Consultancy Services
CCH Document Management Consultancy Services
Last update: CCH Document Management
CCH Packs: Document Management Implementation Consultancy
This document outlines the structure and objectives of an online consultancy session for implementing a document management system, specifically CCH Document Management. The session, lasting up to 3 hours, aims to refine document management processes, set up security measures, and create a standardized letter template. Participation is encouraged from business decision-makers and administrative staff to facilitate smooth implementation. Attendees should be familiar with existing systems and come prepared with relevant materials. The agenda includes reviewing current systems, understanding CCH functionalities, and discussing document management policies. Resources for additional learning are also provided.
CCH Document Management
CCH Document Management: Implementation Consultancy (10091229)
The document outlines an implementation consultancy program focused on document management systems. It describes the initial assessment and training sessions aimed at understanding business needs, reviewing existing workflows, and guiding teams through software setup. The course can be conducted online or onsite, with an emphasis on defining policies and procedures, team roles, and project planning. Targeted at business leaders and managers, it requires participants to understand current systems and workflows. Additional resources, such as eLearning and videos, are also provided to support the implementation process.
CCH Document Management
Transferring Documents into CCH Document Management (new customers)
Wolters Kluwer specializes in data migration and merging solutions, assisting clients with document extraction, importation, and exportation across various systems. Services include onboarding to CCH Document Management, migrating documents from approved platforms, merging multiple systems, and offboarding documents. The structured process involves thorough analysis and mapping to ensure seamless integration with minimal disruption. Key features include converting large volumes of documents quickly, maintaining data integrity, and providing consultancy support throughout the entire migration process. Please consult with account managers for specific needs and options available for non-listed systems.
CCH Document Management
Transferring Documents into CCH Document Management (existing customers)
Wolters Kluwer specializes in data migration and merging services for document management systems. They offer comprehensive solutions, including document extraction, importation from network folders, and offboarding to structured locations. Services are provided to both new and existing customers, featuring a structured onboarding process for CCH Document Management and support for merging documents from various sources. The migration process involves multiple stages, ensuring minimal disruption to operations. Additionally, considerations for successful integration include prior configuration validation, proper mappings, and maintaining document integrity throughout the transition.