Coastal’s professional services are part of a complete menu of custom solutions we provide. We assist you in developing the best possible document management solution (ECM) for your organization’s goals and budget.
Workflow Analysis
Coastal’s staff will be on your site to conduct and document a review of your current processes and workflow - looking for choke points and areas that can benefit from improved process management. Our goal is to minimally impact your staff’s daily work during the analysis phase - but we will require assistance throughout the process. At the end of the review period, Coastal will compile the data, provide a review and identify areas of your organization where technology implementation would be most beneficial.
Finally, we make a presentation of our recommended solutions. The final choice is ultimately yours of course, but let the experts show you what you might be missing and what possibilities are out there for improvement.
Database Conversion
In the process of implementing a new document management system, we often encounter legacy systems. The question: “Can you bring my old data into this new system?” The simple answer is “Yes, we can.” But the more important question is: “Should we and how much will it cost?”
There is no simple answer to this question. It will depend on the complexity of the legacy system, whether or not the system is open source, other mitigating factors, and of course the total overall costs associated with conversion. Coastal provides a written estimate prior to any conversion work.
Development Services
If your organization wants to “do it yourself”, Coastal can assist in the acquisition, setup and training of your staff to ensure a positive outcome and successful project. Our steps include reviewing your desired outcome, conducting an assessment of current workflow and systems, customizing a solution configuration, equipment aquisition, workflow setup, and training. You know your documents, we know the processes. In a short time, your staff will be comfortable working with the system and able to accomplish tasks quickly.
Our services don’t stop there. We are your back-up for the long term. We periodically check in with you to monitor the status of your project and if any adjustments to the system are required. You can always call us for help or questions. We pride ourselves on a reputation of superior customer service.
Software
Coastal has positioned itself to provide a solution that is best for the customer. We represent a variety of software companies so that we can provide the best solution to your needs. The top software system that Coastal employs is FileBound. It is a strong and flexible system with an easy to use interface. Please feel free to visit their website for much more detail about the software system after a quick review below.
FileBound
FileBound delivers the broad flexibility required by businesses today. And it provides the security needed in a global marketplace where security must go beyond flood, fire and earthquake to encompass protection against those who might attempt to electronically steal your most precious proprietary information. Your document management system must be vigilant in protecting your projects and documents under development as well as information vital to your success.
FileBound was created with the needs of business of all sizes in mind. We offer three solutions to meet the diverse needs of various enterprises.
FileBound On-Site
FileBound On-Site meets the needs of organizations that manage their own IT infrastructure or requires a robust, On-Site Solution. FileBound is an affordable document management solution that addresses critical business needs and eliminates soft cost expenditures for organizations of all sizes. The challenge today is implementing seamless solutions that find, control, optimize and protect information created from many sources in different formats. FileBound addresses a range of user needs and offers broad functionality, including secure access, workflow and document archiving. Only FileBound offers unlimited user licensing, allowing you to adopt the solution across your entire organization. Document Management is a critical technology that helps companies manage important files, in addition to scanned images. Document management systems should be able to handle electronic information, including Microsoft Office documents, Adobe documents as well as hundreds of other document types. In addition, a document management system handles other unstructured information, such as faxes, photographs, XML components, video clips, podcasts, hand-written notes and e-mail messages. FileBound is the premier document management solution ideally suited for organizations of all sizes.
FileBound On-Demand
FileBound On-Demand allows you to enjoy all the advantages of a complete document management system without the upfront capital investment of an installed solution. You get all the benefits of a unified, scalable solution without the high costs, risks and complexity normally associated with document management software. Every aspect of the FileBound On-Demand solution was designed to enable rapid end-user adoption and results. With its intuitive web interface, this low cost solution is simple to learn and use. FileBound On-Demand is immediately productive and profitable. Subscribing to FileBound On-Demand provides access to our back-up/redundant infrastructure and our technical support staff. The FileBound Data Center is co-located within a carrier class facility with access to multiple telecom carriers, redundant power sources and world-class security.
FileBound Express
FileBound Express was developed for medium and small organizations that prefer a self-contained, on-site network appliance for their document management needs that can be installed in about 20 minutes using a three-step wizard. FileBound Express provides everything you need right in the box. Simply plug the Express appliance into your network and instantly begin realizing the benefits of your own full-featured Document Management Solution. With FileBound Express we drive the complexity and high cost of ownership out of Document Management Solutions. Our intuitive startup wizard guides you through the initial configuration process so that the system is setup to specifically meet your unique needs. FileBound Express provides all the tools you need to scan paper documents, import images from your office copier, and save electronic documents from Microsoft Word or other applications.