Our Process
Our Philosophy
We believe that you are an expert in your chosen field,
and that we are experts in Intelligent Documents.
In general, our philosophy is:
1.
To be sure you have the correct FormTool
product for your needs.
2.
To discuss with you exactly what you want to
accomplish.
3.
To prepare templates which allow you to
accomplish your goals.
4.
To train you and/or your staff in the most
efficient use of the templates.
Our Process
In line with our philosophy,
before any work is done for you,
we want to have a detailed discussion, preferably by
phone, but also by email if that is more convenient for
you, to determine exactly what end-result you expect.
If we think another solution is best for you, we will tell
you what and why. At this point we want you to have
enough information to make an intelligent decision about
going forward or finding a better way to handle your
needs.
Pricing and Time for Completion:
You will send us the documents you want converted
into Intelligent Documents.
•
We will review the documents and give you a
quote for our work.
•
At the same time we will give you an estimated
time frame for the completion of the conversion of
your documents and forms.
•
The pricing also includes up to 60 minutes of
training for you and/or your staff in the correct
use of the templates.
If you agree with the pricing and time frame, we require
50% of the fee before we begin any work. When we
receive the initial 50% of our fee, the time frame
begins.
Training:
The completed templates will do you absolutely no good
UNLESS you and/or your staff use them. I have found
this is the problem most firms have with the templates.
Therefore, included in the fee are:
•
Written instructions for the installation and use
of the templates.
•
Up to 60 minutes of online and/or telephone
training for you and your staff to be sure:
o
Everyone knows how to use the templates.
o
Everyone is totally comfortable with the
templates and the results they product.
Guaranty:
In addition to giving you 30 days to make the final payment, we give you a six-month guaranty, beginning the day
we send the Intelligent Documents to you.
The Guarantee quite simply is that if you have any changes you want done to the Intelligent Documents within the
original scope of the project, we will make those changes for you as rapidly as possible and AT NO ADDITIONAL
CHARGE TO YOU. In other words, we want you to be 100% satisfied and we will do what is necessary to provide you the
templates to achieve your goals in this area.
Of course, if you want us to provide you additional work outside the original scope of the project, we will price and charge for that
work as normal.