ACORD Tags

ALL the information stored anywhere in your system can be linked.

Tags - the Difference between Data, Information and Knowledge

Our system lets you enter a TAG or multiple TAGs for every folder, document, image - every unique item. Cap-Dat-ACORD then lets you search for files, folders or forms using these TAG words or phrases.

You use any standards you want to organize your data with your very own, personal structure.

For example, you may have a business account in one folder group and a personal account in another folder group. The personal account is for the owner of the business. By adding the same tag to each folder, anyone will be able to see the relationship.

Or a second example, you may want to use tags to set up a suspense system. I use color codes to suspense items. Red is for items I want back in the first week of the month, Yellow for the second week, etc. If I am working on an item and want to check on its status the first week of next month I add a tag with the word "red". The first week of every month I run a search for all items with a tag of "red" and all my suspended items are displayed.

The benefits of the tags are easily seen through search. A well-kept tag system allows you to pull all the data about a particular application, person, time period, type of policy, or a variety of other divisions with just a simple word search.

If a file is tagged appropriately, it can never be lost or difficult to find.
All the contents of a complex application can be called up in moments without the user needing to know where each of the individual files is stored.
Files that relate to multiple applications do not have to be saved in multiple locations.
One file, tagged with all appropriate associations, is always linked to the correct data through a tag search.

Descriptions - more detail

Descriptions have two purposes.

First, the description displays when you hold your cursor over the file name or file image. This lets you understand the contents of a document before you open it.

Second, you can search descriptions to find files and to discover relationships between files.

By entering in a description, you can include more extensive information about the file than is recorded in the file name. Which application a form belongs to, whether there were any unusual circumstances, and not just the date the file was created, but the date the application was finalized or when the policy came into effect.

The more details added, the easier for you to both utilize the file without opening it (by hovering over it), and to find the file if you forget where it is in the file system.

Notes - even more detail

Notes have the additional benefit of a history. Notes are recorded in date order so a quick glance can tell you what has been going on with a file or account.

Notes allow you to enter any text notes you want to document the file, form or folder. The most common use for Notes is to document a phone call or customer visit.

Every file, folder, document, image, etc. can have an unlimited number of notes attached.

The Power of Advanced Search

Advanced search lets you select multiple criteria for finding information.

For example you may want all files tagged with the word "claim" and with the word "Hartford" in the description and with saved as dates between Jan 1 2005 and Dec 31 2006.

You have just seen how advanced search gives you unlimited reporting capabilities.

Advanced search is limited only by your imagination and the amount of information your keep inside your system.

If this is so great, why aren't the big, established vendors offering it?

Good question. I like Pip Coburn's answer from his 2006 book "The Change Function"

Comments inside ( ) are my additions.

"For monopolists (or existing market leaders), there is simply nothing wrong with the status quo. So when it comes to depending on a slow moving behemoth to bring pioneering technologies to the market, don't hold your breath."

"Monopolists (or existing market leaders) crisis relates to a threat to the monopoly (or existing market leaders) itself - it's about us ( existing market leaders) - not the user."

"Monopolist (or existing market leaders) crisis is rarely about user experience - monopolists (or existing market leaders) become very far removed from empathizing with the end user."

I think you get the point.

No installation fee. Only $197 a year or $19.95 for 12 monthly payments.

Our system gives you more than 10 times the value with Web 2.0 tools to manage your information today.

Our system costs you less than 10% of the annual cost of our competition.

It is a brillant choice.

Return to Home page form ACORD Tags

Tags, Descriptions and Notes