Mr. 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). He is an ARMA collaborator for publications and professionally acts as an advisor on critical information flows mostly for private corporations.
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...
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...
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...
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...
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...
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...
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...
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,...
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...
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...
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...
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...
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...
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...
Electronic document management (EDM) in government is a very interesting issue that takes up a lot of meetings, though difficult to get the most use out of them. It is a slippery road for those who are...
Many people in need of something often wish for or ask for that very thing to some other all-powerful entity. While some, of course, will own their “bad luck” in life, they will not take a...
Years ago, I learned this saying from a friend in the yachting world, “Everything is possible but nothing is easy.” This is also true in the context of managing critical information. Last month,...
After a long debate and a lot of reading, the company decides an electronic document management (EDM) solution is imperative. Budgets have been released, and the chief executive officer (CEO) is personally...
When people start to think that a document is virtually any kind of Windows file on a network or when they realize that most files must have some sort of processing, then life begins to look frightening....
In all aspects of life, people like grand ideas. We must dream, and we might as well dream big. After all, this is the first step to accomplishing a goal—the place where results exist. Nevertheless,...