ECM & Workflow Consulting
Make your information systems work for your team.
Assess how content moves through your organization, then improve the structure, workflows and systems behind it.
Where we can help.
ECM needs assessment
Document current systems, user needs, pain points and future requirements.
Repository design
Plan document types, metadata, access requirements and information organization.
Workflow improvement
Review routing, approvals, handoffs and exception handling.
Work with a clear purpose.
Current-state assessment
A practical view of the systems and processes in use.
Requirements & recommendations
Prioritized recommendations tied to business needs.
Implementation support
Functional and technical guidance for the agreed changes.
Health checks & optimization
Review existing configurations and identify opportunities to improve usability and performance.
A clear path through the work.
- 1
Assess
Confirm requirements and current-state information.
- 2
Design
Define responsibilities and the approach for the agreed scope.
- 3
Implement
Complete the agreed work and document decisions.
- 4
Review
Review the outputs and support the handoff.
A project shaped around your needs.
- Agree on priorities and ownership.
- Define the deliverables and decisions.
- Review the approach with your team.
- Support implementation and adoption.
Related services
Tell us what needs to work better.
Let us define an approach around your systems, processes and goals.