First, we meet with you to get answers to detailed questions about your unique product features, compliance requirements, existing document data, corporate branding and image guidelines, record-keeping systems, and the current and target document delivery environments. These questions, and the discussions that follow, are informed by our deep industry expertise and our experience with every aspect of the document lifecycle.

Then we review these findings with your team and use the analysis and subsequent discussion to develop and refine the document strategy. This strategy addresses design and content objectives for your documents and high-level work flow and system requirements for the composition and delivery solution.