Award-Winning iManage Implementation Partner: Adaptive Solutions

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ASI is an award-winning iManage Implementation partner with over 20+ years experience with iManage (formerly HP Autonomy / FileSite, DeskSite / Interwoven). We help with Enterprise Content Management (ECM) and DMS migrations and custom solutions for imanage and IDOL. We specialize as well in Cloud Security and Information Governance. 

Preparing your Organization for a Migration to iManage

By Laura LiVecchi | September 15, 2020 |
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You have finally made the decision to move to a new iManage Document Management System and are ready and raring to go. Your management team is enthusiastic and asking when the system will be available for them to “play around with” and want to know how long before it can be implemented in your organization.  Your administrators and support teams are excited about the prospect to start fresh with new standards and increase functionality for users. The pressure is on! At this point, it is critical to ensure that you have the best chances for a successful migration. To do that, you should be prepared by understanding your current environment and undertake some level of discovery and planning before starting your journey. Here are some steps that you should take to start your project off right: Build your project team: Engage with your subject matter experts who understand how the system is used today and what challenges they currently face. Working with these team members will ensure that you include them in design decisions in the new environment. Understand your functional and practice areas, begin communicating with them on their importance of being part of a design for the new iManage system. Have each of these groups, legal and administrative, nominate representatives to work with your partner to develop new designs. Discuss with your current technical team what their role in the project will look like and what planning or discovery work might be expected of them. Identify your influencers, who are those non-formal leaders that are respected for their knowledge and experience. If you engage them early and get their buy-in, your project will have cheerleaders who have the most impact and greatest communication audience at their level. Choose your internal Project Manager.  This person will understand all the moving parts within a project. From Initiating to Closure, the Project Manager is responsible for disseminating updates to the team and stakeholders. Their ability to identify when tasks should occur and how various pieces fit together is a core necessity for any project. Whether it be resources, conflicts, or risks, your Project Manager expertly guides the project to completion and ensures the goals set by the client are met. Understand your data: How many documents do you have? How many repositories or libraries do you currently have? What is the size of the document repository or repositories? Is the data normalized across these repositories or will there need to be a defined approach to consolidate with a single iManage library? How is your data currently managed by you and your users? What are they filing and how are they filing it? Do your users have folders, are they customizing these folders and a consistent manner within their practice group? What issues do users have with your current DMS, this could be the management of data, workflow, or the user interface.…

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iManage Service Offerings

Service
iManage / ECM Receive Implementation and Custom Solutions for your firm's ECM and DMS needs from an award-winning iManage Implementation partner with over 20+ years experience.
Security Consulting Receive peace of mind knowing your firm's data in the iManage Cloud is like Fort Knox
Information Governance Ensure your firm's data is readily available, accurate, and secure. Your firm is able to verify that information is reliable and can be trusted to meet its needs. Avoid data loss, incorrect information distribution, regulatory penalties and security breaches

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