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Planning & Design

Planning & Design

Pre-planning ensures a smooth transition to your new system

Successful implementations begin with a well-designed project blueprint, based upon your company’s business objectives and requirements. We work with you to develop a clear plan, which uncovers potential pitfalls in advance and ensures a successful rollout. Our proven methodology emphasizes investigation, planning, design and ongoing, thorough communication between our team and yours.

This interactive phase is best accomplished after one or more of your team members have completed Adept administrator training at our training center or your facility. When your staff has a thorough understanding of the power and flexibility Adept offers, it helps you get the most value from your investment.

The goal of this phase is to unite your internal knowledge of your environment, infrastructure and business process with our knowledge of Adept and best practice implementations to maximize results.

Some of the topics we will discuss during Implementation Planning and Design include:

  • Business goals and associated requirements for the solution
  • Identification of project team member(s) and their role
  • Scope of implementation
  • General network infrastructure
  • Database design
  • Document access requirements
  • Existing file and folder structure
  • Document types and editing applications used
  • Document templates
  • Vaulting options
  • Workflow requirements
  • Interoperability requirements