OSAM Document Solutions supports our customers in all systems solutions we implement. Our Professional Services team installs, services, and maintains our customer’s hardware and software while the Professional Consulting and Project Management staff ensure complete installation and line-of-business integration with all of your existing applications by setting benchmarks according to your schedule. Our Software Support group is trained and certified to service our customers post-installation through online, phone, and onsite assistance.

“Some of the highest customer service and support response with the knowledge and kindness to resolve all issues we have had.” - J. Hillis, Safeguard Security


Before building your solution, our Senior Solutions Engineers conduct a discovery site visit to ensure that all of your processes and needs have been considered. They revisit the functional specifications, such as license requirements and module prerequisites, and work with you regarding any pending modifications. Dependent upon the size of your organization and the specifications of the pending solution, the assembly, install and implementation process may range from a week to three or four months. Your specifically crafted solution is constructed with meticulous detail.

After your document management system is installed, the Senior Solutions Engineer familiarizes you with the process. Usually this is broken down into three components, the objective being a “train the trainer” approach. It’s recommended that more than one person in your organization attend each of these trainings and train others as needed.

Training and user level
  • Systems Administration – behind the scenes training
  • Standard End User training-document retrieval
  • Scanner Training – the scanning expert

Finally, a Technical Specifications report is presented for your safe-keeping. This consists of the original concept for configuration (pre-discovery), the modifications made (post discovery), and the final outcome of your configuration.

As part of the install process, OSAM extends free 90-day go live system modifications and due to the fact that our document content management solutions involve sophisticated hardware and software, post installation issues may arise. Members of our Support Groups are responsible for responding to our customers and resolving such issues promptly and professionally while utilizing all resources available to OSAM.