How We Work

Your people, your processes, your workflows

HOW WE WORK

1. Learn

We ask the right questions to learn how you do business every day.

2. Plan

We determine which solutions will help you get more done at work.

3. Execute

We work alongside you to plan, launch, and enhance your solutions.

1. Learn

First, we ask the right questions to learn how you do business every day:
your people, your processes, your workflows.

2. Plan

Second, we determine which modules and solutions in the V3 information management platform will help you get more done at work.

Modules:

  • Document scanning and imaging conversion
  • Document management
  • E-mail management

  • Records management
  • Workflow management
  • Enterprise reporting

Departmental Solutions:

  • Accounting and finance
  • Contract management
  • Customer service
  • Human resources

  • Legal
  • Logistics
  • Project management
  • Security and compliance

3. Execute

Third, we work alongside you to plan, launch, and enhance the right modules and solutions, usually one business unit at a time.

  • Phase I: Plan

    • Interview stakeholders
    • Document the current state of information management
    • Identify the business unit’s needs for managing information
    • Create the Strategic Information Management Roadmap: vision, processes, workflows, application integration, expectations, milestones, deliverables, progress reporting, reviews, outcomes, and timelines
    • Define the future state of information management

  • Phase II: Launch

    • Install modules and solutions
    • Train staff
    • Evaluate within the first 30 days

  • Phase III: Enhance

    • Provide unlimited technical support
    • Deliver project management services as requested: new workflows, custom reports, new application integrations, templates and e-forms, new process automations, and more
    • Help you get even more out of the platform

Wondering where to start? We can help you accomplish a quick win and keep moving.

CONTACT US

V3 Information Management has more than 15 years of industry experience and is ready to serve you!

Contact us at (888) 312-7637 or fill out the form below.