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Document Management 101

The Why Behind DocuXplorer: Control, Collaboration, and Customization

DocuXplorer’s simple setup, ongoing document management support, and business process optimization ensure maximum efficiency for your organization, avoiding the pitfalls of out-of-the-box software.

July 11, 2024

Team collaborates around computers

How DocuXplorer differs from DIY solutions

Selecting the best software systems for your business means deciding between an out-of-the-box or more custom, configurable platform. Ultimately, a platform should deliver the functionality you need and scale with your business.

Some business process software tools leave it up to you, the customer, to set things up and figure out best practices, while others are a tangled web of design, add-ons, customizations, and maintenance. Your task is finding the right balance between ease of use, functionality, reliability, and adaptability. And all for the right price.

DocuXplorer launched 27 years ago as a document and business process management (BPM) solution. Our commitment is to help customers take control of the documents and data that power their business. Let’s look at the details of DocuXplorer’s design and why our customers prefer it as their core business process hub.

Your business isn’t one-size-fits-all

Implemented as is, out-of-the-box software is often the most affordable solution but also the least flexible. It takes a blanket approach to your business, yet each department has different needs and unique processes. Rather than utilizing many industry or department-specific tools, you’ll benefit from consolidated company data with one flexible tool that meets every department's needs. 

Your software’s job is to enhance your business processes. It’s not about the tool—it’s about your business, and no one knows it better than you. 

While we’ve been optimizing document management and business processes since the beginning and know a thing or two about efficiency, we also know software adoption can be complex and costly. Robust business process software should serve all your company's needs without additional add-ons or expensive consultations.

As such, we designed DocuXplorer to give you ultimate control over your information while being adaptable and cost-effective.

DocuXplorer vs. out-of-the-box: It’s all in the details

While some organizations prefer turnkey solutions they can implement independently, off-the-shelf software often falls short in providing comprehensive features and functionality. These ready-to-use tools are designed to cater to a broad market base, leaving users to navigate and resolve issues on their own, often without adequate support.

Off-the-shelf software might seem more straightforward, but it will cost more in the long term when you want to make changes, run updates, reconfigure the system, or recover data.

The most agile option is a full-service solution that can be customized for all your business processes. Avoid an unending cycle of design, development, updates, and reiterations with a simple, pre-built platform that provides adaptability and scalability.

DocuXplorer setup is characterized by thorough adoption training and dedicated document management support. Ongoing software use requires little intervention; however, your DocuXplorer advocate will always be within reach when you need additional guidance or optimizations. The software’s flexibility means that as your business’s needs change, it can continue being your core process hub without you having to upgrade or reconfigure it.

DocuXplorer is currently handling multiple terabytes of customer data. Our customers are thrilled about how seamlessly the software manages their data while remaining easy to use.

Ron Wyman, CEO/President, DocuXplorer


The best in support

Many businesses avoid switching to new software because they expect it to be time-consuming, frustrating, and costly. In addition to improper software setup and inadequate support, the difficulty of convincing employees to change their business processes, even if it will ultimately save them time, energy, and frustration and positively impact effectiveness, further compounds the problem. 

Knowing the role of change management in adopting new systems, DocuXplorer begins new partnerships with a meeting to outline collectively:

1. Your business process goals

2. The documents and processes that take up most of your team’s time and which can be improved

3. Your quantifiable goals—how you plan to measure success

You’ll walk away from this meeting with a clearly defined efficiency plan and clarity as to what problems you're solving, what these issues cost your business, how you’ll solve them, and when you’ll see an ROI. You can present this plan to company decision-makers to ensure everyone shares the same vision.

You’ll then be invited to a personalized demo showing how to apply DocuXplorer to streamline your daily processes. If you want to test how DocuXplorer performs in your environment or get a sense of the migration process, a DocuXplorer Pilot is a great way to guarantee the right product, tech, and culture fit before finalizing a commitment.

Implementation pairs you with a taxonomy expert who will help set up your system to meet best practices. One point of contact will be your advocate through implementation, training, and ongoing as your usage and needs evolve.

Finally, adoption training guarantees your team is comfortable and confident using DocuXplorer as part of their daily routine.

The DocuXplorer client journey includes these components to ensure your continued success:

  • Clearly defined expectations and milestones. Quarterly meetings with the DocuXplorer team will track progress based on your company’s goals. These conversations also advance user education by answering questions and reviewing software functionality.
  • A customized end-user experience. Businesses have different needs, even within the same industry. Rather than enforcing a cookie-cutter approach, your adoption training is tailored to your unique business processes.
  • Focus on the long-term partnership. Our client relationships are partnerships, and as your partner, we proactively adapt to your needs.
  • An open dialogue. We inform customers about new product releases and industry-specific use cases. Customer feedback and requests are often what inspire product updates.
  • Strive for maximum value. If teams can’t get value out of their software, what’s the point? Although DocuXplorer might initially be implemented for a specific department or use, we designed the software to meet various industry and department needs, so we continue to present use cases to clients to ensure the product delivers maximum value.

Your business is what matters

Your business processes are your greatest asset and what sets you apart from your competitors. The right software will support and improve your processes, helping your business become a well-oiled machine. As your business changes, your software should adapt to your growing needs. 

DocuXplorer’s business process knowledge, document management consulting, and tailored support aim to make your document management experience easy and fulfilling.

DocuXplorer gives you the tools to streamline your document and business process management and maximize operational efficiency. We’re here to support you in this effort every step of the way.

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