Your Implementation Journey

Setting up YottaDM is a simple, straightforward process. Our team will guide you every step of the way to ensure a smooth transition and rapid adoption.

1

Initial Assessment

We begin by understanding your organization's specific document management needs, workflows, and objectives to ensure a tailored implementation.

  • Current workflow analysis
  • Document volume assessment
  • Security requirements review
  • Integration needs identification
  • User role mapping
  • Success criteria definition
2

Installation & Configuration

Our team handles the technical setup, ensuring YottaDM is properly installed and configured to meet your specific requirements.

  • System installation across departments
  • Custom workflow configuration
  • Security protocol setup
  • User account creation
  • Integration with existing systems
  • Data migration assistance
3

Training & Onboarding

Comprehensive training sessions ensure your team feels confident using YottaDM's powerful features.

  • Role-specific training modules
  • Hands-on workflow tutorials
  • Administrator deep-dive sessions
  • Custom documentation
  • Video training resources
  • Knowledge base access
4

Go-Live & Support

We don't just deploy and leave. Our team provides dedicated support during the crucial initial usage period.

  • Supervised go-live process
  • Rapid response support
  • Performance monitoring
  • Workflow optimization
  • Regular check-in meetings
  • Continuous improvement guidance

Benefits of Implementing YottaDM

Discover how our solution transforms document management across your organization.

Time Savings

Reduce the time spent on document-related tasks by up to 70% with automated workflows and intelligent search.

  • Instant document retrieval
  • Automated routing processes
  • Batch processing capabilities
  • Reduced manual data entry

Enhanced Security

Protect sensitive information with enterprise-grade security features and comprehensive access controls.

  • Role-based permissions
  • Document encryption
  • Detailed audit trails
  • Compliance support

Improved Productivity

Streamline collaboration and boost efficiency across departments with centralized document management.

  • Collaborative editing
  • Workflow automation
  • Mobile accessibility
  • Version control

Seamless Integration

Connect YottaDM with your existing business systems for a unified information ecosystem.

  • API connectivity
  • ERP/CRM integration
  • Email system connection
  • Legacy system compatibility

Powerful Discoverability

Find any document instantly with advanced search capabilities and intelligent metadata.

  • Full text search
  • Metadata filtering
  • OCR for scanned documents
  • Saved search templates

Cost Reduction

Lower operational costs by eliminating paper-based processes and reducing storage requirements.

  • Reduced storage space
  • Less printing costs
  • Decreased document loss
  • Lower administrative overhead
The implementation process was remarkably smooth. YottaDM's team took the time to understand our specific workflows and configured the system to match our exact needs. The transition was seamless, and the ROI has been substantial.
James Wilson

James Wilson

CIO, Global Financial Services

System Requirements

YottaDM is designed to work with your existing infrastructure with minimal requirements.

Hardware

  • Processor: Intel Core i5 or equivalent (2.5 GHz or higher)
  • RAM: 8GB minimum (16GB recommended)
  • Storage: 5GB for application + document storage space
  • Display: 1366 x 768 resolution or higher

Software

  • OS: Windows 10/11, macOS 10.13+, Linux (Ubuntu 18.04+)
  • Browser: Chrome, Firefox, Edge (latest versions)
  • Network: Internet connection for sync features
  • Additional: .NET Framework 4.8+ (Windows)

Network

  • Connectivity: TCP/IP network with HTTP/HTTPS access
  • Bandwidth: 10Mbps or higher recommended
  • Firewall: Outbound on port 443 (HTTPS)
  • P2P Sync: Ports 8000-8010 for local sync

Security

  • Authentication: LDAP, Active Directory, SSO support
  • Encryption: TLS 1.2 or higher
  • Data Protection: AES-256 for stored documents
  • Access Control: Role-based permissions system

Ready to Get Started?

Fill out the form below and one of our representatives will contact you to guide you through the next steps.

Frequently Asked Questions

Get answers to common questions about implementing YottaDM

How long does implementation typically take?

Implementation timelines vary based on organization size and complexity, but most YottaDM deployments are completed within 2-4 weeks. Basic setups can be operational in as little as 3-5 business days, while enterprise-wide implementations with complex workflows and integrations may take 4-8 weeks.

Do we need to migrate all our documents at once?

No, YottaDM supports phased implementation approaches. Many organizations choose to start with current and recently active documents, then gradually migrate historical archives. Our team will help you develop a migration strategy that minimizes disruption while maximizing value from day one.

What kind of support is included during implementation?

All implementations include dedicated support from our technical specialists, including installation assistance, configuration guidance, and training sessions. We provide 24/7 emergency support during the critical go-live period, followed by our standard support package based on your service level agreement.

Can YottaDM integrate with our existing systems?

Yes, YottaDM is designed for integration with your existing business applications. We offer pre-built connectors for popular ERP, CRM, and accounting systems, plus a robust API for custom integrations. Our implementation team will assess your integration requirements and develop a connectivity plan as part of the initial assessment phase.

What happens after we submit the contact form?

After submitting your contact information, a YottaDM representative will reach out within one business day to schedule an initial consultation. This no-obligation call will help us understand your specific needs and determine the next steps in your implementation journey. We'll provide you with a customized implementation plan, including timeline and resource requirements.