Avrio's consulting teams are experts in delivering successful content management and workflow solutions. Avrio has delivered strategic business solutions for companies across many industries.

Avrio has extensive expertise across all products in the FileNet® product suite including eProcess, eForms, Image Services, Content Services, Web Services, Workflow Services and Report Manager. We work closely with our customers to analyze, design, develop, train, and implement solutions that best meets their business and financial requirements. Every project concludes with extensive hands-on training and a complete knowledge transfer so that our clients are fully self-sufficient.

At Avrio, we believe that one of the critical success factors in a project is the quality of the project management and the administration of the project team members. A well-managed project uses a structured approach where the project is planned out to clearly identify roles, responsibilities, task assignments, deliverables, communication methods, and acceptance criteria. These factors are critical in mitigating the risks associated with the implementation of content management and workflow systems.

Avrio's consulting teams bring to each project not only expertise in the systems integration area, but practical working knowledge as well. Avrio?s project teams have the skills and experience needed to successfully perform all project roles. We are experts in the key disciplines required for the project including project management, work process re-engineering, and workflow and content management system development and implementation activities. Additionally, we work closely with our customer to analyze, design, develop, train and implement a solution that best meets their strategic business and financial goals. This approach allows us to form a partnership with our clients, while enabling client self-sufficiency through knowledge transfer and hands-on training.

Open and thorough team communication is one of the critical success factors to any project. At Avrio, we believe it is important for our clients understand the progress of the project at all times. To ensure this, on every project we have ongoing informal and regularly scheduled meetings with appropriate client staff members. Both the Avrio and client project team members are encouraged to share information with the entire team to ensure that everyone has a working knowledge of the project progress, issues and timelines.

Written communication provides an audit trail of the progress, issues, and risks on the project. As part of our regular team communication, Avrio prepares a weekly project status report that documents the accomplished tasks and date of completion; scheduled items that could not be completed and the reason; upcoming tasks; areas of concern or outstanding issues; budgetary items; and project schedule impacts or changes. This information is shared with our client management to ensure that they have a thorough understanding the project progress.

A good project plan provides a framework by which tasks are managed, monitored and accomplished during all phases of the project. Each of the project assignments are administered and monitored in accordance timeframes identified in the project plan. Included in each project plan are the following:

	project start and end dates
	project activities and tasks including start and end dates for each task
	project staffing and resource assignment for each task
	project milestones and deliverables

As part of the management of the project, Avrio monitors and maintains the project work plan to ensure that it reflects the customer’s defined scope and goals, and keeps the entire team informed as to the project progress and direction.

At Avrio, it is our standard practice to review all deliverables produced by the project team to ensure that all items delivered will be of the highest possible quality. At a point in every project, Avrio conducts an internal project review to discuss scope and direction of the project; allocation and use of project resources; project strategic direction; areas of concern; opportunities for growth; technological and software issues; and other related topics. These meetings will be held off-site with Avrio senior staff and project members.

Avrio is an expert at solving complex document management and workflow problems by developing solutions that are built upon industry experience and proven technologies. We have integrated content management and workflow systems in both large- and small-scale companies in the areas of insurance, financial services, international banking, transportation, government, healthcare, telecommunications, and in other major markets. Based on our years of implementation experience, Avrio is able to provide its clients with practical working knowledge combined with content management and workflow technology experience.

Avrio developed its own Workflow Solutions Project Methodology specifically designed for content management and workflow projects to provide our customers consistent quality. Our Workflow Solutions Project Methodology is used directly or indirectly on all of our projects. Included in this methodology are the project management, risk management, business analysis and design, system development, testing and quality assurance, change control, and implementation strategies. The components of Avrio’s Workflow Solutions Project Methodology which guide us on every system we implement include:

	project management
	project plan maintenance
	progress monitoring and reporting
	risk and change management activities
	systems infrastructure assessment
	business requirements and process definition
	content management and workflow design
	business procedures and process changes
	development and unit testing
	system and integration testing
	user acceptance testing
	end-user training
	system implementation

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Throughout the project we work closely with our customer to analyze, design, develop, train and implement a solution that best meets our client?s business and financial goals.

During the business requirements and analysis phases, we conduct a series of interviews and working sessions with our client’s business users to better understand their manual processes, work assignment and distribution needs, internal and external routing requirements, business forms and usages, system security, document retention and legal reporting requirements, system performance expectations, operational or logistical concerns, legacy integration needs, and other related items. Our interactive working sessions are intended to solicit the business process information from our clients, while we assist the client understand the capabilities and features available with content management and workflow technologies.

Solution Design

Since incorporating a workflow system into an organization re-designs the way business is conducted, it is important that the system design decisions be considered strategically rather than simply as technical solutions. Using the information from the Business Process Analysis sessions and client?s business requirements, Avrio will design a solution to incorporate data, documents, legacy systems and automated processes into a comprehensive and maintainable content management and workflow system. We review the design with our clients to ensure that it meets the business, strategic and financial requirements of the organization.

Incorporating a content management and workflow system into an organization provides an opportunity to take a fresh look at the existing business practices, flow of information, and infrastructure to determine how these items can be optimized. During the project, Avrio assists the client understand and recognize the inefficiencies in their current manual processes. We then re-engineer the paper-based processes to employ more efficient work practices and better utilize the automated features available in the document management and/or workflow system.

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Avrio's programming conventions standardize the applications developed, and facilitate software maintenance and compatibility throughout the system's lifecycle. Where acceptable, the program naming conventions, standards, error handling, directory structures, etc. follow our customer's pre-defined application development policies. In cases where our customer's standards do not apply or are not applicable, Avrio uses Microsoft Application Development Standards. Programming standards are used for all applications development and include the following:

	program and data field naming standards
	structured programming conventions
	system edits and program verification methods
	common error handling
	standard log on to database and FileNet® server components
	integration of online help
	use of version control software
	code reviews of developed software, database tables, and system integration components
	unit test process and criteria for acceptance
	method for program migration to system test environments

Testing

The purpose of testing is to validate that the document management and workflow components meet the business requirements and system design specifications. Most of our projects involve two levels of testing: (1) system/integration testing, and (2) user acceptance testing. Both testing levels require a well thought out and communicated test plan, and continuous management. Together these techniques ensure that all participants understand the test goals, test activities, timelines, and acceptance criteria. For both the System/Integration and User Acceptance Test cycles, the Avrio assists its customers in carefully planning the following items:

	identify a test plan that includes goals, timelines, roles and responsibilities
	establish a test environment
	identify test participants and assign roles and responsibilities.
	manage timeframes to develop and write test scripts
	define test criteria and method of acceptance
	establish timeframes for conducting and completing the test
	load test case data into the testing environment
	devise a process for tracking and re-testing failed test scripts
	determine system acceptance criteria and approval processes

Training and Documentation

Implementation of an integrated workflow system changes the way an organization conducts its day-to-day processing activities. As a result, end-user training must not only define the software features, but manual and procedural changes as well. End-user training serves many purposes: (1) prepares users for acceptance testing and final implementation; (2) provides business users with an understanding of system functions to enable them to complete their day-to-day work assignments, and (3) identifies procedural and organizational changes. Avrio’s consulting teams will provide the client with as much or little mentoring and assistance in planning, developing and executing the content management and workflow system end-user training. Items that need considered for successful implementation of a content management and workflow system include:

	establish a training plan that defines timelines, roles, responsibilities, and participants
	evaluate use of classroom versus computer-based training
	define end-user training objectives for the courses being taught
	identify attendees per class session, training dates and times
	create training materials and define timeline for completing
	develop and use of training evaluation forms
	document changes to business and operational procedures
	use of online help files
	deliver ongoing training for new system functions/features, and employee position changes

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Avrio assists its clients with maintaining the operational stability of the system during the design, testing and training phases of the project. Avrio believes that involvement by client's IT staff is critical throughout the project. During the project, Avrio progressively transitions system information to the client's IT staff. This approach provides an opportunity for our clients to develop sufficient expertise to assume full responsibility for operations and administration of the content management and workflow application. Items we cover with our customer's IT staff include:

	installing and configuring server components in designated environments
	establishing and change user security profiles
	being familiar with system architecture, workflow application components, and database tables
	using workflow administration utilities to monitor and correct system problems
	understanding system maintenance terms and agreements
	logging and reporting system errors
	upgrading server components and installing system corrections ("software patches")

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Avrio knows that change is inevitable on any project. However, uncontrolled changes are one of the primary causes of project problems and delays to the implementation timelines. To mitigate project delays and cost overruns, Avrio uses the following strategies for risk and change management.

Risk Evaluation and Management

No project is without risk. Risk evaluation and management requires leveraging on experience and judgment to properly assess a risk's impact to the project schedule, resources, and objectives. As part of the risk management process, all issues or risks related to system, software, administrative, procedural, and other project-related problems are identified, communicated and tracked until resolution. This mechanism allows the project team to accurately log and track issues, and to determine the best method for resolving these items as they arise.

Change Management Procedures

Change Management is the systematic process by which changes to the business requirements, design items, or development activities are tracked, analyzed, and evaluated to determine project impact. On each project, one of Avrio's initial project activities is to work with our client to establish Change Management procedures. These procedures define how changes will be identified, defining the cost and scheduling impacts of requested changes, understanding how the requested change impacts the project scope/timeline, and evaluating which changes are appropriate for inclusion in the project. Changes and system enhancements are tracked using a project-tracking log.

System Enhancements

Analyzing and designing document imaging and workflow systems is best performed on an iterative basis; where after a period of use, users identify and recommend modifications and enhancements to the original design. Items identified outside the project scope or as changes to the design, screen layouts, data, technical specifications, etc., are handled as a system enhancement. For each identified system enhancement, additional funding; prioritization for completion of the item; design, development, testing and implementation schedules will need to be arranged and negotiated between Avrio and its customer before work on the enhancement commences.

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