Joao Penha-Lopes

Joao Penha-Lopes is a graduated electronic engineer from IST (Lisbon), specializing in document management since 1998. He holds two postgraduate degrees in document management from the University Lusofona (Lisbon) and a PhD from Universidad de Alcala de Henares (Madrid) in 2013, with a thesis studying the economic benefits of electronic document management (EDM). His company CleverTime-Consulting automates information flows based on documents.

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Aug. 19 2021
There are several challenges in the vendor invoice approval flow process to consider — from the data to be captured, from the invoices received to be sent to the ERP, to the flow conditions accordin
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June 24 2021
Paper, paper, paper… endless, nauseating and drowning waves of paper all over the place, on top of desks, in cardboard boxes inside closets, under desks, on top of the chairs of the meeting
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May 25 2021
A couple of months ago, we discussed the benefits of fusion teams in order to speed up the necessary digital transformation that COVID brought to the center stage
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April 22 2021
The so-called Full Stack Developer is a trending profession fuelled by a huge number of schools and academies dedicated to teach software development by writing lines of code with the keyboard, whose
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March 25 2021
Although “fusion” is becoming a catchy word and used across the board from sushi to sportswear, it should not be discarded just as a new thing to attract our attention
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Feb. 22 2021
Most business looked smooth and dandy when Covid struck. As usual, the first reaction was hope that it would go away soon enough, and our thinking and business would not be affected. Well, Covid prove
Myths of Software
Dec. 18 2018
Already back in 2002 one senior vice-president of Citibank stated that “we are a software business masquerading as a bank” . The power of software in terms of competitive advantage and even...
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Nov. 6 2018
The lack of information technology (IT) professionals within the enterprise, the huge costs associated with professional services, and the lengthy amount of time invested in large implementations are all...
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May 17 2018
The General Data Protection Regulation (GDPR) makes its debut in May, and it will be big. For large companies, fines could reach up to four percent of annual global turnover for non-compliance. Many efforts...
ERP vs EDM
March 15 2018
A couple of years ago, I wrote about how people consider enterprise resource planning (ERP) to be the sexiest app on the block. Indeed, these are invaluable business tools, but that does not mean they're...
One Repository to Rule Them All
Nov. 23 2017
Today, business users want to reach a state of Nirvana where they can find the documents they need effortlessly. Well, I can assure you that you don't have to take meditation classes to achieve such a...
Elegence
Sept. 8 2017
Elegance is something that can be used as a rule of thumb to evaluate the quality of a product or service. Usually, an effective product or service is elegant, though not all elegant products or services...
Back to Basics
Aug. 7 2017
Let’s go back to the basics, since there is a high level of confusion around the concepts of information management, namely, the eternal relationship between data, information, and knowledge. Before...
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July 11 2017
There have been several very interesting articles published in this magazine concerning digital transformation (DX). I must confess that the more time I devote to the basic concept of digital transformation,...
The Illusion of Knowledge - DOCUMENT Strategy
May 15 2017
A wise man once said, "The greatest enemy of knowledge is not ignorance; it is the illusion of knowledge." I routinely lead seminars, give keynote speeches, and even oversee project management within the...
Search Videos - DOCUMENT Strategy
March 23 2017
Today, many structured and unstructured documents are being searched for business-critical information, or at the very least, people say that they should be searchable. This is important, but what makes...
What Are the Real ECM Benefits? Measuring Savings
Feb. 27 2017
A lot has been written about the benefits of enterprise content management (ECM). Although most of what I read is correct, it usually only shows a part of the whole subject. So, I wanted to clarify the...
GEOP - DOCUMENT Strategy
Jan. 26 2017
Who doesn't face problems and issues when executing on any activity? From vacation travel to our kids' schools activities, to professional projects, to simply choosing a car, jumping from an idea to its...
memories
Dec. 2 2016
We classify documents as we classify our memories. For documents, we use categories like "Type of Document" (e.g., invoice, bank statement, contract, video presentation, etc.), "Date of Document," "Number...
EDM
Nov. 9 2016
During a workshop at a large corporation discussing the benefits of electronic document management (EDM), it was interesting to find that there were almost as many concepts of EDM as were people in the...
  • In today’s market, customers have more choices than ever. Robust internet access has made it easier to find alternative providers
  • Customer communications surrounding accounts receivable (AR), particularly those regarding overdue payments and the initiation of collections, are among the trickiest to craft given the critical
  • In the digital transformation era, what most needs digitization is multiform content. Enterprise content management systems (CMSes) are how that will get done
  • Customer experience is the heart of an organization’s relationship with its customers. Post-pandemic customer expectations are still higher than ever. Consumers want to be able to interact with orga
  • In an era defined by rapid technological evolution, the landscape of communication is undergoing a transformation of unprecedented proportions. Our world is more interconnected than ever before, with