i-DOC Deployment

How to prepare and deploy the best document management application for the property

management industry.

Presented by Gustavo Sapiurka

© 2009 Domin-8 Enterprise Solutions LLC. All rights reserved.

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Who really needs i-DOC?

• Do you store financial records?• Do you store leasing information of your

units?• Is your insurance information safe?• If you need to audit the records for one of

your sites, do you need to travel?• Do you share information with your owners,

BOD, regulatory agencies?• Have you ever lost an important document?• Where can you find information about a

specific employee?

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Deploying the Application - I

• Defining your needs - priorities– Central Office usage

• AP – Invoices• HR – Employee Records• GL – Financials• Compliance – Insurance – Residents – Fair

Housing• REAC• MOR

– Property usage• Applicant• Leasing• First year TIC• Voucher – Project Work Sheets• Maintenance

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Deploying the Application - II

• Defining your users– Who will administer the application?

• Define the users in charge

– Who will upload the documents?• Locations• How many?• What type?

– Who will view the documents?• Corporate• Regulatory Agencies• Auditors• Owners

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Setting i-DOC I

• Repositories

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Setting i-DOC II

• Classifiers

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Setting i-DOC III

• Values to the classifiers

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Setting i-DOC IV

• Creating a role

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Setting i-DOC

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Setting i-DOC

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Setting i-DOC

• Creating Users

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Sample of different Schema

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Sample of different Schema

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Sample of different Schema