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.
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.
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.
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
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.