Professional Consultancy Services

Professional Consultancy Services

Document Management Consultancy

Our consultants are dedicated to helping you implement software
solutions that meet your business requirements

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Purchase and implement leading industry software solutions with our Document Management Consultants

We are perfectly positioned to provide a tailored document management consultancy service, working closely with you to achieve your business goals and objectives. Our industry experts can work with you towards your paperless or paper light objectives. In almost all cases this involves the implementation of a document management software solution and a strategy to scan your documents from archive through to ongoing paper challenges.

The following services can all be tailored to the client's individual needs:

Requirements Analysis

The requirements analysis process allows our consultants to work with your team members in order to determine expectations for the project. The requirements need to be quantifiable, relevant and detailed.

Project Management Steps

Our project management steps will include:

Three members of Restore Digital's document management consultancy sitting round a laptop computer

Conception &
Definition &
Launch or
Performance &
  • project-home-2
Project close

Specification and Design

The functional and non-functional requirements for document scanning, data capture, invoice processing and digital mailroom processes are agreed via business and technical workshops, and are finalised during a review process. Functional, technical and business process design work is undertaken with regular stakeholder meetings.

Configuration and Development

Digital solution development and configuration takes place within a structured development environment and is closely monitored against agreed timescales and scoping requirements for your document and data management. Test plans are also written and reviewed.

Implementing, Testing and Training

A variety of tests are conducted to ensure all project requirements have been met, with any defects being tracked, resolved and retested. If required, administrator and user training in document scanning and data capture is provided along with supporting training manuals.


Our team will support you throughout and after the project is complete. We offer technical consultancy both at your own site and remotely from our own offices. Our helpdesk facility operates from 8.00am – 5.00pm and deals with customer support issues via email, telephone and online chat. All support issues are assigned a support ticket and tracked through to complete resolution.

Digital processing to support GDPR compliance

To help you ensure that your paper records don’t fall foul of the regulation, we have a team of experienced business consultants and digital specialists on hand to help you fully understand the impact of GDPR on your organisation. We’ll help you identify gaps and formulate a roadmap for compliance that will not just remove the uncertainty around the changes, but enable you to deliver better outcomes, build trust with your customers and significantly reduce any associated risks.

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How our document management consultancy streamlined workflows for a Lloyd's of London insurer

Mitsui Sumitomo Insurance London Management (MSILM) was the first Japanese company in Lloyd’s of London. With over £6.4 billion of net written premiums and assets over £41.4 billion, MSILM is one of the world’s largest general insurers and has grown to a turnover in excess of £310 million. Restore's in-house document management consultancy designed a bespoke release script, connecting Kofax scanning software with Microsoft SharePoint. The script included a dynamic document library, automatic logging for audit purposes and XML and image retention options.

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A member of Restore Digital's document management consultancy testing a large computer server

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