Training and Installation resources for Document Management Software

The Professional Services Team has successfully implemented the paperless office for companies all over the world.  In addition to the standard installation packages optional services are offered that bring even more value to formalized record and archive systems. 

All installations start with the purchase of a standard Bronze, Silver or Gold software implementation package that are based on advanced remote installation techniques. As the installation progresses the professional services team will help the customer determine if additional services, consisting of; custom documentation, additional remote training or on site services may be needed or desired.  

Personalized Software Documentation for End Users

One of the very best programs for those implementing the paperless office.  Custom developed documentation tailored to the customer file structures. The customer file plan and business process are used to create materials that reflect the way the company works. The fast track to the paperless office is easy with user friendly personalized documentation.

"On Site" Server and Desktop Client software Installations

Suggested Work Plan:

• Remote server preparation prior to on site work.
• Remote Webinar to introduce the system to company Executives and key users (Administrator and Librarian).
• On site completion of the server installation and initial user configuration.
• Train the trainer for end user deployment.
• Focused training on document scanning and auto indexing.
• Focused training for system administration and Librarian.
• Remote follow up and coaching sessions as needed.

"On Site" Software Consultation for the Journey to the Paperless Office

Suggested Work Plan:

• Remote webinar introducing document management software "best practices".
• Remote discovery session with IT manager to ensure technology / philosophy compatibility.
•  2.5 days on-site.
• Interviews with IT department about current IT infrastructure and practices.
• Analysis of current document storage technology.
• Interview with company librarian or person responsible for current document repositories.
• Interview with selected staff in departments that will be directly affected.
• Analysis of current paper filing systems and initial analysis of document scanning potential.
• Bullet point presentation to management on findings and recommended course of action.

Mass Conversion / Importation of Existing documents into the Document Management Software

Suggested Work Plan:

• Remote analysis of documents to be converted.
• Remote preparation of a customer importation utility (price for this will be estimated after analysis of documents).
•  2 days on site installation and testing importation procedures based on limited samples.
• 1 day on site training of the administrator on usage of mass importation utility.
• Remote follow up and coaching sessions as needed covered under covered by the FileCare program.

Document Management Software organizes electronic and paper documents and records in a compliant way. The document management software allows companies embrace the "Paperless Office" by streamlining document scanning / imaging processes and empowering users to work with, share and store electronic documents. Learn more about document management software.