Professional Services

Recordsforce has decades of experience in the document management industry.

Utilizing us to help you overcome your document and process hurdles will reduce your project implementation time, aid in avoiding costly mistakes, and ensure greater success with all your document related projects.

Document Management Assessment
You aren’t in business to manage your documents, you’re there to serve your clients. But how do you make sure you have the best document practices in place to ensure your focus stays on the client? Recordsforce will identify current records practices and needs, evaluate retention schedules, create strategies, and develop an implementation plan…by letting Recordsforce handle what we know – documents – you can better handle what you know – your business.

System Integration
No matter what type of system you have in place, Recordsforce has the expertise and ability to integrate into it seamlessly! From a simple Microsoft Windows® integration for system searchability, to more sophisticated, back-end data exchange integrations, we can handle it with a variety of line-of-business applications, including:

· Great Plains/Microsoft Dynamics · Oracle/PeopleSoft
· Microsoft SharePoint · SAP
· Sage – MAS 90, MAS 200, MAS 500 · JD Edwards
· Intuit Quickbooks · And many more!


Process Re-Engineering
Automating a manual process can be a tricky road to travel: you need to map the current process, adapt it to fit the new paradigm, all while making sure everyone touched by these changes are enrolled and engaged in the entire process…anything less could mean failure. Recordsforce’s process re-engineering capabilities serve as the catalyst to achieving the results you want more quickly and cost-effectively. From helping to map your current process to revising and implementation, our staff’s capabilities ensure the highest and fastest likelihood of adoption.

Whether wanting to recall your newly scanned records from a disk, utilizing our FileBound electronic content management system for image recall, or learning how to navigate our Workflow services, our document conversion experts educate your employees quickly and professionally. For our FileBound clients, we generate custom user- guides, specific to your individual record set. Training can be conducted on-site at your location, via webinar, or at one of our production facilities.

Retention Program Assessment
From initiating a records management program to full- fledged reviews of your existing program, Recordsforce can provide your organization with an expert analysis of your program from document creation to destruction.

Want to learn more? Contact us and one of our Professional Services experts will educate you and help guide you to make the right decision for your records and your company.