Software Capabilities
ECM (Enterprise Content Management) and document control capabilities converge in a platform that is flexible, easy-to-use, and scalable to meet business needs now and into the future.
Business Solutions
Unique challenges of businesses and departments are resolved in a document management system that tailors function to the objectives of the company.
Uses In Industries
Expertise that is industry-proven provides dependable document management solutions for issues that are both familiar and recognizable.
Product Features
Seamless integration with Microsoft Windows and core business applications adds document management functions within the familiar software people know and use every day.
Home > Services > Implementation
Professional Services Implementation
Our approach to implementation.
As an optional service, our Professional Services team can provide full implementation services for Document Locator®. With our assistance, many businesses can deploy faster, and with less demand on internal resources.
We develop detailed implementation plans after working directly with business process owners, implementation teams, and IT staff to determine the requirements and approach. Elements of the plan often include:
- Evaluation of existing business processes and software applications requiring integration with Document Locator.
- Integration solutions, such as:
- Workflow automation & tracking
- Custom integration
- Scan processing
- Document categorization
- Access control & auditing
- Document management best practice
- Determine if any customization requirements are required.
- Develop a detailed software integration project plan
(tasks, responsibilities & timelines). - Validate and follow-up.
Getting started.
At the beginning of a professional services engagement, the project leader will create a Statement, or Scope of Work, which identifies the high level requirements of the engagement and indicates a rough estimate of how the budget may break down by project phase. This document helps measure the project and establishes roles and responsibilities between the parties. This document is signed by both parties before the engagement begins.
Once the Discovery phase begins, as we learn more about the details of the project, we may observe areas where further discussion is necessary for the agreement. If we see any consequential change in a project related to documented scope, budget, or timeline, we will openly discuss these matters with the project team representatives and come to an agreement before moving on. The detail of the change, including its impact to the baseline project, is documented via a change request and all parties are to provide signature approval before continuing.
