Discovery

Discovery is a collaborative process to identify and discuss the unique needs, goals and desired business processes of an institution. The end result is a specific project plan that becomes the guiding document for the overall implementation of the Softdocs Workflow Suite.

What is Covered During Discovery?
  • Current business process identification and analysis
  • Current traffic flow through the department (daily/weekly)
  • Documents or data processed through your ERP solutions
  • Origin and types of forms to be completed by students and employees
  • Paper types to be scanned (color, size, weight, security features)
  • Review of legacy/archive document quantity and storage mechanism (paper, microfilm, microfiche)
  • Observation of departmental employees and processes in action
  • Design and creation of new business processes
Our overall mission is to gain a thorough understanding of your departmental business processes so your content management and workflow solutions can be setup in the most efficient manner possible.