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What to Expect with Document Management Consulting Services

Hagerman & Company

For those who work in manufacturing, the headache of keeping track of countless documents, from procurement orders to quality certificates, is well known. It can seem like there’s a never-ending list of documents to keep track of.

While your team likely already has a document management system (DMS) in place, it can be easy to put off optimizing it. Your team might not have the team, resources, or expertise to completely change how your digital files are managed. 

That’s why busy engineers and leaders look outside their company for solutions. But it’s not always clear what document management consulting services can actually bring to the table. 

At Hagerman, we are experts in supporting engineering document management. We have spent years helping manufacturers streamline their processes and take control of their documentation. In this article, we will explore what document management consulting services are and what you could realistically expect if you partnered with Hagerman.

Ready to take back control of your digital paperwork? Let’s dive in.

What are Document Management Consulting Services?

Document management consulting services, especially in the realm of engineering and manufacturing, are specialized advisory and support services that assist organizations in optimizing their existing systems.

As many engineering teams already have a DMS in place, these consulting services focus on enhancements, integrations, and best practices to ensure the system aligns with your engineering workflows. This is so that your team can maximize the technology investments made. 

Whether it's addressing challenges related to data migration, system performance, user training, or integrations with other business tools, these services provide tailored solutions to ensure that the DMS becomes a more effective and efficient tool for the engineering team. In the end, document management consulting services drive productivity and ensure accuracy and consistency across your manufacturing digital world.

Document management should not be viewed merely as an administrative task; rather, it should be recognized as a valuable tool. 

A survey of 500 global manufacturers found that modern technology platforms can help automate mundane manufacturing tasks. Many agree that training your employees on different types of tech, like an engineering document management system, can help upskill them:

Source: Augury, “On the Journey to Industry 4.0, Where are Manufacturers?”

If you haven’t made the leap just yet, find out if an Engineering Document Management (EDM) system right for your company. Get a needs analysis report from our experts to find the solution that best fits your needs and budget.

What to Expect with Document Management Consulting Services

If you already have an Engineering Document Management (EDM) system in place but aren’t maximizing its potential, consulting services can help your team enhance usage, save costs, boost collaboration, and upskill your workforce. So what does the process look like?

Step 1: Discovery Call

Before assisting you, our initial step is to understand what systems your team has in place and how they’re being utilized.

Upon first contact, if your team already has systems established, that usually becomes clear during our preliminary conversations. After introductions we proceed to inquire about:

  • An estimate of the number of documents and drawings in the system
  • Total count of users
  • Current operating system version in use
  • The nature of your backup processes
  • Other technical specifics

Step 2: Propose Solutions

Once we get a good idea of what your team has in place, our team of experts will deliver a plan. Most often, our customers are are looking for a team to support them in a better capacity, or perhaps they want to do a major upgrade or expansion.

Getting an upgrade is very common, because manufacturing industries deal with a large volume of documents that grows year over year. A larger engineering document management system can help your team collaborate better if you plan to build a few more factories. 

If you don’t yet have a modern platform to store and manage files,

we highly recommend looking into Autodesk Vault.

Step 3: Implementation!

The timeframe of this stage depends on the size of your company and what your needs are. Some manufacturers only take a few hours to get up and running with our support team, while others can take a few weeks if they need specific engineering software support.

For example, if you have three different systems that you want to merge into one system, our team needs to understand and learn how you use all systems and how they come together. 

Experience Our Personal Document Management Consulting Services…

In the digitized world of manufacturing, neglecting the optimization of your engineering document management system can be costly. The complexity of managing vast amounts of data and files, from procurement orders to drawings, can be overwhelming. 

With expert support from Hagerman, manufacturers can breathe easier, knowing that their documentation processes will be streamlined.

As we move further into the digital age, investing in engineering document management consulting services isn't just a choice; it's a strategic decision that can redefine how your team collaborates and succeeds.

Are you ready to pave the way to a more productive future?

Then don’t wait to optimize your document management workflow – and don’t do it alone. Our document management consulting services at Hagerman connects, improves, and automates the EDM system(s) within your organization. 

Our goal is to help you better deliver quality solutions to your customers.

If you’re interested in how three major manufacturing leaders are using their technology to save costs and time, download our free eBook!