PDFConsulting & Project Management Services
Combining extensive product knowledge and deep industry expertise enables us to identify areas where your organization can streamline document intensive processes, increasing efficiencies and reducing costs.
New Client Needs Discovery
When we first engage with a new client, it’s important that we execute an initial needs analysis. This is the first step in any good planning or design process, and it allows us to collaborate with you to clearly identify your business requirements and how Doxim products and services can assist in meeting these needs. This gives us a clear understanding of what is required, and we reflect this in a tangible document which acts as the foundation for the development of a comprehensive project plan.
Project Management Methodology
All of our Professional Service projects follow a standard methodology to ensure a quality implementation, regardless of size. This includes initial project scoping, statement of work, project plan and project reviews. The project plan includes a clear explanation of each key project phase: definition, development, implementation, testing, deployment and training. The plan also clearly identifies all project milestones and the gated deliverables that will require sign-off by the client.
Upon project completion, we ask you to complete a project scorecard, so you can tell us how we did. It’s our way of holding ourselves accountable to our work, and enables us to continually improve the project management and delivery services we provide.
Standard Implementation Services
Examples of product implementation and configuration projects that we would deliver to our Bank, Brokerage and Credit Union clients include:
- Doxim ECM implementation at the Doxim Data Centre
- eStatements set-up
- easyCapture installation
- Document Imaging rollout
- Paperless Banking Reports rollout
- Board Package configuration
Customization Solutions
We also provide a host of customized professional services, tailored to meet the needs of specific client environments. These include:
Backend Integration
Doxim ECM integration with banking systems, loan systems and other existing business specific portals.
Web Services
Web services technology, such as Doxim Single Sign On allows other applications to communicate with Doxim ECM.
Statement Design
Our professional services design experts create great looking statements using flexible statement templates that can be customized to support virtually any design and customer requirement.
Newsletters and eInserts
We can help you to append newsletters and eInserts to both print and electronic statements.
Conversion Services
In many cases, new clients come to Doxim with existing systems that need to be replaced by Doxim solutions. This requires the delivery of conversion services, such as:
Systems Conversion
Doxim has developed a simplified process when converting from an existing content management systems to the Doxim ECM server. We assure a successful conversion, guaranteeing that every security rule is translated and every document page is migrated successfully.
Media Conversion
Storage technology is changing rapidly and business content is growing exponentially. A combination of Doxim technology and professional services assure smooth transition of all of existing documents from one medium to another.
