BoxWorks 2022

BoxWorks 2022


BOX announced new innovations in the Content Cloud that empower teams to work securely together from anywhere, on any type of file, in any application — all while delivering better, faster results and great experiences. With Box, opportunities are truly limitless.

Collaboration and workflow updates include:

Box Canvas for interactive visual collaboration and whiteboarding.

With Box Canvas, hybrid and remote teams can truly connect and collaborate in new ways that go beyond traditional communication styles. So whether you’re building out a new process or conducting a workshop, Canvas gives you infinite space to bring processes to life and provides all the shapes, sticky notes, connectors, and more that you need to:

  • Brainstorm and share ideas
  • Solve problems, strategize, and analyze
  • Create high-level design diagrams, plan projects, and even teach new concepts

The all-new Box Notes for secure, real-time collaboration from anywhere.

Box Notes give users a secure, real-time experience for quick and seamless content collaboration. Notes can also help teams tackle more extensive documentation, project management, and development-type tasks.

Content Insights for visual analytics that show the impact of your content.

Content Insights will allow users to see how your content gets consumed, how often, how much, and on which days. Given the exploding amount of digital content being shared and distributed, this type of visibility is critical.

Box Sign capabilities and integrations to address more  e-sign use cases.

Box Sign e-signature capabilities is added to Individual (free) and Personal Pro accounts, so every one of the customers can take advantage of native e-signatures.

In frictionless security and compliance, Box has added:

  • Zero trust security features for more granular and flexible controls
  • Ethical walls as an information barrier between different user groups
  • Malware deep scan enhancements
  • Stronger protection against ransomware
  • More flexibility to Box Governance retention policies
  • New US public sector certifications for cybersecurity

And when it comes to the tech stack:

  • Enhancements to integrations across Salesforce and Slack
  • Updates to Box for Microsoft integrations
  • Rich insights in the Admin Console for increased transparency and visibility

You can read more about Box Features here.

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E-signatures for everyone with Box Sign

E-signatures for everyone with Box Sign



In September 2022 Box announced that they added Box Sign e-signature capabilities to Individual (free) and Personal Pro accounts, so every one of the customers can take advantage of native e-signatures.

With Box Sign, Individual and Personal Pro plan users get a rich set of e-signature features, including the ability to:

  • Sign and send a document, or request for signatures
  • Add standard fields – such as name, signature, date, initials, checkboxes etc.
  • Receive notifications and send reminders
  • View document status real-time, with an audit trail
  • Create a signing order, so signers can sign in sequence or in parallel
  • Have recipients sign on desktop, tablet or phone

Individual plans come with the ability to send up to 5 documents out for signature per month, and Personal Pro users can send up to 15 documents per month.

Personal Pro users can also take advantage of several ease-of-use and security features including:

  • Unlimited Box Sign templates – to save and reuse standard documents like invoices, receipts, inventory orders etc.
  • Password protection for documents – to add an extra layer of security for documents containing sensitive information
  • Signer verification via SMS – to enforce two-factor authentication and make transactions more secure


You can read more about BOX Sign here.

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5 things you didn’t know you could do with SharePoint

5 things you didn’t know you could do with SharePoint


For years SharePoint has been known as a tool to improve communication and collaboration. Most people are familiar with sharing and versioning documents, checking out, editing, then checking back in. This has always given SharePoint a leg up over the old “shared drive” approach and is how SharePoint achieved a foothold in many organizations (that and the foundation edition is free with Windows).

Here are some uses for Microsoft SharePoint that you might not have thought about:


• Document and Records Management

Many people see that you can store and search for documents in a document library but there doesn’t seem to be much structure, taxonomy, or governance to these documents. This is certainly no longer the case. With the introduction of SharePoint 2013 Records Center, you can now apply retention policies to your content types and enforce your Document Management and Retention policies. Additionally, document libraries can hold many more documents than in previous versions of SharePoint.


• Application Development

SharePoint has always allowed for the development and integration of custom application using core SharePoint features utilizing .Net, ASP.Net, HTML, JavaScript and CSS. These capabilities continue to exist with the added dimension of developing SharePoint Add-ins that take advantage of standard web technologies and that can extend on-premise as well as hosted SharePoint environments. This concept is further expanded in SharePoint 2016 and Office 365 allowing for faster development and easier deployment to a wider audience.


• Data Modeling and Business Intelligence

Along with complete integration into the Microsoft SQL Data Warehouse stack, SharePoint offers Power View as an interface for Data Modeling. Power View is an interactive data exploration, visualization and presentation experience that allows for ad-hoc reporting. Data, rich graphics and visualization tools can be included in easy-to-build reports that can then be published for others to use, or as a baseline for additional modeling.


• Search

SharePoint Enterprise Search is a powerful tool for finding data both inside and outside of SharePoint. Internal content can be searched and refined through new and powerful web parts. Content outside of SharePoint can now be indexed and referenced within search results allowing for a true enterprise search feature.


• Mobile Optimization

SharePoint automatically generates a mobile friendly version of every page for phone and tablet users. The Mobile Browser View feature allows for expansion to tablet and smartphone devices with little effort required from developers or system administrators.
Some of these capabilities have been around for a while but just aren’t as well known by SharePoint users. Ask your IT department about these features or contact us and we can help you maximize your SharePoint experience.

OT is Introducing AI-powered risk analysis reporting for OpenText Extended ECM or Documentum

OT is Introducing AI-powered risk analysis reporting for OpenText Extended ECM or Documentum


OpenText Magellan Risk Guard software provides a simple dashboard UI to easily view and take action on risky files. With OpenText Cloud Editions (CE) 22.2, business users can now quickly customize their analysis of content in OpenText™ Extended ECM or Documentum by creating interactive PII and PSI reports that are integrated into the Magellan Risk Guard UI.

Custom interactive risk reports with a few clicks:
Magellan Risk Guard has always included seamless integrations with Extended ECM and Documentum. With the new OpenText™ Magellan BI & Reporting integration, business users click on a few menu items to create the custom interactive reports they require without needing assistance from experts in AI, Data Science or analytics. With access to the new reporting capability directly in the Magellan Risk Guard UI, users can report on the types of risky data that are the highest priority for their department or job role.


You can read more about AI-Powered Risk Analysis Reporting here.

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Microsoft is Announcing the Data hub

Microsoft is Announcing the Data hub


Microsoft is excited to announce the Data Hub!

The Data hub is the evolution of the Datasets Hub that was announced in December-2020.
In the Data hub, in addition to Power BI datasets, users can now find the newly released Datamarts.

The Data hub is a central location for data owners, report creators, and report consumers to manage, discover and reuse data items across all workspaces.

  • Data item owners can see usage metrics, refresh status, related reports, lineage, and impact analysis to help monitor and manage their data items.
  • Report creators can use the hub to find suitable items to build their reports on and use links to easily create the reports.
  • Report consumers can use the hub to find reports based on trustworthy data items.

A major challenge for customers is that users often build similar data repeatedly, resulting in resource overload, governance complexity, and difficulty in identifying sources of truth.

The Data hub addresses these challenges by making it easier for users to discover existing, quality data and reuse it to answer business questions and gain insights.

Once user discovers a data item that seems to have the right data, a click on the item opens the data details page. On the details page you can see the following:

  1. Metadata about the data item, including description, endorsement, and sensitivity label.
  2. Actions such as share, refresh, create new, and more.
  3. Related reports, which are reports that were built on top of the dataset/datamart.

Data discovery best practices – before creating new reports, users should look at the existing related reports. If there are no such reports that are suitable, there are multiple ways to create a new report:

  1. Create report from template, if a template has been defined (a template is defined by adding the suffix “(template)” to a report built on top of the dataset/datamart).
  2. Create report from scratch to open a blank canvas and start creating your report.
  3. Auto-create a report. Note: This is currently supported only for single-table datasets.
  4. Create a formatted table.

You can read more about the Data hub here.

You need more details?

For a complete list of new features and fixed issues, or to discuss any particular use case for your business applications, please contact us.

9 reasons to modernize your Web Content Management with OpenText TeamSite

9 reasons to modernize your Web Content Management with OpenText TeamSite


1. Experience Studio

TeamSite’s user interface, Experience Studio, provides a visual, drag-and-drop approach to building digital experiences tailored specifically for marketers and other business users (pictured below). It includes many features such as integrated analytics, campaigns and digital forms to enhance the key focus areas to easily improve customer engagement.

2. Integrations

Your investment in best-of-breed solutions is perfectly safe when you choose TeamSite as your Web Content Management system (WCM). TeamSite can be configured to work with any software from eCommerce to marketing automation solutions out of the box with easy customization.

3. Headless

Since the content layer is separate from the presentation layer, you can create content once and publish it anywhere with TeamSite. Unlike traditional CMS solutions, the unique decoupled architecture allows you to share content with any third party software with ease.

4. Targeting and personalization 

TeamSite helps capture, manage and leverage insights gained through analytics and allows you to target specific customer segments with personalized content that resonates and drives results. By optimizing your digital experiences with TeamSite, you can maximize your acquisition, engagement and retention business goals.

5. Testing and experimentation 

Website optimization provides the best possible online customer experience by applying experimentation techniques.  Modern CMS provide the ability to gain learnings from A/B testing tools, multivariate (MVT) testing and more. The best website optimization tools help enterprises with conversion rate optimization (CRO), either for specific landing pages or for entire websites.

6. Workflows, translations, compliance and much more 

Along with having strong, customizable workflow capabilities out of the box, you can also simplify steps by integrating TeamSite with your other systems. Whether you want to streamline internal content approvals or include external agencies like translations, web compliance checking and much more – TeamSite is well equipped to make this happen with out of the box Google Translations, Lighthouse and many others.

7. Performance and scalability

Global organizations rely on TeamSite to meet their ever-expanding requirements worldwide. Whether you’re working on a microsite or your entire website, TeamSite grows with you, giving you the confidence to build your business.

8. Security

OpenText’s team of engineers prioritize identifying and rectifying security vulnerabilities to help ensure your company’s data, as well as your customers’ private information, stays safe. Enterprise organizations worldwide trust TeamSite for its commitment to security across the organization.

9. Quality Content Review and Version Control

Protect your brand by ensuring consistency on virtually any mobile device with TeamSite’s mobile emulator (below). It previews the content so you can see how it will appear and make the necessary adjustments on-the-glass. Compare content in different languages side-by-side for quality assurance.


You can read more about Reasons to modernize your Web Content Management with OpenText TeamSite here.

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We are always happy to hear from you.

Click here to connect with our experts!