
The importance of data protection for small businesses
In this guide, we’ll walk you through what data protection is, why it matters for small companies, the main risks of not having strong defenses against threats, and the best strategies to safeguard your operations.

What is ransomware?
Ransomware is malicious software that encrypts files and blocks access to systems, making them inaccessible until you pay a ransom. This cybercrime spreads through malicious links and software vulnerabilities, then demands payment for the decryption key…

Benefits of document automation for financial services
Financial document automation is the use of technologies, such as machine learning, AI, and optical character recognition (OCR), to automate every stage of financial document management, including creation, capture, processing, and storage.

How to choose the best cloud-based storage for small businesses
Looking for the best cloud-based file storage for small businesses? This guide helps you choose a service that fits your budget and business goals.

Cybersecurity for small businesses: The ultimate guide
Data protection for small businesses can feel challenging, partly due to high costs and partly because keeping on top of new threats is a never-ending battle. We put together 10 cybersecurity best practices for small businesses to help you safeguard your…

AI data extraction: Everything you need to know
Pulling information from business documents takes time, especially when you do it manually or using rule-based tools. Scanned forms, handwritten notes, and other layout-free formats are especially difficult for traditional data extraction programs to…

A guide to AI workflow automation
AI workflow automation is an approach to streamlining processes with minimal human input, leveraging AI. Organizations of all kinds can adopt this automation method to replace traditional rule-based systems, which follow fixed, predefined instructions to…

What is data governance?
Data governance is a comprehensive framework of processes, technologies, and policies organizations use to manage and protect their data throughout its lifecycle. It ensures data is accurate, consistent, secure, and accessible — critical factors in…

Structured data vs. unstructured data in the age of AI
In the AI-first era of business, data lies at the heart of every organization, with the potential to power innovation and growth. But it’s not enough for a business to simply gather information — the real challenge is unlocking its true value to fuel…

Records management system: Definition and importance
Every day, your company handles physical and digital files, each with its own rules for organization and retention. For example, you may need to store financial documents for seven years, while you can discard emails once they’re no longer useful.

Content management best practices for small businesses
From product reviews to HR paperwork, your company handles high volumes of content every day — and there’s a lot that goes into managing it all. What’s more, you need to go beyond just managing your data: You need to harness its value for.

What is cloud migration?
So, you've decided migrating your content to the cloud is the right move for your business. How are you going to get there? Moving content to the cloud isn't always straightforward. What really goes into migrating your content to the cloud, and how do…

How to foster collaboration skills in the workplace
In business, collaboration often stands out most when it’s missing — communication breaks down, and you feel like your departments are working in silos. While some team members may naturally work well with others, creating a collaborative environment is…

What is an electronic signature?
An electronic signature, or e-signature, may consist of a sound, symbol, or process associated with a record — such as a contract or agreement — and executed by someone with the intent to sign it. These virtual signatures allow you to give consent or…

Key strategies to strengthen supplier collaboration
Your organization was built on strong relationships. Customers, employees, and vendors are all partners in delivering outstanding service. It’s no different with suppliers. In today’s global, interconnected economy, long-term supplier relationships…

Cross-departmental collaboration: The ultimate guide
Does your company sometimes feel like a group of isolated teams, each with its own working methods? When departments have a limited view of each other’s work, teams often struggle to understand how their roles fit into the big picture. The consequences…

Digital transformation for small businesses: A guide
With artificial intelligence (AI) and other technologies powering productivity across many industries, digital transformation has become a requirement for businesses to thrive in the AI era.

Document workflow automation: Examples and best practices
Without the right document workflow solutions, minor issues can become crises. Typos can lead to rewrites. Missed deadlines even become renegotiations. Managing documents doesn’t have to be hard.

How does document categorization work?
Document categorization works by grouping files based on content, characteristics, or purpose. For example, an HR department can manually organize resumes by job title or let software automatically label them based on key terms.

How to foster collaborative task management
Collaborative task management is the process of managing tasks or workflows within a group to facilitate coordination and shared accountability. It combines clear communication, collaborative workspaces, and the use of tools to help teams work toward a…