How to Select a Marketing Automation Solution for Microsoft Dynamics 365

Once used by only the largest companies in a handful of industries, marketing automation is now also adopted extensively in midsized and small businesses in virtually every industry. In addition to providing a wide range of essential tools for today’s…

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HOW ‘LOW-CODE’ PLATFORMS CAN ADDRESS 3 MAJOR CONCERNS FOR CIO’S AND DIGITAL LEADERS IN FALL 2020

Between the coronavirus outbreak and ensuing economic recession, it is safe to say that 2020 has been  a difficult year so far!  In response, organizations worldwide have been faced with new challenges, many  of which have required intense changes in…

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SharePoint and Microsoft 365 Decision Tree

A client was looking for guidance to understand and audit (check off) the potential range of decision points that could be involved in deploying SharePoint (Online in this case) and other Microsoft 365 (aka Office 365) services within their organization.…

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Taxonomy and Metadata in Search

Taxonomy and metadata are key components of search. Even when we don’t have metadata, search systems actually derive metadata about content and create an index where that metadata is stored. Knowing that a word or phrase appears in a collection…

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Principles and Functional Requirements

for Records in Electronic Office Environments Good management of records and information is fundamental to a well-functioning organization since it supports business activity and provides a basis for efficient service delivery. It also provides the mechanism whereby both the private…

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Microsoft Dynamics 365 COSMIC Case Management

Microsoft developed COSMIC (Customer Obsessed Solution Management and Incident Care) to help streamline the tasks required to complete a transaction. It provides a clear view of the case as it progresses and uses defined stages to show status from start…

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Incorporating Robotic Process Automation into Your Information Management Strategy

You’re Working TOO Hard – Using IntelligentAutomation to Save Time, Money, and Effort Every organization is on – or should be on – a Digital Transformation journey. 79% of organizations realize that they must transform into true digital businesses in…

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What is audit policy?

Click for your FREE copy of the Netwrix Guide for Audit Policy! Windows audit policy defines what types of events are written in the Security logs of your Windows servers. Establishing an effective audit policy is an important aspect of…

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Chatbots on the Rise

Wondering whether Al replaces humans in contact centers? The answer is no -- or at least, not yet. Gartner Group has estimated that by 2020, 25% of customer service and support operations will integrate virtual customer assistant or chatbot tech…

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What is DIGITAL TRANSFORMATION

The technology sector has the greatest amount of competition, speed of product evolution (and obsolescence) and the highest marketing and sales spend as a percentage of revenues of any industry in the world.  This creates a vocabulary of new terms,…

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The Definitive Guide to Value Creation with Cloud ERP

New market forces are creating unprecedented pressure for companies to move faster, with greater agility, and change in response to new threats and opportunities. Achieving and maintaining a competitive edge requires you to understand the key trends that  will shape…

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Target Operating Model Primer

A Target Operating Model is a critical step on the path to building a sustainable and scalable business. Without a Target Operating Model operations often evolve and do not fully align to the business vision and strategy.

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Records Disposition – Completing the Destruction Authorization

The Records Destruction Authorization Form and Certificate is used to authorize the disposal of records when the length of time they must be kept (retention period) has expired according to the Records Retention Schedule

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Selecting Products for a Document Automation Proof of Concept

Today a small revolution is breaking out in enterprise capture.  The legacy capture platform vendors (e.g. IBM, Adlib, and ParaScript) and a new generation of technology vendors (e.g. HyperScience, and even Amazon and Google) are providing new capabilities to help…

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Modernize Sales Productivity

Unlock productivity in the digital era “Microsoft is a best fit for companies looking to capitalize on the productivity gains of their other Microsoft cloud investments, namely Office 365, and those companies that are bullish and looking to disrupt their…

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IT Change Control Handbook (Template)

What is a Change Control Process? A Change Control Process is a controlled method by which changes to the project (e.g. to the scope, capital or quality) are formally defined, evaluated and approved prior to implementation. The Process is used…

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Information Data Governance Outline

W5 of Information Governance What…is Information Governance? The orchestration of people, process, and technology to enable an organization to leverage information as an organizational asset. Why…Information Governance? To ensure accuracy, timeliness and transparency of data and information so that it…

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Digital Strategy Roadmap

`Organizations need a digital roadmap to provide path clarity (i.e., where have we been, where are we now and where are we going).  Aria Consulting can help organizations in identifying how technology is transforming industries and how leaders and organizations…

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Defining Digital Transformation

The technology sector has the greatest amount of competition, speed of product evolution (and obsolescence) and the highest marketing and sales spend as a percentage of revenues of any industry in the world. This creates a vocabulary of new terms,…

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Content Strategy Template

Driven by the need to control the content chaos that pervades local drives, file shares, email systems and document stores, organizations large and small are looking to impose order through Content Management. There are two types of data – structured…

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Conducting a Proof of Concept

Three Best Practices Crucial to Your Document Automation Software Implementation How do organizations assess the precision of one system and compare it to another without having to become experts on each software option? One way is by conducting a Proof…

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Our Mission,Vision & Value we Share

Clear, Practical, Solutions, In Action Bringing a unique combination of Transformation/Change Management and User Adoption, Governance, Programme and Project Management, and Solutions & Enterprise Architecture Expertise and success, Aria Consulting is uniquely positioned to best guide you to success with…

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6 MICROSERVICES PATTERNS You NEED to know about!

Originally envisaged as an alternative to monolith applications, microservice patterns should be non-monolithic inherently where change is easy, units are small, and scalability is close to infinite.  This also means that microservices are not just one thing.  Rather, microservices are…

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AIIM Feb 2019 Webinar-Presentation

Aria’s principal, Lorne Rogers, was invited to be the sole independent consultant presenting at an AIIM (Association for Intelligent Information Management) webinar event in Feb 2019.. The presentation, “Making a Molehill out of a Mountain” is a case study from…

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5 Hazards to avoid on your Office 365 migration

So, you’re joining the club. You’re going “all in” (with Microsoft) like so many others have done to date. You’re excited, you know the benefits, you can picture the bright future, but like many upgrades and migrations, you’re wondering just…

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Business Capability Map Example for free download

Business capability mapping depicts what a business does to reach its strategic objectives (its capabilities), rather than how it does it (its business processes). Business capabilities are the connection between the business strategy and business execution.

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Microsoft Content Services – Your content services platform

Redefining ECM Today’s content management requires greater capabilities and control Rather than the on-premises, legacy, or limited ECM systemson the market today, organizations need a platform

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Requirements Gathering Template-capture & classify req’s

Use this formatted Excel file to capture and classify your project requirements including functional, non-functional, environment, and resource complete with categorization, priority, sensitivity and more!

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Records Management in Office 365 and SharePoint Online

Considering using Microsoft Office 365 and SharePoint Online for your Records Management environment? Download this guide that covers the current functionality and some considerations you should think to address.

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How to win in the Digital Age

In our current digital age the role of technology has shifted from supporting processes of the business strategy to a key factor of strategy execution itself. Information Technology helps customers receive their shirt ordered online the next day, it helps…

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Naming Conventions Guidance for Electronic Content

Standard Naming Conventions for Electronic Content This document is intended to provide a common set of rules to apply to the naming of electronic content. The conventions are primarily intended for SharePoint Online (SPO) and OneDrive for Business (OD4B). Naming…

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ITS Policy and Procedures Template

Download a FREE copy of this Policies and Procedures template for your IT department! Covers topics ranging from Responsibilities to Passwords, and Protection of Sensitive Information to Telecommunications Services and more!

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ITS Security Guidelines and Standards for end users

Get this FREE copy of an Information Technology Services (ITS) Security Guidelines and Standards for End Users! Covers everything from appropriate use of company systems to information protection and emergency procedures.

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Video – AIIM Feb 2019 Webinar

Aria’s principal, Lorne Rogers, was invited to be the sole independent consultant presenting at an AIIM (Association for Intelligent Information Management) webinar event in Feb 2019.. The presentation, “Making a Molehill out of a Mountain” is a case study from…

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RecordPoint Records 365 Classification Intelligence

Take Control of Complex Workloads For regulated organizations, Classification Intelligence solves the complexity of managing unstructured information in the ever-growing suite of cloud enterprise tools that power today’s modern workforce. Unlike traditional record management solutions that rely on metadata or…

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Intranet and Digital Workplace Metrics

In today’s world, your digital workplace may be more important than your physical workplace. But explaining the value of a digital workplace investment to a leadership team can be a challenge. This document attempts to provides a number of metrics,…

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