Our Guide to Implementing FYI

Changing your document management system may seem like a difficult undertaking – but it doesn’t have to be.

This Guide to Implementing FYI covers everything you need to know to get the power of FYI working for you.

It explains our simple onboarding process and its four key phases:

• Discovery
• Migration
• Configuration
• Training

With assistance provided at every turn, the process is easy.

We’ve spelled out the steps and outlined exactly how we work together to make sure your implementation goes smoothly and your practice doesn’t miss a beat.

The FYI Client Success team will provide an assisted onboarding plan to suit your practice and guide you through each stage.

Click here to download the guide.

Start by booking a Discovery Meeting

A Discovery Meeting is the first step in developing an onboarding plan for your practice. It allows us to learn about your practice and recommend an onboarding strategy to suit your unique requirements.

At this meeting, we’ll explain the onboarding process and discuss pricing options for assisted onboarding services.

Click here to book your Discovery Meeting