Professional Services

Experts at your call

Our Professional Services team is ready to help with configuration, migration, integration, training and business process improvement.

The expertise of our Services Team in document management solutions, combined with a best-practices approach, translates to time and money saved in deploying your document management system.

Choose the services that match your own project's needs

In choosing to engage our Professional Services, you will benefit from years of experience in document management solutions and familiarity with document management technology. Although many companies implement entirely on their own with great success, our services are always available when needed at the start of a deployment or in future extended roll-outs. Our services can encompass any one or more of the following areas:


We can help augment your internal team or outside services to implement the system.


We can get you up and running with repositories, settings, workflows, records policies, electronic forms, and more.


We can help with document management migration to bring files and data from shared folders or legacy systems, or configure a scanning project to convert paper to digital.


We can help with document management integration to connect information and metadata with any number of business systems and improve consistency and access.

Custom solutions engineering

We can help you design and deploy custom-tailored solutions in accounting, quality, operations, HR, or virtually any area of business.

Business Process Improvement

We can provide recommendations for best-practice improvements.

Information management is our expertise

From major installations at Fortune 500 companies, to departmental solutions in small to mid-sized businesses, our team of service experts has traveled the globe solving information management challenges of all kinds. Our team's years of experience and focused dedication to improve document-centric business processes make them your first choice for outside assistance.


Get trained in document management

Our flexible training options include “Boot Camp” courses, Masters Classes, and fully-customized courses available on-site at your company. Learn more about our document management training.