When implementing a document management system (DMS) there’s a fair amount of pressure to get it right the first try.
While some may discount document strategy as a tactical to-do, missing the mark on your DMS program risks clients and staff being unable to access critical files, and can dramatically reduce the efficiency of your day-to-day operations (by as many as ten hours a week!)
There is a right way that your practice can successfully deliver on DMS goals. What you need is the right framework in place to ensure your program delivers the outcomes the business is relying on.
This eBook covers everything from discovery to migration and offers some advice for onboarding your team.