How to choose a document management software partner

How to choose the right
document management partner


In a 2017 paper, Gartner said that finding the right 'fit' with your technology partners is crucial to getting the results you are seeking from your investment in new systems. 

At Document Logistix we use site visits, at customer offices and our own, to ensure that we understand the objectives of the people involved, as well as the technology requirements. Gartner, too, suggests that a cultural 'fit' is important for long-term business relations. 

However, to determine a strategic 'fit', Gartner identifies 3 key components for success, namely: capability based in experience, speed and customer attentiveness.

WE INVITE YOU TO LOOK FOR SIZE FIT, EXPERIENCE, SPEED AND GREAT SERVICE WHEN SELECTING A PARTNER TO HELP YOU WITH SYSTEMS INTEGRATION, WORKFLOW, COMPLIANCE AND RELATED BUSINESS PROCESS MATTERS.

LOOK FOR EXPERIENCED, AGILE AND CUSTOMER-FOCUSED

Managing documents, information and, latterly, data have always been high priorities for businesses trying to achieve maximum cost efficiency and maximum workflow effectiveness.

Most people would probably trace the typical office’s first ‘win’ in its struggle to manage documents back to the filing cabinet that appeared in the 1880s and is still bought and used today.

However, the idealist’s dream since the 1990s has been the paperless office … which remains a long way off in the vast majority of organisations.

The keys to successful document management are usability, integration, scalability, security, and most recently mobility … all in combination with value pricing options and knowledgeable advice and support.

A HISTORY OF INNOVATION BASED ON INFORMED R&D

Document Logistix was one of the first software solution developers and vendors in the digital, or electronic, document management arena. The company has had a dedicated research and development (R&D) team at the core of its operation throughout its twenty-one year history. Innovation based on a customer- and market-focused roadmap is a hallmark of Document Logistix’ growth and success.

Document Logistix’ customer base has grown throughout the UK and in the USA, as well as through specialist global partners who appreciate the Document Logistix difference in terms of both product advantages and rapid, knowledgeable technical support.

READY-TO-WEAR AND TAILORED SOLUTIONS

Today, Document Logistix provides out-of-the-box SME and enterprise solutions to diverse customers working in many industries with varying competitive landscapes and KPIs. Also, to public sector organisations, such as in education and government, looking to maximise their budgets.

Document Logistix case studies demonstrate Document Logistix agility, technical capability and ‘must do’ attitude when it comes to solving customers’ technical or business challenges. In the past few years, Document Logistix is frequently given credit for transforming digital workflow processes. The positive impact of implementation have ranged from a multi-faceted HR on-boarding solution for a leading parts manufacturer, to an e-Discovery solution that enabled US District Attorney Offices to meet disclosure mandates.

DOCUMENT LOGISTIX AGILITY DRIVES CUSTOMER SATISFACTION

It’s all about you; the technology and the terms!

At the heart of its business is a determination among Document Logistix Directors and Account Managers to work in the most agile way to:

  • First, understand customers’ business challenges (or ‘pain’ points’) in detail
  • Then, see if there are modular or integration advantages that create additional benefits and ROI
  • Finally, provide a solution based on a demonstrable business case
  • And … quickly!

Document Logistix’ document and content management solutions are not wedded to a cumbersome technology stack that means you have to buy more than you need and makes implementation and training difficult.

Neither are Document Logistix’ commercial terms wedded to dinosaur administrative systems that make sensible value pricing or negotiation impossible. Account Managers are empowered to deal with each case on its merits and the deliverables required to achieve success for the customer.

Commercial and technical agility are key to delivering what the customer needs to improve performance.

THE DOCUMENT LOGISTIX SOLUTION AND THE PRICE CAN BE RIGHT

Without cumbersome bureaucracy, we are more flexible when it comes to accommodating customer budgets, needs and requests.

Document Logistix offers multiple licensing and deployment options from Business Edition to enterprise solution, all with on-premise, hosted, Cloud and hybrid configuration options on purchase, rental or SaaS terms.

WHAT DOES ‘WORKING WITH CUSTOMERS’ REALLY MEAN?

Just about every vendor claims to work closely with customers, and frequently refer to themselves as a trusted advisor or partner.

At Document Logistix, we have close business relationships with our customers and see them as confidantes. We consult with customers regularly to solicit feedback and to understand their emerging challenges. A customer’s challenge is of course a developer’s opportunity; nevertheless we have numerous examples of collaboration and frank dialogue leading to breakthroughs that are mutually beneficial. A video of one of our recent user groups shows how we collaborate with many customers, in some cases for more than ten years.

Document Logistix founder and CTO, Tim Cowell, guides and challenges the R&D team to deliver the best possible solutions. Managing Director, Dan Wajzner, is hands-on with established partners such as Fujitsu and Midland HR, as well as with Account Managers, to ensure Document Logistix delivers truly end-to-end information capture, storage and sharing management, no matter what the department, company or industry type may be.

One Document Logistix innovation that stems from customer engagement and dialogue is the latest Document Manager Workflow Designer. The latest Workflow Designer is dynamic and affords organisations a realistic way to evaluate their business process in diagrammatic form – with capture, approvals, escalation and release checkpoints – which can then be dragged and dropped into their management solution, for testing, acceptance or roll-back, according to the results.

REAPING TECHNOLOGY BENEFITS AS QUICKLY AS POSSIBLE

Once the business case for change and technology investment has been made, there is usually an eagerness, and even impatience, to get on with things.

Document Logistix thrives on fast-track yet rigorous solution roll out, from planning to implementation and finally to the crucial matter of user adoption and training. We work with management, IT and users to manage system, operational or culture changes to achieve commercial rewards.

WITH DOCUMENT LOGISTIX; SMART TECHNOLOGY THAT’S PERSONAL

We have to respond quickly to helpdesk queries and customer issues.

You are assured of our best attention because the product development team and support team won’t tolerate anything that originates in the development process ‘coming home to roost.’

Enterprise content management, electronic document management … since the days of the filing cabinet and the manila folder, digital information management has taken on many names.

WHAT DOES AN IDEAL DOCUMENT MANAGEMENT SOLUTION PROVIDER FOR YOUR ORGANISATION LOOK LIKE?

Outside of huge enterprises who have multi-tiered procurement processes with elaborate selection criteria based on legacy installations and ELAs (Enterprise Licence Agreements), most companies look for suppliers with these characteristics:

  • Proven capability
  • Relevant experience and success
  • Accessible evidence
  • Understands my challenges
  • Flexible approach to customer engagement
  • Personal attention
  • Knowledgeable Account Managers
  • Sustainable product roadmap

Document Logistix’ pioneering founders and highly knowledgeable Account Management teams tick all of the boxes. You are in the safe hands of people who have your best interests and the performance of your organisation uppermost in mind. Get in touch

YOU ARE IN VERY GOOD COMPANY
WE BRING YOU COMPLETE DOCUMENT MANAGEMENT SOLUTIONS



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