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Program Management for Correspondence Solution Implementation
The Top Down Systems Professional Services Team provides comprehensive program management to ensure the Client Letter solution is fully utilized to improve your existing document workflow. We can provide any or all of the following services:
- Develop an initial project plan complete with resources, timeframes and accountabilities
- Present findings to the internal project team and make appropriate recommendations
- Propose a Workgroup, Library, History and document structure based on your organizational structure
- Assist in the initial setup of Client Letter, including Database Maintenance, Letter Maintenance and Administrative Tables (Conditional Logic, Variable Editing, Formula Variables)
- Oversee the installation and progression of the Client Letter project
- Provide template creation support including the use of business rules and permission
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