DOCUMENT Strategy

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DOCUMENT Strategy is a highly focused media company dedicated to the professional development of executives, directors  and managers involved in the core areas of Communications, Enterprise Content Management and Information Management strategies. Our serious editorial mission focuses on the key pillars of every organization—Strategy, Governance, Process and Technology—in order to speak to individual stakeholders within the organization while helping to create a strategic vision across all departments. We are dedicated to looking at the entire communication and information process—from information creation, to document management, to document delivery, to holistic customer experiences, to records management and information governance. Source

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Scope National, Trade/B2B
Language English
Country United States of America
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Hyland Customers Are Transforming What AI-Powered Enterprise Operations Look Like

| DOCUMENT Strategy Verified
Hyland customers are redefining how their organizations get work done with AI-native innovations, demonstrating the power of the content-powered agentic enterprise at scale. At Hyland's annual CommunityLIVE conference, five customers were recognized as 2026 Innovation Award winners, honoring their use of Hyland technologies to modernize operations, accelerate automation, strengthen governance, and elevate customer and constituent experiences.
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Messagepoint Announces MARCIEAssist™, the first agentic AI capability to automate the work of Customer Communications Management

| DOCUMENT Strategy Verified
Messagepoint announced the launch of MARCIEAssist™, the first agentic AI capability that automates the work of customer communications management. With MARCIEAssist, Messagepoint is introducing a fundamentally new model for customer communications management (CCM)—one where users no longer need to manually execute complex tasks.
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From Hyper-Personalization to Predictive Communications

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By Eric Riz, Liz Stephen, Mia Papanicolaou
| DOCUMENT Strategy Verified
For more than a decade, personalization has been the dominant narrative in customer experience. Organizations invested heavily in understanding their customers. They built data lakes. They deployed analytics platforms. They refined segmentation. They optimized journeys. And for a time, this created real competitive advantage. But today, personalization is no longer enough. It is becoming table stakes. What once differentiated leaders now simply meets expectations. A new frontier is emerging.
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MHC and Odessa Announce Partnership to Help Asset Finance Lenders Modernize Customer Communications at Scale

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Through the partnership, Odessa clients can now embed MHC NorthStar Customer Communications Management (CCM) capabilities directly into their lending and servicing workflows — helping auto and equipment finance organizations reduce manual communication processes, respond faster to regulatory changes and deliver more consistent customer experiences across the lending lifecycle.
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Digital Was the Easy Part...

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By Liz Stephen, Mia Papanicolaou
| DOCUMENT Strategy Verified
Even though regulated customer communications are some of the most frequent interactions a customer has with a brand, these touch-points are treated like background noise. Yes, they’re critical, but they’re not seen as strategic and even though they’re important, they’re rarely designed for ease of use. That approach is not sustainable. We’re now in the experience economy, where customers measure companies by how easy, clear and effective it is to get something done.
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How to Make Channel-Agnostic Content a Reality in 2026

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By Eric Riz, Liz Stephen, Mia Papanicolaou
| DOCUMENT Strategy Verified
Over the past decade, regulated organizations have spent billions creating digital customer experiences. In many segments, heavy investment has been made in online marketing and onboarding scenarios to capture customers where they shop. When the customer journey shifts to servicing, however, those same organizations force customers to take a step backward and send most communications as printed letters or static, unresponsive PDFs buried inside a portal. Everyone involved knows this isn't working.
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Hybrid Test Data Strategies

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By Jennifer Raml
| DOCUMENT Strategy Verified
Test data strategy belongs in boardroom discussions, not buried in technical specifications. But here's what actually happens: executives assume IT has it handled, middle managers inherit whatever strategy exists (or doesn't), and developers either work with whatever test data they're given or create their own workarounds. This disconnect is costing companies money and putting customer trust at risk.
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Small Connections, Big Impact: Why "Micro-Integrations" Are Reshaping Business Automation

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As organizations continue investing in ERP, CRM, and HR platforms, a more subtle automation challenge persists just out of view: the critical data powering these systems remains trapped in documents like invoices, purchase orders, contracts, and forms. 80-90% of the world's data is unstructured according to the Association for Intelligent Information Management (AIIM), and these disconnected data points result in costly inefficiencies that slow operations and limit process visibility.
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OSG Announces Strategic Partnership with Sagent to Transform Mortgage Servicing Communications

| DOCUMENT Strategy Verified
Output Services Group, Inc. (OSG), a leader in Customer Communications Management (CCM), today announced a strategic partnership with Sagent, a leading fintech software company modernizing mortgage servicing. The partnership unites OSG's decades of mortgage communications expertise with Sagent's industry-leading servicing platform, giving mortgage servicers a smarter, more efficient way to communicate with homeowners across every channel and every stage of the servicing lifecycle.
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Elixir Technologies Unveils Elixir Muse: The AI Writing Assistant Built for Total Data Privacy

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Elixir Technologies today introduced Elixir Muse™, a privacy-first AI writing assistant that significantly minimizes the workload involved in drafting, editing, proofreading and translating text. Powered by Elixir Ai, the company's proprietary AI technology, Elixir Muse™ assists both writers and content creators improve the quality, clarity and consistency of their written content through advanced AI features - all while safeguarding the privacy of user data.
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