Loyola University Chicago

Information Technology Services

How can I acquire DocFinity for my department?

Basic Steps of an ECM Project

Note: The length of your project will depend on the complexity of your implementation and its place on our prioritization list.

Step 1: Interested LUC customers must fill out the DocFinity Request eForm.

Step 2: The ECM Manager will schedule a meeting with the department and provide an information session.

Step 3: The ECM Manager assigns the new group a Project Manager and/or Business Analyst.

Step 4: The Project Manager and/or Business Analyst meets with the department's project sponsor/s and functional lead/s to review the project scope and determine a tentative timeline.

Step 5: During a series of requirements meetings, the team will figure out which documents need to be stored in DocFinity, how they should be indexed, who should have access to them, etc.

Step 6: The ECM Systems Administrators will perform the technical work of setting up the department's repository in DocFinity.

Step 7: Demonstration and training sessions for users will take place.