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CCH Software User Documentation

CCH SP Document Management: Implementation Consultancy


During the online implementation consultancy of your document management system we will provide guidance on how your new system is pre-configured to allow for a quick start in this area.  Led by our experienced consultants the session provides an opportunity to review and refine how you manage all documents in your business. One session online consultancy running up to 3 hours.

Who should attend the consultancy session?

  1. Representative with business decision making responsibilities - Support for CCH Document Management and the paperless office from business leaders is critical to a successful implementation. Business leaders are responsible for communicating to employees the business's commitment to the roll-out of CCH Document Management and the benefits to clients.
  2. Personal Assistants\Administration - this group often have a detailed knowledge of existing procedures and can have a valuable input to the process. Ultimately they can be heavily impacted by the implementation of a document management system and therefore it is important to gather their feedback and input. Consider a Super User/Champion to represent this group.
  3. Other - Representatives from all teams from the organisation should be present in the consultancy to ensure all areas affected by the implementation have input and the different processes that will be adopted by each area can be addressed.

Do we need our IT representatives during the consultancy session?

IT will not be required once installation has taken place and all technical considerations have been addressed with our specialised consultants. We will require access to your live system during the consultancy session.

What should we prepare in advance?

The purpose of the session is to review the software functionality and provide you with enough knowledge to be able to make decisions regarding how you will implement for the benefit of your business.  It is also designed to provide discussion around the impact on existing policies and workflows in your business.  We will also cover what new procedures may need to be put in place and what may need to be documented and communicated to the rest of the business.

Guidance will be provided by your consultant from this initial session, the business team will be required to continue to discuss and document further ahead of any end user training. Representatives should come prepared to discuss their existing workflows and policies as well as requirements from your new document management system.

How long will the consultancy take?

The remote implementation takes up to 3 hours.  For your business It may not be necessary for each attendee to be present throughout the whole session, but it is beneficial that they are at the start of the session to contribute to the discussion on your current systems and where there will be an impact on daily working lives of the areas they represent.


CCH Document Management  

Planning and Implementation

  • Review existing document management system and processes.
  • Understanding CCH Document Management.
  • Identify the practice's team of champions who will support and promote the new system and changes within the business.
  • Training – all practice staff require end user training – who will require additional training in key areas specific to their role – i.e. managing corporate templates.

Document Management Policies and Procedures

  • Defining policies around key aspects of document management including managing scanning, filing emails, archiving and destruction.

Processes and Tasks

  • Managing all communications and correspondence with clients via post, CCH OneClick and emails.

Consultancy Outcomes

At the end of the session your consultant will work with you and agree the actions to be completed by all relevant parties. You will be directed to supporting collateral and eLearning in readiness for the document management training.


All attendees should have a good understanding of CCH Central and the existing document management systems for their business.

Note: This online consultancy takes up to 3 hours.

Useful Resources 


  • eLearning courses - online courses that provide you with an overview and insight into our software
  • Bitesize videos - that explain small focused areas of our products
  • Webinars - sessions for you to attend and learn from


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