As a company that values its clients above all else, DocEnTrust has developed a detailed and effective Implementation Process to ensure that the DocUnite M2 solution is tailored for your company’s needs and is implemented on time and on budget.
A key part of the Implementation Process is the Needs Assessment—collaborating closely with you to identify the requirements that will ensure the DocUnite M2 solution best fits your business needs. DocEnTrust recognizes that your company and needs are unique in some ways, and can benefit from standard business practices in others. With this in mind, DocEnTrust conducts the Needs Assessment to understand the exact configuration of DocUnite M2 features as well as uniquely customized features that will best suit your business needs.
Within DocEnTrust's broader Implementation Process, there are two key steps in assessing your needs—Pre-Requirements Information Transfer and On-Site Requirements-Gathering Workshop. The Pre-Requirements Information Transfer consists of providing your team with a survey document to collect your:
- Current system specifications (hardware and software)
- User groups and roles
- Initial folder taxonomy outline
- Initial matter structure
- Anticipated metadata to associate with documents
- Initial document template list
The survey document is designed as a template for your team to fill in. DocEnTrust works closely with you to answer any questions you may have while completing this survey remotely. Once completed, DocEnTrust reviews it internally, preparing the information to be fully examined during the On-Site Requirements-Gathering Workshop.
DocEnTrust conducts a Requirements-Gathering Workshop on-site with representative end users, key managers, and key IT team members in attendance. Using the Pre-Requirements survey as a starting point, DocEnTrust facilitates discussion around the following points:
- Discussion of scope
- Folder taxonomy and case/matter structure
- Define metadata
- Document template definition
- Roles and security model
- Email integration
The goal of the workshop is to create consensus on the above issues within your team, a group often consisting of disparate user groups with varying roles. The agenda also covers issues specifically discussed to date during meetings leading up to selecting the DocUnite M2 solution (for example, preliminary lists of requirements).
The workshop results in a draft of your requirements. After the workshop, DocEnTrust will collaborate with you on formalizing the draft of requirements into the Solution Requirements Specification (SRS) —a document that specifies your system specifications, business requirements and functional requirements. Several iterations of the SRS may pass back and forth between your team and the DocEnTrust team until it reaches official "sign off" (jointly agreed upon requirements to be implemented) and the project proceeds to full development and configuration.
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