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	<title>Sitrof Technologies &#187; Enterprise Content Management</title>
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		<title>Bryan Reynolds speaking on panel at AIIM event</title>
		<link>http://sitrof.com/resources/news/bryan-reynolds-speaking-on-panel-at-aiim-event/</link>
		<comments>http://sitrof.com/resources/news/bryan-reynolds-speaking-on-panel-at-aiim-event/#comments</comments>
		<pubDate>Fri, 15 Apr 2011 20:33:42 +0000</pubDate>
		<dc:creator>Sitrof</dc:creator>
				<category><![CDATA[Awards and Speaking]]></category>
		<category><![CDATA[News]]></category>
		<category><![CDATA[AIIM]]></category>
		<category><![CDATA[compliance]]></category>
		<category><![CDATA[Document Management]]></category>
		<category><![CDATA[ECM]]></category>
		<category><![CDATA[Enterprise Content Management]]></category>
		<category><![CDATA[Green technologies]]></category>
		<category><![CDATA[linkedin]]></category>
		<category><![CDATA[paperless office]]></category>
		<category><![CDATA[regulated industries]]></category>

		<guid isPermaLink="false">http://sitrof.com/?p=2780</guid>
		<description><![CDATA[Bryan Reynolds, managing partner of Sitrof Technologies, will be speaking on a panel at an AIIM Garden State Chapter event. It will be held on May 10 and feature a panel discussion on the topic, "Going Green - Moving From Paper to Electronic Environment." The panel will discuss topics around capture, store, share and control [...]]]></description>
			<content:encoded><![CDATA[<p>Bryan Reynolds, managing partner of Sitrof Technologies, will be speaking on a panel at an AIIM Garden State Chapter event. It will be held on May 10 and feature a panel discussion on the topic, "Going Green - Moving From Paper to Electronic Environment."</p>
<p>The panel will discuss topics around capture, store, share and control within ECM, focusing on going paperless. Attendees will be provided with recommendations, best practices and challenges that businesses and organizations face when trying to move to a paperless environment.</p>
<p>"Sitrof has led a number of paperless initiatives in highly regulated industries," said Reynolds. "I’m looking forward to speaking about the numerous benefits of going paperless, as well as the challenges involved."</p>
<p>The AIIM Garden State Chapter panel event will be on Tuesday, May 10 at the Woodbridge Hilton in Iselin, NJ. The event starts with a networking session at 5:30pm. <a href="http://www.aiim.org/Chapters/ChapterEventView.aspx?ChapterID=15&amp;EventID=4883" target="_blank">Click here</a> to learn more or to register.</p>
<p><strong>About Sitrof</strong><br />
Sitrof provides premier consulting and technology solutions enabling organizations to improve efficiencies and mitigate risk. Backed by decades of industry knowledge and world-class industry partnerships, Sitrof has saved millions of dollars and countless months of time, for hundreds of companies. For more information about Sitrof email <a href="mailto:sales@sitrof.com">sales@sitrof.com.</a></p>
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		<title>New Jersey State Agency:A SharePoint 2010 Implementation for Submission Document Control</title>
		<link>http://sitrof.com/resources/case-studies/new-jersey-state-agency-sharepoint-2010-implementation-for-submission-document-control/</link>
		<comments>http://sitrof.com/resources/case-studies/new-jersey-state-agency-sharepoint-2010-implementation-for-submission-document-control/#comments</comments>
		<pubDate>Mon, 28 Mar 2011 15:24:26 +0000</pubDate>
		<dc:creator>Sitrof</dc:creator>
				<category><![CDATA[Case Studies]]></category>
		<category><![CDATA[Document Management]]></category>
		<category><![CDATA[Enterprise Content Management]]></category>
		<category><![CDATA[paperless office]]></category>
		<category><![CDATA[SharePoint]]></category>
		<category><![CDATA[SharePoint 2010]]></category>

		<guid isPermaLink="false">http://sitrof.com/?p=2696</guid>
		<description><![CDATA[A New Jersey state agency has been charged with enforcing certain legislation and regulations to assure the public trust and confidence in the credibility and integrity of the regulated industry and operations. The Challenge Most petitions or submissions received by the Agency arrive through regular mail and are manually routed to various departments. The balance [...]]]></description>
			<content:encoded><![CDATA[<h3>A New Jersey state agency has been charged with enforcing certain legislation and regulations to assure the public trust and confidence in the credibility and integrity of the regulated industry and operations.</h3>
<h4>The Challenge</h4>
<p>Most petitions or submissions received by the Agency arrive through regular mail and are manually routed to various departments. The balance of submissions are received as attachments to email. This creates a number of inefficiencies such as duplication of documents, the inability to know where various submissions are within the process, as well as the inability to provide feedback to petitioners on the status of the submission. The Agency was searching for an electronic document management system, to alleviate the identified issues within the current paper process and increase the efficiency of the state agency. It was imperative that the electronic process closely mimic the one currently followed.</p>
<h4>The Solution</h4>
<p>The Agency hired Sitrof Technologies of Princeton, NJ to design and implement a document management system and workflows based on Microsoft SharePoint 2010.  First the team developed a process requiring all submissions, regardless of their origin and how they were received, be converted into electronic form and then sent to SharePoint for tracking and storage.   The format of the document, physical or electronic, dictates the next step in the process.  If the document received is in paper form it must be scanned into PDF format, utilizing the existing Xerox multifunction devices with are Extensible Interface Platform (EIP) enabled to streamline and customize the process.</p>
<p>If the document received is already in electronic format it will be uploaded directly to SharePoint to a specific folder related to the submission for further processing.</p>
<p style="text-align: center;"><img class="aligncenter size-full wp-image-2620" title="SharePoint 2010 workflow" src="http://sitrof.com/wp-content/uploads/2011/03/NJCC.jpg" alt="SharePoint 2010 workflow" width="700" height="300" /></p>
<p>The ScanFlowStore converts the scanned paper document to a text searchable PDF and place it on the file system. ScanFlowStore is utilized to break apart batches of submissions so that the mail room can scan multiple documents at the same time enabling them to improve efficiency.</p>
<p>The Sitrof Ingester takes the output from ScanFlowStore and routes to SharePoint 2010. Knowledge workers in the mail room use an indexing screen to define the type of submission which then automatically distributes the submission to the appropriate division(s) within the Agency.  Once the document has been indexed, a set of validations execute to ensure that the data the user entered matches the rules set in the system for submission properties and starts the appropriate actions. Newly indexed documents are automatically routed to the appropriate folder within SharePoint 2010.</p>
<p>For example, if supporting documentation is required before a submission can be approved, the workflow will enter a paused state until additional support documentation is received. Once a supporting document is received, the workflow will continue allowing the knowledge worker to determine if the additional documentation is sufficient to continue the process or if more documentation is required.</p>
<p>Two submission workflows were created in SharePoint 2010 for the business process related to non-delegated and delegated submissions.</p>
<p><strong>Delegated Submission</strong></p>
<p>After a delegated submission is assigned by the department admin and email is automatically generated to the assigned knowledge worker notifying them of a task within SharePoint. Once within SharePoint they have access to all the available information about the submission from a single screen as well as the original submission and any supporting documentation which is related to the specific submission. The knowledge worker has an option to Approve, Reject, Request Information or escalate as a Non Delegated Authority Process. The knowledge worker would also have an option to reassign the task.</p>
<p><strong>Non-Delegated Submissions</strong></p>
<p>Non-delegated Authority Submissions are submissions that require a public hearing. These submissions go to a number of distribution groups and require a number of different reviews before a decision is made by the Commissioners at the Public Hearing. The specific groups which receive the submission are dictated by the type of submission received. All of the different groups review and provide various comments on the submission. General Counsel can annotate the submission. After all knowledge worker reviews are completed, General Counsel prepares an opinion document that takes the reviews into consideration and is used by the Commissioners for the public hearing.  General Counsel may also redact portions of content related to the submission.</p>
<p>Similar to the delegated workflow, the non-delegated submission is indexed by the mailroom clerk and then distributed to the relevant department administrators in the respective divisions that will review the submission. The department admin would then assign reviewers who would have the ability to comment on the submission. Apart from assigning reviewers, the admin would also click on the hyperlink to open the submission in Adobe Acrobat and invite reviewers to gather the comment.</p>
<p><strong>Shared Review, Comments and Tracking Submissions</strong></p>
<p>The department admin enters the email address of all the reviewers who are to participate in the workflow, automatically generating an email notification inviting them to review the submission. The reviewers then comment on the submission, which are all tracked in the system. Pre-determined due dates are set for tasks automatically generating a reminder email to the reviewers.</p>
<p>Once all the reviewers complete their tasks, a new task is created for a pre-assigned user to prepare the memo/opinion for the submission. This user views all the review comments and has to write up an opinion based on the comments.  After the memo is prepared, the clerk is then notified to update the action date on the submission. This action date is the actual date of public hearing.</p>
<p>Following the public hearing, the clerk updates the status of the submission depending on the decision made by the commissioners. The clerk also uploads any documents from the public hearing to the ‘Submissions Drop Box’ with the appropriate index values related to the submission.</p>
<h4>The Results</h4>
<p>As common with every state in the Union, budget cuts have necessitated deep personnel cuts. The old adage ‘Do more with less’ is actually true with the Sitrof/SharePoint solution.</p>
<ul>
<li><strong>Reduced Paper: </strong>Routing and reviewing petitions electronically to multiple people greatly reduced the need to print duplicate copies which also reduced the printer costs.</li>
<li><strong>Improved Productivity: </strong>Entire staff ranging from Clerks to General Counsel spent far less time in document routing, petition reviewing and searching, and scheduling Public Hearings.</li>
<li><strong>Petition Tracking:</strong> SharePoint Workflow reports and logs meant every petition filed could be tracked at a granular level which was very important due to the time sensitive nature of the petitions.</li>
<li><strong>Improved Compliance:</strong> All petitions are now processed within the time deadlines specified by the legislation.</li>
</ul>
<h4>Next Steps</h4>
<p>The State has several initiatives to implement SharePoint 2010 document management and collaboration workflows in various departments and divisions across the State.</p>
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		<title>DIA EDM: Just around the corner</title>
		<link>http://sitrof.com/resources/insights/dia-edm-just-around-the-corner/</link>
		<comments>http://sitrof.com/resources/insights/dia-edm-just-around-the-corner/#comments</comments>
		<pubDate>Wed, 19 Jan 2011 17:46:20 +0000</pubDate>
		<dc:creator>Sitrof</dc:creator>
				<category><![CDATA[Insights]]></category>
		<category><![CDATA[21 CFR Part 11]]></category>
		<category><![CDATA[compliance]]></category>
		<category><![CDATA[Document Management]]></category>
		<category><![CDATA[ECM]]></category>
		<category><![CDATA[Enterprise Content Management]]></category>
		<category><![CDATA[FirstDoc]]></category>
		<category><![CDATA[FirstPoint]]></category>
		<category><![CDATA[linkedin]]></category>
		<category><![CDATA[Microsoft SharePoint]]></category>
		<category><![CDATA[SharePoint]]></category>
		<category><![CDATA[SharePoint 2010]]></category>

		<guid isPermaLink="false">http://sitrof.com/?p=2463</guid>
		<description><![CDATA[Electronic Document Management 2011: The Intersection of Data, Documents and Submissions Once again the team at Sitrof is looking forward to exhibiting at the DIA EDM show, February 15-16 at the Gaylord National Hotel and Convention Center. Please come visit us at booth #205, as we have some exciting new offerings to make document management [...]]]></description>
			<content:encoded><![CDATA[<p><strong>Electronic Document Management 2011: The Intersection of Data, Documents and Submissions</strong></p>
<p>Once again the team at Sitrof is looking forward to exhibiting at the DIA EDM show, February 15-16 at the Gaylord National Hotel and Convention Center. Please come visit us at booth #205, as we have some exciting new offerings to make document management and compliance a snap.  Our newest product is built  on the industry standard Microsoft SharePoint 2010 for ease of integration into all other collaborative and document management systems. A version is also available for EMC Documentum.  In addition we will continue to support, configure and install life sciences application on both CSC FirstDoc and CSC FirstPoint.</p>
<p>Over the past 23 years, the DIA EDM Conference has served as a forum for the discussion of emerging standards and the processes for the creation, submission and retention of regulatory information. This year’s program has been enhanced to provide a more comprehensive and interactive experience. The renewed approach affords opportunities to learn about and discuss the benefits and challenges of global standards development and implementation. Additionally, the design and development of business processes to facilitate the conversion of data into document components resulting in high quality regulatory submissions will be examined. Managing information in a completely electronic environment and enabling the current and future electronic submission standards landscape are key focuses.</p>
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		<title>Biomedical Research Group Relies on Xerox DocuShare to Store and Share Data; Expects to Save Millions</title>
		<link>http://sitrof.com/industry-trends/biomedical-research-group-relies-on-xerox-docushare-to-store-and-share-data-expects-to-save-millions/</link>
		<comments>http://sitrof.com/industry-trends/biomedical-research-group-relies-on-xerox-docushare-to-store-and-share-data-expects-to-save-millions/#comments</comments>
		<pubDate>Mon, 20 Dec 2010 18:56:06 +0000</pubDate>
		<dc:creator>Sitrof</dc:creator>
				<category><![CDATA[Industry Trends]]></category>
		<category><![CDATA[21 CFR Part 11]]></category>
		<category><![CDATA[compliance]]></category>
		<category><![CDATA[ECM]]></category>
		<category><![CDATA[Enterprise Content Management]]></category>
		<category><![CDATA[linkedin]]></category>
		<category><![CDATA[paperless office]]></category>
		<category><![CDATA[Xerox DocuShare]]></category>

		<guid isPermaLink="false">http://sitrof.com/?p=2393</guid>
		<description><![CDATA[PALO ALTO, Calif. -- The Copernicus Group Independent Review Board (CGIRB) is using Xerox Corporation’s (NYSE: XRX) DocuShare® CPX Enterprise Content Management (ECM) software to share and store critical biomedical research documents for the Food and Drug Administration – and expects to save more than $2 million in doing so. CGIRB uses a secure Web-based [...]]]></description>
			<content:encoded><![CDATA[<p>PALO ALTO, Calif. -- The <a href="http://www.cgirb.com" target="_blank">Copernicus Group Independent Review Board (CGIRB)</a> is using Xerox Corporation’s (NYSE: XRX) DocuShare® CPX Enterprise Content Management  (ECM) software to share and store critical biomedical research documents for the Food and Drug Administration – and expects to save more than $2 million in doing so.</p>
<p>CGIRB  uses a secure Web-based portal with DocuShare to manage large volumes of electronic paper documents related to client studies and compliance audits. The ECM solution has saved CGIRB an estimated $160,000 annually on shipping, supplies and personnel costs, and has reduced the time to process requests from an hour to minutes. Before, CGIRB manually printed and shipped documents to multiple locations for review and filing – a timely and costly process.</p>
<p>“Federal guidelines require CGIRB to retain files up to 10 years, so we needed a solution that would eliminate the drain on our resources. DocuShare software has done that and helped us be more efficient and competitive,” said Jennifer Sodrel, director, Information Management, CGIRB.</p>
<p>The review board gains further efficiency and control by using a <a href="http://sitrof.com/products/docushare-compliance-module/" target="_self">DocuShare Compliance Module</a>, created by Sitrof Technologies, which generates a complete audit trail of edits made to each document, including when and by whom. It also offers e-signature capabilities that comply with pharmaceutical industry regulation FDA 21 CFR Part 11, and eliminates the need for written signatures.</p>
<p>“Paper-intensive organizations such as CGIRB are taking control of their documents, rather than feeling overwhelmed by them,” said David Smith, vice president, DocuShare Business Unit, Xerox Corporation. “With DocuShare, CGIRB has transformed its workplace – allowing them to concentrate on their core business while slashing costs, decreasing turnaround times and improving data accuracy.”</p>
<p><a href="http://news.xerox.com/pr/xerox/electronic.aspx?fid=122466&amp;id=E0C26839" target="_blank">Click here to see CGIRB video case study.</a></p>
<p><a href="http://sitrof.com/resources/copernicus-group-irb-case-study/" target="_self">Click here to read full case study.</a></p>
<p><strong>About Xerox DocuShare</strong></p>
<p>Xerox DocuShare is an enterprise content management platform developed by Xerox Corporation. DocuShare’s capabilities range from basic content services to more robust business process automation and paper-to-digital solutions. It offers a number of partner solutions for vertical and cross-industry business processes.<a href="http://news.xerox.com/pr/xerox/biomedical-research-group-relies-on-Xerox-DocuShare.aspx?link_page_rss=188977" target="_blank"> See full release at Xerox Newsroom.</a></p>
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		<title>CSC FirstDoc – An Initial Implementation</title>
		<link>http://sitrof.com/resources/case-studies/csc-firstdoc-%e2%80%93-an-initial-implementation/</link>
		<comments>http://sitrof.com/resources/case-studies/csc-firstdoc-%e2%80%93-an-initial-implementation/#comments</comments>
		<pubDate>Mon, 06 Dec 2010 19:51:12 +0000</pubDate>
		<dc:creator>Sitrof</dc:creator>
				<category><![CDATA[Case Studies]]></category>
		<category><![CDATA[compliance]]></category>
		<category><![CDATA[Content migration]]></category>
		<category><![CDATA[Document Management]]></category>
		<category><![CDATA[Documentum]]></category>
		<category><![CDATA[DocuShare Compliance Module]]></category>
		<category><![CDATA[ECM]]></category>
		<category><![CDATA[Enterprise Content Management]]></category>
		<category><![CDATA[FirstDoc]]></category>
		<category><![CDATA[workflow]]></category>

		<guid isPermaLink="false">http://sitrof.com/?p=2302</guid>
		<description><![CDATA[Background A major pharmaceutical company, and long standing Sitrof client, used a very highly customized Documentum WDK Application for content authoring and submission management. While this system served the company well for many years, it ran counter to the company’s IT philosophy of moving to commercial off-the- shelf solutions. Computer Science Corporation (CSC) was contracted [...]]]></description>
			<content:encoded><![CDATA[<h3><strong>Background</strong></h3>
<p>A major pharmaceutical company, and long standing Sitrof client, used a very highly customized Documentum WDK Application for content authoring and submission management. While this system served the company well for many years, it ran counter to the company’s IT philosophy of moving to commercial off-the- shelf solutions.</p>
<p>Computer Science Corporation (CSC) was contracted to gather application requirements, perform production configuration and installation. Sitrof was engaged to gather the extensive document, user, configuration and customization migration requirements as well as to perform the design and execution.</p>
<p><strong>This case study discusses the unique challenges such a migration and upgrade effort presents, including: </strong></p>
<ul>
<li>Key factors influencing the migration approach ( rolling  vs. an in-place “all-at-once” migration)</li>
<li>Porting customizations from the legacy system to the upgraded system</li>
<li>Ensuring external systems that interfaced with the legacy system continued to work with the new system</li>
</ul>
<h3><strong>Migration Approaches</strong></h3>
<p>Two Migration Approaches were considered and reviewed for the migration effort:</p>
<h3>Rolling Migration</h3>
<p>A rolling migration is broken up over time to facilitate a gradual, incremental migration. The migration is divided into distinct chunks using business specific criteria. Documents are migrated from the legacy system on a department- or product-level basis to the new system.</p>
<p>For such an approach, the configurations and customizations to support the entire migration effort over its entire timeline are installed in the new system before any actual content is migrated. This ensures that all the functionality is always available as soon as the content is.</p>
<p>The following diagram illustrates such an effort:<img class="aligncenter size-large wp-image-2316" title="Rolling Migration" src="http://sitrof.com/wp-content/uploads/2010/12/Rolling-Migration-1024x377.jpg" alt="" width="729" height="268" /></p>
<p>Often the different departments slated to use the new system convert their business processes at non-coinciding times in support of the migration. If this had been a limiting factor, then a rolling migration approach would be the only possible approach. However, this was not the case in this project, which allowed us to explore following migration approach.</p>
<h3>In-Place “All-At-Once” Migration</h3>
<p>An “all-at-once” migration is where all the documents, users, configurations and customizations necessary for a complete migration are done in a single chunk, usually over an extended weekend.</p>
<p>An in-place upgrade is one where an upgrade to the existing software is done instead of migration to a new system with the new software. An advantage of this approach from a Documentum perspective is that the unique object identifiers are left intact whereas a rolling migration requires that the object identifiers change. This was the main driving factor for the selection of this migration approach, because the business used a submission publishing system that stored these identifiers. Updating the object identifiers in the publishing system would have added increased project complexity and extended project timelines.</p>
<p>The following high-level process was followed in order to move the legacy system to a new FirstDoc Research &amp; Development (FDRD) environment:</p>
<p>1.      Clone the existing docbase (database + content) to new target hardware and perform an in-place Documentum upgrade</p>
<p>2.      Install FDRD into the upgraded docbase</p>
<p>3.      Convert all documents to FirstDoc aware objects (i.e. change the documents’ object types to the FirstDoc specific object types)</p>
<p>4.      Call the FirstDoc SetACL and SetLink routines to ensure that the documents’ permissions and folder locations are set to business requirements</p>
<p>These steps are illustrated in more detail below:</p>
<p style="text-align: center;"><img class="aligncenter size-large wp-image-2318" title="SPRIDOX Migration" src="http://sitrof.com/wp-content/uploads/2010/12/SPRIDOX-Migration-1024x589.jpg" alt="" width="720" height="414" /></p>
<h3><strong>Configurations &amp; Customizations</strong></h3>
<p>Because migration involved moving from a legacy Documentum System to a FirstDoc FDRD system, it was necessary to convert all documents to FirstDoc objects.  Sitrof interacted closely with the client Subject Matter Experts (SMEs) to determine the FirstDoc type/subtype/units for all the existing documents. In cases where documents could not map to existing document inventory, Sitrof worked with CSC in order to have new types/subtypes/units added to the system.</p>
<p>The client also had WDK Customizations in the legacy systems, which Sitrof helped port over to the FDRD system by merging this functionality into the FDRD UI where possible.</p>
<h3>Secure Login</h3>
<p>The client’s IT security policy dictated that all passwords traveling on their networks be encrypted. However, using network sniffers, it was found that passwords were being passed from the WebTop/FirstDoc login screen in the application server to the Content Server in clear text.  Sitrof customized the WebTop/FirstDoc login component to encrypt the passwords passed to the Content Server.</p>
<p><img class="aligncenter size-large wp-image-2317" title="Secure Login" src="http://sitrof.com/wp-content/uploads/2010/12/Secure-Login-1024x176.jpg" alt="" width="635" height="109" /></p>
<h3>Remote Import</h3>
<p>A customization of the legacy system was the ability to import documents from a list of pre-defined FTP servers directly into the Documentum repository. Sitrof merged this functionality into the FirstDoc Bulk Import function so that document import from FTP Servers is treated in an identical manner to the documents imported from the File System.</p>
<h3>Product Dictionary Loader</h3>
<p>The client had an existing data warehouse that contained product, regulatory, clinical and nonclinical information, and did not want to manually maintain these dictionaries within FDRD.  Sitrof developed a series of custom jobs that queried the data warehouse on a daily basis and automatically created the appropriate FirstDoc Product dictionaries within FDRD whenever new data appeared in the data warehouse.</p>
<h3>Architecture Sizing / Performance Testing</h3>
<p>Because this was a mission-critical system, the client wanted to ensure that it was properly sized to handle current and future volume.  Sitrof worked with the client’s internal testing and infrastructure teams to develop performance tests to stress all individual components of the system. The joint team also stress-tested the overall system itself by designing “day in the life” scripts.</p>
<h3>External Systems</h3>
<p>Special attention was paid to all external systems that interfaced with the legacy system to ensure that the interfaces would work after migration. If a modification to the interface was needed, Sitrof made this change.</p>
<h3><strong>Trackwise Integration</strong></h3>
<p>The existing legacy system was integrated with Trackwise, allowing users to view content residing in Documentum from a Trackwise screen.  Sitrof ported this customization to work with the latest version of Documentum and FirstDoc.  Sitrof also customized FirstDoc to write the unique Documentum identifier to Trackwise any time a health authority correspondence document was approved within FirstDoc.</p>
<h3><strong>Conclusion</strong></h3>
<p>Sitrof was involved from inception to the finish of the project, and oversaw a large part of the development and migration efforts that were required for a successful completion of the project. The client was able to decommission their legacy solution shortly after going live with the FDRD solution.</p>
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		<title>Sitrof Announces Immediate Availability of Reporting Module for Xerox DocuShare</title>
		<link>http://sitrof.com/resources/news/sitrof-announces-immediate-availability-of-reporting-module-for-xerox-docushare/</link>
		<comments>http://sitrof.com/resources/news/sitrof-announces-immediate-availability-of-reporting-module-for-xerox-docushare/#comments</comments>
		<pubDate>Tue, 14 Sep 2010 20:55:09 +0000</pubDate>
		<dc:creator>Sitrof</dc:creator>
				<category><![CDATA[News]]></category>
		<category><![CDATA[compliance]]></category>
		<category><![CDATA[ECM]]></category>
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		<category><![CDATA[Xerox DocuShare]]></category>

		<guid isPermaLink="false">http://sitrof.com/?p=1971</guid>
		<description><![CDATA[Enables administrators to monitor business activity and workflow Sitrof Technologies, a leading document and records management consulting company, has recently announced the availability of their Xerox DocuShare Reporting Module, a new software tool that adds workflow reporting capability, enabling process administrators in any industry to perform business activity monitoring of current workflows. The Sitrof Reporting [...]]]></description>
			<content:encoded><![CDATA[<p><em>Enables administrators to monitor business activity and workflow</em></p>
<p><a href="http://sitrof.com" target="_blank">Sitrof Technologies</a>, a leading document and records management consulting company, has recently announced the availability of their <a href="http://sitrof.com/products/docushare-reporting-module/" target="_blank">Xerox DocuShare Reporting Module</a>, a new software tool that adds workflow reporting capability, enabling process administrators in any industry to perform business activity monitoring of current workflows. The Sitrof Reporting Module supports an extensive variety of reporting needs enabling organizations to deliver relevant information whenever and wherever needed across the enterprise, for auditing and compliance.</p>
<p>The <a href="http://sitrof.com/products/docushare-reporting-module/" target="_blank">Sitrof Reporting Module for Xerox DocuShare</a> increases overall productivity by allowing users to quickly create reports from a wide range of data sources. Reports are easy to create and manage with Sitrof’s user-friendly design environment and comprehensive management tools. With the Sitrof Reporting Module, users can enrich their reports by displaying data graphically, leveraging a wealth of rich mapping, gauge and charting capabilities.</p>
<p>“The Reporting Module for DocuShare is one more example of Sitrof’s commitment to providing valuable customer-focused solutions,” said Bryan Reynolds, Managing Partner of Sitrof Technologies. “We understood that many DocuShare users were looking for easy-to-use workflow reporting capabilities. The Sitrof Reporting Module will save DocuShare users time and money when creating their reports.”</p>
<p>To read more about the Sitrof Reporting Module for DocuShare, please <a href="http://sitrof.com/products/docushare-reporting-module/" target="_blank">click here</a>.</p>
<p>To request a demonstration or schedule a free consultation, please <a href="http://sitrof.com/about-us/request-a-custom-demonstration/" target="_blank">click here</a> or call (866) 545-8954.</p>
<p>Also available from Sitrof, <a href="http://sitrof.com/products/docushare-compliance-module/" target="_blank">Compliance Module for Xerox DocuShare</a> for life sciences and other regulated industries.</p>
<p><strong>About Sitrof:</strong><br />
Sitrof Technologies is a document and records management consulting company that provides the technology to enable companies to create, manage, deliver and archive documents and records across their organizations. Their expertise is in unstructured data for Information Management, Data Protection and Compliance—bringing together people, processes and documents to help clients prosper. Backed by decades of experience and world-class partnerships, Sitrof saves companies millions of dollars across many industries, improving efficiency and mitigating risk. Visit <a href="../../../../../">http://www.Sitrof.com</a> to learn more.</p>
<p><strong>Corporate Contact</strong><br />
Bryan Reynolds, Sitrof Technologies<br />
<a href="mailto:breynolds@sitrof.com">breynolds@sitrof.com</a><br />
Suite 302, 700 Alexander Park<br />
Princeton, NJ 08540<br />
(866) 545-8954</p>
<p><strong>Media Contact</strong><br />
Gwen Hoover, Altitude Marketing<br />
<a href="mailto:gwen@altitudemarketing.com">gwen@altitudemarketing.com</a><br />
(610) 421-8601 Ext. 4</p>
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		<title>Sitrof Technologies Named Finalist for 2010 ACE Awards</title>
		<link>http://sitrof.com/resources/news/sitrof-technologies-named-finalist-for-2010-ace-awards/</link>
		<comments>http://sitrof.com/resources/news/sitrof-technologies-named-finalist-for-2010-ace-awards/#comments</comments>
		<pubDate>Mon, 19 Jul 2010 14:17:51 +0000</pubDate>
		<dc:creator>Sitrof</dc:creator>
				<category><![CDATA[Awards and Speaking]]></category>
		<category><![CDATA[News]]></category>
		<category><![CDATA[21 CFR Part 11]]></category>
		<category><![CDATA[Best Practices]]></category>
		<category><![CDATA[ECM]]></category>
		<category><![CDATA[Enterprise Content Management]]></category>
		<category><![CDATA[linkedin]]></category>
		<category><![CDATA[Xerox DocuShare]]></category>

		<guid isPermaLink="false">http://sitrof.com/?p=1653</guid>
		<description><![CDATA[Sitrof Technologies is pleased to announce that they have been named a finalist in the Records Management &#38; Compliance category of the 2010 ACE Awards. Princeton, NJ – July 29, 2010 - The ACE Awards, presented by ECM Connection magazine, are designed to honor the vendors and solutions providers that have gone above and beyond [...]]]></description>
			<content:encoded><![CDATA[<h3>Sitrof Technologies is pleased to announce that they have been named a finalist in the Records Management &amp; Compliance category of the 2010 ACE Awards.<a href="http://sitrof.com/wp-content/uploads/2010/07/ACE-Awards-Logo.jpg"><img class="alignright size-full wp-image-1655" title="2010 ACE Awards Logo" src="http://sitrof.com/wp-content/uploads/2010/07/ACE-Awards-Logo.jpg" alt="2010 ACE Awards Logo" width="191" height="168" /></a></h3>
<p>Princeton, NJ – July 29, 2010 - The ACE Awards, presented by ECM Connection magazine, are designed to honor the vendors and solutions providers that have gone above and beyond the call of duty to help their clients achieve the best results possible from their ECM implementations.</p>
<p>Sitrof Technologies was nominated for their partnership with <a href="http://www.cgirb.com" target="_blank">Copernicus Group IRB (CGIRB)</a>. Using Xerox DocuShare and the <a href="http://sitrof.com/products/docushare-compliance-module/" target="_self">Sitrof Compliance Module,</a> Sitrof was able to help transform CGIRB into a paperless  organization to improve efficiency, reduce the need for paper (for cost, storage and environmental reasons) and, most of all, to improve CGIRB’s quality and competitive advantage. The paperless endeavor involved a massive legacy document scanning operation, including 1.5 million legacy documents totaling 5 million pages, as well as all internal documents and all inbound paper and electronic documents while maintaining FDA 21 CFR Part 11 compliance.</p>
<p>This installation is worthy of the 2010 ACE Award because of the level of collaboration, the best-of-breed solution implemented over time and the commitment to excellence by both parties involved.</p>
<p>“This was a huge undertaking requiring a lot of time and resources,” said Bryan Reynolds, Managing Partner of Sitrof Technologies. “Using a multi-phase plan, Sitrof helped CGIRB become paperless which had many benefits including increased quality and efficiency for the review board.”</p>
<p><a href="http://sitrof.com/resources/copernicus-group-irb-case-study/" target="_self">Read full Copernicus Group IRB Case study.</a></p>
<p><strong><em>About Sitrof Technologies</em></strong><em> </em></p>
<p>Sitrof Technologies is a document management and records management consulting company that provides the technology to enable companies to create, manage, deliver and archive documents and records across their organizations. Known for their expertise in unstructured data for content management, data protection and compliance, Sitrof brings together people, processes and documents to help clients prosper. Backed by decades of experience and world-class partnerships, Sitrof saves companies millions of dollars across many industries, improving efficiency and mitigating risk.</p>
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		<title>Bryan Reynolds to Deliver Case Study at Document Strategy Forum</title>
		<link>http://sitrof.com/resources/news/bryan-reynolds-to-deliver-case-study-at-document-strategy-forum/</link>
		<comments>http://sitrof.com/resources/news/bryan-reynolds-to-deliver-case-study-at-document-strategy-forum/#comments</comments>
		<pubDate>Fri, 11 Jun 2010 13:38:45 +0000</pubDate>
		<dc:creator>Sitrof</dc:creator>
				<category><![CDATA[Awards and Speaking]]></category>
		<category><![CDATA[News]]></category>
		<category><![CDATA[21 CFR Part 11]]></category>
		<category><![CDATA[Enterprise Content Management]]></category>
		<category><![CDATA[linkedin]]></category>
		<category><![CDATA[paperless office]]></category>

		<guid isPermaLink="false">http://sitrof.com/?p=1297</guid>
		<description><![CDATA[Reynolds, a Managing Partner of Sitrof, will be speaking Wednesday, September 15. He and client Jennifer Sodrel, Copernicus Group IRB, will be delivering a case study entitled "Go Paperless: A Three-Phase Approach". DOCUMENT Strategy Forum (Chicago-September 13-15)  features the most comprehensive conference focused on connecting everyone within the enterprise who is responsible for the transactional [...]]]></description>
			<content:encoded><![CDATA[<h3>Reynolds, a Managing Partner of Sitrof, will be speaking Wednesday, September 15. He and client Jennifer Sodrel, Copernicus Group IRB, will be delivering a case study entitled "Go Paperless: A Three-Phase Approach".</h3>
<p><a href="http://www.documentstrategyforum.com/" target="_blank">DOCUMENT Strategy Forum</a> (Chicago-September 13-15)  features the most comprehensive conference focused on connecting everyone within the enterprise who is responsible for the transactional document performance from <strong>Creation</strong>, <strong>Production</strong>, <strong>Delivery (Mail/Electronic)</strong>, <strong>Remittance, Preservation </strong>and <strong>Management. </strong>Attendees will have the opportunity to spend up to three full days networking, learning and meeting with companies that understand the unique and ever-changing challenges.</p>
<p>DOCUMENT Strategy Forum will honor its “Preferred” pricing program  through June 18th which means you can still save up to $300 on your  conference registration.  <a href="https://www.expotracshows.com/dsf/2010/" target="_blank">Click Here for Registration.</a></p>
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		<title>Copernicus Group IRB Case Study</title>
		<link>http://sitrof.com/resources/copernicus-group-irb-case-study/</link>
		<comments>http://sitrof.com/resources/copernicus-group-irb-case-study/#comments</comments>
		<pubDate>Fri, 07 May 2010 14:45:27 +0000</pubDate>
		<dc:creator>Sitrof</dc:creator>
				<category><![CDATA[Case Studies]]></category>
		<category><![CDATA[Resources]]></category>
		<category><![CDATA[21 CFR Part 11]]></category>
		<category><![CDATA[compliance]]></category>
		<category><![CDATA[Document Management]]></category>
		<category><![CDATA[ECM]]></category>
		<category><![CDATA[Enterprise Content Management]]></category>
		<category><![CDATA[paperless office]]></category>
		<category><![CDATA[Records Management]]></category>
		<category><![CDATA[Xerox DocuShare]]></category>

		<guid isPermaLink="false">http://sitrof.com/?p=1166</guid>
		<description><![CDATA[Background Copernicus Group IRB (CGIRB), with assistance from Sitrof and employee-driven change management, was able to transform from an entirely paper-reliant company with millions of pages of legacy documentation into a completely digital paperless organization in less than two years. As a result, the company dramatically reduced expenses and created a truly “green” work environment [...]]]></description>
			<content:encoded><![CDATA[<p><strong> </strong></p>
<h4><strong>Background</strong></h4>
<p>Copernicus Group IRB (CGIRB), with assistance from Sitrof and employee-driven change management, was able to transform from an entirely paper-reliant company with millions of pages of legacy documentation into a completely digital paperless organization in less than two years. As a result, the company dramatically reduced expenses and created a truly “green” work environment by nearly eliminating paper, printing, storage, shipping and other hard document handling costs.</p>
<p>With a three-phase implementation approach, employee-led review and oversight committees, CGIRB fostered a positive, productive atmosphere for long-term change management. CGIRB gained competitive advantage and improved service to pharmaceutical clients by becoming more efficient in review and approval process—thus enabling clients to accelerate their study start up and increase the speed in getting drugs approved and into the market.</p>
<h4><strong>The Challenge</strong></h4>
<p>In the fall of 2006, CGIRB sought a document management solution to handle incoming electronic documents so they did not have to be printed and circulated in hard copy. It approached Sitrof Technologies, a company specializing in unstructured document management with extensive experience Part 11 compliance. CGIRB wanted to install a 21 CRF Part 11 compliant document management system with workflow, version control and electronic signatures to handle incoming documents.</p>
<p>CGIRB is an IRB which under FDA regulations means it’s an appropriately constituted group that has been formally designated to review and monitor biomedical research involving human subjects. Running the day-to-day business at an IRB is incredibly paper intensive and requires a great deal of internal and external collaboration. But by 2006, 96% of incoming documents to CGIRB were received electronically via digital fax, portals and email—and then printed out because CGIRB did not have a FDA 21 CFR Part 11 certified process for electronic document handling.</p>
<blockquote><p>CGIRB knew something had to change in this process and set to work with Sitrof to implement a solution to becoming paperless.</p>
</blockquote>
<p>Initially, CGIRB only sought a way to handle incoming electronic documents, and nothing more. However, early in the investigation process, CGIRB realized it was entirely possible to become a completely paperless company and so established a very aggressive goal of doing so. This paperless evolution would involve a massive legacy document scanning operation, including 1.5 million legacy documents totaling 5 million pages, as well as all internal documents and all inbound paper and electronic documents.</p>
<p>The project also required extensive system integration with CGIRB’s internal Protocol Tracking Systems and its customer-facing portal, Connexus. It also necessitated reengineering and converting of the company’s existing paper processes and workflows—which in turn necessitated a critically important cultural/change management solution for CGIRB employees.</p>
<p><strong>Objectives included:</strong></p>
<ul>
<li>To install a 21 CRF Part 11 compliant document management system with workflow, version control and electronic signatures to handle incoming documents.</li>
<li>To improve efficiency, reduce the need for paper (cost, storage and environmental reasons) and most of all, improve their competitive advantage.</li>
<li>Overall objective was for CGIRB to become a paperless company.</li>
</ul>
<p><strong>The Solution </strong></p>
<p>To transform CGIRB into a paperless company, Sitrof undertook a massive legacy document scanning operation, including 1.5 million legacy documents totaling 5 million pages, as well as all internal documents and all inbound paper and electronic documents. Due to the requirements of 21CFR Part 11, CGIRB must validate all regulated systems. Each of these phases included documentation and validation effort to ensure CGIRB systems remained in an appropriately validated state.</p>
<p>Sitrof worked with CGIRB to create an efficient and successful implementation process using a three-phase approach.</p>
<ul>
<li><strong><em>Phase One:</em></strong> Using DocuShare out of the box.</li>
<li><strong><em>Phase Two:</em></strong> Scanning and uploading 5 million legacy pages to an e-file room for viewing purposes only.</li>
<li><strong><em>Phase Three:</em></strong> Adding Sitrof’s Compliance Module to DocuShare to automate the workflow and decision process for electronic records while maintaining Part 11 compliance.</li>
</ul>
<p><strong><em>Phase One:</em></strong><em> </em></p>
<p>From the very start, CGIRB improved employee adoption and buy-in immeasurably by creating subcommittees, focus groups, team meetings and best-practices teams from lines of business and IT. In mid-2008 Sitrof installed Xerox DocuShare software for use with CGIRB’s non-regulated documents, such as vacation requests, business development information, training information, PowerPoint presentations, spreadsheets, status reports, RFIs and contracts. Employees quickly became familiar with the DocuShare interface, easing them out of their comfort zone in a non-threatening, time-relaxed manner.</p>
<p>Subcommittees, focus groups, team meetings and best practices teams involved as many staff members as possible. Phase One also allowed CGIRB and Sitrof to fine-tune processes and customize the software before launch, again minimizing risk before full implementation.</p>
<p><strong><em>Phase Two:</em></strong></p>
<p>To become truly paperless, a major legacy scanning operation was necessary. CGIRB commissioned a local established outsource firm, SCDATA, Inc.,<strong> </strong>to work on-site, scanning, indexing and archiving 5 million pages of legacy documents (more than 200,000 pages scanned per month). Proper check-in/check-out of these live paper documents was essential throughout the conversion process, because at any point in time, CGIRB had to be able to locate any specific document—even if it had already been pulled for scanning.</p>
<p>Initially, the scanned documents were available through a DocuShare e-file room for “read only” purpose. This allowed users to become familiar with the system and working with electronic records. However, because the system was not yet Part 11 compliant for decision-making, the original paper was still routed to board members. Thus by the end of phase two, and before full launch, users already had nearly a year’s worth of hands-on experience with the system.</p>
<p>In addition to making a certified and trustworthy duplicate through scanning, Optical Character Recognition (OCR) was applied to each page, converting it to digital text and allowing full text search of all 5 million pages of documentation. Adding OCR and full text search was very forward thinking on part of the team and resulted in further streamlining of the clinical research process. Each document was also compressed to within 5% of its original size. The OCR and compression process continues today for all newly entered hardcopy and electronic documents.</p>
<p><strong><em>Phase Three:</em></strong></p>
<p>Both CGIRB and Sitrof knew from the start that Xerox DocuShare alone would not meet all functional requirements for a new paperless system, including Part 11 compliance. Yet, by design, it wasn’t until a full year later—after thorough testing with non-regulated documents, working through process changes and getting buy-in—that Sitrof installed its Compliance Module to ensure 21 CFR Part 11 compliance. Until that point the mission critical documents were still being handled in paper.</p>
<p>DocuShare, when combined with the Sitrof Compliance Module, is a robust document management collaboration tool supporting CGIRB’s mission critical function.</p>
<h4><strong>The Results</strong></h4>
<p>CGIRB’s <a href="http://sitrof.com/resources/news/sitrof-technologies-named-finalist-for-2010-ace-awards/" target="_self">award-winning</a> paperless evolution is green, efficient, cost-effective, compliant and competitive. With over 96% of documents received electronically at CGIRB, eliminating the need to print documents reduced cost and allowed for a green work environment. An ROI of 51% represents the implementation of CGIRB’s DocuShare paperless environment.</p>
<p>By scanning and performing OCR all the 1.5 million documents in the legacy repository can now be searched in a Google-style manner by the DocuShare software. This enables board members to quickly find the right passage in typically 200-page long protocols and investigative brochures. In addition to the time savings, the risk of missing something is virtually eliminated.</p>
<p>In the past, thousands of approval documents and correspondence were shipped out to sites and clients each day. Now, with updated SOPs and the technology in place to exchange electronic documents, paper is conserved, shipping costs are reduced and approval documents can be accessed instantly.</p>
<p>Because study documents are dynamic documents that are never fully retired, they can be in use for more than ten years. Converting all paper to digital dramatically expedited the retrieval process of these valuable documents and nearly eliminated hard storage costs. CGIRB no longer risks losing paper documents, and a single document can easily and securely be shared among numerous board members.</p>
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		<title>Microsoft SharePoint Steals the Show at AIIM 360 2010</title>
		<link>http://sitrof.com/resources/insights/microsoft-sharepoint-steals-the-show-at-aiim-360-2010/</link>
		<comments>http://sitrof.com/resources/insights/microsoft-sharepoint-steals-the-show-at-aiim-360-2010/#comments</comments>
		<pubDate>Mon, 26 Apr 2010 01:00:46 +0000</pubDate>
		<dc:creator>breynolds</dc:creator>
				<category><![CDATA[Insights]]></category>
		<category><![CDATA[ECM]]></category>
		<category><![CDATA[Enterprise Content Management]]></category>
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		<category><![CDATA[SharePoint]]></category>

		<guid isPermaLink="false">http://sitrof.com/?p=1014</guid>
		<description><![CDATA[As I walked into AIIM 360 at the Pennsylvania Convention Center, I noticed immediately Microsoft’s strong presences flowing throughout the building. With over a dozen AIIM shows under my belt, I have slowly watch the blue-carpeted side--representing software--steadily grow. In contrast I have witnessed the red-carpeted side--representing the hardware and paper world--slowly decrease in size. [...]]]></description>
			<content:encoded><![CDATA[<p>As I walked into AIIM 360 at the Pennsylvania Convention Center, I noticed immediately Microsoft’s strong presences flowing throughout the building. With over a dozen AIIM shows under my belt, I have slowly watch the blue-carpeted side--representing software--steadily grow.  In contrast I have witnessed the red-carpeted side--representing the hardware and paper world--slowly decrease in size.  In addition, it is my observation that attendance has been on a slow decline.  Last year there was a negative vibe, however this year the show had an energy I hadn’t noticed in years. More blue carpet than red. A positive buzz.  Something new, something fresh, something alluring. Something SharePoint.</p>
<p>The fact is that Microsoft and SharePoint have landed and there is no escaping the power and productivity of this amazing product.  From the Microsoft Executive Keynotes, partner spotlight sessions and the impressive real-world customer implementation stories--it truly was a SharePoint summit.  I spoke with many people who told me the only reason they came was to see SharePoint 2010. Their goal was to learn how to enhance what they were already doing with SharePoint or how to migrate from their existing solution and begin to embrace the SharePoint 2010 technology.  One vendor told me the only reason most of the vendors returned, including them, was because the focus of the show would be on Microsoft’s flagship product.</p>
<p>Case in point, the Microsoft booth was buzzing with SharePoint solutions solving all kinds of collaboration and ECM problems. It is undeniable that SharePoint has changed the landscape of enterprise content management.  In the 2005 Magic Quadrant for ECM, Gartner showed Microsoft at the top of being a niche player with and ability to execute.  In 2009 Gartner showed Microsoft in second place under the Leadership quadrant.  I would be surprised to not see Microsoft in the number one position this year.   One thing is truly for sure; they absolutely stole the show at AIIM 360 this year.</p>
<p><strong>Bryan Reynolds is Managing Partner of Sitrof Technologies, 700 Alexander Park, Princeton, NJ 08540, email: <a href="mailto:breynolds@sitrof.com">breynolds@sitrof.com</a></strong></p>
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