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My Xpertdoc            

Implementation

We recognize that every company's environment is unique and that time-to-market is critical. Leveraging industry best practices, benchmarks and internal knowledge bases, Xpertdoc's Professional Services teams bring a documented success-based deployment strategy to your document output projects. Key elements to consider when planning your deployment project include:


Steps Description Duration
Step 1
Solution Blue Print
  • Identify and map
    • Business processes
    • Business drivers
    • Stakeholders
  • Prepare an inventory of forms / documents / reports / templates
    • Current ones to be migrated
    • New ones to be created
    • Potential and/or future phase outputs
  • Inventory of data sources
    • Systems
    • Databases
    • Data flows
    • Web services
    • Interactive quiz
  • Timeline, dependencies and other elements relevant to the project's success
 1 to 5 days
Step 2
Implementation
  • Install Xpertdoc components
  • Configuration
  • Content hierarchy
  • Security model and access rights
  • Data access
  • Connectors (e.g. SharePoint, CRM, etc.)
  • Design, test and deploy initial / core forms / templates
 1 day
Step 3
Deployment and Training
  • Train business users or SME's
  • Implement business rules
  • Complete forms / template design
 5 days
Step 4
ROI
  • On-going user training
  • Gather feedback and make real-time adjustments
 In Production

The Xpertdoc document output solution requires minimal ramp-up time to get into production mode, which allows you to experience little disruption in your business flow.

Project deployment can be completed within 10-15 days… and clients have been able to recognize ROI within a couple of weeks of the rollout to users!

Get Into Production Mode Faster