CUSP Point Software Blog

Susan, LouAnn and I returned this week from a great three days in sunny Newport Beach, CA.  As usual O’Neil put on a great conference for their Strategic Partners.  We saw many familiar faces from last year’s event and the several PRISM events we have participated in over the past 12 months or so. 

There was a very nice cocktail reception Wednesday night sponsored by CUSP.  The sessions ran Thursday and Friday with the vendor showcase running during breaks.

This conference brought together Records Storage Company executives from all over the world that currently utilize the O’Neil Solutions as part of their day-to-day operations.  Our discussions with the attendees revolved mainly around the most common business Use Cases for our PaperTrail on-demand EDM Solution for the records storage industry. These are namely, on-demand scanning and retrieval from PaperTrail for customers requesting documents for immediate viewing, and the scanning of new documents coming into the record storage center to provide their customers immediate access at anytime from any place to those papers. 

And in line with the types of comments we received at the recent PRISM event in Hungary, we had several discussions with attendees on the growing concerns of compliance pertaining to document storage.  The SaaS platform adds multiple levels of security for proprietary documents that are probably not available in the physical record storage.  It is becoming clear that the whole idea of Solutions like CUSP’s are becoming the standard.

To match this continued interest in our Solution we have been successful in signing new VAR Partner agreements with several Record Storage companies. The soon-to-be released integration of PaperTrail with the O’Neil Solution will further enhance our position in this space.

I would be remiss if I didn’t bring up the great charitable contributions made by many visitors to the Share Our Strength – No Kid Hungry charity.  CUSP donated a VIP golfing trip for two to Ireland that was purchased for $4,000 in the silent auction. The final amount raised was a staggering $23,006.81

Thursday afternoon brought the second annual Record Center Challenge consisting of six teams of around 14 members  who participated in fun tasks such as a “cook off” Iron Chef style, and  a “Survivor” type running and paddling test  at the excellent Newport Beach venue (I must mention that I was part of event-winning TEAM GREEN by the way). 

All in all it was great fun and for a superb charity, and everyone had a blast.  I want to thank O’Neil for putting on the conference, for inviting us and for their great hospitality.  We are really looking forward to our continued partnership.

NICK Bova
VP US Sales

On Monday we leave for the PRISM EMEA Conference in Budapest, Hungary.

PRISM is a very important partner for CUSP as it is the premier trade association globally for companies that specialize in the storage, retrieval, organization and disposition of client information assets.

With nearly 600 members, headquartered in over 40 countries and 1000 facilities worldwide, PRISM members are the bull’s-eye of CUSP’s target market.

The ability to present the unique and differentiated offering of CUSP’s PaperTrail Solution to those members as a new, immediately activatable, recurring revenue stream to offer their customers is precisely why we support all PRISM activities.

In Budapest I will be speaking about my pet subject and favorite CUSP market differentiator - Security Certifications for SaaS and Enterprise EDM software providers.

In a traditional sense a Security Certification presentation would not exactly have them lined up at the door for a seat. But in Budapest we’re taking a different approach to presentation.

Having just completed our ISO 27001 audit, and being in the midst of our SAS 70 Type I audit, we’re going to share with all of those attending exactly what it takes to achieve these certifications by way of building a corporate culture founded on security at the individual employee level.

In a commercial sense, by “sharing” the responsibility with all employees, the depth and quality of daily corporate life, as evaluated in terms of security, becomes as easy to measures as sales.

This is a fundamental shift in how CUSP has approached the security certification process, and the results have been extremely rewarding as well as successful.

As soon as I’m back I’ll give you an update on whether they were running in or out of the doors in Budapest…

Seamus Brennan
CEO
CUSP Point Software Ltd.

As we work together with our Value Added Reseller (VAR) Partners we like to get a clear picture of how they currently handle their client’s documents.

Invariably they will have some form of a File Plan, usually a comprehensive matrix, detailing their coding, retention and disposal policies. The quality of this plan generally depends on their organization’s maturity and the volume of documents they handle.

As the Electronic Document Management (EDM) world evolves, the focus is turning to the migration of File Plans based around physical Document Management into the electronic world.

In most cases the EDM solutions have tried to replicate the structures and processes contained within these file plans. While this is certainly a requirement, to focus solely on this misses some of the major advantages of an EDM Solution.

Physical Document Management is based on the storage and accessibility of document. Any document can be found and returned in a reasonable amount of time. The structures in place are focussed on determining where and for how long a document should be stored.

In the EDM world all documents are immediately accessible so location is not a factor. In addition, through the use of metadata, the users are not bound to just one or two indexes through which they can locate their documents. Any metadata field can now form the basis of a document search.

With this knowledge the focus of the File Plan moves to defining which metadata should be used when storing a document. Done correctly this metadata can achieve all the requirements of the File Plan and a great deal more.

Need to implement a retention policy? Just define the duration for a set of documents sharing the same metadata and the system takes care of the rest. Adding a new region or department? Simply extend the metadata.

Our clients are certainly excited by the new possibilities offered by an EDM solution and so are we.

Dave Fitzgibbon
Director of Product Management
CUSP Point Software Ltd.