Are you starting an implementation or migration project? ActiveDocs can help every step of the way. Starting with the review of your requirements, existing processes, documents, and templates, we will work with you to devise a solution and plan a successful implementation to meet your timeline and requirements.
We have worked on a number of large implementation and migration projects over the past 25+ years. Based on our experience, we know how and when to best deploy automation as part of the migration process to shorten implementation timelines and effort. Conversely, we know when it’s best to rely on the expertise of our clients and our technical staff to get better results.
The best preparation is reviewing what you have. Non-automated documents, templates, existing document creation processes, or a legacy solution can provide the starting point for a typical implementation procedure.
Typical Implementation Procedure
Successful implementation and migration starts with a number of considerations regarding the existing body of documents, templates, and the associated process knowledge. These can be generally grouped into five areas:
ActiveDocs works natively with the ubiquitous Microsoft Word document format. This means that if your existing documents and templates are based in Microsoft Word, you can import them straight into ActiveDocs with 100% fidelity. If you use a format other than Microsoft Word (often HTML, RFT, PDF, and others), we have a number of proven methodologies to convert it into Microsoft Word.
We can do this through an automation-aided conversion process, or automatically once layout and formatting mapping have been established. We work with you to put appropriate control processes in place, so you can have confidence in accurate conversion.
If your existing content already has automation applied, then you’ll likely want to bring that with you to ActiveDocs. This automation may be as simple as existing World mail-merge fields, or more involved, such as the fields, rules, and data connections of your legacy systems.
For each of these cases we have step-by-step, structured, and proven migration procedures in place to ensure precision and reliability of the conversion.
If your existing document generation needs to interact with other systems, we can help you analyze the integration points – which may be on application layers, data layers, or through user interfaces. We can easily “lift and shift” your existing integration interactions.
Our extensive, open API means that integration can often be simplified and made easier to maintain. We can work with you to implement improved integration architecture.
Document generation rarely stands on its own; it’s almost always part of a bigger process. You can decide if you want to simply replace the existing document generation processes with better ones, or whether you’d like to take a more holistic approach and review how the document generation interacts with the rest of the business. We have plenty of experience and expertise in fitting ActiveDocs into organizations’ processes. We will help you find ways of improving yours with better technology.
If your legacy solution has a sophisticated system of user access and privileges, it makes sense to carry this through to the newly implemented solution. We have proven methodology in place that enables you to map or replicate your current user access and privilege configuration, ensuring that the right people can access the right content, retaining appropriate scope within the system.
Depending on the level of sophistication of the existing document generation solutions, any or all of the above areas may already be implemented in your processes. If some of these serve you well, it’s worthwhile migrating them. If there is nothing in place, or the solution currently in use is not up to standards, it makes sense to start at the beginning.
We will stay with you all the way through your implementation, and will be involved as much or as little as you need. We offer our expertise to enable you to implement better technology, exactly how you want it, and within your required timeline.
