Consulting Services

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Consulting Services

We provide a variety of professional services to help you get your project started or to move it along when you need additional resources or support. We develop system and functional requirements, write the RFP and help with vendor selection, and provide project oversight during implementation.

Our primary services fall into the following areas:

• Document Imaging Consulting. Planning on a document imaging/scanning system? We can help develop the system strategy, define the system and functional requirements, and help you make the go/no-go decision. See the Tutorial for a very brief explanation of document imaging.

• Document Management Consulting. Planning on an electronic document management system - storing documents like a MS Word file? We can help develop the system strategy, define system and functional requirements, and help you make a go/no-go decision.

The above areas include the study and analysis of paper or electronic documents, paper forms and applications, electronic forms and documents, and the different types of documentation that you use as part of your business and work.

Technology Review Session. Are you interested in document management but confused as to what technology does what and why? Could you simply scan your documents and store them or should you capture them for use on an Intranet? 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. Also, see our training sessions for more detail.

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.

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. Review our Backfile Conversion White Paper Table of Contents and there is additional information in Resources  Buy the White Paper at Amazon  Read our two papers about paper and electronic documents:

The Trouble with Paper

Electronic Document Storage

Complete Feasibility Study. If we have completed a strategy session for you, or you feel ready to move forward with your project, we can undertake a complete document management feasibility study for your project. This study will typically include the following:

• Needs assessment for each business unit or department involved in the study

• Business case development

• Requirements analysis

• Workflow requirements analysis

• System requirements and feasibility development

• Cost justification of systems

• RFP support and development

• Procurement planning

• Vendor evaluation and selection

• Project oversight

Prior to beginning the procurement task, we will present you with our findings in a formal report and make a presentation of our findings to you and your management committee. The presentation will indicate whether to continue with the project or not. If the project does not look positive, we will indicate whether there are other technologies more suited to your application or if there are internal issues that can be reviewed and corrected. If the project looks positive, we will strategize with you on the possible next steps. 

For additional information about our services, see our Capability Statement

Writing Services

White Papers help you to promote your products, provide background information on the subject matter, and provide objective industry information to the readers. If you have a potential White Paper to be written, contact us to discuss your project.

RFP Development Services

If you have completed a feasibility study in-house, or have used a consulting company that also wants to bid on the project, let us develop the RFP for you. We offer RFP services that range from RFP review to managing the complete RFP cycle.

Services for Vendors

If you are a vendor of document management technologies, we can help you. Our services include the following:

• Training for your sales personnel in document management marketplace

• Special projects

• Services provided for your clients

  • Document management training

  • Feasibility studies

  • Cost-benefit analysis for proposed systems

  • RFP/requirements development

• Proposal writing and/or evaluation for your major projects

• RFP evaluation, bid/no bid decision criteria for your major projects

Contact us for more information on these and other services that are available. Prices are dependent on the size of the effort. See also our list of clients and example project descriptions.