Episode 8 - Filters vs Folders

This week I'm joined by Affinity Consulting Partner, Ron Warman and Optiable consultant Craig Bayer as we discuss the pros and cons of using Folders or Filters in the NetDocuments DMS system.

https://optiable.com/about/meet-craig/

https://www.affinityconsulting.com/team/ron-warman/

Episode 7 - Scanning in the DMS.

Join Chris, Greg and Drew as we discuss the options available for getting scanned images into your DMS product. Centralized, Decentralized and Legos?

Episode 6 - The New Normal

In this episode I'm joined by my guests Jeff Krause and Ted Kriss as we discuss unexpected revelations involved with the stay at home mandate and maybe discover some items that will simply become the new normal.

In this episode, my guests Ron Warman and Bob Dolinsky join me in a discussion about using Document Management, Cloud and Saas solutions to help protect your data and the data of your clients. We also turn the discussion to the use of these platforms to facilitate working remotely in these times of health pandemics and self quarantine. Recorded on March 9th, 2020 the information here is only getting more relevant.

To reach out and talk to Bob, you can email him at [email protected] and to reach us at Affinity Consulting, you can email us at [email protected]

In this episode, our guests Ron Warman and Paul Unger continue their discussion on the future of document management. We discuss such innovations as AI, voice recognition, on demand training, free access, and others.

Ron Mentions his webinar on the subject which can be found here:

https://www.youtube.com/watch?v=naTftLZJs9M

And information on Affinity Insight can be found here:

https://www.affinityconsulting.com/insight/

In Episode 3 of Docs on the Rocks, guests Ron Warman and Paul J Unger join host Chris Martz in a lively discussion of the Future of Document Management. In part 1 we discuss the players, how we got where we are, and what is driving the future of document management.

For more information check out Ron Warman's Webinar on the same subject here:

Also for more information on Affinity Insight mentioned in the podcast click here: https://www.affinityconsulting.com/insight/

In this episode of Docs on the Rocks, I am joined by Affinity Partner, Jeff Krause and Affinity Consultant Drew Tomkins as enjoy a great beer and discuss The History of Document Management.

Ep 001 - Building your firm’s cloud strategy

For our inaugural episode, Affinity partner Paul J Unger joins the show along with Affinity director of DMS, Gregory Bray and we pour ourselves a great libation and a great conversation. We discuss what goes in to building a cloud strategy, including the convergence of Hardware, Process and Programs. In addition we talk about the types of cloud, the advantages of moving to the cloud, and answer some of the concerns that firms may have when moving to the cloud. Paul Unger also has a companion webinar on this same topic you can access here https://youtu.be/ayWFqKRS60A