessions, round table discussions. Registration prices start around $1,200 at the low end, and reach upwards of $2,500 for the ticket alone. We take a different approach. Our…

Read More


Sep

07

2012

See You At #IMTS | Race Cars, Planes & Fake Bodies-Oh My!

The International Manufacturing Technology Show in Chicago is just a few days away! We will be live blogging the entire event here: IMTS 2012 Live Blog If you are not one of the 80,000+ people in attendance, don’t worry, we have you covered. All week I will be live blogging from the event to keep you updated on the latest news and stories. IMTS has been around for…

Read More


Aug

22

2012

What is the best BPM on the market?

There is an interesting discussion going on in the LinkedIn BPM Group right now. Business Analyst Philip Charbonneau posed the question: “What do you think is the best BPM software on the market?” Even though Philip specifically mentions BPM, the conversation can be applied to ECM, Document Management, ACM, or really any new business technology, so it is a good question to cover. From the initial outset it becomes…

Read More


Aug

20

2012

iNSIDER Perspective | Habits of Very Successful Accountants: Upgrading Annually

This article was written by iDatix iNSIDER Bill Kennedy. Bill is our Accounting iNSIDER. For over 25 years, Bill has been a professional accountant working both as an implementer of accounting systems and a user. Bill has a varied background in accounting management and accounting systems implementation, with a focus on the charitable sector. Personal professional development is very important for accountants, but have you noticed how…

Read More


Aug

13

2012

iNSIDER Perspective | The Silo Effect: How Organizations Broke Business

This article was written by iDatix iNSIDER Pam Baker. Pam is an expert in all things BPM, ECM, CRM as well as topics such as Lean Manufacturing. A prolific and versatile writer, she writes about technology, business and finance for leading print and online publications. There is a paradox in human thinking: the love of both disciplined organization and free-wheelingadhocracy. We build silos to satisfy the…

Read More


Aug

06

2012

iNSIDER Perspective | Unscrambling the Process Technology Puzzle

This article was written by iDatix iNSIDER Craig Reid. He is known throughout the business world as “The Process Ninja” and is one of the iDatix iNSIDERS. He is a passionate advocate of business process management. His unique approach to business process improvement rapidly achieves business benefits by creating alignment between customers, strategy, services, processes and technology. Follow Craig Reid @TheProcessNinja Process Mapping, Modeling, BPM, ACM, ECM, ERP – Unscrambling…

Read More


Aug

01

2012

What is Workflow & Workflow Automation?

Workflow 101 Subject to a variety of interpretations, “workflow” can mean anything from the steps in a work process to Business Process Automation. It is fairly general term that can be applied to refer to either: A collection of business processes which collectively serve to accomplish the business objectives of an organization. An individual business Workflow Process that is defined to accomplish specific set of…

Read More



Page 1 of 3123