Professional Services


Use the Power of Our Expertise

Whether you’re new to document automation software or you’ve used other capture systems in the past, Ephesoft consultants are here to help with implementation. By sharing and applying our expertise, we save our customers time, resources and money.

Specializing in document capture and process automation deployments, the Ephesoft Professional Services team has extensive experience using, and training others to use Ephesoft technologies.

Ephesoft Professional Services:

  • Keeps implementation moving along while you become an expert in our solutions
  • Shows you how to assist users when they don’t have the right resource or don’t have resources available
  • Gives you the tools to become an Ephesoft expert during the first few projects, ensuring successful implementation
  • Offers a flexible services model, enabling you to use purchased hours over several months, on an ad-hoc basis

Areas of Expertise

We review your document-driven processes, identify individual and departmental roles, assess operational needs and target process areas where current practices and desired outcomes are out of sync. We then produce a report to help guide the next implementation steps.

We’ll interview you to build a project plan based on selected solutions, available internal resources and timeframes. You can work with one of our consultants as a project lead or as a participant with internal project teams.

We perform initial software implementation and conduct functionality testing in your desired operating environment.

We develop several document definitions and build out CMS or database mappings along with specific document workflows to ensure project success.

Based on our extensive document classification project experience, we review your system performance and recommend areas for improvement.

As your system implementation progresses, we’ll provide schedule updates, project review against agreed upon milestones, and scope changes.

Professional Services consultants can run test cases based on your requirements to ensure your system is optimized. This service can be performed completely by our consultants, or they can assist your staff in developing test cases and validated expected functionality. We bring users up to speed by tailoring training to specific audiences.

Leveraging Ephesoft’s robust API set, we can work with you to design and implement a solution that leverages your CMS, ERP or other back-office environments.

Professional Services consultants can help you add servers, upgrade to the latest versions and test custom scripting.

Professional Services consultants are available for on-site assistance to help monitor and troubleshoot the transition from pilot projects to fully functional go-live solutions. After project completion, Professional Services consultants can work with technical support to ensure a smooth transition to the production environment.

Using the standard reporting tools or Advanced Reporting Module, Professional Services consultants can create custom reports to shed light on system performance and throughput.

Take a shortcut to project success with Ephesoft expertise.

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