3. Onboard New Client

Onboarding Process

The Document Management Service provides planning and scoping, analysis and design, implementation, training, and maintenance and support.

All projects are based on a close, active partnership between the customer and Document Management Service teams.

For simple projects, for example scanning and retrieving projects that do not require much customization or workflow management, we have project templates that will enable us to get your project up and running very quickly. More complex projects require deeper analysis and a longer time frame.

Nevertheless, both simple and complex projects will follow the same overall trajectory:

Onboarding Process Map

Perceptive Onboarding process

Onboarding Process in chronological order:

  1. Initial Contact

  2. Reply message

  3. First meeting

  4. Discovery Assessment 

  5. Kick off meeting

  6. Bootcamp

  7. Analysis and design which in some cases requires the use of ProMapp

  8. Design Sign Off

  9. QA phase includes training, UAT (user acceptance test), sign off

  10. Prod migration phase includes UAT, sign off, go-live

  11. Lessons learned

  12. Maintenance and support 

1. Scope and Plan

During the Scope and Plan phase the Document Management Service and customer teams focus on identifying enough of the project specifics to develop a project plan and the Document Management Service team prepares and conducts a brief bootcamp session to introduce users to the document management process and terminology with the goal to prepare them for the analysis and design phase

  1. Confirm Scope and Business Objectives

  2. Initial meeting

  3. Users fill in the Business Process Discovery Assessment Document

  4. Kick Off

  5. Bootcamp

2. Analysis and Design

Since much of the implementation detail cannot be known until work is underway, we undertake a more in-depth analysis and design phase with iterative hands-on prototyping during which the customer works side-by-side with our team.

  1. Analyze Business Processes

  2. Gather Business and Technical Requirements

  3. Define Functional and Technical approach to meet customer goals

  4. Iterative prototyping

  5. Train the Trainer

  6. Technical and user testing, revisions on the QA Server

3. Implementation Preparation and Verification

During this phase we move an approved implementation to the Production Server. Both Document Management Service and customer team members are responsible for testing. The customer is responsible for their user training.

  1. Implementation Preparation

  2. Software Deployment, Configuration and Testing

  3. Training Before Implementation

4. Deploy and Support

  1. Go Live

  2. System Transition to Support Phase

  3. Project Closure

Contact Us

Document Management Service Supportimaginehelp@lists.berkeley.edu