The Challenge
Where legacy rollouts stall
Enterprise teams often inherit a patchwork of point-to-point integrations and manual data entry that break down the moment an ERP is upgraded or a new business unit comes online. Configuration decisions made without a clear methodology create rework, delayed go-lives, and systems nobody fully understands a year later.
We replace that uncertainty with a structured implementation methodology, deep native integration with your core systems, and a team that stays engaged well past go-live.
Our Approach
How we implement
ERP & System Integration
Native connectors and APIs that bring SmartDocs into direct alignment with your ERP and core business systems, so data moves automatically instead of through manual exports.
- SAP ECC, S/4HANA, and S/4HANA Public Cloud
- Oracle PeopleSoft, EBS, Dynamics, Infor, and Aptean
Flexible Deployment
Choose the deployment model that fits your IT strategy, from fully managed cloud to on-premise, configured and supported the same way either way.
- Cloud, on-premise, or hybrid deployment
- SharePoint, Google Drive, Azure Blob Storage, and OnBase connections
Training & Support
Structured training for end users and administrators, paired with ongoing support that continues long after go-live.
- Role-based training for end users and administrators
- Post-go-live support and continuous optimization
Implementation in Action
From kickoff to go-live
A closer look at how a SmartDocs implementation runs, start to finish.
Requirements & Data Discovery
- Clear scope. Defined timeline.
System Configuration & Integration
- Validated environment. Ready for data.
Data Migration & Go-Live
- Smooth cutover. Supported team.
What to expect
The Impact of Getting Implementation Right
Clear milestones, constant communication, and a structured methodology from discovery through go-live and beyond.
clear
milestones
Every implementation follows a defined path through discovery, configuration, data migration, integration, and testing before go-live.
native
connectors
Purpose-built connectors align SmartDocs with your ERP and document systems, rather than relying on brittle workarounds.
The best implementations aren’t measured by how fast they go live, but by how well the system fits the way your teams actually work.
SmartDocs Implementation Team
- ERP & Core System Integration
Native integration with SAP ECC, SAP S/4HANA, and SAP S/4HANA Public Cloud, plus Oracle PeopleSoft, Oracle EBS, Microsoft Dynamics, Infor, and Aptean.
- Public Sector Implementation
Dedicated implementation support for public procurement teams, with configuration that fits public sector requirements.
- Document & Content Connectivity
Secure connections to SharePoint, Google Drive, Azure Blob Storage, and OnBase, so documents stay linked to the transactions they support.
- Flexible Deployment Models
Cloud, on-premise, or hybrid deployment, configured to match your organization's IT strategy and security requirements.
- Structured Data Migration
A defined migration process for historical records and open transactions, validated before cutover to protect data integrity.
- Training & Post-Go-Live Support
Role-based training for end users and administrators, followed by ongoing support that continues after go-live.