The key to a successful project is starting with the end deliverable in mind, then employing proven technology solutions and conversion methods (of which scanning can be just one step in the entire process).  Successful document management requires a clear understanding of an organization's Document Strategy, its People, Processes, and Technology Requirements, and the optimal Implementation Approach.

We work with your organization to conduct a Project Analysis that identifies the answers to the following questions: 

  When will your organization begin the project?

  Has a Business Case been conducted for this project?

  Has a Document Strategy been defined for the organization?

  Has a Project Sponsor, Change Agent and Project Team been identified?

  What document-intensive process will be the focus of the project?  (Brokerage Transactions, Accounts Receivable, Accounts Payable, Loan Applications, Title Insurance Records, HR Files, Medical Records, Client Files, Patient Charts, Project Deliverables, etc.)

  What is the number of pages to convert digitally?  (We will estimate this based on the number of file cabinet drawers and the number of boxes to be digitally converted, and by sampling the contents of the files.)

Proven Project Methodology

  Does your company have a project implementation methodology?  (Our proven Project Methodology enables rapid deployment of our Digital Document Conversion solutions.)

In addition to the approach above, we define the project timeline, approval processes and the reporting requirements that ensure successful communication and project management.

Risk Mitigation Approach

We have designed our approach to minimize the risk inherent in projects of this nature.  Our goal is to serve your organizations needs as efficiently and effectively as possible to maximize the benefits of such a project.  To accomplish this we focus on the following:

  Fixed-Fee Pricing (to contain price and enable budgeting)

  Flexible Solutions (to maximize value and system integration)

  Standards-Based Technology (to minimize proprietary technology switching costs)

  Project Quality (to control and assure high quality deliverables)