ECM Snapshot Assessment

Extend your ECM Investment with a Snapshot Assessment

Content management systems are not a "set it and forget it" solution. Your ECM platform needs to be regularly optimized to support technology advancements, organizational changes, and shifting processes.

Our Snapshot Assessment focuses on the most critical areas of system performance, security, compliance, automation, and user experience to provide rapid insights and immediate action recommendations. This is a fast, cost-effective way to identify and target immediate opportunities for improvement and ensure your platform is aligned with best practices.

Is an ECM Snapshot Assessment right for you?

  • Organizations needing a quick, high-level check of their Content Management system.
  • Institutions seeking to target & mitigate immediate concerns.
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ECM rapid Assessment checklist, person checking off blue circles.

Key Focus Areas of a Snapshot Assessment

ECM Snapshot Assessment focuses on these key areas: system performance, security, automation & integration, backup and disaster recovery, user feedback & training needs.

What's does an ECM Snapshot Assessment include?

Condensed Health Check Report

A summary document outlining the key findings of the assessment, highlighting urgent action items and quick wins.

Top 3 Recommendations

A list of the top three actions you can take immediately to improve.

Next Steps Guide

A roadmap for deeper assessments, long-term optimization, or ongoing managed services.

Snapshot Assessment FAQ

Wondering if your ECM is running at its best?

Let’s take a quick look. Book your Snapshot Assessment and get expert recommendations in no time.

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