implementation services

We have been successfully deploying DocFinity ECM implementations for more than 30 years. We’ve developed a proven methodology and have a qualified team ready to install and implement your solution according to your specifications and deadlines.

 

Whether you're new to ECM and process automation, or looking to leverage more advanced solutions, DocFinity will work with you to maximize the success of each project.

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We work shoulder-to-shoulder with you to define business requirements, goals, and success criteria. Then, we ensure your staff is ready and has the skills needed to implement your project going forward. We have expert resources available to assist you throughout the entire project from business analysis and solution planning through data migration and final deployment.

  • System Design. We’ll develop blueprints on how to build your DocFinity taxonomy.

  • Infrastructure Design. Our infrastructure engineers work with you to define the proper architecture to support your implementation.

  • eForm and Workflow Services. We’ll gather requirements and develop processes and forms that meet your organizational needs.

  • Reporting & Dashboard Services. Our experts will help define reporting metrics and develop dashboards that present long-term and real-time enterprise data.

  • Records Management Services. Our team will help you design your process to handle documents and data from cradle to grave.

Your implementation partner

implementation phases that meet your growing needs

Our professional services team works with you to determine what each department needs, wants, and is ready for. We'll help you assess the level of readiness and ECM literacy for each department and develop a plan that fits each phase.

Implementation Type

Examples

1. Basic document retrieval

Queries and simple searches

2. Basic document capture

Scanning documents with local scanner, uploading digital documents, importing documents from email and other applications, and manual indexing

3. Intermediate capture & indexing

Indexing images using data from other business systems and retrieving images through “hot key”

4. Intermediate tools & features

Electronic document capture, basic workflow

5. Advanced tools & features

Full text search, eForms, mobile

6. Advanced processing

Advanced workflow, records management, dashboards

Teamwork

We Ensure your ongoing success

Our team works with you to identify and meet the staffing, resources, and skills needed to carry out your implementation project. Plus we'll ensure your ongoing success by providing support, mentorship, and training.

Contact Us.  We'll show you more.

 

DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

 

Ph: 814.238.0038

Toll Free: 800.678.3241

ECM, BPM/Workflow, Records Management & Capture

Teamwork

implementation success the first time

Our shoulder-to-shoulder implementation services will have you on the right track.

ECM solutions

Teamwork
DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

Ph: 814.238.0038

Toll Free: 800.678.3241