You've Purchased SmartDocuments. What's Next?
The Contract Is Signed. What Happens Next?
What Happens Next?
The implementation process may vary depending on the scope of the project and the services commissioned. However, a typical SmartDocuments implementation follows these steps:
1. Kick-Off Meeting
We will contact you to schedule a kick-off meeting. During this session, the following topics will be discussed:
- Overview of the software components
- Infrastructure and architecture overview, including system interactions
- Project objectives and agreed deliverables
- Planning of the technical implementation
2. What Are Your Tasks Before the Installation Date?
- Obtain an HTTPS certificate for the web application
- If required, coordinate with relevant vendors regarding the provision or development of integrations
- If required, provide an Active Directory service account for configuring the AD4Web module
- If required, provide an ADFS server
- Provision the application server and database server
3. Installation
- Installation of SmartDocuments
- ggf.Configuration of additional modules, if required
- Configuration of integrations and interfaces, if required
4. Softwaretraining
5. Go Live!
- Testing
- Production launch
- Template implementation and rollout
6. Project Closure Meeting
- Project review and follow-up discussion
- Feedback session
This structured approach ensures a smooth implementation process and helps your organization get the most value from SmartDocuments right from the start.