Consulting services

Our consulting team offers outstanding services and unmatched expertise to maximize the benefits of DocFinity for each client. We offer specialized consulting services that address the unique business process management and content management needs of your department or organization.

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COMPREHENSIVE SERVICES

Our consulting team is designed to help you maximize the benefits of DocFinity to your organization. We offer:

  • Migration. We’ll help you transition from legacy ECM systems into DocFinity.

 

  • Project management. We’ll ensure project delivery meets your organizational goals on time, on budget, and on value.

  • Upgrades. Our experts work with existing clients to upgrade from older versions of DocFinity into the newest release.

  • Performance. To further optimize your DocFinity solution, our team will look for potential areas for system improvement.
  • Integration. Maximize your existing technologies and line-of-business applications with assistance from our team.

 

  • Custom and feature enhancements.   If you have a specific use case in mind, DocFinity developers can construct custom solutions to meet your specific needs.

  • Capture design. Enlist help from our team to design the most efficient scanning solution for your organization from desktop scanners to more advanced automatic processing.

committed to your success

We customize all of our consulting services to help you meet your organization’s goals. Our team also provides:

Implementation Services. Whether you are deploying an on-premise or Cloud solution, our team can assist you with the following:

  • System Design
  • Infrastructure Design
  • eForm and Workflow Services
  • Reporting & Dashboard Services
  • Records Management Services

 

Learn more about our implementation services.

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DocFinity Training

Training Services. DocFinity offers curriculum-based training to help you get up to speed. Led by DocFinity experts, you have the flexibility  to choose the type of training that best fits your needs and schedule including:

  • Self-paced
  • Onsite instructor-led
  • Web-based instructor-led
  • State College Training - Visit our offices for immersive,
    instructor-led training.

 

If you need to onboard new users, learn new skills, or gain more advanced knowledge of DocFinity, we can also provide end-user specific training. Our team will develop end-user training materials and lead classes to address both business and IT requirements.

 

Learn more about our training services.

Contact Us.  We'll show you more.

 

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100 Oakwood Avenue

Suite 700

State College, PA 16803

 

Ph: 814.238.0038

Toll Free: 800.678.3241

ECM, BPM/Workflow, Records Management & Capture

DocFinity Training

maximize ECM benefits with consulting services

Utilize DocFinity consulting services to find ways to get the most from your ECM solution.

ECM solutions

DocFinity Tools for Success
DocFinity Training
DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

Ph: 814.238.0038

Toll Free: 800.678.3241