As a planning firm grows, three or more parallel filing systems tend to emerge: paper, electronic files and e-mail. Tracking down a specific document for a certain client is challenging (not to mention time consuming) - especially when the document was created or filed by someone else!

A comprehensive document mangement solution addresses this problem by providing a single, cohesive filing system for all of the documents in your firm. More importantly, it ensures that documents are filed in a consistent manner - and makes it easy for users to find and manipulate the documents they need to perform their specific tasks.

Because of the comprehensive nature of a Document Management Solution, it is important for planning firms to work with a technology partner who understands the technology involved AND their business needs and workflow processes - very few planners have access to a local technology provider that meets these requirements.

Trumpet, Inc. provides this expertise by using secure, Internet based tools to provide technology planning, implementation and training to planning firms throughout the country. We have developed the Ensemble Process™ to enable planning firms to implement a comprehensive document management Solution - the right way the first time, and on a schedule that ensures that your staff gets the most out of your system.

As your firm moves into a document management system, your staff needs time and training to ensure that the system is providing maximum impact on their processes and workflow. We have pioneered a multi-phase approach to implementing document management solutions. These phases allow your staff to focus on specific areas of the system, and enables us to help you develop effective workflow processes while minimizing disruption to your firm.

If you are interested in finding out what phase schedule would be most appropriate for your firm, please submit a request to set up time to speak with one of our document management specialists.

Solutions developed through the Ensemble Process™ are based on the WORLDOX document management system, as well as custom integration with the contact management, e-mail and financial planning software used by your financial planning firm.