Consulting Services

consultant Get your project started with confidence. We provide a variety of professional consulting services to help you get your document management project started or to move it along when you need additional resources or support. We develop business, functional, and technical requirements, write RFPs, help with vendor selection, and provide project oversight during implementation. Our consulting services are objective and independent of any vendor influence. We do not sell or resell any hardware or software products or have agreements to specifically recommend any vendors.

Technology and Strategy Review Session:

Are you interested in document management but confused as to what technology does what and why? Are you thinking SharePoint but wondering what the other cloud-based collaborative applications can do? Could you simply scan your documents in-house and store them or should you use a service bureau for the capture process? Let us help you with the technology fundamentals before you commit to a technology that may not be right for your application. This is typically a 1/2+day session with all of the appropriate personnel present. Session will include document imaging, document scanning, electronic document management, records management, workflow, cloud collaboration technologies, and will cover key areas such as:

Cloud Information Management (CIM) systems and SaaS strategies versus in-house ECM systems?

Difference between document imaging, document management, workflow, and records management.

How mature are these industries?

Implementation strategies - in-house, outsourced, service bureau? What are the pros and cons of each.

Requirements drive vendor selection - are you ready to develop business, functional, and technical requirements?

Are there mistakes others have made that you can avoid?

Where is this industry heading and how that will affect your decision?

Prior to starting, a "Get Started" questionnaire will be sent to the participants. This questionnaire will help you prepare for the session. This session can also be used to do a high-level audit of your existing system functionality and to compare it to current technologies.

Project Review and Strategy Session:

Before you start down the long and costly road toward a document management system, ensure you (1) understand your own needs and (2) understand the basics of the technology. We will briefly assess your need for the technology, put our findings into a report, and strategize with you during the report presentation. This type of study can be anywhere from 5 to 15 days, including on-site time, developing the report, and making the final presentation. Included in this session is the Technology and Strategy Review Session describe above.

Document Backfile Conversion Project:

Paper is not going away and in fact, it seems that even more paper is being generated every day. Paper can be a costly storage medium - and it is susceptible to damage, being lost, or accidentally destroyed. If you are involved in a lawsuit, providing paper documents can be time consuming and expensive. Scanning your documents can be a cost effective method for storing your paper - and retrieving it. Contact us prior to getting started on your document conversion or backfile conversion project for a detailed planning session and document conversion presentation. We maintain a staff of document conversion consultants that will provide you functional, system, and technical requirements needed to bring a document conversion vendor on board for your project.

Complete ECM Technology/Feasibility Study:

We can provide a complete document management feasibility study for your project. Study may be for document imaging consulting, document management consulting, or both. This study typically includes the following:

  • Needs assessment for each business unit or department involved in the study
  • Business case development
  • Functional requirements analysis and development
  • System requirements analysis and development
  • Workflow requirements analysis and development
  • Document conversion requirements (if needed)
  • Procurement planning and options
  • Final report on your intended application(s)
  • Procurement planning and options
  • RFP writing and/or RFP writing support
  • Vendor evaluation and selection support
  • Project implementation oversight

When the study is complete, we will present our findings in a formal presentation and report.

Speaking Engagements:

We are available to speak at your company, event, or webinar on electronic document management topics and strategies - document imaging, electronic document management, records management and cloud computing. I am a frequent speaker at AIIM and ARMA chapter events and speak at other meetings and corporate events. An overview presentation, for example, on Cloud Information Management strategies and technologies may be appropriate for senior management when considering the purchase of a cloud-based collaboration system. Please contact us to discuss your opportunity.

ECM RFP Consulting:

We are available to help you strategize about RFPs and/or can serve as your RFP Consultant. RFP Services range from initial RFP strategies to helping you write an RFP, evaluating responses, and negotiating the contract. We have written RFPs for document imaging projects, document conversion projects, electronic document management projects, and combinations of all three. You can purchase my book, Request for Proposal: A Guide to Effective RFP Development through Amazon.

ECM Proposal Consulting:

We are available to help you strategize about sales proposal writing and/or can serve as your Proposal Consultant for a current sales proposal effort.Proposal Services range from initial proposal development strategies to helping you write the proposal, evaluating your proposal, and evaluating RFPs for bid/no bid decisions. You can purchase my book, Writing Killer Sales Proposals through Amazon.

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