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CASE STUDY  Medical Technologies | Global

Medical Device Leader Advances Long-Range Document Management Strategy and Streamlines Workflows

Client Need

  •  Evaluate iManage as a Document Management System (DMS) for sustained scalability.
  •  Align on an implementation approach, phasing the change based on the current state.
  •  Identify document and knowledge management pain points and forward-looking priorities.
  •  Create best practices to streamline workflows and support knowledge sharing.

Client Solutions

  •  Interview stakeholders to capture the current state.
  •  Identify document management priorities, pain points, and challenges, including search issues, version control, email storage, and limited access to knowledge resources and templates.
  •  Build a prioritized roadmap with recommendations for integrations, migration, design principles, functionality, change management, and key processes.
  •  Advise on long-term planning focused on cost, scalability, and sustainability.

Why Epiq

  •  Provides expertise across the client’s operational journey and full technology stack.
  •  Serves as a trusted partner through engagement across multiple workstreams including eDiscovery and spend management.
  •  iManage North America Customer Success Leader (2024) and iManage North America Partner of the Year Large Law (2023).

Results and Benefits

A strategic implementation roadmap that aligns with client goals.

A scalable future state vision for document and knowledge management.

Established best practices to streamline design and guide implementation.