Maximize your NetDocuments Investment with PSM Partners

Begin with a kick-off meeting, establish a project schedule, and hold weekly status meetings to ensure smooth progress and timely updates.

The second step involves conducting a detailed database review after the initial legacy DMS discovery. Securing database backups is crucial, and reviewing profile forms and workspaces provides a comprehensive understanding of the existing data structure.

The planning and designing process involves creating the NetDocuments repository and sandbox cabinet, ensuring robust infrastructure, service, and authentication design. We focus on seamless desktop integration and meticulously design cabinets and workspaces to optimize efficiency. Metadata and migration design for workspaces are prioritized to ensure smooth transitions. Comprehensive security design measures are also implemented to safeguard your data throughout the process.

During implementation, we focus on configuring requested modules to meet specific needs. This includes migrating legacy DMS metadata and setting up security groups and profile-based security to ensure data integrity and access control. Additionally, we configure document types and profile attributes, tailoring the system to optimize document organization and metadata management.

For firm deployment, we offer comprehensive migration assistance to ensure a smooth transition. Our team addresses any migration issues that arise, providing remediation to maintain data integrity. Executed design documents are delivered to confirm the final implementation setup. Finally, we transition the project to our support team and introduce the Customer Success Manager, who will ensure ongoing success and support.

In the additional phase of end user training, we provide comprehensive instruction to ensure all users are proficient with the new system. This training covers essential functionalities, best practices, and tips to maximize productivity. By addressing any questions or concerns, we ensure users are confident and capable, facilitating a smooth transition and optimal utilization of the new platform.

In the project close-out phase, we finalize all deliverables, including comprehensive as-built documentation that captures the completed project’s details. We review this documentation with the client to ensure it meets their expectations and requirements. This step ensures that the client has a clear understanding of the implemented system and can reference the documentation for future needs.