Services

Our Service is the Difference...

In addition to the ease of use, comprehensive features and increased productivity offered within infoXpert, it is the infoXpert service that is the key factor why organisations choose infoXpert.

Our excellence in customer support together with the professional implementation services from our team of friendly & experienced staff will ensure that the transition to infoXpert is on time and on budget. Our comprehensive range of services includes:

  • Project management & planning 
  • Installation & integration services (onsite or remote) 
  • Administrator and End User training (onsite or remote) 
  • Software support services (application & technical) 
  • Data conversion & migration 
  • Custom development services 

infoXpert recognises that the best implementation of a new eDRMS system within an organisation requires the teaming of highly functional & robust software together with excellent implementation & support services.

 

Project Planning & Implementation   

infoXpert's Project Planning & Implementation service is the first important step in planning for the timely and efficient migration from an organisation’s existing legacy Document Management and/or Records Management system to infoXpert

 

A Detailed Implementation Plan can be provided as a starting reference for the wide range of tasks that should be considered for the project. 

 

Optional Project Planning Services by qualified infoXpert staff are available to assist with the design a customised Project Plan to suit an organisation’s unique requirements and timeframe.  

 

We recommend that Project Plans designed by customer should include all tasks associated with the infoXpert implementation including resources, timeframes, hardware requirements, software requirements, system testing and training schedules. 

 

Project Planning is an important key for the “take up” of your new system. 

 

Project Management  

infoXpert's  Project management involves planning, organising and managing a project to achieve defined goals. The outcome is often a unique product or service. A Project Manager coordinates human and other resources to complete the project within a given timeframe and budget. The staff assigned to a project will generally come from different divisions and have varying levels of expertise. 

 

Project  management has developed frameworks, tools and indicators to assist in project delivery. Frameworks include resource management, scope definition, vendor reliability and risk analysis. Examples of project tools are critical path analysis, Gantt charts, work breakdown structures. Organising resources to attain a specific goal requires access to data, information and use of knowledge management techniques, in order to complete the project efficiently and effectively. 

 

During the course of a project, progress is constantly monitored and reported. Indicators, such as time to completion and number of tasks behind schedule, are used as interim performance measures. The overall measures of success are defined before project commencement and are evaluated shortly after completion. 

 

Installation & Configuration  

Onsite and remote installation of infoXpert is provided by qualified staff and consultants. Services available include:  

  • Installation and configuration of infoXpert software & dependencies 
  • Configuration of automated backup and disaster recovery procedures 
  • Installation and configuration of Microsoft SQL Server RDBMS 
  • Microsoft SQL Server RDBMS tuning 

Onsite Training 

Onsite training of infoXpert is provided by qualified infoXpert Support & Training Consultants, with topics covering all aspects of the operation of infoXpert including:  

  • Configuring system parameters (including assistance with setup)  
  • infoXpert operation and navigation overview 
  • infoXpert application training (includes setup, maintenance and searching) 
  • infoXpert training (including customising reports and searches) 

   

Ongoing Training Courses

The infoXpert Scheduled Training Courses offer the perfect opportunity for organisations to continue to build product knowledge, or assist with the training of new staff. Course topics and proposed schedule are generally advertised 3-6 months in advance. 

 

 

Software Support & Maintenance

infoXpert Software Support & Maintenance Services provides the following: 

  • Access to Online Knowledgebase and Content Portal    
  • Hotline Telephone Support    
  • Online Support via Email and Online Request Forms    
  • Regular Software Updates (Including Enhancements & New Features)    
  • Remote Access / Diagnostics (via the Web using Remote Desktop)    

 

All support calls / requests are tracked by our Customer Request system – tracking all customer requests and faults, together with details from creation to final resolution, with facility for request escalation. 

 

To access the Customer Support & Content Portal, visit our Support page.

 

 

Data Conversion & Migration
infoXpert has considerable experience at migrating records management and document management data from a customer’s existing system into infoXpert. These systems include DataWorks, RecFind, Trim, Geac, Fujitsu and Genesys.

 

Depending on the scope of the Data Migration we are able to migrate existing Folders,  Document meta data and electronic Documents into infoXpert where data is supplied in the format specified by infoXpert.

 

 

Custom Development & Integration Services
Integration between infoXpert and other software products is a key priority for our organisation. Our philosophy is that our eDRMS should be viewed as an integrated, centralised document storage vault interacting with other applications to ensure the efficient capture, storage and retrieval of all corporate documents without duplication across systems.

 

infoXpert provides seamless integration with a wide range of Finance, CRM, Property, Rating, Administration, Library Management and GIS/Mapping products. We are able to provide custom development services to ensure that infoXpert can be tightly integrated with your existing business applications.

 

For more information on the Integration Services and API used for custom develop, visit our Web Services API page.

 

For a comprehensive list of features and modules, visit our Features page.

To view a product demonstration, visit our Video Tours and Screen Examples pages.