The right decision before the contract
DMS consulting and setup with Docuware, DATEV & lucanet
The Starting Point
A mid-sized company was looking for a document management system. Two vendors in the running, but no one in-house who could technically evaluate whether the solutions would fit the existing infrastructure. The challenge: integration with DATEV and lucanet had to be guaranteed, and the system couldn't disrupt existing workflows.
Before
- Documents scattered across network drives and email inboxes
- No central access, no versioning
- No internal technical expertise for vendor evaluation
- DATEV and lucanet integration unclear
After
- Docuware as central DMS with clear folder structure
- Automatic document import from DATEV and lucanet
- System live within 4 weeks instead of 2+ months wait time
- Staff training and handover to internal operations
What I delivered
Infrastructure analysis
Evaluated existing systems, interfaces, and data flows. Foundation for an informed decision.
Vendor support
Joined both vendor meetings as technical advisor. Tested marketing promises against feasibility.
Process workshop
Mapped workflows together with vendor and department leads. Defined target processes.
Faster implementation
When the chosen vendor announced 2+ months wait time, I took over the setup myself.
Setup & configuration
Docuware setup, folder structures, permissions, and document types configured.
ERP integration
Automated data flow between Docuware, DATEV, and lucanet.
Results
of wait time saved
to production
ERP integration live
Let's talk.
30 minutes. You explain the problem. I'll honestly say if I can help.
I take on 2-3 projects per quarter. Currently available from February 2026.