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eDMS Software Implementation Packages

Document Management Software Installation Packages

Installation of document management software system can be a substantial part of the Total Cost of Ownership (TCO). FileHold eliminates financial risk with the 2 Hour Installation Guarantee.

eDMS Software Implementation Packages

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.

2 Hour Installation Guarantee

FileHold guarantees that an installation of our base software, delivered remotely by our service technicians, on a correctly prepared server will take less than 2 hours or we will work for free until it is done and ready for production work! Installation time includes: ensuring that backups have been setup, that server tuning has been done, and that the system is running perfectly on a technical level, as determined by over 250 system checks performed by the FileHold Health Checker. Implementation and Training datasheet.

Orientation Assistance Package

FileHold provides a completely documented installation process so that knowledgeable Network and Microsoft trained IT administrators are able to prepare the required server and install FileHold software themselves. FileHold also provides an on line knowledge base, training videos and best practice documentation for post install training. These resources are available to those who feel they do not require technical assistance for the installation and choose to use the training materials provided.

FileHold has determined that it is prudent to provide a minimum of technical or training assistance to every new installation no matter what the skill level of the installers and trainers might be. This ensures that backups have been setup, that server tuning has been done, that the system is running perfectly on a technical level based on more than 250 system checks, best practices advice is given and in some cases a training plan is developed. This required, up to 2 hours, session helps to build an ongoing relationship with the FileHold support team.

Implementation Packages

Customers can purchase as much training as they need and schedule it at their convenience in 1/2 hour increments. The sales team will present the following options at the time of purchase but these can be modified to meet specific customer needs.

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.
  • FileHold Software Installation: When the server is ready the 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: a pre-server preparation discussion to provide analysis and guidance on preparing the server for the document management software - 1 hour.
  • Server Preparation: Support to the customer in installing the needed Microsoft components in preparation for the FileHold install - 2 hours.
  • FileHold Software Installation: Support installing the software 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: A pre-server preparation discussion to provide analysis and guidance on preparing the server for the document management software - 1 hour.
  • Server Preparation: Support to the customer in installing the needed Microsoft components in preparation for the software install - 2 hours.
  • FileHold Software Installation: Support installing the 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 the general information form and tell us how many users you are considering and any of the optional modules that are of interest.