Document Management Software Implementation Packages

Installation and configuration of software can be a substantial part of the Total Cost of Ownership (TCO) of a document management software acquisition. For pricing of the implementation packages contact sales@filehold.com

FileHold document management software is an out-of-the-box solution that ships pre-configured with user roles and an intuitive and friendly file structure. The software installation is fast and easy compared to "platform" based products that can require consultation and IT resources measured in weeks not hours.

All training / installation packages are delivered to customers using safe and secure remote web based tools.  FileHold encourages customers to purchase as much training as they need.  The FileHold sales team will present the following options at the time of purchase but these can be modified to meet specific customer needs.  All options include the FileHold  "Fixed Fee Installation Guarantee".

See the document management software Implementation and Training datasheet.

Bronze Level Software Implementation Package

The most popular implementation package for small  implementations where relatively strong IT support is in place. This is for customers who want to be self sufficient in their implementation and purchase the minimal level of technical training to get started. This package expects the customer to use the FileHold training materials and video tours to gain a detailed understanding of the software and assumes a "train the trainer" approach for internal deployment.  The package consists of the following components for a total of 8 hours:

• Server Preparation: The customer prepares the server by following an easy to follow but detailed server preparation guide provided by FileHold.

• FileHold Software Installation: When the server is ready the document management software is remotely installed, tested and basic configuration is done -  2 hours.

• Training on IT and Library Administration including user rights configuration, document schemas and metadata structuring - 2 hours

• Follow up training session on "best practices" and file structure "best practices" in document management (how to set up and configure your library). - 2 hours

• Introduction to document scanning and imaging - an overview of the included scanning software with assistance in basic set up - 2 hours

Silver Level Software Implementation Package

This is for customers who want extra assistance in all aspects of their implementation especially advanced document scanning and imaging.  This package expects the customer to review the FileHold training materials and video tours and assumes a "train the trainer" approach for internal deployment.  The package consists of the following components for a total of 16 hours:

• Server Analysis: FileHold will conduct a pre-server preparation discussion to provide analysis and guidance on preparing the server for FileHold - 1 hour.

• Server Preparation: FileHold will support the customer in installing the needed Microsoft components in preparation for the FileHold install - 2 hours.

• FileHold Software Installation: Support installing the FileHold server and desktop applications - 2 hours. 

•  Training on IT and Library Administration including user rights configuration, document schemas and metadata structuring - 2 hours. 

• Initial training session on "best practices" and file structure "best practices" in document management (how to set up and configure your library). - 2 hours.

• Second training session on "best practices" and file structure "best practices" in document management (how to set up and configure your library). - 2 hours.

• Introduction to document scanning and imaging - an overview of the included scanning software with assistance in basic set up - 2 hours.

• Advanced scanning and imaging set up and support including assistance creating bar code separator sheets and auto filing processes - 3 sessions X 1 hours each.

Gold Level Software Implementation Package

This is for customers who want extra assistance in all aspects of their implementation including advanced document scanning and imaging.  This package includes everything that comes with the Silver package but also includes end user training for internal deployment.  The package consists of the following components for a total of 24 hours:

• Server Analysis: FileHold will conduct a pre-server preparation discussion to provide analysis and guidance on preparing the server for FileHold - 1 hour.

• Server Preparation: FileHold will support the customer in installing the needed Microsoft components in preparation for the FileHold install - 2 hours.

• FileHold Software Installation: Support installing the FileHold server and desktop applications - 2 hours. 

• Training on IT and Library Administration including user rights configuration, document schemas and metadata structuring - 2 hours. 

• Initial training session on "best practices" and file structure "best practices" in document management (how to set up and configure your library). - 2 hours.

• Second training session on "best practices" and file structure "best practices" in document management (how to set up and configure your library). - 2 hours.

• Introduction to document scanning and imaging - an overview of the included scanning software with assistance in basic set up - 2 hours.

• Advanced scanning and imaging set up and support including assistance creating bar code separator sheets and auto filing processes - 3 sessions X 1 hours each.

• End user training in either a 1 on 1 or group environment.  This package includes up to 8 hours of end user training in blocks agreed to by the customer.

For more information use our general information form and tell us how many users you are considering and any of the optional modules that are of interest.

See the document management software server requirements.