1. Discovery

Uncovering the Problem is Critical to a Complete Diagnosis

Our process starts with a pre-qualification collection of basic information about your check volumes, check capture technology, document imaging systems, and your core processor. We conduct this step remotely, and may schedule a live site visit with you as a follow-up.

During our site visit, we undertake an in-depth investigation into specific workflows and operational areas, developing a broad base of information about your enterprise at all levels. Before concluding the visit, we present our findings and observations to upper management and key personnel, to ensure that we have correctly identified your specific needs and constraints.