Industry-leading experts for all your DocuDraft projects and ad hoc requests.

DocDraft

Strategic Consulting

Analyze: We take a deep dive to understand your current process and improvement opportunities.

Assess: We evaluate your existing templates to ensure they’re working as effectively hard as they can be and find areas for improvement.

Review: We work closely with your staff, defining what we’re building and ensuring it will meet your needs by conducting an extensive requirements session.

Plan: Our world-class project managers plot an optimized course to minimize scope creep and maximize the use of project management time. We make a comprehensive plan and road map for handling the project management.

Design: We provide efficient, effective, and visually stunning appealing solutions.

DocDraft

Flawless Implementation

Technical Expertise: Bespoke Consulting, SQL Experts, and Template Conversions.

Billing Templates: Invoices, Proformas, Credit Notes, E-Bills, Multipayor, Reminders, Collections, Account Statements, and Personal Bills.

AP/Trust and Electronic Bank Templates: Check (Cheque) Templates, ACH, SEPA, EFT, BACS, and Positive Pay.

Upgrades: Classic or Expert to Sierra.

Training: Environment and Basic Template Development

Onsite/ Remote Support: Requirements Gathering (SRS), Training, UAT, and Go Live

Project Management: Planning, Budgeting and Risk Management.

User Acceptance Testing (UAT): Testing Plans and Scenarios, Collaboration, Issues Management and Reporting, and Training.

DocDraft

Ongoing Support

• Go Live
• Month End
• Systems support
• Printer support
• Document generation support