Data Builder, Inc. - Document Management Software

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Strategic Consulting

Document management initiatives cover a broad spectrum of corporate inputs, departments, business processes, and stakeholder concerns. Data Builder's experienced consulting team delivers the services needed to pull these initiatives together at the management level. No matter what type of service you need, we use a small team with deep business and document domain expertise to execute a rapid discovery process. This provides a solid foundation for planning and designing an effective document management strategy to meet your company’s unique needs.

Our primary services include:

Document Management Consulting
From developing a system strategy and defining functional requirements, to assisting your project management team and providing insights around your overall project initiatives, Data Builder can provide the expert guidance you need to achieve your document management objectives.

Our experience in the study and analysis of document workflow spans the entire spectrum of paper and electronic documentation, including paper forms and applications; electronic forms and documents; and the many different types of documents that companies use during day-to-day operations. Instead of simply automating your existing broken and inefficient processes, we seek to understand how information needs to flow through your company. Then, we assist you in streamlining your workflow to gain greater efficiencies.

Technology Review Session
Confused by your document management technology options? You’re not alone. Companies often come to Data Builder to discover the best course of action for their individual application. Should documents simply be scanned and stored? Or should they be captured for use on an Intranet? Data Builder can help you sort through these – and the many other – fundamentals of document management before you commit to a technology solution.

Document Backfile Conversion Planning
Document retention is a vital component of every business operation. But storing paper is costly. What’s more, paper archives can be damaged, lost, or accidentally destroyed. And, if you become involved in a lawsuit, locating the paper documents you need can be time consuming and expensive – if you can locate them at all!

Scanning and electronically archiving your documents is a cost effective alternative for storing and retrieving your paper. At Data Builder, we use a detailed planning session to help you develop a plan for executing your document backfile conversion and establishing the processes needed to maintain your digital archive.

Complete Feasibility Study
If Data Builder has completed a strategy session for your company, or you feel ready to move forward with your project, we can perform a complete document management feasibility study on your company’s behalf. This study will typically include:

A baseline functional requirements assessment for each business unit or department
High level business case development
Requirements analysis
Workflow requirements analysis
System requirements and feasibility development
Cost justification of systems
RFP support and development
Procurement and vendor selection planning
Project oversight

RFP Development Services
If your company has completed a feasibility study in-house, or is working with a consulting company that also wants to bid on your document management project, Data Builder can provide expert advice throughout the RFP process. We offer a variety of RFP services that range from RFP development and review, to managing the complete RFP cycle.

To discover Data Builder’s proprietary system for facilitating successful document management initiatives, download our DBI-PARR™ data sheet.