Professional Services

Ephesoft Professional Services team has in-depth experience with Ephesoft technologies and specializes in document capture and process automation deployments.

Partner with the Experts


Whether you are new to document automation software or have used other systems within your organization, Ephesoft consultants are here to help with implementation. We can save our customers time, resources, and money. Our services model is very flexible – purchased hours can be used over several months on an ad-hoc basis.

Ephesoft Professional Services Include:

  • Keeping your implementation moving forward while you become an expert in our solutions.
  • Assisting users when they don’t have the right resource or don’t have resources available.
  • Mentorship to develop subject matter expertise by shadowing our experts during the first few projects to ensure successful implementation.

Areas of Expertise


We review your document-driven processes, identify individual and departmental roles, assess operational needs and identify where desired outcomes and current business practices are not in sync. We can produce a report to help guide next implementation steps.

We interview you and develop a project plan based on selected solutions, available internal resources and targeted implementation timeframes. Our Consultants can act as the project lead or as a participant with internal project teams.

We perform initial software implementation and conduct functionality testing in your desired operating environment.

We develop several document definitions and build out CMS or database mappings along with specific document workflows to ensure you experience immediate project success.

Based on our extensive document classification project experience, we can review your system performance and recommend target areas of improvement.

As your system implementation progresses, we will provide schedule updates, project review against agreed upon milestones, and scope changes.

Professional Services consultants can run test cases based on your requirements to ensure your system is optimized. This service can be completely performed by our consultants or they can assist your staff in developing test cases and validated expected functionality. We can bring your users up to speed quickly by tailoring training on your system to specific audiences.

Leveraging Ephesoft’s robust API set, we can work with you to design and implement a solution that leverages your CMS, ERP or other back office environments.

Professional Services consultants can help you add servers, upgrade to the latest versions and test custom scripting.

Professional Services consultants are available for on-site assistance to help monitor and troubleshoot the transition from pilot projects to fully-functional go live solutions. After project completion, Professional Services consultants can liaise with technical support to facilitate a smooth transition to the production environment.

Using the standard reporting tools or Advanced Reporting Module, Professional Services consultants can create custom reports to shed light on system performance and throughout.

Professional Services consultants are fully trained and experienced implementing Ephesoft’s Mobile SDK in iOS and Android environments. We can develop project scopes and assist in creating customized solutions to extend your Ephesoft solution to mobile devices.