First Choice Technology is a national telecommunications company providing business clients with scalable, cost-effective solutions throughout the US and Canada since 2004.

First Choice presented us with vital business records in mission-critical customer service and corporate contracting that required distribution across a team of eight members, each working remotely and independently from the other. While the team was cohesive and its mission was well defined, a secure solution for distribution and access to records was required to enable each member in their assignments. The concerns were two-fold:

  1. Deploy a highly controlled and secure content management environment
  2. Accomplish this task quickly and cost-effectively

The challenge was to convert existing paper records and create a document management solution that met the challenge of operating an interdependent team across a vast geographical area.

Working closely with the project coordinator for First Choice, we converted paper records that were documented and packed securely at their point of origin in Dallas, TX. They shipped the records to the Simplicity conversion facilities in Florida. Upon arrival, we inventoried and manifested them and sent a copy of the manifest to the project coordinator for verification.

We reviewed each record set, and effective metadata schemes were designed and presented for approval. A conversion strategy was created and approved, and the records were fully and ultimately converted to digital content within 30 days. Upon conversion, we deployed a document management solution in the cloud. We enabled an eight-member team with permission-based logins, and the application was released.

This application has been in effect and continuously utilized since its inception in 2013. First Choice Technology continues to enable its remote team members with records, content creation, and distribution. We could deploy affordably within 30 days, allowing clients to spread their investment over an extensible service offering.

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