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Coherent Market Insights recently released a study report titled Global Document Management System Market from 2022 to 2028, which is a brilliant blend of industry expertise, innovative ideas, solutions, and cutting-edge technology to provide a better experience. A trustworthy and dependable source of information, the Document Management System Industry Report offers a thorough picture of current industry trends, developing products, conditions, and opportunities. The market research includes thorough and current data on consumer needs, preferences, and likes regarding a particular product. It makes predictions about overall market circumstances, development opportunities, and potential barriers.
𝗥𝗲𝗾𝘂𝗲𝘀𝘁 𝗮 𝘀𝗮𝗺𝗽𝗹𝗲 𝘁𝗼 𝗼𝗯𝘁𝗮𝗶𝗻 𝗮𝘂𝘁𝗵𝗲𝗻𝘁𝗶𝗰 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗮𝗻𝗱 𝗰𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗮𝘁-
https://www.coherentmarketinsights.com/insight/request-sample/3115 
The Document Management System market study contains a comprehensive analysis of the industry’s situation right now, as well as important players, regions, categories, and applications. The research covers a thorough examination of growth determinants, market definition, market potential, and driving trends to understand future demand and forecast for the global industry. This report provides specific information about the market size, company share, sales volume, and revenue for Document Management System for both the previous and the year 2028. The research study focuses at key market participants, CAGR figures, market drivers, restrictions, and competition strategies globally. This market research also discusses obstacles, market share, future growth, and industry trends. Additionally, it does market research to determine the growth strategies, plans, and procedures of important companies.
𝗧𝗼𝗽 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗜𝗻𝗰𝗹𝘂𝗱𝗲: Atlassian, OpenText Corporation, Xerox Corporation, IBM Corporation, eFileCabinet Inc., SpringCM, Oracle Corporation, Hyland Software Inc., Ricoh USA, Inc., Open Document Management System S.L., Microsoft Corporation, Synergis Technologies, R2 Technologies Limited, and Zoho Corporation.
Detailed Segmentation:

𝗥𝗲𝗴𝗶𝗼𝗻𝗮𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀:
» 𝗡𝗼𝗿𝘁𝗵 𝗔𝗺𝗲𝗿𝗶𝗰𝗮: United States, Canada, and Mexico
» 𝗦𝗼𝘂𝘁𝗵 & 𝗖𝗲𝗻𝘁𝗿𝗮𝗹 𝗔𝗺𝗲𝗿𝗶𝗰𝗮: Argentina, Chile, Brazil and Others
» 𝗠𝗶𝗱𝗱𝗹𝗲 𝗘𝗮𝘀𝘁 & 𝗔𝗳𝗿𝗶𝗰𝗮: Saudi Arabia, UAE, Israel, Turkey, Egypt, South Africa & Rest of MEA.
» 𝗘𝘂𝗿𝗼𝗽𝗲: UK, France, Italy, Germany, Spain, BeNeLux, Russia, NORDIC Nations and Rest of Europe.
» 𝗔𝘀𝗶𝗮-𝗣𝗮𝗰𝗶𝗳𝗶𝗰: India, China, Japan, South Korea, Indonesia, Thailand, Singapore, Australia and Rest of APAC.   
𝐑𝐞𝐪𝐮𝐞𝐬𝐭 𝐂𝐮𝐬𝐭𝐨𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐓𝐡𝐢𝐬 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐑𝐞𝐩𝐨𝐫𝐭: https://www.coherentmarketinsights.com/insight/request-customization/3115
Key Reasons to Buy this Report:
⁃ Utilize current information gathered by our own researchers. This gives you access to historical and projected data that is analysed to reveal the reasons the Document Management System industry is changing; this enables you to foresee market changes and preserve a competitive advantage.
⁃ The clear graph, succinct analysis, and table style make it easy to get the data you need.
⁃ Defines the region and market sector most likely to see rapid growth and market dominance.
⁃ A geographical analysis showing the factors influencing the market in each region as well as how the product or service is used there.
⁃ Detailed company profiles for the major market players, including executive summaries, corporate insights, product benchmarking, SWOT analysis, and information on recent service/product launches, business expansions, and acquisitions by the companies profiled.
⁃ A forecast of the market for the sector’s current and upcoming years that takes into consideration recent changes, such as growth prospects, drivers of that growth, and challenges and constraints in both emerging and developed economies.
⁃ Porter’s five forces analysis offers a thorough examination of the industry from a wide range of perspectives.
⁃ Provides information on potential future market growth as well as industry knowledge through a Value Chain – Market Dynamics scenario.
FAQ:
➣ What is the anticipated growth rate and market size of the Document Management System industry for the forecast period 2022-2028?
➣ What major variables are affecting the global Document Management System market?
➣ What strategies have market leaders used to stay one step ahead of the competition?
➣ Which industry trends and reveal most likely to keep the Document Management System Market’s prospects favourable for the anticipated period of 2022–2028?
➣ What challenges can prevent market expansion in different regions?
➣ What opportunities are the top players in the Document Management System Market staking their bets on for the upcoming years?
➣ What are the key conclusions of the five-point analysis of the global Document Management System market?
𝗚𝗲𝘁 𝟮𝟬𝟬𝟬 𝗨𝗦𝗗 𝗗𝗶𝘀𝗰𝗼𝘂𝗻𝘁 𝗼𝗻 𝗕𝘂𝘆𝗶𝗻𝗴 𝘁𝗵𝗶𝘀 𝗥𝗲𝗽𝗼𝗿𝘁:
https://www.coherentmarketinsights.com/promo/buynow/3115
𝗧𝗮𝗯𝗹𝗲 𝗼𝗳 𝗖𝗼𝗻𝘁𝗲𝗻𝘁:
1. Research Objectives and Assumptions
Research Objectives
Assumptions
Abbreviations
2. Market Purview
Report Description
– Market Definition and Scope
Executive Summary
– Market Snippet, By Type
– Market Snippet, By Application
– Market Snippet, By Region
Coherent Opportunity Map (COM)
3. Market Dynamics, Regulations, and Trends Analysis
Market Dynamics
– Drivers
– Restraints
– Market Opportunities
Continue…
About Coherent Market Insights:
Coherent Market Insights is a global market intelligence and consulting organization that provides syndicated research reports, customized research reports, and consulting services. We are known for our actionable insights and authentic reports in various domains including aerospace and defense, agriculture, food and beverages, automotive, chemicals and materials, and virtually all domains and an exhaustive list of sub-domains under the sun. We create value for clients through our highly reliable and accurate reports. We are also committed in playing a leading role in offering insights in various sectors post-COVID-19 and continue to deliver measurable, sustainable results for our clients.
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Knowledge management is where technology and people combine for a tailored management of assets. It could also help to unlock potential in your organisation
Search for a description of knowledge management (KM) and you’re likely to have a better chance of finding an agreed version of the best Avenger hero. Atlassian describes KM as “the process of creating, curating, sharing, using and managing knowledge across an organization, even across industries”. Gartner takes a similar view, positing that “KM promotes a collaborative and integrative approach to the creation, capture, organization, access and use of information assets, including the tacit, uncaptured knowledge of people” – but there still remains no single, accepted definition.
This positions KM as an esoteric discipline, but consensus suggests that when it is implemented effectively, KM is a collective endeavour; an organisational movement where technology intersects with the levers of people, process, tools and content.
Of these parts, people are arguably the key to successfully embedding KM into an organisation. They are asked to perform outside the perceived constructs of their role, for which they’re unlikely to receive plaudits. Such outputs might include profiling content with metadata using clear, unambiguous language so it can be easily found or joining a community of practice and participating in knowledge-sharing sessions (in addition to existing roles and responsibilities).
In whatever form KM activities manifest for the individual, it will involve applying intent to their activities and an understanding of how those activities intersect with other areas of the organisation. So these activities must have tangible benefits for the employee and the organisation.
Monica Danese-Perrin is head of knowledge management at digital business services firm Emergn and was tasked with creating communities of practice at Lloyds Banking Group as part of a move to an agile working model. Employees were required to upskill as part of the transformation project and, as part of the process, agile coaches were brought in to identify capability gaps.
Danese-Perrin used the hub-and-spoke model to scale and connect capability across the organisation. Parts of this process were to drive new capture processes to improve knowledge findability, and these tools were effectively used for knowledge creation, sharing and storage. At least 70,000 employees use the tools Danese-Perrin introduced and this initiative was shortlisted for the Henley Forum Advancing Organisational Change and Development Practice award.
Understanding the objectives of a project from a KM purview can save an organisation significant rectification costs. “Any KM initiative has a commercial consideration, in terms of what it can save or make the organisation, so approaching it with a clear purpose and intention is critical.”
Organisational silos can result in money sinkholes with disconnected business functions soliciting ‘silver-bullet software’ in a vacuum.
Any KM initiative has a commercial consideration, in terms of what it can save or make the organisation
Microsoft Viva is marketed as an employee experience platform – its holistic offerings are a beguiling proposition. Viva Topics teases the holy grail of information findability, using AI technology and other dependencies in the Microsoft suite. Layering AI onto a content database that hasn’t been organised, classified or governed with life-span management practices won’t of itself bring about the desired outcome. Without embedded KM processes, the underlying interdependencies might all too easily be overlooked.
By contrast, software provider ClearPeople has a digital workplace product, Atlas, which leverages the capabilities of SharePoint Syntex (a lesser-known AI-based Microsoft product). The synthesis of these products presupposes an existing taxonomy, metadata, information architecture and governance.
Silos aren’t an issue at global law firm Shearman & Sterling. Jon Beaumont, senior knowledge manager, describes the collaborative relationship between CTO and chief knowledge officer which was pivotal to the success of a project to move from a disparate on-premise file-share system to a cloud-based document management system, iManage 10, at the height of lockdown. The system has delivered increased security and centralisation of documents, and has future-proofed search capability initiatives. But it hasn’t been implemented entirely without issue, with the occasional inconsistent document profile and metadata-tagging by content owners.
In 2020, technology pivoted to facilitate a raft of business-critical requirements, one of which was remote contract exchange and esignatures. Jenni Tellyn is a KM consultant at 3Kites Consulting, who worked on a project to implement DocuSign. The contract exchange and esignature platform was a key business enabler for the organisation during the pandemic, providing a sustainable and risk-averse approach to contract completion.
While she believes that “KM bridges the gap between technologists and the wider business”, Tellyn identifies the critical role which people play in the process of KM delivery. “People often wish to subscribe to the benefits offered by KM but without having actively contributed to them,” she observes – a sentiment that is echoed by Beaumont.
There is another red flag that can be tied back to the lever of people and the imperative of providing a clear narrative around the ‘why’ of KM application, alongside the ‘how’ of technology. When the case for KM no longer needs to be argued, it will become the connective tissue of the organisation and critical to digital sustainability endeavours through the robust management of software, content and media assets.
The spirit of this outlook is summed up in Danese-Perrin’s definition of KM, which transcends its otherwise utilitarian essence: “KM is couture for data. It’s made to measure – and good KM should be both intentional and invisible.”
© Copyright 2022 Raconteur. All rights reserved.

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Database management systems provide a backbone from which enterprises can draw data for applications and workloads, but they also offer additional features that protect data, like backup and recovery options. 
Database management system (DBMS) software provides an environment for enterprises to categorize and query their data. Often, this software supports multiple data types, and it helps enterprises organize data based on the specific rules they set. DBMS software is designed for any business that needs to store its data in a highly structured yet flexible environment.
Today’s database software market has many providers, but finding the right solution requires knowing your business’s needs and challenges. Considerations when choosing a DBMS include enterprise size, application needs, and data types supported by the solution.
Table of Contents
Microsoft SQL Server is a database management system for larger organizations, particularly those with big data operations. Microsoft can assist businesses in migrating data from SQL Server to Azure. 
Microsoft offers other cloud solutions that businesses can use in conjunction with SQL Server, like Azure databases. Azure Synapse is another big data tool: it’s an analytics service for multiple data technologies, like SQL, Spark, and Power BI integrations. If your business is looking for a database that integrates with a variety of big data tools, consider SQL Server.
Image credit: Microsoft 
SQL Server offers Big Data Clusters, a solution that allows businesses to run clusters of SQL Server, Spark, and Hadoop Distributed File System containers on Kubernetes. Note that support for the SQL Server 2019 Big Data Clusters is set to end in 2025, so consider other big data options—like Synapse—if your business is looking at SQL Server. Big data support also allows businesses to query their unstructured data. 
Through SQL Server, enterprises can create a business intelligence platform: Microsoft allows users to combine multiple data sources and use data visualization tools like Power BI and Excel through its Analysis Services. The services can be deployed on either Azure or SQL Server. Enterprises that rely heavily on analytics and want to develop a BI solution that works with their database will benefit from Microsoft’s tools for SQL Server. 
Also read: 12 Key Steps for Unstructured Data Analysis
MongoDB is a database management provider that offers support for unstructured data operations and edge-to-cloud data syncing. MongoDB Realm, which offers managed back-end services, allows businesses to build mobile applications and deploy the apps on Android, iOS, and the web. Realm also offers object-oriented data models and syncing between cloud environments and Realm Mobile Database. 
MongoDB Atlas is a multi-cloud database and data services platform for users, provided as a service. The document model within Atlas allows users to create files in a JSON format.  Consider MongoDB if your business has JavaScript developers and uses JavaScript frequently for data operations. Users overwhelmingly cited how easy MongoDB was to learn and use, especially for new developers. 
Image credit: MongoDB
Multiple MongoDB users also mentioned a 16 MB size limit on documents within the database; the database also requires a large amount of random access memory. If your business needs to store large documents that exceed that size, you may want to consider another database. 
MongoDB offers a free community server edition of the database, with a 512 MB cluster. Users also have the option to migrate from the free edition to Atlas. 
PostgreSQL is an open-source database management system that supports over fifteen data types, including JSON, XML, and custom types. It also supports multiple advanced indexing features, including GiST and bloom filters; indexing improves data retrieval speeds. These features are useful for businesses that need flexibility of data types and the ability to speedily access data.
PostgreSQL has been ACID compliant (atomicity, consistency, isolation, durability) for over twenty years. If your business is in the financial or healthcare industry and has heavy data protection requirements, consider a database like PostgreSQL that is ACID compliant. 
pgAdmin, PostgreSQL’s development and administration platform, allows users to create and edit PostgreSQL objects, as well as view object statistics when possible. It permits asynchronous, synchronous, and logical replication, which gives enterprises more flexibility to choose a replication strategy that works best. PostgreSQL can be deployed in desktop mode or server mode, which permits multiple users across the web. 
Image credit: PostgreSQL
PostgreSQL also has a community that’s segmented into multiple topic category email lists, including announcements and general support. PostgreSQL also has a wiki that contains user-generated content and directions for contributing code to the database. Users that want to be active in a database community will benefit from PostgreSQL’s documentation and content. 
Users noted that PostgreSQL is sometimes slow while executing large or heavy queries. Consider PostgreSQL for applications with stable workloads, but it’s not the best choice for mission-critical enterprise apps that consistently process big data. 
MySQL is an open-source database for businesses of any size. MySQL’s enterprise edition offers data-at-rest encryption for files of the database. It also integrates with Pluggable Authentication Modules (PAM) and Active Directory for user authentication.  
Image credit: MySQL
MySQL Heatwave is a cloud-managed database service, offered through Oracle, that allows machine learning and OLAP workloads to run from a MySQL database. It provides analytics without requiring ETL duplication, which follows a three-step process to pull data out of a store to eventually be analyzed. Internal analytics require less preparatory work for data analysts. 
By using Heatwave, developers can run OLTP and OLAP workloads from a MySQL database, and the service also integrates with business intelligence tools like Tableau and Looker. Businesses that want additional services, particularly analytics, included in their database solution will benefit from a tool like HeatWave. 
MySQL Cluster, a technology that clusters in-memory databases together, is intended for real-time access to distributed data sets. Because multiple databases are used for the same operations, the database architecture is more fault tolerant—if one storage node fails, another can take its place.
Cluster offers replication for clusters in distributed geographic locations, and it can run on commodity hardware. MySQL Cluster supports up to four replicated copies of data, and users can store over 100 terabytes in one cluster. The solution offers five nines of availability. 
MySQL is a widely used database; because it’s open source and highly popular, developers have access to a wide variety of online forum posts that can assist them with questions or problems. 
Oracle Database is a DBMS intended to be used for enterprise grid computing, a method of IT infrastructure that combines distributed server resources for use by one enterprise. The most recent release is Oracle 21c, which added in-database machine learning algorithms. Data scientists are able to design predictive models that run on the data within database tables, rather than having to move the data to a sandbox environment. 
21c also introduced blockchain tables, which apply a cryptographic hash to rows once they’re added to a table. The row can’t be edited later, which ensures that recorded transactions aren’t tampered with and remain accurate. 
21c permits developers to execute JavaScript code directly within the database, rather than needing to run the code in another location. Dev teams that rely heavily on dynamically typed languages will benefit from the ability to run JavaScript within the database. 
Image credit: Oracle
Oracle Database supports multiple data types, including JSON and XML. It also provides transaction controls: each transaction receives an individual ID, and transactions are ACID compliant. If one part of a transaction fails, the transaction does not complete but rather rolls back to the data’s original state. This helps operations stay consistent and prevents inaccurate or imbalanced data.
Oracle’s Real Application Clusters (RAC) support enterprise grid computing by distributing a database’s operations across multiple servers. The servers access shared data storage, and if a user session connected to the clusters has an outage, it can failover to another server. This improves organizational uptime, decreasing the likelihood of total session failure. 
Teradata Database is a solution designed specifically for data warehousing and analytics. Teradata’s warehouses rely on the database, which supports multiple installations of data stores ranging in size. 
One of Teradata’s main differentiators is its in-database analytics: it supports data mining and modeling, among other analysis techniques. Businesses aren’t required to integrate third-party analytics tools to Teradata to receive data insights.
Teradata Database offers capacities up to 234 petabytes (PB) and scales to 2,048 nodes total. The database manages mixed workloads, using Teradata Active System Management (TASM) to provide admins with workload requests and help them allocate resources according to the business’s needs and priorities.
Image credit: Teradata
Teradata supports symmetric multiprocessing, massively parallel processing, public cloud, private cloud, hybrid cloud, and on-premises architectures. Symmetric multiprocessing allows multiple operations to occur simultaneously, and massively parallel processing (MPP) provides non-shared memory for separate nodes to process the same computation. Enterprises that need to process large volumes of critical data benefit from MPP architectures. Teradata is a solution for businesses with intense processing requirements. 
Also read: Teradata vs. Snowflake: Compare Data Warehousing Tools 

Redis is a data store that functions as a database, among other tools, for software developers. This open-source “data structure server” supports multiple data types and permits server-side scripting through Lua, a scripting language for applications. Redis is also a very fast data platform, which makes it useful for real-time data access. 

Redis has multiple methods of persisting data, including writing dataset snapshots and logging write commands to storage hardware like SSDs. If users don’t want to keep the data or the data needs to be unavailable after a period of time, however, they can disable persistence. Users are able to configure how often snapshots are taken based on a determined number of seconds and dataset changes. This allows them to create backup materials in a time frame that suits their business needs.

Redis Cluster allows enterprises to automatically distribute data among nodes so the corresponding workload can continue to run if one node fails. Clustering can belong to a business continuity plan, which helps organizations prepare for risks and unexpected outages. 

Redis also offers detailed documentation on its Cluster TCP ports, data sharding, and configuration parameters, among other features. If you have new developers or teams that are unfamiliar with Redis, the available Cluster documentation is extensive. 

Redis offers an API for building and implementing modules. Modules add data models to the existing Redis data structures, allowing developers to extend Redis commands to additional libraries. 

Database management system software is a program that allows database administrators to manage stored enterprise data from any device where the database application is installed. Database system administrators are able to make advanced searches and format data. DBMS software provides support for enterprise applications that require regular data queries to meet customer needs. 
DBMS software is either relational or non-relational. Relational databases use structured query language (SQL), which uses established commands to present data to users. Non-relational databases aren’t limited to SQL and use multiple methods to manipulate data; the majority of the data structures aren’t clearly related to each other. 
A database management system’s primary purpose is organized storage. Though a DBMS may integrate with analytics software or include some BI capabilities, data warehouses are specifically designed for intelligence purposes, not DBMS software. DBMS software is also different from data lakes because the data is thoroughly organized. Data lakes, on the other hand, aren’t intended to be organized but to store massive volumes of data in one non-hierarchical pool. Data stored in lakes is often raw and unstructured. 
Also read: What is a Database Management System (DBMS)? 
Security, disaster recovery, and automation are all common features of database management system software. Some DBMS software includes additional features that don’t appear in all solutions, like machine learning features and support for unstructured data. 
Databases provide storage and access for critical and sensitive enterprise data, which needs to be secured. Database administrators should also be able to set access policies for individuals or groups so the business knows exactly who can see the data.
Even basic disaster recovery features, like the ability to make remote backups to another business location, help protect against total data loss. Look for replication and failover in database software, too.
DBMS software should offer, at minimum, automatic load balancing features and policies set for creating backups. This lightens the burden on human administrators to improve performance and protect data manually.  
Machine learning tools, like the option to set up ML models for the database, help enterprises further automate their data processing. If your business has multiple applications that require machine learning technology, look for a database that supports ML modeling.
Some NoSQL databases will store unstructured data, which enterprises increasingly produce. If your enterprise heavily relies on unstructured data, consider a database that supports it. 
Also read: Top Big Data Tools & Software
Advantages of DBMS solutions include:
Also read: What is a 3-2-1 Backup Strategy?
If you’re choosing a cloud DBMS, check whether the vendor locks in customers. Vendor lockin makes transitioning to other technology very difficult because the cost of switching solutions is high and the vendor doesn’t support other software. Before purchasing, decide whether you’re willing to use that vendor’s technology alone.
Also count the cost of moving that much data into the cloud, especially if your database has been around for years and already stores many petabytes. Such a migration will take time and could be expensive.
Decide what applications you need to support and choose a DBMS that supports operations necessary for the types of applications your enterprise uses. If your business plans to implement machine learning models in the next couple of years, you may need a more advanced database that already permits ML modeling.  
Your business might need documentation if you have less experienced developers. If your enterprise will need heavy support, choose a DBMS provider that has plenty of documentation that’s easy to understand. If a provider doesn’t offer the amount of documentation your developers need, look for highly-rated, consistently available technical support as an alternative solution.
Read next: Best Data Modeling Tools
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Study finds taxpayers' appetite for tax advisory, rigorous data security, and audit protection among the top expectations when working with tax professionals
Today, INTUit (NASDAQ: INTU), the global financial technology platform that makes TurboTax , QuickBooks , Credit Karma , and Mailchimp released its first-annual 2022 Taxpayer Insights & Intelligence Brief . This comprehensive study surveyed over 3,000 United States taxpayers using a tax professional to prepare their taxes.* The study provided a holistic view of a taxpayer's experience when working with a tax professional to gain insights into their expectations and service needs.
The results showed as the tax and accounting industry shifts from leading with compliance based work to offering tax advisory services, there is a strong appetite from taxpayers for tax advisory and audit protection/resolution services. Additionally, the remote work revolution has increased the value of data storage, security, and electronic signatures in the minds of taxpayers.

"At Intuit we strongly believe that to best deliver for tax professionals it is important to understand what matters utmost to them – and that is their clients," said Dustin Kroeger, ProTax Group VP of Marketing. "This study sheds light on what's important to clients regarding not only the services they receive from their pros, but also how they work with their pros. As we gain these insights, we can work together to drive better financial outcomes for their clients."
The study's results additionally showed a strong market opportunity for tax professionals to adapt their portfolio of services to meet the needs of taxpayers. "Intuit works to solve pain points for our customers," said Kroeger. "As we gain these insights, we can all work more seamlessly in tandem for taxpayer and firm needs to power growth and success."
Topics highlighted in the study include:
Tax advisory
Audit protection and resolution
Data storage, transfer, and security
For more information about Intuit's ecosystem of tax solutions, visit https://proconnect.intuit.com/ .
ABOUT INTUIT : Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. Serving more than 100 million customers worldwide with TurboTax , QuickBooks , Credit Karma , and Mailchimp , we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible. Please visit us for the latest information about Intuit , our products and services, and find us on social .
* Source: " Taxpayer" study, Radius Research, April 2022 .

View source version on businesswire.com: https://www.businesswire.com/news/home/20221213005216/en/
Debra Hammer
Debra_hammer@intuit.com
News Provided by Business Wire via QuoteMedia

New Offerings Introduced Power Prosperity for Accountants and High-Growth Product-based and Mid-Market Businesses with Expanding Workforce Needs
Today, Intuit (NASDAQ: INTU), the global financial technology platform that makes TurboTax , Credit Karma , QuickBooks , and Mailchimp , announced new innovations designed to drive accountant and small business success at its ninth annual QuickBooks Connect conference in Las Vegas.
In-person for the first time since 2019, more than 3,000 accountants, bookkeepers, and developers joined the company at sold-out QuickBooks Connect to build relationships, be inspired, and learn about the latest offerings from Intuit QuickBooks, the world's leading financial technology platform that helps more than 8 million small and mid-sized businesses start up and scale up.

"We're thrilled to be back together in-person at QuickBooks Connect with our most valued partners," said Jeremy Sulzmann, vice president and general manager of the Partners Segment Business at Intuit QuickBooks. "This year, we reimagined our event to focus solely on accounting professionals, solution providers, and third-party developers – all of whom share our mission to help small businesses succeed. The ability to gather as a community and showcase our latest product innovations that will help our partners and their clients grow is truly special."
New innovations highlighted at QuickBooks Connect include:
QuickBooks Commerce Accounting
A 2021 Intuit survey of U.S. product-based businesses found 84% used a combination of pen and paper, and spreadsheets to manage inventory – spending 80 to 90 hours per month on this task. With Commerce Accounting, QuickBooks allows these businesses and their accountants to save time, increase accuracy, get powerful insights, and improve financial performance.
Commerce Accounting seamlessly connects sales channels such as Amazon, Shopify, and eBay to QuickBooks, automatically bringing in orders and matching sales and fees with bank deposits to reduce the need for manual data entry. Soon, additional commerce accounting and operations capabilities such as accurately tracking inventory, cost of goods sold, performing stocktakes, and tracking sales orders across all sales channels in one consolidated dashboard also will be available. These real-time data insights on order and fulfillment status, inventory levels, top selling products and channels, and more will allow product-based business owners and their accountants to make strategic business decisions and optimize sales to build successful e-commerce businesses.
Mid-Market Solutions
QuickBooks serves the mid-market with advanced accounting capabilities, automated workflows, and deep integrations to third-party applications to create efficiencies and meet the needs of these more complex businesses.
To meet the unique needs of these growing businesses, QuickBooks has introduced new integrations and features. This includes Spreadsheet Sync, which enables two-way syncing with Excel to help customers streamline their reporting processes and enter data in bulk, and the Custom Report Builder with Chart View, which can help create clear explanations of key performance indicators. Revenue Recognition and Project Estimates vs. Actuals were also introduced to help increase efficiencies for accountants and business owners.
QuickBooks Workforce Solutions
QuickBooks Workforce Solutions is evolving to provide a complete Human Resources Information System (HRIS) platform for employers so they can easily manage each employee's employment journey as well as their increasingly complex HR needs. New capabilities coming within QuickBooks Workforce Solutions that will broaden its HRIS functionality to serve small and mid-market businesses include:
QuickBooks Online Accountant
Providing the one place accountants and bookkeepers need to grow their practice and scale their impact across clients and services, QuickBooks Online Accountant (QBOA) helps accountants increase efficiency through streamlined and standardized workflows.
Key new features within QBOA include:
QuickBooks ProAdvisor Program
Celebrating the 25th anniversary of the program, Intuit unveiled a fully redesigned training portal created to meet the knowledge needs of the more than 600,000 active QuickBooks ProAdvisors worldwide. With a broad spectrum of training, education, and certifications, the new portal, first available for ProAdvisors in the U.S., makes it even easier to identify and find trainings that ProAdvisors need to grow their skills and knowledge as well as create personalized goals and learning paths. New content will be added on an ongoing basis to help ProAdvisors grow skills and knowledge across the QuickBooks platform and accounting industry as a whole.
To learn more about how the QuickBooks Online platform is helping accounting professionals and small businesses thrive, visit QuickBooks.com.
About Intuit
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With more than 100 million customers worldwide using TurboTax , Credit Karma , QuickBooks , and Mailchimp , we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible. Please visit us for the latest information about Intuit , our products and services, and find us on social .
This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, functionality are subject to change without notice.
Source: Intuit Inc.

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Intuit QuickBooks:
Kim Amsbaugh
650-224-3645
Kim_Amsbaugh@intuit.com
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Key facts:
Ten growth-stage fintech companies presented their technology at the new FIS ^® (NYSE: FIS) Innovation Center as part of the 2022 FIS Accelerator Demo Day on Nov. 16. The event was attended by investors, bankers, fintech decisionmakers and community leaders and concluded the seventh year of the FIS Fintech Accelerator program.
Neural Payments won the Demo Day Award for its embedded payments solution that allows banks to send and receive money using a multitude of solutions in the market, putting banks at the center of P2P (peer-to-peer) payments. Other technologies showcased at Demo Day included green banking, lending, financial wellness, data privacy automation, realtime transaction risk management engine, fraud transaction monitoring, cloud-based compliance, earned wage access and regulatory compliance solutions.

"Opening the Innovation Center at our new headquarters with FIS Demo Day was an exciting way to bring hundreds of fintech enthusiasts together to recognize this talent," said Rob Lee, President, FIS Impact Ventures. "Congratulations to these companies for all their hard work and commitment to building the next generation of financial technology."
"FIS has been an invaluable partner for the last seven years as we've worked together to introduce more than 70 entrepreneurial innovators from across the globe to a network of industry experts through this world-class fintech accelerator," said Mimi San Pedro, executive director for The Venture Center. "Collaboration between the banking industry, subject-matter experts and our organization will continue to inspire the growth of cutting-edge financial technologies and the success of early-to-growth stage companies poised to advance the financial services industry."
Each of the ten companies will also pitch their solutions to a wider audience as part of FIS' Virtual Demo Day on Dec. 7. Anyone is welcome to take part in the online event which will include seven-minute pitch videos, the opportunity to help choose the winner of the Audience Choice Award, and a virtual networking session with company founders. Learn more and register online .
The FIS Fintech Accelerator program is presented by FIS Impact Ventures , which actively seeks new fintech startups, provides them with investment support, and nurtures their creative ideas to bring innovative technologies to FIS clients. Impact Ventures represents the largest ready-made ecosystem for fintechs, providing them the unique combination of infrastructure to build on, a vast distribution network to tap, and subject matter expertise to guide them toward success. This is an evolution and culmination of nearly a decade's worth of work providing support for fintech startups by offering one-on-one guidance complemented by FIS' deep expertise and industry experience. A significant percentage of FIS clients interact with Accelerator cohorts each year.
Read more about the ten growth-stage fintech companies from the 2022 program in our previous announcement or visit www.venturecenter.co/fisfintech .
About FIS
FIS is a leading provider of technology solutions for financial institutions and businesses of all sizes and across any industry globally. We enable the movement of commerce by unlocking the financial technology that powers the world's economy. Our employees are dedicated to advancing the way the world pays, banks and invests through our trusted innovation, system performance and flexible architecture. We help our clients use technology in innovative ways to solve business-critical challenges and deliver superior experiences for their customers. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500 ^® and the Standard & Poor's 500 ^® Index. To learn more, visit www.fisglobal.com . Follow FIS on Facebook , LinkedIn and Twitter ( @FISGlobal ).

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Kim Snider, 904.438.6278
Senior Vice President
FIS Global Marketing and Communications
kim.snider@fisglobal.com
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Key facts:
Global financial technology leader FIS ^® (NYSE: FIS) today announced the expansion of its annual InnovateIN48 fintech competition to include early-stage fintech startups in the APAC region. Originally an employee-based innovation competition in 2013, FIS expanded the InnovateIN48 program to students in 2021 . InnovateIN48-Partner Edition is the first time the company has hosted an ideation competition for startups in the APAC region.
Open to early-stage APAC fintech startups with market-ready solutions, InnovateIN48-Partner Edition welcomed nearly 200 companies from 11 markets, including India, Singapore and Australia, to develop and pitch their innovative ideas to FIS leaders within a 48-hour window. Participants had the option to create standalone solutions or integrate their ideas with FIS technology to solve industry challenges all under the 2022 themes of Data Innovation, Digital Assets, and AI in Fintech.

Keynote speaker Sopnendu Mohanty, Chief Fintech Officer of the Monetary Authority of Singapore, and other speakers discussed current industry trends aligned with these themes, while registrants from 35 countries learned about FIS' innovation ecosystem, products and APIs.
The event concluded with a demo day for presentations.
The InnovateIN48-Partner Edition finalists are:
Winners of the 2022 APAC competition will receive support from event partners and regulators , including a possible entry (subject to eligibility criteria) into the regulatory/innovation sandbox and fintech grants (as applicable) from IFSCA, which is a unified regulator regulating financial products and services in the specially created jurisdiction of IFSC in India. Those selected will also have potential opportunities to further develop their ideas and build a proof-of-concept through FIS initiatives such as FIS Impact Ventures , FIS Fintech Accelerator and FIS Alliance Network .
"InnovateIN48 is in its tenth year at FIS and we're thrilled to open the competition to startups in the APAC region, one of the fastest growing economies in the world," said Vishad Gupta, Head of the Global Delivery Organization at FIS. "Our goal is to engage early innovators who have new ideas with a lot of potential to help shape how the world pays, banks and invests. We're so pleased to have worked with such a strong group of cohorts and congratulate all the finalists on their outstanding presentations."
Learn more about FIS' InnovateIN48-Partner Edition as well as InnovateIN48 .
About FIS
FIS is a leading provider of technology solutions for financial institutions and businesses of all sizes and across any industry globally. We enable the movement of commerce by unlocking the financial technology that powers the world's economy. Our employees are dedicated to advancing the way the world pays, banks and invests through our trusted innovation, system performance and flexible architecture. We help our clients use technology in innovative ways to solve business-critical challenges and deliver superior experiences for their customers. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500 ^® and the Standard & Poor's 500 ^® Index. To learn more, visit www.fisglobal.com . Follow FIS on Facebook , LinkedIn and Twitter ( @FISGlobal ).

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Kim Snider, 904.438.6278
Senior Vice President
FIS Global Marketing and Communications
kim.snider@fisglobal.com
News Provided by Business Wire via QuoteMedia

SeedFi's Credit Builder feature will join Intuit's Credit Karma business to help more members build credit while saving money
Intuit (Nasdaq: INTU), the global financial technology platform that makes TurboTax , Credit Karma , QuickBooks , and Mailchimp , announced today it has entered into an agreement to acquire SeedFi, the partner behind Credit Karma's Credit Builder ¹ , which helps low, or no-credit borrowers build credit while saving money, all for free. Credit Builder offers a line of credit and a secured savings account enabling members to build their credit while building up savings. By combining SeedFi's Credit Builder technology with Credit Karma's long standing relationships with credit bureaus and others in the credit ecosystem, Intuit will be able to move with greater speed and scale to help Credit Karma members make financial progress.

Late last year, Credit Karma entered into a partnership with SeedFi to offer Credit Builder to its members, enabling them to make regular payments, starting with as little as $20 per month or $10 per paycheck. By reporting these payments to the credit bureaus, members took steps toward improving their financial health. Through this partnership, members increased their score by an average of 21 points in as little as 30 to 45 days ² and built up over $10 million in savings. This acquisition will enable Credit Karma Money to continue to build on that momentum and help put more members on a path to financial security.
"Credit Karma Money was built to change consumers' relationship with money and help them develop responsible financial habits, like staying on top of their bills and spending within their means," said Poulomi Damany, SVP and GM for Credit Karma Money and Tax. "With Credit Builder, we are able to differentiate ourselves as one of the best accounts for building credit. We have long standing relationships with credit bureaus and others in the credit ecosystem, and SeedFi has built great technology, so when combined, we will move even faster and build products to help more members, including those who need it the most."
A recent study from the Consumer Financial Protection Bureau (CFPB) showed that nearly three-quarters of Americans with no emergency savings have credit scores below 660. The correlation between low credit scores and lack of emergency savings persists over time, and SeedFi takes that problem head-on. Similar to Credit Karma, SeedFi's mission is to break the cycle of debt and help Americans realize their financial potential.
"We have already been working with the Credit Karma Money team for over a year to help members build their credit score and have been impressed with how Credit Karma's mission comes through in everything the company does. SeedFi has a similar mission to help consumers become financially fit, so joining forces just makes sense," said SeedFi co-founder and CEO Jim McGinley. "Together, leveraging Credit Karma's resources and scale, we will be able to accelerate the momentum of Credit Builder and SeedFi's technology capabilities to help more consumers improve their financial health."
The transaction between Intuit and McBurberod Financial, Inc. which does business as SeedFi, is subject to closing conditions, and is expected to close in the coming months. Upon close, SeedFi will become part of Intuit's Credit Karma business. The transaction is not expected to have a material impact on Intuit's operating results for the full fiscal year 2023. Terms of the transaction have not been disclosed. Intuit Ventures was an investor in SeedFi's last financing round.
About Intuit
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With more than 100 million customers worldwide using TurboTax , Credit Karma , QuickBooks , and Mailchimp , we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible. Please visit us for the latest information about Intuit , our products and services, and find us on social .
About Credit Karma
Founded in 2007 by Ken Lin, Credit Karma, an INTUit company (Nasdaq: INTU), is a consumer technology company with nearly 130 million members in the United States, U.K. and Canada, including almost half of all U.S. millennials. While best known for pioneering free credit scores, the company's members turn to Credit Karma for everything related to their financial goals, including identity monitoring, applying for credit cards, shopping for loans (car, home and personal), auto insurance, savings accounts and now checking accounts through our bank partner, MVB Bank, Inc., Member FDIC — all for free. Learn more about how Credit Karma members are making financial progress on TikTok, Instagram and Twitter.
Cautions About Forward-looking Statements
These materials contain forward-looking statements, including expectations regarding the impact of the transaction on Intuit's operating results. Because these forward-looking statements involve risks and uncertainties, there are important factors that could cause our actual results to differ materially from the expectations expressed in the forward-looking statements. These risks and uncertainties may be amplified by the effects of global developments, conditions or events like inflationary pressures, the Russia-Ukraine war and the COVID-19 pandemic, which have caused significant global economic instability and uncertainty. These factors include, without limitation, the following: our ability to compete successfully; potential governmental encroachment in our tax businesses; our ability to adapt to technological change; our ability to predict consumer behavior; our reliance on third-party intellectual property; our ability to protect our intellectual property rights; any harm to our reputation; risks associated with acquisition and divestiture activity, including the integration of Credit Karma and Mailchimp; the issuance of equity or incurrence of debt to fund an acquisition; cybersecurity incidents (including those affecting the third parties we rely on); customer concerns about privacy and cybersecurity incidents; fraudulent activities by third parties using our offerings; our failure to process transactions effectively; interruption or failure of our information technology; our ability to maintain critical third-party business relationships; our ability to attract and retain talent; any deficiency in the quality or accuracy of our products (including the advice given by experts on our platform); any delays in product launches; difficulties in processing or filing customer tax submissions; risks associated with international operations; changes to public policy, laws or regulations affecting our businesses; litigation in which we are involved; the seasonal nature of our tax business; changes in tax rates and tax reform legislation; global economic conditions (including, without limitation, inflation); exposure to credit, counterparty and other risks in providing capital to businesses; amortization of acquired intangible assets and impairment charges; our ability to repay or otherwise comply with the terms of our outstanding debt; our ability to repurchase shares or distribute dividends; volatility of our stock price; and our ability to successfully market our offerings. More details about these and other risks that may impact our business are included in our Form 10-K for fiscal 2022 and in our other SEC filings. You can locate these reports through our website at http://investors.intuit.com . Forward-looking statements represent the judgment of the management of Intuit as of the date of this presentation. Except as required by law, we do not undertake any duty to update any forward-looking statement or other information in this presentation.
¹ Credit Builder plan is serviced by SeedFi and requires a no-fee SeedFi line of credit and SeedFi savings account provided by Cross River Bank, Member FDIC. You're eligible to apply through Credit Karma Money if your TransUnion credit score is 619 or below at the time of application. Banking services for Credit Karma Money accounts are provided by MVB Bank, Inc, Member FDIC. Maximum balance and transfer limits apply per account. Credit Builder is not provided by MVB Bank.
² From January to June of 2022, members with a TransUnion credit score of 619 or below who opened a Credit Builder plan and had it reported on their TransUnion report saw an average credit score increase of 21 points within 2 months of opening the plan. Late payments and other factors can have a negative impact on your score, including activity with your other credit accounts.

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Media contact:
Emily Donohue
pr@creditkarma.com
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Intuit ProTax Group software updates equip tax professionals with the latest tools and technology ahead of tax season
Today, Intuit (Nasdaq: INTU), the global financial technology platform that makes TurboTax , Credit Karma , QuickBooks , and Mailchimp , is announcing its latest updates to products and services including Intuit Tax Advisor, Intuit ProConnect Tax, Intuit Link, Intuit ProSeries Tax, and Intuit Lacerte Tax for the upcoming tax year.
Intuit is committed to help tax and accounting professionals focus on their clients' needs and the future of their businesses. Intuit offers a variety of tools and services for tax professionals to take the next steps in their businesses and with their clients to move toward advisory services, including the Path to Advisory Guide , the AccounTrends podcast , and the Tax Pro Center.

"Intuit is continually listening to customers and making updates to its tools and products," said Jorge Olavarrieta, VP of Product Management and Design at Intuit. "We continue to deliver more capabilities to our customers across all offerings, and we are committed to bringing a variety of the best resources to tax and accounting professionals to save time, build businesses, and better serve clients every day."
Intuit Tax Advisor
Intuit is continually updating the new Intuit Tax Advisor product, integrated with ProConnect Tax and Lacerte, to help tax and accounting professionals on their path to advisory in an effort to go beyond tax compliance.
New features include:
Featured improvements to Intuit Accountant's product suite for 2022 include:
Updates to ProConnect Tax
Updates to Intuit Link in ProConnect Tax
Updates to ProSeries
Updates to Lacerte
*This information is our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, and functionality are subject to change without notice.
About Intuit
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. Serving more than 100 million customers worldwide with TurboTax , QuickBooks , Credit Karma , and Mailchimp , we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible. Please visit us for the latest information about Intuit, our products and services, and find us on social .

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Debra Hammer
debra_hammer@intuit.com
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TurboTax Live Full Service tax experts can now fully prepare, finish, and file taxes in one meeting
TurboTax Online delivers new and enhanced experiences for crypto investors, creators, and self-employed individuals
TurboTax, from INTUit (NASDAQ: INTU), the global financial technology platform that makes TurboTax , QuickBooks , Credit Karma , and Mailchimp , announces the launch of its TurboTax Live and TurboTax Online products and services for tax year 2022. Eliminating the work and worry of tax time, TurboTax gives tax filers of any income and any complexity total confidence their taxes are done right and they are getting every dollar they deserve, regardless of if they want to fully hand their taxes off to a tax expert or do them themselves.

No more wait and wonder that taxpayers often experience when they take their taxes to someone who doesn't share status updates and delays filing. They can then review everything with their dedicated expert before the tax expert signs and files for them.
"Today's technology means we're always connected, so the idea of taking the time away from work, family, or free time to travel to a tax store is antiquated and unnecessary when TurboTax Live is available anytime, anywhere, on any device," said Varun Krishna, Intuit's Consumer Group, General Manager. "Leveraging Intuit's Virtual Expert Platform, customers are matched with a TurboTax Live tax expert, in English and Spanish, experienced in their unique situation. Our thousands of U.S.-based, TurboTax Live tax experts go through a thorough vetting process, leaving the work of searching for a qualified tax professional to us. Customers can sit down from the comfort of home and in one meeting, have their taxes prepared, signed, and filed by a trusted tax expert."
New in TurboTax Live Full Service this year:
In addition, Full Service will expand to better serve the growing Hispanic population this year. Starting in January 2023, customers can choose to go through a Spanish language Full Service experience. This includes fully translated shopping and onboarding experiences, as well as matching to a bilingual tax expert who will prepare, sign and file their taxes.
TurboTax will also expand to corporate small business returns with the launch of TurboTax Live Full Service Business Tax in December 2022. Incorporated business owners with multi-member LLCs, S-corps, and partnerships will be matched with and can fully hand their taxes off to a specialized tax expert experienced in the complexities of small business taxes.
Today, TurboTax is also launching its TurboTax Online and TurboTax Live Assisted products. Customers will see enhanced guidance and technological advances for crypto investments , stocks, self-employed and 1099-K income , giving customers confidence their taxes are done right regardless of their tax situation.
For those who want help along the way, TurboTax Live Assisted gives customers access to experts to help them complete their taxes, fix any mistakes, and explain what's next. They can also get an expert final review of their taxes before they file.
Investor: With the growth in investors and market volatility, TurboTax is focused on helping investors easily and accurately report their investment gains and losses.
Some of the new product features for investors include:
Self-Employed: With the rise of self-employed workers and new creative ways to earn an income, TurboTax Self-Employed uses advanced import capabilities and artificial intelligence to guide customers through their self-employed taxes and Form 1099-K changes.
Some of the new features for self-employed include:
1099-K Income Recipients: Millions of people, from self-employed to hobbyist, will receive Form 1099-K (Payment Card and Third Party Transactions form) for the first time and may not understand how the income reported on that form impacts their taxes. All TurboTax products will include:
All TurboTax Live and TurboTax Online products are now available at www.TurboTax.com , the Apple App Store and Google Play Store . See product pricing for product forms availability.
ABOUT INTUIT
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With more than 100 million customers worldwide using TurboTax , Credit Karma , QuickBooks , and Mailchimp , we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible. Please visit us for the latest information about Intuit , our products and services, and find us on social .

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Lisa Greene-Lewis
Lisa_Greene-Lewis@intuit.com
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New software tools make robot programming a less daunting task. Photo courtesy Ready Robotics Corp.
The growing popularity of UR’s collaborative machines has helped spur new software developments. Photo courtesy Universal Robots USA Inc.
New programming software is designed to be agnostic to robotics hardware. Photo courtesy Realtime Robotics Corp.
Today, engineers are looking for tools to make robot programming easier and faster. Illustration courtesy TM Robotics (Americas) Inc.
Manufacturing has been held back for decades by software silos between robot vendors. Photo courtesy Ready Robotics Corp.
New software simplifies programming and speeds up deployment time. Illustration courtesy Realtime Robotics Corp.
In the future, artificial intelligence and data analytics technology will play an important role in robot programming software. Photo courtesy Universal Robots USA Inc.
This continuous improvement platform enables manufacturers to easily manage their robots and maximize performance. Illustration courtesy Flexxbotics
Traditionally, many small- and medium-sized manufacturers avoided robots, because they were intimidating. Companies lacked the necessary programming knowledge and technical expertise. And, they simply weren’t willing to make investments in personnel that bigger manufacturers could afford.
However, that attitude has changed dramatically in recent years, partially due to the rise of open-source operating systems. That’s good news for many companies, because programming can be time-consuming and very expensive.
Robot programming can be a daunting task. Depending on the complexity of a project, such as the number of robots being programmed, the number of tasks, and whether users are starting from scratch or making modifications, the entire process can take anywhere from weeks to months of engineering time to accomplish.
In fact, according to some experts, programming accounts for 75 percent of the average cost of a robotic cell over its life cycle. A shortage of programmers capable of quickly readjusting cells across multiple robot brands and languages also limits automation deployment and growth in a variety of industries.
“Third-party programming software is designed to be agnostic to robotics hardware, meaning it can be used on most, if not all, industrial robots [marketed] by major brands,” says Lian Jye Su, robotics research director at technology intelligence firm ABI Research Inc. “Traditional robot software tends to very low level and requires high technical skills.
“Third-party software allows end users to program and simulate the behavior and movement of an industrial robot on a very user-friendly interface,” explains Su.
“Every robot manufacturer does things their own way,” adds George Konidaris, Ph.D., an associate professor of computer science at Brown University and director of the Intelligent Robot Lab. “If you want to control a robot from any specific manufacturer, you must learn the programming language it supports.
“Those languages are complex, cumbersome, low-level and not in any way mutually intelligible, so many integrators end up specializing in one brand of robot,” claims Konidaris. “That’s bad, because not only are the languages hard to use, but once they’re specialized, [companies are stuck with it].
“With open, third-party software, a systems integrator can learn a single software package—which typically operates at a much higher level of abstraction—capable of controlling robots from any manufacturer,” explains Konidaris, who also serves as chief roboticist at Realtime Robotics Inc., a start-up company that has developed motion planning software that can be used with a variety of robot brands. “Now, they can pick the right robot for the job at hand.
“A useful analogy is thinking about desktop computer printer brands,” says Konidaris. “Imagine if, in order to print a document, you had to use a special-purpose, low-level programming language, and each manufacturer had a different one. If you wanted to print on an HP printer, you had to use one language, and if you wanted to use a Canon or Lexmark printer, you’d need to learn a new one.
“That would be terrible,” Konidaris points out. “And, it would make desktop printers expensive to install and impractical for lots of people. Instead, what people do is install a printer driver, and your computer gives you an intuitive and uniform interface to all the printers. That’s the ‘win’ that third-party software delivers for industrial robots.”
 
Although robots have been around for more than 50 years, vendor-agnostic software has only become available recently.
“It is mainly due to a shift in consumer behavior,” says Su. “Consumers are demanding more products and more customization. A higher number of product variations generally translates into a high-mix, low-volume manufacturing process. This leads to manufacturers needing to cope with a broader range of robotic [options] from different brands.
“Since the configuration of robotics solutions across other brands can be extremely expensive and take a long time, manufacturers prefer to use [alternative] software to address this pain point, allowing for the rise of third-party software,” explains Su.
“In the past, many companies were stymied by the complexity of traditional programming,” adds Benjamin Gibbs, CEO of Ready Robotics Corp., which has developed an open, cross-brand operating system for industrial automation called Forge/OS. With support for ABB, Epson, Fanuc, Kawasaki, Stäubli, Universal Robots (UR) and Yaskawa robots, it offers a single programming interface for hundreds of machines and peripherals.
“Today, open systems make it more cost-effective to use robots in high-mix production environments,” claims Gibbs. “Several developments have helped push this idea forward. One is the advent of Industry 4.0 technology, which has forced robot vendors to open up their platforms.
“Another was the debut of the robot operating system (ROS), an open-source system that was developed 15 years ago,” notes Gibbs. “However, ROS typically works better with automated guided vehicles and autonomous mobile robots rather than robot arms.
“In addition, the growing popularity of UR’s collaborative machines has helped spur new developments,” claims Gibbs. “It has led to a big increase in easier-to-use programming techniques.”
“Companies like UR have opened up their application programming interface (API) to allow third-party companies to develop directly onto their software,” adds Tyler Bouchard, CEO of Flexxbotics, which markets a cloud-based manufacturing management software platform that’s used by companies such as Abiomed, Boeing, Northrop Grumman, Sub-Zero and Toyota.
“They have created a robot company that sits on a platform,” says Bouchard. “The platform has accelerated innovation within robotics, giving manufacturers access to more application-based solutions.”
 
According to Realtime Robotics’ Konidaris, two other factors have contributed to the rise of third-party software. “One is increasing pressure to automate, coming from both the realization that the industry is nowhere near reaching its potential, and from price pressure,” he points out.
“The second reason is that new technology that has been brewing with robotics researchers for decades is finally reaching a level of maturity where it can be usefully applied in practice,” says Konidaris. “Third-party software will be a game-changer.”
The software generally has the following features that make it easy to use:
“[Engineers today] are looking for tools to make programming easier,” says Ryan Guthrie, executive vice president of TM Robotics (Americas) Inc., the American and European distributor of Shibaura (formerly Toshiba) Machine robots. “There is less and less interest in having to script out code. Customers want precanned, packaged, plug-in, drag-and-drop tools.
“They don’t want to think about code at all,” notes Guthrie. “They want to be able to modify robot programs without having to even look at or understand the code.
“Most third-party apps that we have come across were developed to address specific needs,” adds Guthrie. “When a robot leaves the factory, we do not know if it is going to be packing chocolates, welding an auto body, gluing together battery cells for an electric vehicle, assembling electrical components or being used in a laboratory that is developing a cure for a disease.”
Robot manufacturers need to develop generic software that works for all these cases, and as such, they can’t possibly know what types of details or functions might be needed for specific applications.
However, third-party apps can be used to take the flexibility of the robot and really dial it in and tune it to the niche production task a specific end user may have in mind.
Guthrie says the push to make programming easier is not a new concept. “The idea of canned libraries and drag-and-drop code is something that has always been there,” he points out. “What is changing is processing power and the overall general knowledge of integrators.
“Things that are happing in the consumer space, which moves at a much faster development pace, are driving changes in the industrial [sector],” explains Guthrie, who has been programming robots for 15 years. “Software is becoming much more intuitive, with icon-driven menus and simplified interfaces. Most of the heavy lifting is now done with script that runs in the background without the user even knowing it is happening.”
In the future, artificial intelligence and data analytics technology will play an important role in programming software.
“AI is really changing the way programming is approached,” claims Guthrie. “As more and more data is fed into the logarithms that run AI, smarter [programs] will be developed.
“Just as vision systems have really changed how robots ‘see’ over the last decade, AI is going to change how robots ‘think,’” predicts Guthrie. “[However], we are still a long way out from machines that can think, react and grow on their own.”
“The future of programming is less ‘dealing with every low-level detail by hand because the robot is so stupid,’ and more ‘describing your industrial process and letting the robot figure it out,’” adds Realtime Robotics’ Konidaris.
“We are going to see a major leap in what can be cost-effectively and reliably automated when we raise the level of abstraction at which we have to think about robot programming,” says Konidaris. “What we’re doing right now is like trying to decide where to go for lunch by reasoning one footstep at a time, instead of picking a target restaurant. Someday very soon, all that low-level spatial reasoning will be the robot’s job.”
 
Manufacturing engineers can choose a variety of innovative software products that make it easier than ever to use robots for assembly applications.
For instance, Ready Robotics recently released Version 5.3 of Forge/OS. It unites all the hardware in a robotic workcell under a single user-friendly programming platform. In doing so, the operating system makes automation accessible to any manufacturer and any operator, with no experience necessary.
Forge/OS provides a hardware-agnostic software layer that controls robots and related automation hardware from leading brands through a common set of APIs. Using those APIs, Ready Robotics has built a suite of low-code apps designed to make it simple for non-engineers to program and manage robotic cells.
“Manufacturing has been held back for decades by software silos between robot vendors,” claims Gibbs. “We’ve broken down those barriers with a standard interface that simplifies deployment for enterprises and dramatically increases the market opportunity for the automation industry.
“For factory workers, that interface is a no-code tablet which allows them to upskill to become a robot programmer within weeks,” explains Gibbs. “For software developers, it’s a standard API that unlocks data streams from over 3 million compatible robots deployed today.”
Flexxbotics just launched FlexxConnect UR, a continuous improvement platform that empowers discrete manufacturers to easily manage their collaborative robots and maximize performance.
It provides instant access to contexualized data and intelligence, enabling engineers to fully optimize and continuously improve cobot performance. The platform also gives simple, step-by-step instructions that enable a quick transfer of ownership of cobot workcells to operators, upskilling the existing workforce.
“FlexxConnect enables the instantaneous transfer of both job intelligence and robot data digitally between the workcell and back office business systems,” says Bouchard. “The platform is revolutionizing the way jobs are being built, dispatched and executed. [It saves] manufacturers time, reduces changeover tasks and empowers the entire workforce to do more with less.
“Digital transformation can be a daunting task,” Bouchard points out. “We break it into pragmatic, digestible steps so manufacturers can trial different approaches to maximize their business outcomes.
“A robot’s life cycle can be split into three distinct buckets: design, deploy and operate,” explains Bouchard. “FlexxConnect focuses heavily on the operating portion, which is the longest aspect of a robot’s life cycle.”
Earlier this year, Realtime Robotics unveiled RapidPlan software, which simplifies programming and speeds up deployment time. It choreographs all robot movements and removes the need for brand-specific robot programming.
Cell modeling, task planning, programming and operations are all handled within the same workflow tool. The motions in simulation and as-built reality match, dramatically speeding up the design and deployment processes.
“Optimizing the efficiency of your factory operations should not be held back by technical barriers,” says Konidaris. “We specifically designed RapidPlan to deliver an accurate simulation of robot task planning, making it easy to program models and use them directly on the factory floor, but did so in a way that streamlined the process and made the technology easy-to-use for all.
“Our software functions as the basic physical intelligence that robots should have, but don’t,” explains Konidaris. “It allows robots to autonomously generate their own motion, rather than having to specify each and every movement by hand, at the individual joint level. The programmer simply tells the robot where its business-end needs to be and our software handles the rest. Each robot generates its own highly performant motion that never collides with the environment or any other robot.
“This unlocks immense value, because suddenly building a 12-robot workcell is just a matter of specifying goals for 12 robots,” claims Konidaris. “Existing technology is more like choreographing a 12-dancer ballet in a small, dark room. Our [system] makes development faster and easier.”

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In the manufacturing realm, employees are often remotely located on a factory floor, a logistics or warehousing center, or in the field.
Document control is the cornerstone of quality, compliance, environmental health and safety (EHS) and process excellence. Quality process information, work instructions, job descriptions, and specifications must all be created, revised, distributed, tracked and “retired” with consistency and efficiency. While other elements of the corporation are working on various stages of automation and digital transformation, the quality department and the documents that fuel the organization remain mired in manual (or email-aided) processes.
This situation can be remedied with automation, too, but first it’s important to consider the backdrop of what makes effective document control and how it can drive operational excellence. Let’s look at ten elements to keep top of mind when considering deploying an automated document control system.
No two document types are alike, clearly. For instance, a job description has different review and approval process steps that involve different people and departments than does a work instruction or engineering specification.
A document control system designed around best practices will allow you to configure dedicated workflows for different document types and personalize the entire document cycle. A flexible solution lets you build the document control system around your processes, rather than having to adapt your processes to the requirements of a piece of software.
Another critical aspect of document control is the ability to segment metadata, or high-level information that describes each document. Examples of metadata include information on a document’s:
Metadata is important for tasks like categorizing, reporting, searching and filtering documents. A system that lets you include metadata based on document type allows you to create unique fields, categories, keywords and more. These configurable forms are essential to optimizing your document control system to meet your organization’s unique needs.
Word, Excel and PowerPoint are the standard for creating documents in most companies today. That’s why you want to look for a document control system that works well with Microsoft Office. When these systems are integrated, any changes you make in a document control form will sync with the associated Office file (and vice versa) while preserving metadata. This linkage ensures consistency between files which eliminates costly and time-consuming version control errors.
A good document control system does far more than serve as a gatekeeper for checking documents in or out of a virtual library. You also need a controlled process for review, approval and distribution according to the workflow you’ve configured for the specific document type.
Flexible routing options are a necessity, as are intelligent business rules that eliminate inefficiencies and bottlenecks in the process. What specifically should you look for?
Critical to any automated document control system is the ability to train your workforce on any changes to documents, such as procedures and specifications. During document creation and revision, you should be able to specify the type of training associated with the document and link new requirements to the employee training system.
A flexible document control system integrated with employee training lets you automatically:
Some companies put documents in a holding pattern before releasing them, allowing employees to undergo training while documents are awaiting release. This process ensures employees are knowledgeable about the new document when it goes live. Some systems even allow you to create tests to verify that people understand the updated documents.
A good document control system does far more than serve as a gatekeeper for checking documents in or out of a virtual library.
Given the inevitable document changes that are routinely required, change request and revision control both need their own customized workflows. These processes are all about driving consistency, efficiency and control to ensure:
If your organization has a tremendous number of documents and associated data within its system, you need flexible tools that help you visualize, streamline and share that data.
The ability to filter documents based on metadata—as noted previously—is only one important capability. Built-in reporting engines that let you create ad-hoc or scheduled reports on the health of the document control system are also important. Not only does this keep people on track with overdue documents, it simplifies administrative tasks like reporting and record-keeping, so that quality professionals can focus on the strategic priorities that matter most to their organization.
Data and document security are fundamental to compliance and process excellence. You need to make sure that only appropriate levels of personnel can access, approve, review and revise key documents.
Your document control system should make it easy to configure viewing, edit and approval permissions for individual users or groups. By making documents available on a need-to-know basis, you can be sure that your team is working efficiently, safely and securely, even in multi-site organizations.
With the increased prevalence of mobile devices in the workplace, many QMS applications now offer mobile document control capabilities. In the manufacturing realm, employees are often remotely located on a factory floor, a logistics or warehousing center or in the field. In situations like this, a document control system that works the same way on the mobile device as it does on a workstation brings a tremendous advantage.
Once approved, most documents should not be altered without going through the defined change request process. By converting attachments from Word or Excel to PDF, you can reduce the likelihood that users will download an editable attachment and modify it on their own. Your document control system should also keep the original, editable attachments hidden and secure for your subject matter experts to easily access as part of the change request process.
The document control system is a central hub for the information that drives your quality system. It is the foundation for compliance and continuous improvement and provides a single source of truth for the policies, practices and regulations that drive your QMS and EHS initiatives.
An effective document control system:
Backed by an integrated QMS, these capabilities deliver a powerful platform for process excellence, unleashing new opportunities to drive your business forward.

Glen Fraser, senior director, solution architect, ETQ. For more information, call (800) 354-4476, email gfraser@etq.com or visit www.etq.com.

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Metadata is data about data: i.e., its properties, history, origin, versions, and other information about a data asset.

Metadata refers to data about data, which essentially encapsulates the different properties, history, origin, versions, and other information about a data asset in highly structured fields – used primarily for tracking, classification, and analysis. This article explains the metadata types and their uses with examples. 
Metadata is data about data, which essentially encapsulates the different properties, history, origin, versions, and other information about a data asset in highly structured fields – used primarily for tracking, classification, and analysis.
Metadata is roughly defined as data that offers information on some other content but not the data’s substance, such as the picture itself or the text message’s content. It helps users understand the meaning of the data and is essential in ensuring compliance with regulations and data governance initiatives. 
Metadata provides information such as the origin of the data, its meaning, its location, its ownership, and its creation. For instance, the metadata within a digital image may consist of information such as its size, resolution, time of creation, and color depth. It is helpful in the classification, organization, labeling, sorting, and searching of data. 
A metadata repository is a database that stores and manages metadata. One should provide content to a database to ensure that it is used as intended and appropriately identified—for example, a database of a collection of digital images. 
The following are the functions of metadata:
However, metadata does pose a few challenges. Organizations could report little return on investment and thus prefer to stick to traditional methods, such as spreadsheets, instead of a proper database management system (DBMS). Further, it is scattered in hard-to-use forms such as databases and Excel sheets in large organizations. Metadata stored in this form is hard to track; sometimes, it’s not even updated. 
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Metadata management software helps to evaluate, curate, capture, and store metadata. Ideally, organizations should automate data management to facilitate data tracking and accountability. The following are a few examples of this type of software:
The following are the benefits of centralizing metadata by using specialized software:
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Metadata can be of various types, depending on its functionality and source. The six key types of metadata to note, include the following:
Structural metadata provides valuable information that helps to establish the relationship between objects. This enables users to understand and make use of the data resource effectively. Structural metadata also provides information on the hierarchical structures between different data resources. This may include a table of contents, page, section, and chapter numbering. 
Its principal purpose is to enhance the display and navigation of collected data, which is facilitated by a page-turning program specifying the order of page graphics. It is influenced by how photographs are given to the user and saved in the repository.
Descriptive metadata provides helpful information for discovering and identifying a data resource. It describes a resource’s what, when, where, and who. It consists of information about the content and context of the data. It is organized and often adheres to one or more recognized standard schemes, like Dublin Core or MARC. It may also define the resource’s physical characteristics, such as its medium type and dimensions. 
It helps users search and retrieve information at the system level. At the Web level, it enables users to discover resources, for instance, through hyperlinking documents.
Preservation metadata refers to the information related to the preservation management of collections and information resources. It involves documentation of the process of preserving physical and digital versions of resources and encompasses all the necessary information to manage and protect digital assets over time.
In digital repositories, preservation metadata may deal with rights management and consist of information on rights holders that authorize such actions. It draws from other structures, such as structural and administrative metadata. It is mainly associated with the analysis and actions performed on a resource after it is submitted to a repository. 
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Administrative metadata provides information that is useful in managing resources. It provides information related to governance, access controls, and security. It includes technical data on copyright information, rights management, and license agreements. It may consist of technical data on the creation and quality control of works, rights management, access control, user requirements, and preserving action information. 
It is governed by project-specific procedures based on the project’s local requirements and may contain contract agreements and payment information. It includes both preservation and technical knowledge. One can use the archiving policy of administrative metadata for the internal management of resources. 
Provenance metadata provides helpful information on the origins of a data resource. It includes information on the ownership, any transformation that the data may have undergone, the usage of the data, and the archival of the data resource. This information helps track the lifecycle of a resource. 
Provenance metadata is generated whenever a new version of a data set is created and indicates the relationship between different versions of data objects. This allows users to query the relationship between versions and includes either or both fine- or coarse-grained provenance data on data resources. 
Definitional metadata refers to the metadata that provides a common vocabulary that facilitates a shared understanding of the meaning of the data. The meaning of the data includes information on the definitions of the data, rules that govern the data’s context, and calculations. It may also include information on the logic used when creating derived data to understand its meaning entirely. 
Definitional metadata is categorized into semantic and schematic. You can describe structured, and unstructured data sets semantically with a textual description or vocabulary. A database schema can present structured data sets. 
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One may use various forms of metadata in various ways. Here are the top applications of metadata in an organization:
Metadata in a database management system (DBMS) consists of a column name and a row number that is attached to the piece of data. The SQL standard offers a standardized method for accessing the metadata referred to as the schema; however, not all databases implement this method. Metadata makes it easy to organize, interpret, and request data.
Metadata can be a directory in the database that allows users to easily sort and filter data by type and establish relationships between different data sets. A DBMS catalog is associated with data collection and contains information that defines database articles. 
Websites are embedded with metadata that significantly affects their ranking and success. When building a webpage, it’s important to include metadata details such as a meta title and a meta description. A meta title briefly describes the page’s topic to give readers a preview of what to expect. 
A meta description gives further information about the page’s contents, though it is brief. A meta tag only appears on a page’s code and helps search engines categorize the page. Search engines read this metadata to determine keywords and use it to categorize the website. 
Metadata in social media allows users more control over how they want their content shared on platforms such as Facebook or Twitter. When users optimize their content, they get more interactions from their posts than from posts without optimization. 
For instance, when users publish links on Facebook, it extracts metadata such as the title of the post, a brief description of the post and featured image, the URL of the post, and the name of the website. Users can leverage Open Graph on Facebook and Twitter Cards on Twitter to optimize and determine how their posts are displayed. 
Markup languages allow users to identify individual elements of a document, such as a paragraph or a header. They include a standard generalized markup language (SGML) or extensible markup language (XML). SGML allowed the sharing of documents that were readable by machines. XML consists of standardized rules for attaching information to text to make it readable by machines. 
It works by wrapping chunks of text such as words, sentences, or paragraphs in tags that describe what’s between them. Markup content allows users to search for keywords across many different documents. 
Retail and online shopping websites often use metadata to track consumer habits and movements. They collect any data they are legally allowed to, such as their consumer’s device type, locations, purchases, clicks, and times they access the sites. 
Using this information, they create a picture of their consumer’s preferences, associations, and habits and use it for marketing their products to them. This information can also segment consumers and send them targeted ads. Similarly, governments can use metadata from web pages and emails to monitor Web activity. This information can be used in mass surveillance.
Classification involves arranging information logically to find it when it’s needed. Putting this information into classes or categories is known as taxonomy, and the data associated with the items is metadata. Users can embed this information into the content or in an external content management system. 
Understanding metadata is vital in creating an effective content management system (CMS). Within taxonomies, controlled vocabularies can promote an understanding of the intended purpose. Metadata tags can help with resource discovery and improve resource organization. Properly classified information makes it easy for users to analyze and interact with the data. 
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Now that we have looked at the critical uses of metadata, here are a few examples to illustrate its application further. 
Document metadata provides additional information on a document for additional context. This information is useful in classification, search, and retrieval. Metadata includes details such as the author of the document, size, and title. 
Tags enable users to classify and categorize documents quickly. Information tags provide additional notes on a document, while security tags allow restricted access. Metadata on the version of the document enables users to track changes and view information on the date it was created and last modified. 
Reliable content management systems and document management systems support document links. These links may establish relationships between one or more documents.  
Social metadata refers to data added to a piece of content by others besides the content creator, such as tags, ratings, and comments. 
Facebook meta tags on Open Graph consist of information like the title of a post, a brief description of the post and the featured image, the URL of the post, and the name of the website. Twitter meta tags on Twitter Cards consist of information such as a title, a brief description of the post, an image thumbnail, and Twitter account attribution. These tags are embedded in HTML code. 
HTML code is embedded into a website to provide additional essential information to the website. A meta tag is used to provide this additional information. Meta tags are placed inside the header of the document. They can have information such as the title and author of the website. 
Metatags can be used to specify important keywords related to the document. Keywords are useful to search engines while indexing webpages for search purposes. One can also use metatags can also be used to provide a short description of the document. Similarly, they can be used to provide information on when the document was updated last.
Relational databases are used to store and provide access to metadata in a structure known as a data dictionary. The data dictionary holds metadata information about tables, columns, data types, constraints, table relationships, views, and indexes. 
The columns hold the attributes of the data, while the rows represent a record with a unique ID known as a key. Each record consists of a corresponding attribute value, which makes it easy to establish relationships among data points. Foreign keys allow for data searches and manipulation between databases. 
The message headers of emails sent or received consist of metadata fields that are not visible in the mail client. Emails consist of metadata such as the date and time when the email was received – examples of this include the email addresses of the sender, the receiver, their names, the title, and the email’s subject. 
They may also contain information on the full content of the document, including and excluding the HTML formatting. Additionally, it may include metadata on the original document, inclusive of the type of content, file size, and download URL. A list of all documents attached to the email, along with the URLs to retrieve them, may also be included, and this metadata plays a vital role in email security.
Geospatial metadata describes geographic objects such as maps and data sets. It often describes the who, when, where, what, why, and how of geographic information system (GIS) files. 
Examples of geospatial metadata include details such as the creation date of the data, the author’s contact information, map projection and coordinate system, scales used on the data, any errors on the data, and a key containing explanations of various symbols and attributes that are used. It may also include a database schema for usage in a data system, data reproductions, and license information.
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Metadata forms the foundation of several advanced data-driven functionalities, from data meshes and fabrics to data lakes and warehouses. As more and more information is generated by users and machines worldwide, metadata helps keep track of these assets and assigns each data set a unique identity. Organizations can leverage this technology to improve operations in personalized services, data-driven security, and more. 
Did this article help you understand the different types and applications of metadata? Tell us on Facebook, Twitter, and LinkedIn. We’d love to hear from you! 

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Legal practice management software is the backbone of your firm. So we’re helping you ensure it’s well adapted to your areas of focus. Building on our previous Practice Management Buyer’s Guide, we’re pleased to offer this primer on how the latest software can help you succeed in a variety of practice areas — and how easy an upgrade can be.
For a comprehensive overview of Practice Management solutions,
Check out our Practice Management Buyer’s Guide here »
Full practice management solution with built-in legal accounting. No QuickBooks required.
Learn MoreDownload Buyer’s Guide Now »
Next Generation, Cloud-Based Law Practice Software That Makes Everyone’s Job Easier
Learn MoreDownload Buyer’s Guide Now »
Over 40,000 professionals in the legal business rely on Assembly Software’s products to power their firms. Their flagship, cloud-based platform, Neos, configures precisely to a firm’s needs with its case checklist, document management, and analytics features. Assembly’s brands include Needles, Trialworks, and Neos.
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Build, Manage, and Grow Your Personal Injury Practice. CloudLex handles productivity, communication, collaboration and reporting across your personal injury law firm from case intake to settlement and beyond, including storage and archival.
Learn More
Filevine is the leading cloud-based collaborative work solution for law firms. Powering everything from case management and document management to client communication and business analytics, Filevine’s custom and bespoke tools simplify and elevate practice management and growth.
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Law Ruler’s mission is to simplify the process of growing your practice. Our comprehensive Legal CRM, Client Intake, and Marketing Automation solutions streamline communications, generate more business, and save you valuable time so you can do more of what matters most… serving your clients.
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Moxtra powers your OneStop Customer Portal – your digital branch, with continuous collaboration experiences, helping you retain and grow customers, manage your distributed organization, and lower your costs for doing business. Moxtra’s Customer Collaboration Platform can power your branded OneStop Customer Portal as a fluid extension of your existing website, web or mobile app, or as a standalone web and mobile app.
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MyCase is a complete law practice management solution that helps firms run efficiently from anywhere, provide an exceptional client experience, and easily track firm performance so that they can reach their business goals.
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PracticePanther is a leading cloud-based law practice management software solution that serves tens of thousands of legal professionals in 170 countries. Through its intuitive and user-friendly interface, PracticePanther offers features in case management, time tracking, billing, client intake, built-in payment processing, calendaring, native unlimited eSignature, native 2-way text messaging, and much more to empower lawyers to automate their practices.
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Legal Practice Management Software Built for Today’s Busy Firms
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SmartAdvocate is a fully integrated legal case management system made to handle the challenges of today’s fast paced, highly competitive, and technologically demanding world. Initially designed by and for personal injury and mass tort litigation firms, SmartAdvocate is now used by a wide range of practices.
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At HALF THE COST of other solutions, TimeSolv provides the robust time, billing, and payment needs law firms demand, without the extra features you never use. Store payment information and run hundreds of payments in seconds on YOUR timeline, achieving ZERO AR!
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There has been lots and lots of movement within the legal technology space of late. And law practice management software providers are the ones doing most of the moving — whether they are acquiring or being acquired. 
But every single one of those moves is seismic for a not insignificant number of attorneys who are users of the affected software programs.
So, in this episode of the Non-Eventcast, we brought in a fabulous foursome of guests, who helped us cut through all the noise.
What does law practice management software do?
Law practice management software forms the backbone for the full scope of a firm’s business operations — all the way from client intake to invoicing and future business development. It organizes varied data related to clients and matters into comprehensive files, saving enormous amounts of time and allowing lawyers to focus on high-level legal work instead of administrative tasks. 
How can case management software support my practice area?
From family law to trusts and estates, different practice areas have different emphases. Do you need to track net-worth metrics for a division-of-assets dispute? Manage the sprawling case information related to a general litigation matter? Streamline the intake process critical to a personal injury practice? Today’s practice management software can be adapted to your practice area, dramatically increasing the benefits it provides.  
What are the biggest challenges in upgrading your case management platform? 
Migrating your data to a new system — be it on-premises or in the cloud — will inevitably create challenges for any law firm. However, today’s software providers are experts at this process. They will work with you to create a path that requires the smallest amount of effort. In the end, most firms will find that the effort has been well worth it, as new software provides transformational business benefits. As an added bonus, this process will help you clean out data and systems that are no longer needed at your firm. 
What are the biggest misconceptions about practice management tech? 
These are myriad. Some small firm managers wrongly believe they don’t need a robust practice management platform and that their legacy systems will keep them in business. Others see the costs as too high, or the task of onboarding too onerous. While concerns like these aren’t frivolous, the reality is that practice management software is now table stakes for law firms looking to remain competitive. And the longer you continue to work in your current system, the more difficult an upgrade may become. 
There’s a term for when attorneys use Latin and other arcane languages to describe legal processes to consumers: “legalese.”  
But there’s no similar term for when vendors use technical and other arcane languages to describe their legal software operations to lawyers.
True, this dynamic may seem unfair. But now we have The Legal Tech-to-English Dictionary to help us cope. 
Read on for a crash course in practice management terms. 
Law Practice Management Software
1. A database for managing law firm clients that organizes primary case information under matter files.
2. A platform for systematizing client data collected from integrated systems via software integrations.
3. Client files organized by email subfolders … in 2002.
Lawyer 1: I just bought a new law practice management software, and I’m spending so much less time looking for everything because it’s all in one place now!
Lawyer 2: Yeah, you should see this Excel file I put together. It’s badass.
Lawyer 1: Just … stop.
Cf. Organization porn. 
Relational Database
1. A  software that recognizes relationships between segments of data.
2. A system based on the relational model of data, created by Edgar F. Codd.
Cf. Law practice management software
Cf. The Oracle of (Kevin) Bacon.
Client Portal
1. A software system feature that allows law firms to share certain data with clients via an in-system, encrypted holding container, which clients can access using a unique password or PIN (personal identification number).
2. The means by which unwieldy assignments can seamlessly enter your workflow. 
Lawyer 1: The good news is that my clients can send me stuff via our portal. That’s also the bad news.
Lawyer 2: Ba-dum-cha.
Lawyer 1: Thanks. I’m here till Thursday. Try the veal.
Cf. Online document drives, most of which are de facto customer portals, also allow users to share information with others in a secure format. Google Drive, Microsoft OneDrive, Dropbox, et al. offer such features. These can also be connected to law practice management software via integrations.
Cf. Like how in action movies, there’s always a portal with all these aliens coming in to invade the planet. Honestly, I don’t know which portal is worse: that one, or the one that drops a 90-page contract in your lap for review.
Integration
1. Connecting two softwares via an API (application programming interface) that allows each software system to share data with the other.
2. Connecting two softwares via an intermediary program (like Zapier) so that the two programs can share data without the need of an API.
3. A primary reason modern practice management software can be life-changing, particularly for those currently using a combination of dictation machines, hard-copy markups, and the Logo turtle.  
Cf. Linking a law practice management software to a productivity software (email, calendar) allows users to sync emails, events and tasks with client files within the law practice management software, cementing that program as a holistic solution for law firm data management. Linking an accounting program to a law practice management software allows users to push expense and invoice data into the accounting program.
Business Intelligence
1. A method for collecting and aggregating data into a digestible format that allows software users to make data-driven business decisions.
2. Reports generated from software systems focused on specific business metrics, including key performance indicators.
3. You know, pretty much everything your law school neglected to tell you about. But, hey: You still know what the Rule Against Perpetuities is!
Lawyer 1: How’s your P&L statement looking for the last quarter?
Lawyer 2: Uh. Um. Res Ipsa Loquitur.
Lawyer 1: Say what?
Cf. NOT the Edsel.
Jared Correia is the host of the Non-Eventcast. 
Jared Correia is the host of the Non-Eventcast.

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With labor shortages, supply chain issues, inflationary pressure, and customers’ increasing expectation for seamless service testing every company’s limits, organizations are looking for ways to help their workforce do more with less. This pressure is especially acute for customer service teams already prone to burnout and high turnover. 
By deploying automation technology, organizations can empower service agents to do their jobs more efficiently, lower workplace stress, and advance their careers. And since customer service teams are often the face of the brand, happier agents translate to more satisfied customers, which also leads to better business performance.
At its heart, service automation is about making people’s lives easier. The technology is made up of a suite of tools that enable intelligent machines to take over time-consuming, repetitive tasks that humans used to do. 
Here are three key benefits organizations see when they successfully leverage automation in service environments:
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Automation streamlines repetitive, menial tasks, helping agents become more efficient and productive and, ultimately, better serve customers. There are plenty of ways businesses can pinpoint tasks across an entire organization that is ripe for automation. Here are a handful of automation-based tools that can help save time, increase efficiency and improve the overall work experience for service professionals: 
When tasks that took minutes or hours now take seconds, the time savings add up quickly in a high-volume contact center. With automation, service is also more consistent, with less room for human error or cases falling through the cracks, especially with many new employees.
No one enjoys spending time on repetitive tasks, digging for information across multiple systems, or dealing with frustrated customers who’s waited too long for a response. It’s no surprise that customer service teams grapple with low job satisfaction and high turnover, driving up costs for companies and a poorer customer experience.

According to Salesforce’s State of Service report, 67% of service decision-makers say that retaining employees is a challenge in the current market. But, when organizations invest in technologies like automation that empower agents to do their best work, more agents have begun to consider long-term career opportunities within the service sector. In fact, 85% of agents see a clear path for career growth — up from 67% in 2020 and 59% in 2018. 
When automation is done right, it removes items from “to do” lists rather than adding steps to existing processes. These tools can reduce tedium, stress, and burnout among agents by cutting down on manual tasks, taking over simple queries and breaking down complex customer issues with guided steps and recommendations.
With the service team growing more efficient, customers are less likely to wait an extended period for resolutions and take their dissatisfaction out on agents. Service professionals can focus on tasks that require a human touch, like connecting with customers in personalized ways that drive long-term brand loyalty.
In the same survey, nearly 70% of service leaders identified a lack of access to career development opportunities among their departments’ top challenges. The absence of avenues for career growth contributes to low morale and high turnover among agents and prevents departments from achieving a higher level of service.
Automation can free up time for agents to continually enhance their skills and advance their careers. Time freed up thanks to automation can be allocated to perfecting essential skills such as active listening and empathy or learning new skills such as identifying a sales lead and technologies such as no-code and low-code tools. These tools empower agents with a new technical skill set they can use to remove inefficiencies and better serve customers. Innovative learning platforms can even recommend bite-sized learning content customized to an agent’s skill level and incorporated into their work.
Continuous on-the-job learning makes agents more fulfilled and less likely to quit. It also sets them up to improve customer experience and deliver on the promise of turning the service team into a value center. 
To take advantage of the benefits of automation, start small. Identify a few high-value areas that are ripe for improvement, such as those around simple, high-volume customer requests. Or begin by automating a single step in a more complex process. Learn from this experience and then adopt best practices to build on your success across the organization. Try to deploy these automation tools in close coordination with the IT department to speed up implementation and ensure readiness for future expansion. The most important thing, though, is to get started — there’s no time to waste in today’s business environment.
Nga Phan is SVP of service cloud product strategy at Salesforce
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