DMS Implementation is Just the Tip of the Iceberg

Selecting and implementing a document management solution is just the tip of the iceberg. It’s what you do next and into the future that shapes the outcome. Whether you are moving from one document management solution to another or introducing formal document management to your organization for the first time, it is important to define what you want the end game to be.

How will you measure success at the end of the rollout? Six months later? Two years later? Starting with the end in mind will help you maximize the return on your investment and more importantly achieve the business objectives driving the change in the first place. Clearly defining what this path will look like is key to achieving success.

Most firms have experienced a few software rollouts and think they know what to expect. Ideally, they plan, involve the right people in design/planning discussions, communicate what’s coming to staff, and off they go! However, very few firms plan for what happens next (i.e., the post-implementation phase).

What should you think about and plan for?

Ongoing training

With so many SaaS applications now, updates are inevitable and happen often. You need to have a plan to keep your users current so they aren’t left behind.

Regular "how are we doing?" check-ins

When you implement new software, you don’t always consider new ways of working afforded by new functionality. Are you leveraging the tools in the best possible way?

Additional improvements

You’ll want to consider additional improvements, such as automating workflow and document creation.

Future technology decisions

It’s important to take into account any future technology decisions you’ll need to make, leveraging integrations with your new document management solution (e.g., replacing or adding practice management).

Our team of experienced subject matter expert consultants helps firms plan for steady, continuous improvement. We don’t just get you to “go live” and walk away. We want to continue the journey with you to ensure you maximize your investment and make the most out of your new software and most importantly allowing you to focus on exemplary service delivery to your clients.


Beth Thompson

Written by Beth Thompson

Beth leads Affinity’s client engagement team and works closely with our software vendors and referral partners. She also assists clients who are considering our services. Last, but not least, Beth serves on ACG’s leadership team. For 25 years, Beth has focused on legal technology, working with both law firms and corporate legal departments. During the last 15 years, she has led several sales teams and worked closely with marketing to allow for better collaboration across teams. Beth’s superpower is her ability to read people, and her favorite parts of her job are helping clients solve problems and coaching her team.

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