Technology Services Group

Documentum Email Integration – A Simple Approach

We have posted recently about a variety of email solutions including leveraging IMAP as well as issues with drag and drop functionality leveraging MyDocumentum for Outlook or Webtop.  This post will review the use of the “forward” button to provide an email client neutral approach for ingesting emails into Documentum.

Documentum Client for Outlook, Notes Connector, iPhone and other thoughts on Content Management and Email

One of TSG’s manufacturing clients is currently evaluating Alfresco for control and management of project related documentation.  (Proposals, CAD, Specs….).    In working with the client on proof of concept efforts this week, we came across a typical requirement for storing email and attachments easily within Alfresco.  In the Documentum world, many of our clients typically […]

Active Wizard 3.9 Preview – Form Email Module

As part of the upcoming 3.9 release of the Active Wizard, we’ve added a new email module to the product.  The email module provides a new ‘email form’ answer action in the wizard admin.  This allows administrators to configure an email address that the form should be sent out to.  Here’s what the admin screen […]

Documentum, Alfresco and Email Integration for ECM

Two current clients are adding significant inbound and outbound email capabilities for their Document Management systems.  To start with, this is not an email archiving solution where they want to capture all emails for later retrieval.  One, a Documentum insurance customer, is looking to add the ability when looking at a document to easily email […]

Alfresco Email and Versioning – Leveraging Alfresco IMAP

One of things ECM clients seem to struggle with is how to manage email integration between email programs and the back-end ECM repository.  This post will discuss a recent experience of how one law firm is leveraging Alfresco to manage emails and documents attached to emails while maintaining proper version control on critical documents.

Documentum and Alfresco – Cloud content attached to emails – Bulk uploading

While clients have multiple ways to ingest content attached to an email, more and more content is attached via links to cloud storage.  Whether these links are Google, Box or others, one problem is how to ingest the email and content into the ECM repository without having to manually download the documents and add each […]

Documentum or Alfresco – Gmail integration for Case Management – TSG/HPI Labs

Many of our clients are leveraging Gmail as a replacement for hosting their own email servers.  As we have often mentioned, we are seeing more and more email integration, specifically in our case management scenarios.  This post will discuss our TSG Lab efforts to integrate Gmail with HPI for ingestion of emails and attached content. 

OpenContent Management Suite – Send Email

Check out this short video to see how users can send emails directly from the ECM repository using OpenContent Management Suite. The email and attachment information are stored in the repository for later retrieval.

Import Email Messages from GMail into your ECM Repository with HPI

We’ve seen many clients with requirements around importing emails into an ECM repository.  For a long time, we’ve allowed ingesting outlook MSG emails in our HPI interface.  To see how this works, check out this demo in the TSG Learning Zone.  However, we’ve recently worked with some clients that have migrated to Gmail and Google […]

Documentum Client for Outlook (DCO) – A cautionary tale in regards to message formats and object types – comment if you have experience to share.

We have two clients that are struggling with the combination of email formatting as well as the Documentum Client for Outlook (DCO) regarding format and different releases.  TSG doesn’t see a ton of DCO or email implementations so we thought we would share our client’s experiences here.  Please comment if you have any DCO experience […]

Claim Document Efficiency – How to improve customer experience and satisfaction.

One of the goals of most claims processing/member service departments for Auto, Health or any type of insurance is how to improve the efficiency of the claim document access and processing for a better customer experience, satisfaction and retention.  In regards to documents, more and more insurance clients are looking to make claim document access […]

Documentum or Alfresco – Claims Processing with HPI

We just finished a prototype for a client with a very interesting “slip and fall” Insurance Claim scenario with our High Performance Interface (HPI). A screencam of the prototype is available within our Learning Zone. This post will discuss some of the components in HPI demonstrated in the video as well as some hints for items […]

ECM Collaboration & Consumerization of IT – Thoughts and ramblings

Four of us are out at the Alfresco Developer conference in San Diego this week.  Look for a write-up on DevCon later this week.  This post will present a number of thoughts gleaned from multiple discussions over drinks with other Alfresco partners regarding collaboration and ECM.

Alfresco Content Accelerator for Claims Management

Enhance your existing Claims Management System with powerful Content Management Historically, Claim Operating Systems have been powerful solutions used by insurance companies to manage all aspects of a claim. Systems like Guidewire, Salesforce, Duck Creek and more often custom systems, are instrumental in making an enterprise run. Over the years, as technology has improved (mobile […]

Modernizing Claims Content Processing – Next Generation Digitization Tools

Alfresco hosted Digital end to end claims management: an attainable goal? Or an insurer pipe dream for the foreseeable future? for our European and UK based customers. In digitizing claims content, our experience is that most of our clients are indeed digitized but with first generation tools.  This post will describe those early digitization efforts […]

Active Wizard 3.9 Released!

The Active Wizard latest release is available on the TSG downloads page!  This latest release contains functionality added to the product by a number of our clients.  The 3.9 release adds the following new features: Form Email Module – The new email module allows an administrator to configure email rules for each form.  When the […]

OCMS Integration with Microsoft Teams

TSG recently announced our integration with Slack and we are now excited to announce a Microsoft Teams integration for the OpenContent Management Suite (OCMS). This post will overview the new functionality this provides an organization, as well as our thoughts on future features that could be added. The Rise of Messaging Platforms In the last […]

Alfresco Share – Folder Comparison with OpenContent Management Suite

As part of our 2018 comparison series between Alfresco Share and the OpenContent Management Suite, we previously discussed the search interface as well as the contributor interface.  For this post, we will look into the available functionality for both consumers and contributors when looking at a group of related documents, typically contained within a folder.

OCMS Integration with Slack

TSG is excited to announce a new Slack integration for the OpenContent Management Suite (OCMS). This post will overview the new functionality this provides an organization, as well as our thoughts on future features that could be added with Slack and other messaging platforms. The Rise of Messaging Platforms In the last 30 years, organizations […]

Alfresco – ADF and OpenContent Folder Comparison

In the previous post of our ADF and OpenContent Management Suite (OCMS) comparison series, we’ve compared how the search as well as the contributor interfaces work in ADF vs. OCMS.  As we’ve done previously with our comparison series blog posts, (Alfresco Share and Documentum) for this next post we’ll turn our attention to the available functionality for […]

Documentum – Webtop and OpenContent Folder Comparison

As part of our making Documentum Better in 2018 series, this post will look at how users can work with folders and documents within a folder in Webtop as compared to OpenContent Management Suite.  In prior articles, we’ve explored how users add documents to the repository and search for documents.  For this post, we will […]

Documentum or Alfresco – HPI 2.3 Now Available for TSG Clients

TSG is happy to announce that the HPI 2.3 release is now available to TSG clients on Documentum or Alfresco.  The 2.3 release includes many new features driven by TSG client projects.  This post will describe the significant updates (with Video) including Redaction, Cloud Link Ingestion, Cloud Attachment Send and Periodic Review.

OpenContent Management Suite – Fall 2019 3.3 Release

TSG is happy to announce the Fall 2019 release, version 3.3, of the OpenContent Management Suite (OCMS)!  For this post, we will take a look at some of the new features and notable enhancements included in this release.

Alfresco Claims Management – Streamlining Claims Document Requests

With the release of Alfresco Claims Management as a Service, this post will highlight some ways in which the Alfresco Claims Management solution can simplify common claims processes and automate the document request process. Streamlining Claims Processing with Automated Ingestion  When handling a newly opened auto insurance claim or other type of claim, claim adjusters […]

Outlook – Direct MSG Drag and Drop Support in OCMS

One feature that many clients ask for is the ability to drag and drop email messages directly from Outlook to OpenContent Management Suite in order to upload the email and any attachments to the ECM repository.  Without a plugin or Outlook integration product, this is not possible with native HTML5 controls.  For this post, we […]

Documentum Links – Adding to SharePoint Lists or other Web Sites

Recently we visited a client that wanted to add links to Documentum documents to SharePoint.  While the first solution was mostly “out of the box”, the client had TSG build a pretty innovative solution.  For this post we will discuss the problem, initial solution and long-term solution for adding links to Documentum documents in SharePoint.

Documentum Claims Processing – User Interview

On May 14th, TSG conducted a post-launch interview with a client user, Jim, responsible for claims processing.  For client confidentiality, we will not be sharing the client or user full name.  The client is a division of a major insurance company and long-time Documentum user.  The overall solution involves AS 400 based policy and claims […]

Document Management – What It Is and Why You Need It

Many people in the world live and breathe document management and they may not even know it. The tools are built into their every day life and ideally make their jobs easier. Unfortunately, a majority of people in enterprises are sometimes leveraging tools that are not true document management solutions. A basic understanding of what true […]

Alfresco – Amazon Web Services or On-Premise?

One of our clients is replacing IBM/FileNet with Alfresco.  As this will be a new Alfresco installation, the client is considering building out an Alfresco infrastructure within one of their data centers or within the Amazon Web Services (AWS) Cloud.  This post will share our analysis of the pros and cons of both approaches.

OpenContent Management Suite – Fall 2018 Release

TSG is happy to announce the Fall 2018 release of the OpenContent Management Suite (OCMS)!  This release, version 3.1, follows our new product release Spring/Fall cadence that we have started this year.  For this post, we will take a look at some of the notable enhancements included in the 3.1 release.

OpenContent Case

Making Content Work – Configurable Content Organization to Streamline Business OpenContent Case provides a no code configurable, stream-lined, interface to efficiently view and interact with a set of related documents from a variety of different repositories including Alfresco, Documentum, AWS/DynamoDB, Azure/HDInsight, Solr, HBase/Hadoop or Google/BigTable. Simplifying the User Experience To many document repositories are built […]

Documentum Mobile Approval – Screencam and Demo Published

As we discussed in a previous post on mobile and third party approval, TSG is currently in the development process for our mobile approval interface for the Active Wizard.  One of the early deliverables of the effort is a standalone demonstration of inbox/approve/reject functionality working on a variety of mobile platforms.  A screencam of the […]

Alfresco Claims Processing – Product Roadmap and Future Vision

Last week, TSG conducted a product briefing for some select clients.  One of our large Alfresco claim processing clients, currently leveraging the TSG Policy and Claim solution for Alfresco, Documentum or Hadoop, was an active participant and brainstormed on their current and future needs.  This post will highlight those conversations and vision as well as […]

Enterprise Content Management Strategy and Service Orientated Architectures

I had a good conversation with an active TSG Blog reader this morning that I thought was worth sharing.  The topic was on how best to leverage an ECM strategy for a life sciences company that is moving away from their first ECM platform and trying to map out the strategy going forward.

Documentum or Alfresco – Insurance – extending existing data driven systems

Recently, TSG has seen an increase in the number of insurance clients looking to extend or replace components of their existing policy or claim systems with document management capabilities.  Many of our recent insurance related posts have been focused on claim processing , policy and claim management  as well as migration approaches like our recommendation for a rolling migration.  For […]

Enhancing Alfresco Share with HPI 2.1 – Folder Processing

TSG will be conducting a Webinar with Alfresco on February 11 (Recording Posted) on how to enhance or extend Alfresco Share with HPI 2.1.  This post is the second in a series of posts on how HPI 2.1 can work with Share and will focus on Folder and Document Processing. 

Alfresco Content Accelerator – Enhanced Notifications

TSG has been working with multiple clients that required a simple way to create assignment or reminder tasks on a document and/or folder.  Where the Alfresco Content Accelerator has always had simple notifications, the new enhanced notifications added more robust interface for both assignment and reminder tasks.

Adobe Acrobat Alternative – Doing more with just a web browser

Many users rely on PDF viewing, annotation, and manipulation tools when working with documents, especially in case management scenarios such as policy and claim document management within the Insurance industry.  In many of these systems, users are forced to download PDFs to the local machine in order to work with the document within Adobe Acrobat.  […]

OpenContent Human Resources

Provide streamlined management and tracking of the on-boarding process. OpenContent Human Resources allows companies to streamline their employee on-boarding process and annual reviews. Perfect for large and small companies that require a better view into employees who are potentially out of compliance and are missing required documentation. OpenContent Human Resources assists in capturing all documents […]

HPI Enhancements for Documentum and Alfresco

This spring we are making substantial updates to HPI for a large Documentum insurance client as well as an Alfresco engineering client.  Features will include: Compatibility of HPI on Documentum and Alfresco platforms through TSG’s OpenContent web services layer One-click links to the last folders accessed by a user Ability to order and save, or […]

Enhancing Alfresco Share with HPI 2.1 – Document Processing

TSG will be conducting a Webinar with Alfresco on February 11 (Recording Posted) on how to enhance or extend Alfresco Share with HPI 2.1.  This post is the third in a series of posts on how HPI 2.1 can work with Share and will focus on Document Processing.

CCM Insurance Letter Generation – OCMS & SmartCOMM Integration

One of the goals of most claims processing/member service departments for Auto, Health or any type of insurance is improving the efficiency of their workforce. Faster processing times ensure a better customer experience, increase satisfaction and aides in retention. One of the most common tasks that occurs in any insurance scenario (Claim or Policy) is […]

Documentum and Alfresco – Electronic Forms and Workflow User Requirements

We met with a client this week that is evaluating the Active Wizard for an electronic forms infrastructure to replace many paper, Word and PDF forms within the organization.  The Active Wizard is TSG’s most popular Open Source offering (currently on version 4.0).  This post will present the “high priority” requirements along with our thoughts […]

Documentum, Mobile and the Cloud for Third Party and Remote Approval

TSG has successfully implemented multiple solutions for third party/remote approval for different Documentum customers.  In each case, the solution focused on bringing outside approvers into the client’s Documentum environment.  Based on discussions with several customers, TSG is beginning to develop a new solution to address several different business issues and take advantage of additional technical […]

Transactional Document Management

In discussions with a client recently, we evaluated “out of the  box” document management applications with more transactional applications.  This post will discuss and compare different document management paradigms and how they compare for transactional document management.

OpenContent Contract Management

Speed up contract authoring and easily track redlined changes. Leveraging portions of OpenContent Search and OpenContent Forms, the OpenContent Contract Management Solution also combines best of breed integration with leading vendors like HotDocs, WorkShare Compare and DocuSign. Areas of contract management include: Authoring and negotiation Baseline management Commitment management Communication management. Contract visibility and awareness Document management […]