• Home
  • Solutions
    • Industry
      • Banking
      • Distribution & Wholesale
      • Education
      • Energy
      • Government
      • Municipal Property Appraisal
      • Healthcare
      • Insurance
      • Legal
      • Manufacturing
      • Media & Film Production
      • Mortgage Banking
      • Nonprofits
      • PEO/HRO
    • Department
      • Accounting
      • Human Resources
  • Document Management
    • What is Document Management?
    • Capture
    • Store
    • Secure
    • Integrate
    • Access
  • Workflow Automation
  • Resource Center
    • White Papers
    • Case Studies
    • FAQs
    • Glossary
    • ECM Buyers Kit
  • About iDatix
    • Support
    • Training
    • Careers
    • Executive Team
    • Contact Us
  • iNSIDERS Blog | News
    • The iNSIDER Blog
    • The iNSIDERS
    • News
    • Media Kit
    • Awards
  • Contact Us

iDatix

Document Management Software and Workflow Automation

(727) 441-8228 | Partner Portal

Document Management Buyers Kit

In order to effectively purchase a Document Management solution, one must evaluate numerous products and vendors to determine the solution most appropriate for their business. The buying process is typically extended due to a number of factors.

Fortunately, iDatix has looked at all these factors and developed a guide that will help your business with the decision making process. This kit is intended to be educational and informative to help direct your organization to success with your new technology.

Downloads

Case Study: Morton Plant Mease

Featured in Healthcare Technology Online, Morton Plant Mease describes how they eliminated more than $140,000 per year in paper record storage expenses and streamlined the flow of patient records to physicians.
Industry: Healthcare, Non-Profit
Solution: iSynergy Document Management


Case Study: Goodwill

Discover how Goodwill Industries of Middle Tennessee was able to eliminate a room full of filing cabinets and ultimately save over $100,000 a year.
Industry: Non-Profit
Solution: iSynergy Document Management, Progression Workflow, iForms
Integration: Great Plains
Departments: Human Resources, Payroll

Determining Your Business Needs

This download contains the critical questions that need to be addressed when developing your Document Management implementation plan and a checklist to ensure the key considerations are addressed.

  • What has made our organization look at a DM solution?
  • Which departments need Document Management (or have budgets set aside)?
  • What do users, mangers and key stakeholders need the system to do?

  • How to Get Executive Buy-In


    An insightful report by iNSIDER Pam Baker on the top 3 most common threats to a well-planned technology purchase. As she states, “often top level management hesitation…has nothing to do with the technology or your presentation.” So can you overcome these obstacles for guaranteed buy-in? Find out in this report.

    Change Management 101


    Implementing and adopting any new technology is going to have challenges. Acceptance can often be difficult, from engaging management all the way through to the perception of the end user. The white paper includes:

  • Tips to help ease the transition
  • A questionnaire to gauge the readiness of your organization

  • Document Management Checklist

    This Document Management Features & Functions Checklist contains a complete set of considerations for choosing a comprehensive ECM technology, including specs for:

  • Hardware
  • Capture
  • Retention
  • and more.

  • Top Tips for Selecting the Right Solution


    If your organization would like to gain substantial improvements in business processes, while reducing paper costs, here are seven tips to help you select the right solution for your business that will enable you to achieve your goals and get a quick return-on-investment (ROI).

iDatix at a Glance

  • Founded in June 2000
  • Integrated Solutions for:
    • Enterprise Content Management
    • Business Process Management
    • Dynamic Case Management
  • Flagship Products
    • iSynergy
    • Progression
    • iForms
  • Expertise
    • Manufacturing
    • Healthcare
    • Banking
    • Banking
    • Government
    • Non-Profits
    • Cross-Industry Applications

    Contact Us

    Department Solutions

    • Accounting
    • Human Resources

    Industry Solutions

    • Banking
    • Distribution & Wholesale
    • Education
    • Energy
    • Government
    • Healthcare
    • Insurance
    • Legal
    • Manufacturing
    • Media & Film Production
    • Mortgage
    • Nonprofit
    • PEO & HRO

    Follow Us

    @iDatix on Twitter
    Find us on Facebook
    RSS Feed

    Support

    Contact Support

     

    Return to top of page

    Copyright © 2013