How to Successfully Switch Your DMS

Process automation technologies can be powerful forces in achieving scale

Mike Haven

Head of Legal Ops. at Intel, Pres. of Cloc

"The biggest trend we’re seeing across our clients is prioritizing progress on the path to the cloud.."

Caesar Rodriguez

Strategic Relationship Manager at Kraft & Kennedy Inc.

"Security, governance, and compliance are really important aspects of the business to focus on. If your data gets lost or destroyed, that can cost your company billions of dollars."

John Hunter

Chief Information Officer at Council of Europe

"We want to have a platform that not only has the interoperability and integration capabilities, but also has the ability for us to automate documents, create templates, and provide an easy-to-use experience."

Mike Lucas

Chief Information Officer at Wilson Sonsini

Graphic for guide with illustrated mountain tops with nine implementation steps for changing document management systems.

Any long journey requires careful planning and preparation. It’s no different when you’re switching your document management system (DMS). For a successful change, your team will need to carefully assess each step to ensure users are well-equipped to adopt your new software.

In this short guide, you will learn the 12 key checkpoints for your new DMS journey and get insight on how to ensure your success at every stage. With the right partners, tools, and plan you will be able to reach your goal and enjoy the benefits a modern DMS has to offer.

Download your copy today and start your change journey off right

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In these economic times, firms are doing a bit of belt tightening — you're worried about the budget, the economy, and the recession. And oftentimes that changes your focus to keeping the trains running, instead of implementations of new technologies. But I would argue that this is the very time that you should be thinking about innovation, and you should be preparing yourselves so that when things do change and improve, you're well-positioned for success.

Mike Lucas

Chief Information Officer at Wilson Sonsini

Discover more with the resources below or browse our Resource Library

Automate Your Expertise! Where to Begin

Legal professionals have been finding new and improved ways to automate their workflows and processes, but it can be daunting to know where to begin. This guide is here to help.

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