Holly Group Consulting | DocFinity - Optical Image Technology

Holly Group Consulting

Save money and resources while expediting your ECM roll-out

Podcast 1 Steve Weissman

At DocFinity, we are committed to the success of your ECM implementation. From BPM and workflow to eForms and records management, we’ve been diligent about upgrading and further developing DocFinity – from the ground up – to meet your demands and those of the market. With respect to the technology, we’ve got you covered.

That said, it’s important to keep in mind that process enhancement and a commitment to change can be equally critical to a successful ECM implementation. Our customers have access to our award-winning Professional Services team, which offers detailed services ranging from needs analyses and organizational assessments to process engineering and workflow consulting. But what if you’re not quite ready to commit to an ECM vendor? Or what if you’re hoping to replace a system that is under-performing, and you’re looking for guidance?

Holly Group Consulting Services

Holly Group logoThe value of investing in consulting services before you implement ECM software cannot be overstated. A consultant’s expertise typically enables you to save money and resources in the long-term while expediting your ECM roll-out once you are ready to implement. Because we recognize the importance of these services, we heartily endorse the services of Steve Weissman, an independent ECM consultant with the Holly Group. Steve has more than 20 years of experience helping organizations optimize their business processes in order to get the most value from their ECM implementation.

You’ll learn how to identify and analyze various aspects of your operations and processes so you can see better returns and foster improved efficiency. Check out what Steve has to say about:

  • Information strategy (including taxonomy, metadata, governance, and compliance)
  • Process improvement
  • Policy review
  • Needs analysis
  • RFP writing
  • Vendor selection
  • User adoption
  • Change management

MaxTVtarget.SmMax TV®

Holly Group equips you to derive Maximum Total Value from your technology solutions and help your people work better and work better together.  Through Steve’s MaxTV® approach, you’ll be able to evaluate ROI, TCO, process change, and collaboration. Ultimately, you’ll realize greater gains from your DocFinity implementation—and help your people work better together.


Holly Group’s best-practice consulting services support the up-front diligence you want and need to be successful. View this PDF to get a taste of who Steve Weissman is and what you can expect to accomplish by utilizing his services. Visit the Holly Group website at www.hollygroup.com to find detailed information on all services offered.

Podcast Series
Interview 1 – Why Hire a Consultant
Interview 2 – Planning for Success

The Incentive

An investment in consulting services early on in your implementation is recouped many times over, and can lead to dramatic dividends. We encourage you to explore the Holly Group’s offerings. And as an added bonus, should you use Holly Group Services prior to your implementation and choose DocFinity as your solution provider, we’ll give you free On-Demand training – a 5-day, $5000 value that includes dedicated time with a live trainer.


Steve Weissman
Call: 617-383-4655
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