Services

Concord Music Group
Alex Pacheco, AP Manager

Our company started to implement an enterprise document management system called OnBase.  We had been working with our implementation partner and needed to get all of our older records scanned so we could automate our AP process.  Our implementation partner introduced us to Spectrum.  They came and picked up our AP document boxes, scanned all those records, and we were able to ingest them into OnBase.  We now have access to those documents anytime, anywhere!

Yardhouse Restaurants
Jeff Uttz – EVP and CFO

Trying to manage all our AP records was a nightmare.  Spectrum came in and offered us a solution to become paperless.  With the various locations and documents that come in they offered us an in-house solution to manage those documents.  Our productivity increased since we had most of our records at our fingertips

Schools First Federal Credit Union
Dianne Webb, Director Secondary Marketing

Spectrum Information Services has helped us manage our loan documents by scanning them weekly.  They pick up our boxes and normally the images are ready for import into our internal Filenet System with in 48 hours.  This improves our productivity, disaster recovery and increases Member Service.

Santa Ana College
Chris Truong, Registrar

We have worked with Spectrum Information for many years and they have helped our Admissions and Records Office become paperless.  We have to keep many permanent records with limited resources and budget, the services that Spectrum provides has helped us stay in compliance and more effective.  The process is very simple.  Spectrum Information Services takes our documents and convert and stored the images in an electronic format.  The best thing about this process is our staff could view the images via the Web. 

CampusDocs
Lance Murata, Director of  Sales and Marketing

As a hosted document management service provider, we rely on providing best in class service.  Spectrum Information Services really operated as a true partner, one that we could collaborate with to meet our clients unique needs and do it without breaking the bank. The transparency and responsiveness with which they operated fostered the kind of trust that ultimately allowed our conversion project to be a great success.

USC Robert Morley
Registrar

We had our entire transcript archives converted to images but the previous vendor we had used placed the images in proprietary software.  We went to Spectrum Information Services and they were able to give us our records back so we can now ingest them into our own system.  Thank you Spectrum for getting us our documents back!

Santiago Canyon College
Irene Scroggins – Assistant to Director of Admissions

As a 20 year veteran working within the  Rancho Santiago Community College District in the Admissions and  Records Office, Spectrum Information Systems has more than exceeded our expectations for a secure document scanning system.  Our entire  staff  trusts them with our documents.   Their secure website has simplified the retrieval system and their document input is always accurate. We are proud to be partnered with Spectrum and their exceptional working team.

 

Document Management Consulting

Plan for Success

We understand that while technology is critical to the overall success of a project, technology alone is not enough to guarantee that the implementation of the project will be a success and meet the ever changing needs of our customers.  Technology is only as good as the team of professionals who have the experience to utilize and support it.

Our experienced professional services and technical support team take an expert’s approach to document management to ensure that all of the client’s value propositions are met.  As the old saying goes – those who fail to plan, plan to fail.  By working closely together during the “due diligence” stage, the combined implementation teams (yours and ours) will clearly
define what the mission of the enterprise is, work together to target business process improvements and identify potential issues and concerns that need to be addressed,, Together we will determine conversion priorities based on time-lines and budget, prepare a concise project plan and statement of work.   Our shared success will deliver a plan with clearly defined deliverables, measurable results and milestones which will result in a project that will meet and exceed your expectations

The major goals of the Professional Services organization include:

  • Utilize proven project management methodologies
  • Develop and maintain an effective communications plan throughout the implementation process
  • Ensure project timelines are being met
  • Clearly define and document the project scope
  • Define, validate and obtain written acceptance on the Statement of Work prior to beginning the project
  • Identify potential risks and develop a comprehensive mitigation plan
  • Provide “Chain of Custody” throughout the conversion process
  • Provide measurable results as defined by our clients

Our implementation team consists of a project manager, application engineer, application programmer, production coordinator.

Project Manager -- During the implementation phase, the project manager is the liaison between SIS and our clients and is responsible for developing and maintaining the project schedule, conducting project meetings, establishing weekly (or other appropriate timeframe) project calls and documenting weekly project status. The project manager will be responsible for the management of the implementation team, will monitor the tasks that our staff will be performing, communicating weekly status and escalation issues that will impact the release date as defined in the detailed design specification.

Application Engineers -- responsible for the technical configuration of the system, application design, and document capture workflow.  It is their responsibility to:

  • Work with the customer to obtain test documents
  • Work with the customer to understand their needs and complete the needs assessment document
  • Analyze the customer’s documents to develop an efficient production process
  • Define the index requirements and front-end configuration settings for the scanning process
  • Assist in defining any exceptions or custom application enhancements

Application Programmers -- responsible for the system configuration and scripting of the required setup(s) for the scanning applications.  They work closely with the application engineers in analyzing the data and defining the configuration parameters.

Production coordinator --ensures that all production processes and required documentation are delivered and updated throughout the term of the contract.  The production coordinator is also responsible for all pre and post-production activities involving on-site and off-site resources. 

Our professional services team follows proven methodologies and techniques to ensure that your project is delivered on-time and on-budget. 

  • Design Phase: -- Our professional services team will produce a detailed design specification that will outline the end-to-end scope, project plan and functional requirements, time-lines and milestones that will be required by our development team in order to develop the solution.  A detailed design specification will be delivered for formal approval and validation before the Acceptance Test Plan development phase begins.

  • Acceptance Test Plan Development Phase: During this phase, we will develop a detailed acceptance test plan based on the approved design specification to ensure all functionality and requirements defined have a corresponding test plan. The acceptance test plan is a critical plan that will determine when the developed solution is ready for production usage and deployment.  The Acceptance test plan will be delivered to our customer for approval before the Development/Configuration phase begins. In most cases, some of the basic development tasks are started in parallel to the approval of the acceptance test plan.

  • Development/Configuration Phase: During this phase the development, unit testing, configuration, and integration efforts defined in the detailed design specification occurs.

  • Training Phase: During this phase, the implementation team will educate our operations staff on the solution from a functionality, usage and administrative perspective to prepare the teams for acceptance testing efforts, and production usage and administrative support when the solution is released to live production usage.

  • Acceptance Testing Phase: During this phase, the testing team will test the developed solution based on the testing procedures defined in the approved acceptance test plan. The actual testing typically is executed by both the operations staff and the professional services team; this will be defined in the detailed design specification. The success of this phase will determine whether the developed solution in ready for production usage.

  • Production Release Phase: During this phase, the Project Manager will meet with the customer and review the project, the results of the acceptance testing, the readiness of the users and administrators, and the systems that will be running the solutions to ensure if the solution is ready for live production usage.

  • Support Phase:  SIS’ support organization will be responsible for addressing any concerns and questions that surface during production usage of the developed solution.

Certifications
            CDIA+
            ECMp
            ERMp
            Kofax Application Professional