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About the Author

Sandra E. Serkes, President & CEO of Valora Technologies Inc.
Ms. Serkes is a dynamic leader with an extensive background spanning over 20 years in software marketing, product management and corporate strategy, particularly in document processing, computer telephony and speech recognition. One of Valora's original founders, Ms. Serkes has been actively involved in Valora since its inception in 2000. Today, Ms. Serkes oversees Sales & Marketing, Finance & Administration, Operations, Engineering and Corporate Strategy.

A graduate of both Harvard Business School and MIT, Ms. Serkes is a frequent industry speaker and panelist. She is an active participant in the Women Presidents' Org., The Commonwealth Institute, the MIT Enterprise Forum, the Massachusetts Software Council and the Network of Harvard Alumnae. Ms. Serkes serves on the boards of several technology and service start-ups. Ms. Serkes was named a 2006 "Woman to Watch" by Women's Business Magazine.

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BFMA Designing Forms to Facilitate Records AutoClassification Live Webinar

BFMA & Valora Technologies Present:

Designing Forms to Facilitate AutoClassification Live Webinar

Whether your are using paper or online forms, entering data is slow, tedious and error-prone for the data submitter. And just as slow, tedious and error-prone for the data recipient! Fortunately today there are software programs that “read” textual content, even from forms, to help with both the entry and extraction of key data. But, there is a right way and a wrong way to set up forms for #AutoClassification – come learn the difference and set your clients, your organization and yourself on the path to automation success.
Join Sandra Serkes, CEO & President of Valora Technologies, for a class in best practices around designing forms for AutoClassification, and an in-depth discussion about the crucial intersection between forms and the information they contain, particularly when they meet Records Management and Information Governance initiatives.
We’ll cover:
  • How to create and manage forms to assist Legal and Records workflows and processes down the line
  • How forms join other document types to become systems of record
  • What Information Governance is and how forms fit in
  • Re-thinking forms as unit information repositories
  • Introduction to AutoClassification – how machine learning automatically derives information from forms and why organizations need this capability in a modern information management environment
  • The future of forms in an information-rich world

Sponsored by

September 7, 18|Categories: Feature 1, News|

Boston Voyager – 6/21/18 – Meet Sandra Serkes of Valora Technologies in Bedford

Meet Sandra Serkes of Valora Technologies in Bedford

By Boston Voyager Staff

Today we’d like to introduce you to Sandra Serkes.

Sandra, please share your story with us. How did you get to where you are today?
Valora started when its founders realized there was not a good way to “link” data from one area to another, even when the associations were readily apparent. We built a software engine to identify patterns in files and associate related information. There was an immediate need in the legal community where large document populations are the norm and there is an unending need to discover “who knew what when.”

Today we would call such terms “metadata” and the technology that identifies them “AutoClassification.” Originally providing our technological capabilities as an outsourced service, Valora today supports SaaS and cloud-based options in addition to outsourced services, as well as on premises product installations of PowerHouse and BlackCat, our flagship products.

Has it been a smooth road?
It has not been a smooth road, but what is? Some obstacles we faced were erratic, project-based revenues, and the rise of competition. Any purely services-oriented company will face days of feast and days of famine, as the project work ebbs and flows.

That was one of the driving decisions towards productizing our capabilities and offering more round-the-clock and round-the-world offerings – to even out the demand and utilization. Today about 70% of our work is recurring in nature (rather than one-off), and that has made an incredible difference in our stability and ability to invest in our future.

The second obstacle that we were bound to face eventually was competition. Even the best technologies will eventually come under attack. First, we were hit with low-cost offshore labor as a potential competitive approach and later, other competing technologies. The solution to both was (and continues to be) to keep investing in the technology to make it stronger and more and more capable. Also, today our longstanding reputation has become a strong factor as we have “seen it all” when some newer entrants really haven’t.

So let’s switch gears a bit and go into the Valora Technologies, Inc. story. Tell us more about the business.
Valora helps bring sanity to the chaos that is enterprise information. For far too long, organizations have been following a “save everything” mentality. This is not only sloppy and error-prone, but it’s dangerous. Data that is haphazardly saved and stored, whether in compliance with retention and data privacy policies or not, is ultimately fair game for litigation, investigation, and of course, hackers (breaches). Our software AutoClassifies enterprise content so that those responsible for its contents, typically Legal, Records, Compliance, etc., can know what they have, what it contains, where it should be stored – and how, for how long, and how and when to dispose of it properly. We are becoming a data-driven society. Proper data management is long overdue.

Valora is known for innovative and elegant solutions that utilize AutoClassification and AI business rules to organize and manage enterprise data. We pioneered the technique over 17 years ago and have been refining our craft ever since, today incorporating Machine Learning, cloud processing and storage, and other promising technologies.

As a company, we are most proud of the successes we have seen with our clients. There is nothing more flattering than hearing, “we couldn’t have done it without you!”

How do you think the industry will change over the next decade?
There are a lot of changes happening right now in our industry.

First there is the consolidation of a number of related industries coming together as Information Governance. InfoGov is slowly subsuming the sub-industries of eDiscovery, Records & Information Management, Data Privacy, and Compliance. By combining forces and experience, the industry as a whole becomes smarter, better funded, and better equipped to deal with the unending onslaught of data, both that which we currently hold, plus what’s coming very soon from the Internet of Things (IoT).

Second, cloud adoption rates are blowing past all expectations. The cloud is going to be where we store our data and where we process and manage it, too, within the next 5 years. There is no such thing as ignoring cloud services anymore.

Third, like all industries, ours is benefiting greatly from the rise of AI, and Machine Learning, in particular. ML is well-suited for crunching large volumes of textual data (documents and files), and we see excellent success with our early forays. We at Valora will be incorporating much more ML and data-driven analysis, and I imagine others will be, too.

Contact Info:

To read the full article click here.

June 21, 18|Categories: Feature 1, News|

Boston Voyager – 9/18/17 – Meet Sandra Serkes of Valora Technologies in Bedford

Meet Sandra Serkes of Valora Technologies in Bedford

By Boston Voyager Staff

Today we’d like to introduce you to Sandra Serkes.

So, before we jump into specific questions about the business, why don’t you give us some details about you and your story.
Valora started when its founders realized there was not a good way to “link” data form one area to another, even when the associations were readily apparent. We built a software engine to identify patterns in files and associate related information. There was an immediate need in the legal community where large document populations are the norm and there is an unending need to discover “who knew what when.”

Today we would call such terms “metadata” and the technology that identifies them “AutoClassification.” Originally providing our technological capabilities as an outsourced service, Valora today supports SaaS and cloud-based options in addition to outsourced services, as well as on premises product installations of PowerHouse and BlackCat, our flagship products.

Overall, has it been relatively smooth? If not, what were some of the struggles along the way?
It has not been a smooth road, but what is? Some obstacles we faced were erratic, project-based revenues, and the rise of competition. Any purely services-oriented company will face days of feast and days of famine, as the project work ebbs and flows.

That was one of the driving decisions towards productizing our capabilities and offering more round-the-clock and round-the-world offerings – to even out the demand and utilization. Today about 70% of our work is recurring in nature (rather than one-off), and that has made an incredible difference in our stability and ability to invest in our future.

The second obstacle that we were bound to face eventually was competition. Even the best technologies will eventually come under attack. First, we were hit with low-cost offshore labor as a potential competitive approach and later, other competing technologies. The solution to both was (and continues to be) to keep investing in the technology to make is stronger and more and more capable. Also, today our longstanding reputation has become a strong factor as we have “seen it all” when some newer entrants really haven’t.

Valora Technologies – what should we know? What do you guys do best? What sets you apart from the competition?
Valora is a technology-based provider of automated document analytics, classification and management services for the legal, records management & information governance markets. We offer data mining, analytics, coding and review, document intake and visualization, and hosted solutions for corporations & government agencies, as well as their advisory, inside & outside counsel organizations around the world.

Valora has developed a strong expertise in the processing, management & analysis of large and small matters with complex requirements, such as short deadlines, sensitive material & mixed languages. Our specialty is providing efficiency, organization and cost control.

It would be easy to say we are most proud of our technology, but that is really only part of the total Valora picture.

Indeed, we are most proud of our 16 year longevity in the industry and with our clients, some of whom has been with us almost the entire time!

What sets us apart from others is our commitment to using technology to create clever, efficient and highly functional solutions for our clients. We are known for our ability to problem-solve and our professionalism, and that is the highest compliment a company can get!

What is “success” or “successful” for you?
I have a lot of personal measures for success, and they change a bit over time. Originally, I thought success equaled revenue growth, and then profit, and then stability. Today I would add a personal element to all of that, such as happiness and pride in your work and your accomplishments. Over the years I have become an industry expert and mentor to others and that has been extremely rewarding.

Going forward, my success markers will be an ability to fully realize the potential of our product base and take the company global.

Contact Info:

To read the full article click here.

September 18, 17|Categories: Feature 1, News|

LegalTech 2017 Review, Law Technology Today

Valora’s Joe Bartolo, Jr., Senior Solutions Consultant, discusses thoughts and impressions of LegalTech 2017 with industry luminaries… [Read more]

February 28, 17|Categories: Feature 1, News|

Dec. 5, 2016: Valora Webinar – AutoClassification for InfoGov & Knowledge Management

AutoClassification for Information Governance & Knowledge Management. After this Webinar you will fully understand why AutoClassification is a much better option for large volumes of data, sensitive information, cost reduction and so much more! Real-world case scenarios presented with interactive Q&A with one of the leading Document Data Mining professionals in the industry, Sandra Serkes, President, Founder & CEO of Valora Technologies, Inc.

December 5, 16|Categories: Feature 1, News, Valora Technologies Blog|
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