Your digital transformation journey starts with good foundational metadata planning
Metadata Planning Services
Planning the metadata for your templates and files is key to a successful digital transformation. Solviti has onboarding help available for metadata planning so you get a head start in configuring your templates and files, the right way.
Need to control and audit access?
Org Planning Services
Org planning services will help align you design the file access and feature capabilities available based on your group function or hierarchy in the company. Org planning involves defining groups and membership of users within the groups.
Access control and visibility to files can be controlled by an effective Org plan. Additionally, fine tuning of features available (Ex. View vs. Download vs. Email) can be managed by an effective Org plan.
Configure your templates, get help in speeding up the process from our certified partners!
Template Preparation Services
Preparing the template that will be used for ongoing document creation is a critical element of pre-setup. This works hand in hand with the metadata plan and org planning to ensure that the correct templates are visible to the individuals who will use them.
Solviti Onboarding team and our certified partners will ensure that templates are configured such that users will face minimum complexity at the time of use. The team will also make suggestions for improvement and managing a delicate balance between the number of templates needed and the quantity of metadata values that need to be filled.
Got paper? We have speedy digitizing services that will get you from paper to digital!
Digitizing Services
If you are planning to upload all your documents in the system but the documents are in paper format or books we can help digitize them. Additional information such as metadata tagging will be stored as part of the digitization.
Using Solviti Onboarding team and our certified partners, you are assured that the files are scanned and tagged correctly. We ensure there is a proper link and reference between the physical document and the digital assets stored in our system.
Got lots of legacy files? No problem, our onboarding team can take care of that!
Upload Legacy Files
The system allows uploads of any files type and helps you select the metadata that goes along with it. Without uploading legacy data in the system, your team cannot effectively get value out of it. We can help! Our Solviti Onboarding team and resellers can ease the burden of uploading all your legacy files.