Professional Service Delivery

Doxim – Service Experts

Effective solution delivery requires collaboration every step of the way, followed by access to high quality support services after the finished product is delivered. When you choose Doxim, you get our continuing commitment to assist in all aspects of the design, implementation, optimization and support of your Doxim solution.

With years of extensive technology, industry and consulting experience, Doxim’s professional services experts are ready to help your organization leverage the power of Doxim solutions. Our comprehensive portfolio of consulting, project management and training services is designed to meet the specific needs of both Doxim direct clients and Doxim Service Provider Clients to ensure you get the most out of your investment into Doxim solutions.

Whether it’s a straightforward implementation or a complete systems conversion, you can count on our skills, business knowledge and best practice standards to ensure quality and consistency in every project we undertake.

Doxim provides a comprehensive array of Professional Services for its clients including:

For more information, Contact Us

Consulting and Project Management (PM) 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

The first step in any good planning or design process is to carry out an initial needs analysis. This 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’ll provide you with 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

At Doxim, we provide a variety of product implementation and project configuration services to Banks, Brokerages, and Credit Unions, including:

• Doxim ECM implementation at the Doxim Data Centre
• eStatements set-up
• easyCapture installation
• Document Imaging rollout
• Paperless Banking Reports rollout
• Board Package configuration

Customized Professional Services – Tailored to Your Specific Needs

Back-end Integration

Doxim ECM integration with banking systems, loan systems, and other 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 flexible statement templates that can be customized to support any design and requirement.

Newsletters and eInserts

Doxim can help you to append newsletters and eInserts to 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. Our conversion services include:

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.

The Doxim Professional Services team offers a variety of high quality training options to accommodate your specific education requirements. Delivered face to face by our training team, over the web, or on demand via online tutorials, Doxim training services provides you with a comprehensive set of learning tools designed to further maximize your Doxim investment.

Face to Face Staff Training

Delivered at Doxim or at your premises by our training team, on-site training provides an opportunity for hands-on learning backed up by practical examples tailored to your unique environment.

Web Based

Live Internet based training via web conferencing technology.

Tutorial Series

Self guided tutorials for administrators and users available online for on-demand training.

Train the Trainer

On-site or web-based training delivered by a member our training team, Train the Trainer provides your instructors with learning and personalized examples tailored to your business that they can then pass on to your staff members.

Refresher Training

Refresher training helps you and your team stay up to date on the latest features and functionality that have been added to Doxim products.

Doxim’s range of professional services can help your organization to:

Maximize your Doxim Investment

With years of deep industry, technology and consulting experience, Doxim’s professional services experts are ready to help your organization leverage the power of Doxim solutions.