12 Checkpoints For a Successful DMS Implementation[White Paper]

Successful DMS Implementation Checkpoints
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We won’t lie to you: switching a document management system (DMS) can feel a lot like taking on Mt. Everest. And while the change process is not for the faint of heart, the dividends it pays can place you—and your firm—on top of the world. As every experienced mountaineer and CIO knows, preparation is key when it comes to a successful summit or technology change. Part of that preparation is understanding the critical checkpoints that will ensure you reach your goal victorious. This guide breaks down the major checkpoints and what to expect to ensure you reach the end of your DMS journey with confidence.


  • Gather Your Core Team
  • Select Your Implementation and Training Partner
  • Communicate and Evangelize the Benefits
  • Determine Internal Teams
  • Initiation and Analysis
  • System Education
  • Design and Build
  • Test and Acceptance
  • Pilot
  • Deployment
  • Work Securely and Safely — Anytime, Anywhere, Across the Globe
  • Ongoing Training and Support


NetDocuments is the leading cloud-based document and email management solution to securely and easily store and organize documents on one secure platform. With NetDocuments, users can create, open, edit, version, and save documents in the context of projects or matters. Additionally, users can share and collaborate with others, or file email to a shared location. With 20 years of experience, 2,750 customers (companies) worldwide, and our ability to manage billions of files each day, NetDocuments is a critical component of any organization’s digital workspace. Make the move to NetDocuments and get speed, mobility, and industry-leading security.