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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Vendor Invoice Approval Flow
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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The Good, the Bad and the Ugly
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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Business Technologist: A Special Breed of Consultant
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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Software Development
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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Fusion Teams Yield Surprisingly Positive Results
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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Brainware: The Covid Upgrade
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
6 Major Myths Dragging Down Your 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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We Have an IT Problem: It's the Model, Not the Code
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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The GDPR: What It Means for Information Management
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
Enterprise Resource Planning vs. Electronic Document Management
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
One Repository to Rule Them All: Is the Dream Achievable?
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
What Does Elegance Have to Do with Information Management?
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
Shades of Information Management: Back to the 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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Digital Transformation Demystified
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
The Illusion of Knowledge in Information Management
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
Big Search: The Amazing Opportunity in Video
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
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
Manage Information: How to Execute with GEOP
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
Memories and Information Management: Using What We Learn
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
What Is E-D-M, Anyway?
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...
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