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DataMotion: A Zero Trust Model You Can Trust 786 310 Bob Janacek

DataMotion: A Zero Trust Model You Can Trust

It’s a safe bet to say that your organization is concerned about cybersecurity. Your IT team is likely well-staffed and has implemented the latest security tools, and trained non-IT staff on the ills that befall those who click on external links and attachments without checking. Your organization has trusted but verified, perhaps verified then trusted. But is the “trust but verify” standard enough? Are you really operating as safely as you could, or rather, should be in today’s cyber climate?

The answer is no. Let us explain.

A Tale of Two Strategies

I’d like to take a moment to discuss two of the more prominent schools of practice in IT security– “trust but verify” and “zero trust” (or “trust no one”).  To illustrate these examples, let’s draw upon a well-known bastion of high-stakes security—the White House.

“Trust but verify” focuses on a strong external defense through establishing a solid perimeter. The White House employs precisely that—the iconic iron fence, a no-fly-zone, bullet-proof windows (which cannot be opened), monitored alarm systems, and of course, the Secret Service detail. Your organization’s IT security architecture has likely built the equivalent of the White House perimeter, using firewalls, proxy gateways, system alerts, password requirements and vendor training. (Perhaps you also have a no-fly zone!) In theory and perhaps in practice, any external hackers are going to have a rough time accessing your organization’s data or compromising your servers or mainframe.

Reading this, “trust but verify” sounds sufficient on paper. However, the complacency zone is the danger zone, and this is where the “zero trust” concept comes in. You have a strong exterior, but what about your organization’s interior? Like the White House, your most valuable resource is also your biggest risk: people. Which takes us to our second concept, that of “zero trust” or “trust no one.”

Let’s go back to 1600 Pennsylvania Avenue. Once you (lawfully) gain access, you’ll find scores of people milling about, including legislative and household staff, guests from Capitol Hill, tourists, etc. While everyone has gone through a standard security check, ranging from a metal detector to an FBI background check, the Secret Service cannot afford the standard “trust but verify” approach, and must rely on “zero trust” as a consistent, elevated means of security.

Zero Trust is, at its core, an enhanced level of managing access, with hyper-awareness of who is on, and has access to, your network and data. For instance, while a White House intern or assistant has been vetted at hiring, and perhaps passed through a couple of checkpoints for that workday, does it make sense for that intern or assistant to have unfettered access to the Situation Room, or the Residence?  Should a tourist be able to simply walk into the Oval Office? And would just anyone have access to the President? Of course not. Vetting should not equal full access.

Back to your organization. Those who have access to systems, including company email and other communication tools are likely your staff, or trusted third parties, such as vendors and contractors. However, you’re not likely to hand over, say, a master list of security passwords to the Marketing team if they ask. Nor would you give a list of the home addresses and contact information of staff to a software vendor. Sure, you trust these folks, but do they need this level of access to sensitive information? We’ll go out on a limb and say no.

Essentially, trust but verify relies on a strong defense, vetting then trusting people and systems. Zero trust is an internal strategy, focusing on hypervigilance around not only system security compliance, but access.  Here at DataMotion, we abide by both.

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A Service for Secret and Sensitive Information

In the United States alone, statistics reflect as many as 2,500 security breaches daily, with insider activity accounting for up to 58% of this number. (1)  An internal breach has various causes, including BYOD practices, malicious activity, carelessness, or from plain, old-fashioned ignorance or human error. Additionally, 52% of employees surveyed do not feel that sharing login credentials poses a security risk to their employer. (2) Whatever the cause, a zero-trust strategy greatly reduces your organization’s chances of an access-related security lapse.

Like the Secret Service, DataMotion employs the “zero trust” approach (albeit, for us it is sans earpieces and guns—for some of customers, it’s both). We provide a strong, multi-layered, security-and-compliance-centered strategy for your organization’s secure exchange —here are a few examples of how we apply this concept to keep your data safe:

Zero Visibility We facilitate your secure exchanges, but our team cannot view your messages, data or documents. Ever. They are seen by the sender and the intended recipient; after that, your organization’s protocols come into effect.

Limited Physical Access Only those employed by the data center may access servers running our systems. Any third parties that require access for critical functions are authorized and under contract by the data center.

Key Management The DataMotion system automatically handles encryption key management, creating a secure, easy to use system in which the encryption seeds are unique to each message and megabyte (MB) of document exchanged between users.

Governed Data Access All actions are validated by the data layer before data is accessed. Application servers have no direct access to data tables, and have to ask “may I please” to interact with the encrypted data store. The type and scope of every request must be approved by the data layer, producing a “need to know” environment that greatly reduces the attack surface.

Separation of Duties Data breaches can occur when there is overlap between access to source code and production systems. At DataMotion, developers have access to the code, but not the systems, and our operations team has access to the systems, but not the code. There is no Venn diagram of access, thus greatly reducing risk.

Background Checks In addition to a series of interviews and reference checks, all DataMotion employees also undergo additional background checks when hired.

DataMotion’s zero-trust architecture is only part of protecting your organization’s data.  In addition to the steps we take behind the scenes, each exchange meets your industry’s regulations and requirements, such as HIPAA, GLBA, PCI-DSS, HITECH, GDPR, PIPEDA, FINRA, FERPA, CCPA and CJIS,ensuring that your securely-sent communications are fully compliant.

While we trust no one, we are pleased to be trusted by others, with the following certifications:

We are also, as of this writing, working on HiTrust certification.

DataMotion’s zero trust model helps achieve all these certifications and helps you, the customer, remain compliant with many different requirements and regulations.

Zero Trust in Beast Mode: Exchanging Securely with DataMotion

When the US President travels, he’s not flying commercial, nor driven around in a standard sedan. No, this is where secure transit is employed, including Air Force One and the Beast. And secure transit just happens to be our specialty.

The presidential limousine (dubbed “the Beast”) is no ordinary car—its many security features include eight-inch-thick, armor-plated doors, Kevlar-reinforced tires, a specially-encrypted phone, and a Secret Service driver that is highly trained to be prepared for any driving condition or maneuver. Given this level of security, the President has excellent odds of travelling safely from Point A to Point B and arriving unscathed.

Your organization’s secure data and documents shouldn’t have to fly coach, nor be strapped into a 1960 sedan. DataMotion’s zero trust, security-first design is like the Beast—while we might not use Kevlar tires or armored plates, we do have the technological equivalent in our FIPS 140-2 encryption and our governed core (with need-to-know control and full activity reporting) ensuring that your data and documents in motion and at rest in our system are protected and arrive unscathed on their journey from Point A to Point B.

We know that like the president, your data can travel anywhere at any time, so we have built this same Beast-mode level of secure exchange into our new DataMotion app (available in the Apple App Store).

Security in Plain Sight

Let’s take a final jaunt back to the White House, where members of the First Family will have Secret Service agents tailing them wherever they go. If you are a teenager with a detail, chances are you’re going to try to give them the slip because let’s face it, it’s hard to blend in when you’re followed around by a bunch of serious-looking guys in suits. However, that same teenager will likely be more amenable to having their detail around if the suits are replaced by jeans, khakis and maybe a concert tee shirt. This way, the teen feels more at ease, and there are still layers of security surrounding the teen while they are in motion (or “on the move”) but blending in better.

This principle applies to DataMotion’s philosophy that security that is transparent is used. If it’s clunky or requires several additional steps, no matter how well-meaning or earnest an employee may be, bypassing security protocols might be the easiest way to quickly send documents and data, putting your organization at risk. Unobtrusive, transparent security is the way to go, enabling an employee to easily follow protocol and keep your data secure.  DataMotion’s APIs can easily integrate into any workflow, offering a seamless, frictionless experience for your staff and clients, keeping people productive and data secure.  By leveraging a zero trust architecture that offers a smooth experience, you have just elevated your organization’s security and productivity. We’d call that beauty and the beast.

There you have it. You’ve likely realized that the trust but verify approach, while providing a high perimeter, doesn’t do anything for your organization’s soft underbelly. We encourage you to leave your cybersecurity comfort zone, learn more about DataMotion, and about how our security-first approach can benefit your organization and clients.

Still have questions? Send us a note.



  1. Insider Threat Statistics on Data Breach (
  2. Insider Threat Statistics: The seriousness of insider threats, intentional or not (
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What’s Happening Next Week? DataMotion is at the 2021 DirectTrust™ Summit 736 310 Monica Hutton

What’s Happening Next Week? DataMotion is at the 2021 DirectTrust™ Summit

On June 9th and 10th (Wednesday and Thursday) DataMotion will be participating in the virtual 2021 DirectTrust Summit.  This year’s Summit features an awesome line-up of health IT and interoperability authorities from around the country, and as always, this event is an excellent opportunity to get the most up-to-date news and info on exchanging health data. If you wish to attend but are not a member of DirectTrust, no problem–you don’t have to be a member to attend.

If you’d like to learn more about Direct Secure Messaging, please visit us at our virtual booth starting Monday, June 7, 2021. Our Direct Secure Messaging services can help organizations meet CMS ADT Event Notification requirements, qualify for value-based incentive programs, improve quality of care, and empower patients. Using DataMotion Direct APIs, you can easily integrate secure exchange within your mHealth app, patient portal, healthcare solution or workflow.

You can register for the event here.  We hope to see you at the Summit!

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Scanning and Secure Sending in Motion: Presenting the DataMotion App 786 310 Monica Hutton

Scanning and Secure Sending in Motion: Presenting the DataMotion App

Today’s workplace can closely resemble the lyrics from Johnny Cash’s hit song, “I’ve Been Everywhere.” Whether you are logging in from the beach or the mountains, or simply commuting via hallway to living room, the modern “office” has most definitely morphed from the cube farms and water cooler hangouts we’ve known for so long. No matter where you happen to be, a lack of traditional equipment such as a scanner and printer shouldn’t stop you from conducting business and making sure you send your documents in a secure manner.

This is where the new DataMotion app comes in, with a smooth, user-friendly process and our zero-trust design, ensuring that the documents you send are fully secure on their journey from point A to point B.

The DataMotion app renders the availability of office equipment meaningless, allowing you to easily create single or multipage PDF documents with a click of the camera. The powerful (yet simple) editing tools allow you to make any edits you need, fill in information, and sign. Once you are done, send your documents quickly and securely, remaining fully compliant as your encrypted sensitive information travels to its intended destination.

Here is a quick rundown of the features and benefits we think you’ll find darn handy:

  • Security Users may quickly and easily send secure, fully-encrypted documents and files.
  • Compliance Every exchange in the DataMotion app is logged and tracked for verifiable compliance, keeping you well within industry and governmental requirements and regulations.
  • Easy Creation Quickly create and convert documents to PDF form.
  • Rapid Scanning Users may quickly scan single and multipage paper documents.
  • Editing Utilize easy-to-use image and PDF editing tools, with automatic cropping of documents captured by your camera.
  • Storage The DataMotion app provides up to 100 MB Cloud storage for free accounts; shares your paid account storage limits.
  • Large File Transfer Send up to 20 MB per transaction.
  • Retention We offer 14 days for free accounts, with default retention for your paid account. The app also offers a history tab for viewing & tracking your securely sent documents.
  • Productivity The ease of use and rapid delivery will save you and your staff time, allowing users to quickly move on to the next item on the to-do list.

That’s the gist of it—create, edit, sign and securely send quickly from anywhere. But we know you have might still have questions. We have answers.

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Some (Presumed) FAQs

Q: Who can benefit from the DataMotion app?

A: Anyone with an iPhone or iPad who needs to send secure documents. Whether you are a healthcare professional sending patient records from a remote setting, a county employee traveling between sites, or a financial services professional working from home, you can create, scan, sign, and send securely from anywhere, be it an airport, the coffee shop, or from your kitchen.

Q: What about people still working in an office? Can they benefit from the app?

A: Of course! Not only does our app speed up the scanning and secure sending process, allowing you to move on with other tasks, it saves you a trip to the printer. Get up from your desk on your own terms, friends.

Q: Will the DataMotion app work with my existing apps?

A: Yes! We have you covered for security and compliance–iOS Share integration adds secure delivery to documents generated by any app with Share capability.

Q: Is the app integrated with my existing DataMotion Account?

A: Yes. The DataMotion app links to your existing DataMotion account, disk quota and message retention period. In other words, the same credentials that you already use to send secure messages, documents, and emails will work on our new mobile app. (No account? No problem— create a free DataMotion Personal cloud account when you download the app.)

Q: Is this app compliant with bring-your-own-device policies?

A: Yes, for iPhones and iPads.

Q: Where Can I Download the App?

A: iPhone and iPad users will find the application in the App Store, using DataMotion as the search term.

Q: I am an existing customer. How do I link my account to the mobile app?

A: DataMotion customers must link their existing accounts to the mobile app, and can do so easily by either using a QR code or manually entering their credentials. Once you have selected and downloaded the app on your mobile device, please follow the steps below:

QR Code (located in your DataMotion dashboard)

  • Go to your DataMotion portal
  • Click on the “Link to the DataMotion Mobile App”
  • You will see a page with a QR code and instructions
  • On your mobile device, click on the “Link Your Existing Account” prompt at the bottom of the application
  • On the next screen, click on the purple “Scan” icon at the bottom of the app—your iPhone or iPad’s camera will be activated
  • Point your camera at the code on your computer screen
  • Line up your iPhone or iPad’s screen so the QR code is in the middle
  • Code will scan automatically
  • Voila! You’re all set and ready to send!

Connect Your Account Manually

  • Download and open the DataMotion mobile app
  • Tap on the login prompt
  • Enter the e-mail and password for your DataMotion portal account
  • You will receive an email from us with a multifactor authorization code, which you will then enter into the app
  • You’re all done and ready to scan and securely send!

Q: Anything else I need to know?

A: Yes. Be sure to use a real email address. In order to ensure you are who you say you are, we need to authenticate your email. You will be sent a two-factor authentication code at the email you provide.

Q: I cannot find my two-factor authentication email.

A: Please check your spam or junk mail folder first. If you have a Gmail account, it can take up to three to four minutes before receiving your second two-factor authentication email. Please wait until the second code comes through, and use that code to access.

Q: I requested the 2FA code be sent again and cannot find it.

A: If you have a Gmail account, it can take up to three to four minutes before receiving your second two-factor authentication email. Please wait until the second code comes through, and use that code to access. If you still cannot find the code, you can send us a support request via our website.

Q: You didn’t answer my question. Where can I find more information?

A: No worries, we address other FAQs here and have more details about the app here.

We hope you found this helpful, and that it answered your questions about our new app, its features, and benefits. Ready to scan and send? Download the app now.

Still have questions? We’re more than happy to help—send us a note.

Don’t forget to read more about DataMotion in 2021, and to subscribe to our newsletter for company and product news and updates.

See you in the App Store!

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Get to Know Rich Cuneo and Hear His Thoughts on Trends in Financial Services 786 310 Rich Cuneo

Get to Know Rich Cuneo and Hear His Thoughts on Trends in Financial Services

We’re back with another getting-to-know you interview, this time with our new Strategic Account Executive – Financial Services, Rich Cuneo. That’s right – we haven’t stopped building our team yet (and guess what, there’s more to come)! We took some time to get to know Rich and learn more about his perspective on trends impacting the financial services industry, how he sees DataMotion fitting into those trends, and more. So, everyone sit back and give a warm welcome to Rich Cuneo!

Hi Rich, so to start this interview, can you please introduce yourself by letting us know your name, your position at DataMotion and where you’re from? 

Rich Cuneo: Hi, I’m Rich Cuneo, I’m a new Strategic Account Executive, concentrating on financial services from a new business standpoint. I live in Tinton Falls, New Jersey, in Monmouth County. So, I’m about 40 minutes from Manhattan.

All right, so as you mentioned, you’re a new Strategic Account Executive focusing on the financial services industry. Can you tell me what you will be responsible for in your new role? 

Rich Cuneo: So as far my responsibilities go, they will partially involve leveraging my existing ecosystem – some of the contacts that I’ve already developed relationships with. I’ll also be involved in trying to get in front of companies that we haven’t been in front of before, specifically from the financial services side and trying to leverage those relationships. For the most part though, my job will be to get in front of new organizations, in order to educate them on who DataMotion is, and where we may or may not fit into their company. 

Okay so, let’s dive into the industry a bit. Can you talk about the financial services industry and some of the trends that you’ve been seeing? 

Rich Cuneo: Most of the trends in financial services, specifically related to what DataMotion brings to the table, fall under digital transformation. Every company right now is focused on digital transformation, so to speak. So, they’re looking to be able to communicate very easily between their customers, the employees at the company, for example agents, brokers, and traders, and interacting within their companies. And they’re really trying to make that communication process as seamless and as easy as possible for everyone involved. So really focusing on ease of communication, improving the customer experience, and how one company can differentiate that experience from another. Doing so successfully could bode very well for them in terms of reducing churn rates, increasing customer activity, and simply making the process of communication that much easier for them.

I’d also like to highlight that because everyone is doing so many things, including managing their finances, on mobile devices these days, security is paramount. The question for many financial services agencies is how they can make sure that data is secure as it is being sent from place to place or from person to person. So, if I were to put the trends related to digital transformation in financial services in bullets, they would be:

  • How do we make the process seamless?
  • How can we use digital transformation to improve the user experience?
  • How can we keep our customers’ data secure?

Okay, so you talked a little about digital transformation, customer experience, and security. Branching off of that, I know face-to-face interactions used to be pretty common and were a big part in how clients interacted with their advisors. How do you think this has changed in the past year? 

Rich Cuneo: Well, due to everything going on with COVID, people are working from home more. So, we have to make sure that the devices that they’re utilizing from a company standpoint are secure. We now have a lot of employees at home, so financial services agencies had to put together a security plan for all of their employees who now have to deal with all of their customers and organization’s data at home. It was important to establish a secure environment for them, whether in the home or in the office. That being said, it was especially important for these organizations to give their employees the proper tools for them to provide their customers with the same experience that they would have received had they been able to go into the office to speak in-person with their advisor. So, it was and still is all about customer experience and ensuring that the customer wouldn’t see anything different from the employees, agents, traders, or brokers working from home than they would if they were working in the office.

Besides COVID, the industry seems to have already been heading in a more digital direction for quite a while now. Do you think this is going to continue to change over the next several years? Or do you think there’s going to be some other trends that start to take over? 

Rich Cuneo: No, I think it’s going to be a continuation of digital transformation and making sure that the customer experience organization’s offer is at a very high level. From there, from a financial services regulation standpoint, security is one of the key elements. And, from a mobile standpoint, everybody is still moving towards doing more and more things on a mobile device. So, we have to make sure that security is layered on top of those mobile devices as well.

One other thing that I think comes into play, regardless of if it’s pre-COVID, during COVID, or post-COVID, is the movement to the cloud and companies moving to more of a hybrid approach. In other words, keeping some of their applications on-premises, but also moving other applications to the cloud. The security around that data in the cloud is another factor that is going to continue to influence the industry over the next several years.

Let’s loop back to our customers and our prospects. What’s one thing you want them to know about working with you? For example, what can they expect when speaking with you for the first time, and then during subsequent conversations?

Rich Cuneo: So, I think one of the things that I bring to the table is integrity. Everything that I will be working on with customers, from start to finish, is going to be done the right way. And, as we develop a relationship, I’m going to move from more of a sales-executive and salesperson role, to more of a partner. I’m going to make sure that I’m locked in step with them throughout the entire process. I’m not looking to simply sign a deal and then move onto the next one. Instead, I’ll form more a strategic partnership with them, starting from landing an account then working with them for as long they’re a customer. So, like I said, I want them to know that I’m going to act with integrity, from start to finish and form more of an overall partnership with that particular organization. That kind of process is something that I think really differentiates myself.

Okay, so one thing that I have heard a lot is the forming of relationships and partnerships with our customers. Can you talk a bit more about that?

Rich Cuneo: Yes, so as far as what that means to me is getting an understanding of their business and some of the challenges that they are currently having. What are some of the missing pieces to their puzzle, if you will, and how can we help them put that puzzle together in the right way, without trying to force pieces that don’t connect together. So, that involves understanding what the needs are that they have. And sometimes it’s going to be something that we can address as far as the solutions go, and other times we’re going to have to let them know that we can’t address this particular issue, but there are other places that can help them with this. So, it’s understanding their challenges and their needs and making sure that we’re addressing them in the proper way in order for them to move the ball forward.

Okay. So, what you’re pretty much saying is, you’re going to do what you can to help them be successful.

Rich Cuneo: Exactly. And that may not always be the best thing for me, but sometimes that’s the case.

You’ve been working here for about a month now, what would you say is one thing that sets DataMotion apart from our competitors?

Rich Cuneo: You know, working for a smaller company, you’re able to develop really unique relationships with some of the executives at DataMotion. And everyone should know that the executives here are rolling up their sleeves and getting their hands dirty – frequently meeting with customers. And sometimes in bigger firms, you never speak to the executives of those firms, you never even see them. They’re kind of just looking from a high-level and not really getting in the weeds, if you will. So, I think from a DataMotion standpoint, the executive team is really hands-on and trying to move the ball forward and that’s something that truly sets us apart from other companies.

By the end of 2021, what is one goal that you hope to have accomplished?

Rich Cuneo: By the end of 2021, I hope to have landed a couple of new opportunities and move a couple of those to existing customers. Leveraging my ecosystem, I’m going to open up some doors, make some appointments, and by the end of 2021, I hope to have a few of those deals closed. And have at least one of those deals be on the significant side.

That sounds like a good goal to me. Now for a few non-business-related questions. What would you say is your favorite hobby outside of work? What are some things that you do to keep yourself busy?

Rich Cuneo: I would say taking my boys to their sports, whether it be tennis or baseball is one thing that I do outside of work to keep myself busy. I also like to work out or run outside in my spare time. But most of my free time is spent with my little guys and being involved in their activities.

So, if you could travel anywhere in the world, but you knew there was a chance you had to stay there for a year, where would you travel and why?

Rich Cuneo: I would travel back to where I lived in Brooklyn, mostly because I miss living there. So, if I had to go back for the year, that’s the place I’d choose.

So, is there anything else you would want our customers and prospects to know?

Rich Cuneo: Well, I think DataMotion is one of the best kept secrets. I think it’s up to myself and some of the other members of the sales team to educate the customers that we’re trying to go after, from a digital communication and security standpoint, that we have a couple of real differentiators that we need to let them know about. We need to help them understand exactly what DataMotion brings to the table. I think we just need an opportunity to get in front of these guys for 15-20 minutes and the platform and the solutions will sell themselves.

Key Takeaways:

  • Rich believes DataMotion is one of the best kept secrets. One of his goals is to let others in on this secret by educating potential customers on what truly differentiates us from our competitors.
  • Rich highlights that right now, in the financial services industry, digital transformation is everything. Organizations today are trying to figure out how they can make the process of digital transformation seamless from a user experience standpoint while ensuring that their customer’s data remains secure.
  • Potential and current customers can trust that every interaction they have with Rich, from start to finish, will be done with integrity. He will always suggest the best solution for them and their organization – even if that recommendation isn’t in his best interest.
  • One thing Rich wants everyone to know is that the executives at DataMotion don’t hide in the background. They will gladly roll up their sleeves and get their hands dirty to build relationships with our customers.

Is your financial services organization in the process of transforming your digital processes?

Talk to Rich, he’ll be happy to help.

Contact Sales
Blue rocket ship flying through space surrounded by blue planets and stars
Exploring DataMotion in 2021: What’s New and What’s to Come 786 310 Bob Janacek

Exploring DataMotion in 2021: What’s New and What’s to Come

We blasted into 2021 with some pretty significant changes to our products and the overall way that customers and prospects experience DataMotion. To recap, we made it even easier to learn about, try, and buy our APIs and pre-built solutions. For example, by visiting our brand-new self-service center, you can choose from a variety of our services to try out for absolutely no charge. It doesn’t matter if you want to try our secure message center APIs for exchanging PII, PCI, or other sensitive data or try our Direct Secure Messaging APIs for exchanging electronic medical records, such as those used in telehealth, it’s all right there, in the self-service center. And we are not stopping there.

We sat down with DataMotion CEO, Bob Janacek, to discuss the reasoning behind this evolution in more detail, dive into our latest API release, and get a glimpse at where we’re headed during the rest of 2021. We’d like to provide you with a summary of our conversation.

Blasting into a New Year

As was mentioned, DataMotion evolved in a big way in 2020. The main reasoning behind this? Well, to put it simply, it was to serve our website visitors and customers better. Of course, we can go into more detail than that. This is what Bob had to say about it:

“Customer needs always evolve, and we experienced a few years of change in just the past twelve months due to the unique constraints presented by the pandemic. So it’s essential that we continue to be a trusted resource for our developer and end-user customers, giving them the tools they need to excel in the world of secure, remote digital business.   

Addressing this demand meant we could benefit our customers in two ways. First, while we love talking to each of you, we understand that not everyone wants to pick up the phone and speak with our sales team, however charming and knowledgable they may be. Now, you don’t have to, you can easily learn about all of our products on our website, sign up for a free account, or test out one of our trials by yourself and only buy when you’re ready. Second, this self-service method is ideal for individuals who want to sign up for a trial outside of our normal business hours. Perhaps you’re a night owl or you live in a different time zone. You can now sign up for a trial at 3:00AM EST and immediately start testing out our products. In the past, you’d have to wait until our business hours began for a member of our team to get in touch with you.”

In summary, the main driving-factor behind the changes that we have already implemented and our roadmap for 2021, is to meet our customers and prospects needs for a simple, streamlined experience that enables them to research, try and implement tools for secure, remote digital business. So, now that we took a quick look back at the past year, let’s move on to discuss our first release for 2021  – a new API.

The Secure Message Delivery API Takes Launch

At the beginning of March, we released the secure message delivery API, the first of a series of transactional APIs. This API is a bit different than the other APIs that we currently offer. To start, instead of being an entire suite of APIs, it’s instead the delivery component of our suite of secure message center APIs, which can be quickly integrated into your mobile app, portal, or workflow.

“We heard from developers that sometimes they have projects that need a very lightweight way to securely send a sensitive document or message – they don’t always need the entire ecosystem. And they would like the cost to be on a per-transaction basis, so they only pay for what they use. The secure message delivery API, as well as future transactional APIs, are meant to fill these needs and to give developers more options so they can choose the best API or suite of APIs for their project.”

Knowing that this API offers a more focused range of functions than the secure message center APIs, we’d expect that the use cases would be somewhat different. We asked Bob to provide us with an example of how a developer may use it:

“This API is meant for applications sending sensitive data, such as a financial services mobile app, an insurance member portal, or even services that provide your credit score. It allows developers to give the users of those applications the ability to share sensitive data displayed in their app or portal with an external source by the click of a button. Because of this, it greatly enhances the usefulness of that app and improves the user’s experience. 

There are use cases for a simple, secure sharing API in many industries. Organizations such as banking, wealth management, healthcare, insurance, and even an automobile dealer or a school nurse would benefit from this API being used in one of their systems. If an organization ever needs sensitive data to flow from their organization to an end-user, then this API will benefit them.

Let’s highlight the automobile dealer to show how flexible the uses of this API really are. When you buy a car, you need to provide the dealership with some of your personal information including your driver’s license, proof of insurance, and financial information. In the time where most customers expect to be able to do most of their interactions with a business online, and especially now during the COVID-19 pandemic, having a secure, digital way to send this information is essential. So, this API provides that to the automobile dealer by supplying a secure method for customers to send their sensitive information from a mobile app or even a customer portal on the dealership’s website.”

What Else Is Landing in 2021?

If you read this blog closely, you probably caught the part about our roadmap for 2021. This year we have a lot of great new products and improvements coming to further boost your solution’s secure digital experience. Keep an eye on our website or subscribe to our newsletter to be the first to know about new product announcements, enhancements to our existing products, and more!

“In 2021 we’ll continue down the path of providing our customers and prospects a better and better experience both in terms of how they interact with us and our services, and in the services themselves. There’s an old quote from Socrates that goes something like this: ‘the secret of change is to focus all of your energy, not on fighting the old, but on building the new.’ For 2021 we are laser focused on increasing security while simultaneously improving customer experience.”

Read more:

Learn more about the secure message delivery API

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The Deadline to Comply with ADT Event Notifications is Coming Soon, Here’s What You Need to Know 786 310 Doug Rubino

The Deadline to Comply with ADT Event Notifications is Coming Soon, Here’s What You Need to Know

On May 1, 2021, it becomes a requirement for hospitals, as well as psychiatric hospitals and critical access hospitals, to comply with the Interoperability and Patient Access Final Rule’s requirement to have the ability to send admission, discharge, and transfer (ADT) event notifications. Those who do not comply by this date are no longer eligible for Medicaid and Medicare reimbursements. So, if your organization hasn’t already taken the steps to comply or you haven’t read up on this requirement, then the time to do so is now. Here are a few key things we think you should know in order to comply with the ADT event notifications requirement.

What are ADT Event Notifications?

Admission, discharge, and transfer notifications aren’t a new concept. In fact, some health information exchanges (HIEs) have been capable of sending them for years. What is new, is the requirement for hospitals to send these types of notifications. According to the Centers for Medicare & Medicaid Services (CMS), ADT notifications are “electronic patient event notifications of a patient’s admission, discharge, and/or transfer to another healthcare facility or to another community provider or practitioner.”

Still need to enable ADT notifications? Direct Secure Messaging is your shortest path to compliance... Learn More

The best way to further explain this is with a brief example. Let’s say you go to the emergency room for chest pains. Upon your admission to the ER, they’ll identify the members of your care team – such as your primary care provider (PCP) and any other specialists that you see. After identifying this information, a notification will be sent to the members of this team that would be the most concerned with your latest health status. In this scenario, that would likely consist of your primary care provider and your cardiologist. If, during the course of your care, you are transferred to a post-acute care facility or a rehabilitation center, a notification of this transfer will be sent as well. Finally, once you are discharged, another notification will be sent alerting your care team that you have been sent home so they can schedule follow-up appointments as necessary. Due to this newest CMS mandate, the hospital must have the ability to send each of these notifications. However, if they are unable to identify the members of your care team and you are unable to provide them with this information, then they are under no obligation to send an ADT event notification.

So, to put it in perhaps oversimplified terms, ADT event notifications require hospitals, psychiatric hospitals, and critical access hospitals, to notify the relevant members of your care team whenever a change in care occurs as long as they can be identified.

What needs to be included in a notification?

Healthcare organizations are busy and already inundated with enough data as it is. So, ADT notifications need to be formatted and sent in a way that is easy-to-process by systems and easy-to-consume by individuals. According to CMS, ADT notifications must “convey, at a minimum, the patient’s basic personal or demographic information, as well as the name of the sending institution (that is, the hospital), and, if not prohibited by other applicable law, the patient’s diagnosis.” Including this information makes it easy for individuals to read, understand which patient the notification corresponds to, and view an update on their most recent health status. It also provides some basic fields to assist with routing the message to the right department on the receiver’s end.

What kinds of benefits do patients receive from these notifications?

The goal of ADT notifications is to improve the quality of a patient’s care, improve post-care outcomes, and reduce hospital readmissions. This article by DirectTrust™, a key enabler of healthcare interoperability, provides an excellent, real-life example of how ADT notifications can improve patient care before, during, and after treatment. It explains how sending a notification of ER admission to the patient’s primary care provider, enabled the PCP to immediately get in contact with the treating practitioner to provide necessary information regarding the patient’s prior health. Thus, allowing the practitioner to make more informed decisions while treating the patient.

Likewise, following the patient’s treatment, the article highlights how a discharge notification instantly alerts the PCP, so they know that it’s time to schedule a follow-up appointment. This is essential for ensuring that the patient receives the proper care following discharge and to reduce the likelihood of them being readmitted to the ER.

So, in summary, these ADT notifications are a big step forward to increasing the ability for physicians, regardless of if they have treated the patient before, to make informed decisions regarding their care. Resulting in better outcomes and reduced hospital readmissions.

Do recipients need to prepare in any way to receive ADT notifications?

Technically, there is no requirement for hospitals and other healthcare organizations to be able to properly receive and process these notifications. The CMS requirement simply states that hospitals need to have the ability to send a notification in order continue to receive Medicare and Medicaid reimbursements. However, as was alluded to before, many of the benefits of ADT notifications stems from what happens after an event notification is received.

Think of the previous examples of the PCP calling the ER to provide them with a summary of the patient’s health information or the PCP following up to schedule an appointment after receiving an alert that the patient has been discharged from the hospital. Neither of these actions would have taken place if the recipient did not have an organized method of receiving and processing the notifications.

With that being said, there are a couple of ways that recipients can prepare for receiving ADT notifications, mainly related to their provider directory. DirectTrust recommends that those organizations who expect to receive ADT notifications should ensure that all their information in the provider directory is accurate and up to date. In addition, they should verify who in their organization should receive each type of notification in order to ensure that every notification received is routed to the right department. This will, in turn, make it easier for them to accurately address each notification in a timely manner.

How can I enable ADT notifications at my hospital?

As was mentioned previously, hospitals and other healthcare organizations have been sending ADT notifications in some form for years. So, it makes sense that most hospitals already have existing services and technologies in place that they can leverage to enable the sending of event notifications. One existing and widely used technology that can enable these notifications is Direct Secure Messaging. Direct Messaging enables the simple, secure, and compliant exchange of healthcare information between organizations. According to DirectTrust, utilizing Direct grants the shortest path to compliance with the CMS ADT Notifications.

In order to properly utilize this technology to enable ADT notifications, DirectTrust created the Event Notifications via Direct Standard™ Implementation Guide. This guide highlights sample use cases for using Direct to enable notifications as well as provides additional context and content requirements for messages and message metadata.

DataMotion is a DirectTrust accredited HISP, CA, and RA and a proud member of the DirectTrust network.

Need Direct Secure Messaging for your organization?

Learn more about DataMotion’s healthcare solutions.

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Enabling Secure, Automated Email Notifications with the Secure Message Delivery API 786 310 Christian Grunkemeyer

Enabling Secure, Automated Email Notifications with the Secure Message Delivery API

Recently, we released the DataMotion API for secure message delivery. Like the rest of our family of APIs, it’s just as easy to code into your apps, portals, and workflows as it is to bake a cake. But what makes it unique is that it’s a small subset of our larger collection of secure message center APIs. So, instead of getting APIs for secure messaging, administration, and provisioning, you’ll only be buying an API for sending secure messages. Think of it like a computer monitor, keyboard, and mouse bundle. If you only need the monitor, there’s no sense in paying more for the mouse and keyboard, so you’ll just buy the monitor by itself.

So, if the secure message delivery API is only a subset of our secure message center APIs, what exactly does it do? Well, as you would expect, it integrates the ability to send a secure message in one direction into whatever you build. Also, it supports granular tracking and reporting at the per recipient, per attachment level. With this API alone, you probably won’t be building out an entire ecosystem for secure exchange, but you might enable automated, secure email notifications or a one-way, user-initiated secure channel for sending sensitive documents in your app or portal, for example.

Sample Scenario

To paint a better picture of what you can build with this API, we’re going to highlight a brief, sample use case. Let’s imagine you’re a front-end developer for a wealth management firm tasked with creating a secure and automatic system for notifying clients whenever there is a change in their account allocation. You already have a system in place that tracks every action taken on a client’s account and records the exact time that each action occurred. Now, you just need to create a workflow that automatically sends an email notification whenever a major change in an account takes place, such as an account allocation change. You don’t want clients to be able to reply directly to this notification, they just need to be able to view the description of the change that was made, view the steps needed to resolve changes that they don’t recognize, and you need to be able to view who has received and opened each message and when they opened it. Because the workflows needed to send these notifications are linked to private account information, you recognize that it’s better if they are sent in a secure manner to protect your client’s data.

This is where the secure message delivery API comes into play. With a few lines of code, it helps you quickly inject the functionality for sending secure email alerts right into your workflow, so you don’t have to build it yourself. With this API, your organization can easily send secure, automated account notifications and track the status of every message sent for operational and compliance reporting. Essentially, you’ll achieve a win-win-win scenario. You’ll streamline your business processes, your developers will save valuable development time, and your client’s will receive a simpler and more secure user experience.

What's Next?

So, now that you have a better idea of what you can build with the secure message delivery API, it’s time for you to get started and try it out for yourself. You can view documentation for this API or start building right now by signing up for a free trial right in our self-service portal.

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The Healthcare Vertical in 2021 – What Our New Account Executive, Doug Rubino Has to Say 786 310 Doug Rubino

The Healthcare Vertical in 2021 – What Our New Account Executive, Doug Rubino Has to Say

When we said we were working on growing the DataMotion team to up your experience with us, we weren’t kidding. In the previous interview, you got to meet our new Vice President of Sales, Joe Morini. This time, we’d like you to meet Doug Rubino, our newest Account Executive. We interviewed Doug on his new role, the trends he’s seeing in healthcare today, his thoughts on the future of healthcare information technology, and we asked a few fun questions to learn a little more about who Doug is. So, sit back, relax, and let’s get to know Doug Rubino.

Hi Doug, can you please introduce yourself, tell us about your background, where you’re from, your position here at DataMotion, and why you’re excited to join the team?

Doug Rubino: I’m located here in southeastern Pennsylvania, about 20 miles west of the city of Philadelphia. I was born and raised here in the area and never really left so, you can call me a Philly guy at heart. I’m a southeastern Pennsylvania, northeastern person, if you will.

My professional background is within the healthcare information technology space and I’ve spent upwards of 20 years in customer-facing roles. I’ve had an opportunity to work directly with healthcare organizations of many types. For example, I’ve worked with providers, health plans, third-party administrators, and healthcare IT vendors. I’ve enjoyed working with these organizations as they evaluated technology for use across their enterprise to address their particular requirements, whether these be reimbursement, regulatory, or administrative requirements.

In my role here with DataMotion, I’ll be expected to contribute to the continued growth of the company within the healthcare vertical. So, that includes healthcare providers, health plans, and healthcare IT vendors. We also want to begin looking at life sciences as an area of growth for the company, for example a clinical research organization or a pharmaceutical company.

So, I’m very excited to be here. Throughout my career, it’s been somewhat of a passion of mine, as it relates to healthcare IT, around the topic of interoperability. From the very beginning of my career, the overarching thing that I’ve been passionate about is how do we improve upon how all of the different stakeholders within the healthcare ecosystem communicate with each other electronically? I think that DataMotion is a big part of that. So, I’m excited to be here and I’m looking forward to strong growth in the healthcare vertical in 2021.

Okay, very cool. So, now let’s move on to some goal-related questions. What would you say are some of your short and long-term goals in this position? For example, one thing you hope to accomplish three months from now, and then another that you hope to accomplish a year from now.

Doug Rubino: So, short-term, I ideally want to be able to connect with our healthcare customers. And when connecting with them, I mean getting beyond the general introduction. I’m very interested in how they’re using our services today, how they deployed DataMotion, what their use cases are, and what their thoughts on the service are, good, bad, and ugly. I think there is so much value that we can get from our current customers. Whether it’s information that we take back and share internally with our product teams to drive further innovation in the product, or taking use cases and using those during conversations with prospects. Our customers are a wealth of knowledge and there’s so much we can learn from them. When we don’t take advantage of that, we’re doing a disservice to ourselves and to our customers.

So short term, I want to be able to connect with as many current customers as I can to advance those objectives that I just laid out. Long term, it goes without saying, that we want to drive market share, revenue growth, and continue to expand into the healthcare vertical. As I said earlier, we see the life sciences vertical as an area of growth for the company. When we look at clinical research and pharmaceutical organizations, these guys are looking at ways to connect with their constituents. Meaning, members or patients that are part of a clinical trial. I think the DataMotion services and technologies that we can leverage to help them are important in making this connection.

Okay, those sound like some great goals. So, as we’ve been talking about, you’re going to be working with our healthcare customers and prospects. Can you talk about the trends that you’re seeing in this industry?

Doug Rubino: Sure. The one thing that stands out immediately to me, is that ensuring the security and privacy of clinical data PHI that is exchanged electronically, has never been more top of mind than it is now. I think organizations are looking to find more ways to continue to exchange that information electronically.

So, going back to the interoperability discussion, our healthcare data resides in different silos within an ecosystem of care. So, organizations are thinking “how do I exchange information about Doug Rubino that will enable me to better manage and better coordinate his care?” The fact of the matter is, that all of us as consumers, all of our PHI and clinical data reside in different places. In order to ensure the effective coordination of care for any one patient or constituents of patients, an organization’s ability to effectively exchange information electronically is always top of mind. This may be because they realize that it’s a condition of participation, a regulatory requirement, a contractual commitment, or they just want to improve the general care management coordination for a patient.

So, these guys are all striving to improve quality of care, but at the same time, they’re wondering how they can improve quality of care if they have data residing in disparate source systems. That’s why consolidating, aggregating, and exchanging that data is a big trend right now. As it relates to DataMotion, we’re providing them with the technology to be able to privately, and confidently ensure they’ve exchanged that data in a secure manner.

So, all of this relates to improving quality of care and the exchange of data from disparate silos. As we all know, the Coronavirus greatly impacted the healthcare industry. Do you think this is at least partially behind the trends you discussed or was the healthcare industry already heading in this direction?

Doug Rubino: I think the industry was already headed in this direction. It’s been something that has been debated for a number of years now, and the Coronavirus, if anything, accelerated that discussion. In terms of how we enable organizations to communicate and share information remotely, one of the technologies that is top of mind is telehealth. We saw a tremendous growth in that market in 2020 in terms of adoption across the industry. I think that going forward, the industry will actually see this as a standard care option for what they call primary care virtual consults. Two years ago, that probably wouldn’t have been the case. But, looking in terms of where we are headed February 2021, it’s certainly seems that adoption across the industry is more widespread than ever.

I read something this morning on this point with respect to telehealth. I read that there were three new pieces of legislation brought before Congress in Washington in late January, early February, that are aimed at the use of telehealth. How do we expand the use of it? How do we expand adoption across the industry? Looking at things like reimbursement, how do we reimburse for this? How do we drop telehealth into a nursing home or a long-term care facility or a post-acute care facility so that an elderly population can communicate with their caregivers and/or family members?

So, there’s a lot of people looking at telehealth and the acceptance of it across the industry. What we’re seeing in Washington right now is indicative of that. DataMotion is positioned very well to be able to help with that adoption. As members and patients have a need to communicate with their caregivers or families, they’ll be naturally wanting to or having to exchange clinical data. This is where we’re able to facilitate that process with these organizations and for these individuals. So, I see our organization and I see our deliverables playing a big part of that process going forward.

Okay, so now we’re going to move on to a few fun questions. When you’re not working, what would you say is your favorite hobby or activity?

Doug Rubino: I’m a big-time golfer and I consider myself the be a full-fledged member of the public circuit tour in southeastern Pennsylvania. I’m also a family guy, family is number one. But in my free time, you’ll find me on the golf course. I also like to read, I’m a big history buff, I read a lot of World War Two history. In summary, I like to read, golf, and watch hockey.

So, my next question, if you could have dinner with any two famous people, who would they be and why?

Doug Rubino: So, I’m going to draw on my love of history here. The two folks who I selected are James Madison and an admiral from the Second World War, Admiral Nimitz.

I selected Madison because I love to understand how we got to where we are today as a nation, as individuals, and as human beings. You know, Madison was credited as being one of the fathers of the United States Constitution. So, he’s the guy that brought all of the different relevant stakeholders together. And I’d love to talk with him about what was required to bring all of these different folks together with differing agendas at that period of time, with the foresight into, thinking, here’s where we are today, in 2021. The compromises that were required to put that document in place are remarkable. And I would love to talk with him about that political process that he had to go through there.

The other one is Nimitz. Like I said, I love World War Two history, I just finished reading a book about the war in the Pacific. Nimitz was the admiral that oversaw our naval operations from 1941 to 1945. This guy was remarkable in terms of system leadership qualities, and the strategic thinking that went into ensuring that we were successful in the Pacific in the Second World War. I have so many questions I would love to ask him. But, again, it’s the leadership qualities that I keep coming back to in terms of working with folks who have different agendas and thoughts on “here’s what I think we should do.” It’s just that general leadership quality, that is the thing that stands out to me in terms of what those two guys bring to the table, and that’s why I’d like to talk with them.

So, my last question, is there anything else you would like to share with the readers before we go?

Doug Rubino: As I said, the better part of my career has been in healthcare information technology. I’m passionate about the business of healthcare and specifically, the business of technology and services to address a lot of the problems and challenges that healthcare organizations are encumbered with today. So, drawing on that earlier conversation we had around interoperability, I think that improving interoperability among different healthcare organizations, long term care facilities, pharma facilities, and more is incredibly important. If we can help them communicate and share information with each other electronically, I think that will go a long way to improving health and patient outcomes. I see DataMotion as an integral component and a big piece of that process. So, I’m excited to be here and I think that this deliverable is definitely something that we need to bring further awareness to in the market.

Key Takeaways:

  • Doug believes that our customers are a wealth of knowledge. We can learn a lot from each other about the problems they’ve solved with our services, what their thoughts are on our products, and more.
  • Interoperability is a hot topic in healthcare with organizations constantly looking to better manage data located in disparate silos.
  • Doug believes DataMotion is well-positioned to help organizations improve their clinical data exchange and quality of care.
  • Doug believes the use of telehealth will continue to grow over the next several years and is interested to see how the acceptance of it will continue to expand across the industry.
  • If Doug could sit down and have dinner with two famous people, he would choose James Madison and Admiral Nimitz to learn more about their leadership qualities in regard to bringing people together with differing agendas to unite over a common goal.

Ready to learn how you can better exchange clinical data electronically?

Get in touch with Doug, he’ll be happy to help!

Get in Touch
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Getting Started with the DataMotion Secure Message Center API – Session Keys and Sending a Secure Message 788 311 Jose DeLavalle

Getting Started with the DataMotion Secure Message Center API – Session Keys and Sending a Secure Message

4 Minute Read

In this blog series, you’ll learn how to use the DataMotion secure message center APIs. We’ll start with the basics of getting a session key and sending a message, then explore a wide range of additional functionality. To make this series quick and easy to follow, we’ve broken it up into a few, easy-to-consume parts. This first part should only take you a few minutes, so you can start brewing a pot of coffee and celebrate with a fresh cup when your code is done.

For those who aren’t familiar with this family of DataMotion APIs, they make implementing modern secure document and message exchange in your mobile apps, portals, and workflows easy and fast. It’s a win-win – you get the secure features you need while having extra time to focus on other features that make your app best-of-its-kind.

There are many use cases where our secure messaging APIs have saved the day, ranging from enabling client to advisor exchanges in wealth management apps, to the exchange of medical results for clinical trials. Now, customers can say goodbye to muzak on hold, stamps, faxes or trips to see their advisor. Instead, they’ll be saying hello to securely getting business done in record time.

Now that you have a better understanding of what these APIs can do, let’s begin with the first part of this tutorial. We’ll start with showing you how to get a session key and send your first secure message directly from the “How Do I?” module in our self-service center.

First Things First...

There are a couple of things you will need to confirm prior to diving into this tutorial. First, in order to get a session key and send your first message, you must be signed up for a DataMotion developer account. If you don’t have one yet, you can fill out the form that pops up to “Create a DataMotion Account” when clicking the “Login” button at the top right corner of the self-service center. Upon completion of this form, you’ll begin a free 120-day trial of our secure message center APIs and you’ll be ready to move on to the rest of this tutorial. So, let’s get started!

Create a DataMotion account free trial sign up form

Get a Session Key

Before calling any of the functions in this suite of APIs, you’ll need to get a session key. A session key verifies a user’s account credentials, so the system knows it’s actually them when making API calls. To get a session key, your users will enter their UserIDorEmail and Password. In this example, use the ones that you established when creating your developer account and enter them into the body of your HTTPS request. Then click the Submit button.

How to get a session key for the secure message center API using your UserIDorEmail and Password

A successful response will return a 200 Status Code with a Response BODY:

Sample of a successful session key response body. Including a 200 OK status code and your session key

To keep things secure (that’s what we do), this session key will expire after 30 minutes of inactivity on an account.

It’s important to take a quick step back to discuss this process of getting a session key in a little more detail. For the purposes of this tutorial, we asked you to simply input your UserIDorEmail and Password. However, this isn’t the only method to verify your identity with our services. We also support single sign on and integrations with public or private identity providers, such as SAML, to establish and verify a user’s identity.

Send a Message

Now that you have a session key, keep it handy. We will be adding it as a custom header value to every other DataMotion secure message center API call we make. Alright, so let’s send your first message.

Using the same “How Do I?” module, you’re going to move down to the tab labeled “Send a Message.” First, to make things easy, you’ll notice that the “To” and “From” fields are already filled out for you using the email address associated with your DataMotion account. All you’ll need to do is fill out the Subject and the TextBody, then click Submit to send your message.

Sending a message with the secure messaging API with test subject and test text body

If your secure message sends successfully, you will receive a 200 status code along with your message ID and the message expiration date. Because the “To” field was pre-populated with your email address, you will receive a message waiting notification in your inbox. A successful request will look similar to the following:

Sample response for a successfully sent message with 200 OK status code, MessageID, and message ExpirationDate

What's Next?

Take a bow!  You’ve successfully gained access to the API, established a Session Key and sent a message. It’s a great time to treat yourself to that fresh cup of coffee!

You’re now ready to move on to the next step. In the next part of this blog series, we’ll show you how get your message summaries and how to read a message.

In the meantime, you can read up on our Get a Session Key and Send a Message documentation for the secure message center APIs in our developer center.

If you haven’t already, try it out for yourself using our “How do I?” module in our self-service center!

Try it Out
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Fostering a Strong Customer Relationship: Meet Joe Morini, Our New VP of Sales 723 285 Joe Morini

Fostering a Strong Customer Relationship: Meet Joe Morini, Our New VP of Sales

Over the past few months, we’ve continued to work on building the DataMotion Team, a key element in providing our customers an excellent experience and great, new products and services. That being said, we’d like everyone to take a few minutes to meet our new Vice President of Sales, Joe Morini! In this interview, you’ll learn a little about who Joe is, what his role at the company will be, what some of his goals are, and how he plans to foster and maintain strong relationships with each of our customers and prospects. So, without further ado, let’s meet Joe Morini!

Hi Joe, can you please introduce yourself and tell us a little about why you’re excited to join the company?

Joe Morini: My name is Joe Morini and I currently reside in Philadelphia. I’m very excited to join the team at DataMotion for a few reasons. The first is that the company is involved in the messaging space. While it’s a mature space, it is constantly evolving and there is always something new in this area. So, it’s very exciting to be directly involved with this and to play a part in the future of communications for organizations in regulated industries. Also, from what I’ve seen and heard, DataMotion has really good people that seem to stay out in front. So, I’m very excited to be involved.

We’re excited to have you here. Can you talk about what your short-term goals are, maybe something you hope to accomplish within the first three months of being here?

Joe Morini: Well, the immediate short-term goal is to fill headcount in the sales organization. So that would be my immediate goal. And the other immediate action, another short-term goal, is to talk on the phone to as many customers and partners that I can in the first 30 days. I think that it’s really important to understand how customers are using us as a solution, and how partners view us in their portfolio. So, it’s hiring, building the organization, talking to customers, talking to partners, and really beginning to establish trust and a relationship with each and every one of them. Those are some 30-day, short-term goals that I outline everywhere I go.

Okay, those sound like good, actionable, short-term goals. Branching off of that, what would be one of your long-term goals? For example, something you hope to accomplish within a year from now. If possible, can you share how you plan to achieve that goal?

Joe Morini: A longer term goal is to continue to build the organization and to build revenue. That’s what a Vice President of Sales does is build revenue, that’s their main function. So, the long-term goal, meaning a year from now, I’d like to have at least double the size of new net label revenue, and double the amount of people in the organization. Doing this, enables us to not only be successful, but we’ll also further our capability of helping our customers succeed. The more resources and revenue we have, the more we can continue to further elevate our products and support. So, this is kind of a win-win for us and our customers. We grow the organization and their experience with us only continues to get better. Understanding how we’re going to do that is obviously having a plan for how we’re going to get there, and to learn and adjust as we go. I have a plan that I’ve used throughout my career in growing revenue through process, sales process and operational process, processes that have become repeatable and predictable. Those are the things that you strive for.

So, obviously you’ll be working with customers and prospects quite a bit in your role. With this in mind, what would you say is the most important thing for you when working with a customer or a prospect?

Joe Morini: You know, I think the first thing is to let them know we’ll be a true business partner. In today’s environment, making sure that it’s a partnership makes us both successful. As a partner there’s an understanding that you’re going to support them and make them successful. So, it’s really about serving their needs, how can we help them with their business needs and what can we do to help them succeed. Because when it comes down to it, when they’re successful, we’re successful. So that’s one thing I want to make sure that we communicate, that we’re really going to continue to establish that partnership and that relationship with each of them.

All right, so one of your goals then would be to really make it clear to customers that we want you to be successful and we’re going to work with you to make that happen – that sounds like a great goal. So, now let’s move on to a few fun questions. What would you say is your top business-related accomplishment that you’re the proudest of?

Joe Morini: So, my first accomplishment that I’m proud of would be when I was at a company called Websense in the early days of cybersecurity and I helped to grow the company to a sizable amount, about $120 million revenue and a public offering. And then the other accomplishment would be recently when I worked at an Israeli cyber company, called Cognigo, and I helped them to be acquired by NetApp. So those are probably two of my standout business accomplishments that I hold near and dear because I was working with good people, we had good technology, and a lot of good, hard work went into both of them. So, that is a pretty fun question – work is kind of my hobby, so I like that question.

Well, it’s funny you say that because the next question is actually stepping away from work. This next question is what is your favorite thing to do when you’re not working?

Joe Morini: Yeah, so spending time with my wife and my family, spending time at the beach in Sea Isle City, New Jersey, and working out, those are my highlights when I’m not working.

Okay, that sounds like a nice way to spend your time when not working. Now, for this next question, if you could have any superpower, what would it be? And why?

Joe Morini: Wow, that’s a good one. I don’t think I’d want a superpower. Mainly because I wouldn’t know what to do with it. Unless it’s for good. Right? I can only do good with it.

All right, that’s a very fair point. So, for this next question, is there anything else you would like to share, business-related or personal?

Joe Morini: So business-related, one of my goals once COVID starts to lift is to be able to get out there again, meet face-to-face with customers and prospects and find out from them firsthand what it is that they really need to solve right now. It’s really to have those conversations, to be with people again, and, as funny as it sounds, it’s even to wait in an airport when your flight is cancelled again. I long for that. So, I guess, going back to your question about superpowers, my superpower would be to be a virus killer and to just be able to get rid of all of these nasty viruses that are hanging around so we can all go back to meeting with people and establishing more partnerships and relationships.

So, branching off of that, is there a message that you really want our customers and prospects to know? If you had to pick one thing that you wanted them to know, coming from you, as a new person at DataMotion, seeing things with fresh eyes, what would that be?

Joe Morini: We have very strong products here at DataMotion. Between the products and the people, we’re a great company to partner with. What I want them to know is that we’re a good partner, we’re going to partner with you, and I sincerely mean that. Because especially in today’s business world, a partnership is hard to come by and once you have it, you want to keep it.

Key Takeaways:

  • Joe believes that establishing strong customer and partner relationships is the key for both parties being successful.
  • Joe will be on the phone talking to each of our customers and partners and, once COVID is over, he wants to be out there, meeting with everyone in person.
  • Joes had some pretty big accomplishments in his career, growing a company to a $120 million revenue and a public offering and helping a cyber company get acquired by a large cloud data services and management company.
  • In his free time, Joe likes spending time with his family, working out, and vacationing in Sea Isle City, New Jersey.

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