How to select the right
product and service
provider when selecting
document management software


When you to look for a supplier, is the Size of their organization the right fit for your company, and does the potential supplier promise Reliability, Speed and great Service? Finding the right partner is key to successful technology implementation. 

When selecting a partner to help you with an electronic document solution, check that they can help with integration with your other business systems, and whether they can improve your workflow and help you to comply with your industry’s regulations.

Document Manager Product Researcher

Look for experienced, agile and customer-focused

Managing documents, information and data are high priorities for businesses trying to minimize costs and achieve maximum workflow effectiveness.

The keys to successful document management are usability, integration, scalability, security, and, today, mobility … together with value pricing and expert support.

A history of innovation, R&D and reliable support

Document Logistix was one of the first software vendors in the digital document management ‘space’, more than twenty years ago. The company has a dedicated research and development (R&D) team at its core and owns its own IP.

Document Logistix’ direct customer base has grown year on year throughout the USA and Europe, as well as through specialist global partners who appreciate that Document Logistix offers product advantages and knowledgeable technical support.

Out-of-the-box and tailored document management solutions

Document Logistix provides out-of-the-box solutions to all sizes of customers in every type of industry, each with its own challenges and KPIs. Document Logistix also supplies document management solutions to organizations that have special requirements, notably in government, law enforcement, manufacturing and not-for-profit set-ups.

Document Logistix case studies demonstrate the company’s agility, technical capability and ‘can do’ approach when it comes to solving customers’ business challenges. Our recent successes range from a multi-faceted HR on-boarding solution for a leading parts manufacturer, to an e-Discovery solution that enables District Attorney Offices to meet disclosure mandates.

Document Logistix agility drives customer satisfaction

It’s all about you; the technology and the terms!

Document Logistix Directors and Account Managers will work with you in the most agile way to:

  • First, understand your business challenges in detail
  • Then, see if there are any integration advantages that create additional benefits
  • Finally, provide a solution based on a proven business case

Purchase options and deployment to suit you

Cloud and SaaS options may represent a cost-effective entry level to electronic document management. However, a functionality audit is the best way to determine which aspects of your business you want to host in the Cloud.

Document Logistix provides you with a full range of deployment options: on-premise, Cloud and hybrid, and a full range of purchase options.

Look carefully at licensing costs

Document Logistix’ document management solutions are not part of a cumbersome technology stack that means you have to buy more than you really need.

Our commercial terms are geared to value pricing to ensure customers get a true ROI. Account Managers are empowered to deal with each case on its merits and the scope needed to achieve success for the customer.

We can work on licensing with you to make sure you pay only for what you need: full user, read-only, concurrent licensing or some variation.

What does ‘working with customers’ really mean?

Just about every vendor claims to work closely with customers, and refers to itself as a trusted partner.

At Document Logistix we regularly consult with customers to get feedback and to understand their new challenges. Our collaboration with customers has led to beneficial breakthroughs.

One Document Logistix innovation that stems from customer dialogue is the latest Document Manager Workflow Designer. The latest Workflow Designer is dynamic and gives organisations a practical way to evaluate their business processes in diagrammatic form – with capture, approvals, escalation points and release checkpoints – and then drag and drop into a new management workflow, and test, accept or roll-back as they choose.

What does an ideal document management solution provider for your organisation look like?

Outside of huge enterprises who have complex procurement processes and selection criteria based on legacy installations and ELAs (Enterprise Licence Agreements), most companies look for suppliers with these characteristics:

  • Proven capability
  • Relevant experience and success
  • Accessible evidence
  • Understands my challenges
  • Flexible approach to customer engagement
  • Personal attention
  • Knowledgeable account managers
  • Sustainable product roadmap

Document Logistix’ pioneering founders and knowledgeable Account Management teams tick all the boxes. You will be in the safe hands of people who have your best interests of your organization uppermost in mind.



Dan Wajzner on ECM, software licensing and bureau services


Document Logistix - The Team
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