Professional Services

From implementation to project based Services – we’ve got it covered.

ActiveDocs … never cease to amaze me with the quality of work and positive ‘creative wizardry’ you’ve given us.

Terry Fountain, Lead Senior Business Analyst at CoBank.

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When your organization is preparing to deploy a solution, having confidence in the skills and abilities of your team is essential to success. The security of knowing you can rely on your chosen software provider’s services is just as important. Part of this is confidence in their team’s responsiveness and expertise.

When you deploy ActiveDocs, we will be there for you right from the beginning.

You can rely on our assistance with implementation – together, we can make sure your solution is off to the best start possible. Training will help you build up expertise and continue to grow, and ongoing support and assistance will be available to future-proof your solution.


The building blocks of a successful implementation.

Building up expertise

Sharing our knowledge with you through our tried-and-tested training offerings will allow your team to grow their skills. It will make it simpler for you to build and maintain your document generation solution in-house. We can work together on-location or remotely, during the initial phases of an implementation, or anytime after. We offer training for:

  • Template designers – business users can learn how to build beautiful templates by making the most of our software. Our tips and tricks will help you create new templates quickly, and maintain existing ones efficiently.
  • IT administrators – your IT team will learn how to deploy and maintain ActiveDocs within the infrastructure of your choice, with minimum effort and maximum security.
  • Implementation teams – we will share our best practice for ActiveDocs integration with your system and processes. Developers, architects, and senior BAs will benefit from this training in particular, and assistance can be structured around your specific requests.

We can also work together to develop custom training especially for your team – just let us know what you need.

Enabling implementation success

Every implementation is unique, reflecting the nuances of each organization’s business and IT landscape. Deploying a new document automation solution tends to rely on interactions with existing software products and data repositories. It must capture the body of knowledge frequently spread across the organization.


We can work with you across all stages of your project.

We appreciate that this can become overwhelming, and we are here to help. Our team have expertise running projects that range in scope and size. ActiveDocs business analysts and technical specialists can work independently or together with your implementation teams to meet your project outcomes and deadlines.

We can work with you across all stages of the project.

  • Planning
  • Discovery
  • Scoping
  • Business Analysis
  • Template review
  • Template design
  • Integration development
  • Pilot and Go-live
  • Ongoing maintenance plan

We have been doing this for over 20 years with a variety of organizations, and can confidently say that thorough, focused preparation of this kind provides the best start for any document automation project. You can get it right, the first time.

Making it work

ActiveDocs Opus is a key piece of our content management puzzle. … It’s been gratifying to me that that it’s worked so well, and this solution provides a good template for the future.

Stewart Cowen, Enterprise Systems Manager at Silver Fern Farms

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With every software implementation, “the devil is in the detail”, and a detailed analysis of resources and requirements goes a long way.

With that in mind, it’s important to test-drive the software prior to implementation. To try it before you buy it we encourage you to undertake a Proof of Concept project with us. That way, we can work out any adjustments that may need to be made, ensuring that the solution will work as required.

We will stay in touch with you throughout your ActiveDocs journey to assist with the ongoing success of your solution, and to give you any product support you might need.

On a day-to-day basis, our team can help resolve any issues over the phone, or with screen-share assistance, typically within a couple of hours.

 
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