Document Management
Consulting Services

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

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Document management services that match your own project's needs

You will benefit from years of experience in document management solutions and technology when choosing to engage our expert team of document management consultants. Our services are always available when needed, whether at the start of a new deployment, or later when extending document management out to new areas of the business.

Document Locator is a highly customizable document management system. Integrated into Windows OS for seamless end user experience. Best customer support in the industry.”

Michael H.
Chief Information Officer

Professional Services At Your Service


We'll get you up and running with document management quickly. We can take the full project, augment your internal team, or assist your other outside services.


We'll configure your document management repositories, settings, workflows, records policies, electronic forms, and more.


We'll help migrate your files to bring in records and data from shared folders or legacy systems, or configure a scanning project to convert paper to digital.
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We'll set up your document management integration to connect information and data with other systems to improve consistency and access.
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Custom Solution Engineering

We'll design and deploy custom-tailored solutions in Human Resources, quality, operations, accounting, and virtually any area of business.

Business Process Improvement

We'll provide recommendations for best-practice improvements and implement them so you can save time and money.

Document Change Control

Get Document Management Training

From Bootcamp courses, to Master Classes, to custom-tailored training events; we'll get you and your staff up to speed with document management technology and best practices. We offer several document management training options, held remotely online, in our Training Center, or onsite at your offices.

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Our Professional Solutions

Process Automation

We automate your workflow and document-centric processes, improving the efficiency and repeatability of operations.

Business Intelligence

We custom-tailor reports, providing easy access to business intelligence so managers can make quick and accurate decisions.

Process Integration

We incorporate intelligent tools into your processes, like DocuSign digital signatures and Bluebeam markup and collaboration.


We implement electronic forms to capture information and automate form processing tasks.

Quality Programs

We improve your quality programs to properly manage regulated documents, reducing risk and increasing control.


We provide expert training so your team develops the skills they need document management.


We build custom integrations with our SDK-API, ODBC, and integrated search technologies so you can connect seamlessly with other business systems.

Solution Engineering

We design and build custom solutions for your unique document management needs.

Paperless Conversion

We configure scanning solutions that help you capture paper and turn them into full-text searchable, paperless digital files.

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 assistance. Read our document management case studies to learn more. 

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Document Change Control