In order to understand a customerís requirements and to design and implement a plan to satisfy those requirements, we normally do the following:
- Site Visit
We visit the customerís facility to review a sampling of their files and meet with key personnel.From this meeting and file review we develop an understanding of the customerís requirements and expectations.The result of this meeting is a draft of the customerís Customer Application.
Customer Applications guide the entire process of when files will be picked up, how they will be processed, how they will be stored or destroyed or returned, what the deliverables will be, and other related items.A customer may have a number of Customer Applications which specify how to handle different type of files.
- Customer Application and Sample Runs
At our facility, CiceroIT will conduct sample runs on some of the customerís files.This allows the Customer Application to be refined with a detailed process description.Programs for file naming, manipulating index information, generating reports, and other post-capture processing required by the customer will also be developed; these programs are part of the Customer Application.
After the customer approves the Customer Application and the output from the sample runs, a schedule for pick ups, deliveries, and processing can be put together and approved.If there is more than one Customer Application, different applications can be given different priorities.For example, older files which are less likely to be needed may be given a low scheduling priority while currently files may need to be turned around very quickly.
After approval of the Customer Application and the Schedule, processing can begin.