New Client Implementations:
- Configures ConformX to align with your specific business rules and specifications
- Coordinates all package type and document work
- Creates timeline accounting for customization and maintenance utilizing project management software
- Leads all project communication
Once Docutech’s technologies have been implemented, our account management and client success teams work to ensure Docutech technologies and services are best serving the needs of your organization.
As a Docutech client, your team can rely upon dedicated Client Relationship Managers to ensure your specific needs are addressed in the most efficient and effective manner possible, including:
- ConformX configuration
- Document changes
- Functionality issues and requests
- Manage and track requests through TaskWatch ticketing system
- Conduct periodic account management meetings
In addition to a dedicated Client Relationship Manager, key accounts will have a dedicated Client Success Manager serving as a big-picture strategic advocate within Docutech. Each Client Success Manager is passionate about providing personalized service to our clients, bringing both product and domain expertise to ensure Docutech consistently delivers the highest level of service.
- Proactively assess, clarify, and validate needs on an ongoing basis
- Advise on optimal utilization of current services and applicability
- Advise on relevancy of future initiatives, products and processes