Design and configuration
We refine roles, metadata, applications and workflows. The configuration is documented for future development.
Implementing DMS and records management
Prepare a system for the way your staff work. We cover configuration, integration, migration and training through to launch and support handover.
Integration and migration
We connect agreed systems and prepare the data transfer. Interfaces are checked under failures, repeated requests and permission changes as well as normal use.
Validation with users
We prepare scenarios for receiving, processing, approving and finding documents. Feedback is reviewed before production use.
Launch and handover
Training reflects each user's role, and administrators receive the operating material. We agree support, incident handling and further development arrangements.
Analysis → Architecture → Implementation → Migration → Verification and handover → Operation and development. Conceptual diagram · not a fixed product configuration
Frequently asked questions
What affects implementation cost and timing?
Applications, users, interfaces, data quality and customisation all matter. A proposal should distinguish licences, implementation, migration and support. A useful schedule also accounts for the customer's preparation and participation.
Must every application go live at once?
No. A DMS can often start with one application. Statutory records management also needs continuity of registration and operation. Plan stages around those duties and dependencies, not just screens.
What should system handover include?
Configuration, interfaces, roles, operating procedures and custom-extension documentation, as well as the application. Agree administrator access, backup, support and upgrade arrangements in the requirements.
How should users prepare for the change?
Training should follow their roles and real tasks. A pilot group, short guides and a clear support contact help. Administrators and records staff need their own training, not just an end-user demonstration.
What happens when a connected system is unavailable?
The integration should record failure, distinguish temporary issues and support safe retry. Depending on the scenario, use a queue or a controlled error response. Keep track of what has already been processed.
What moves during migration besides files?
Depending on the source, metadata, versions, folders, relationships and permissions may also be transferred. We agree scope and validation first. A trial shows which data need completing or correcting.