Request Form



MRI Document Management Health Check

This Health Check is aimed at organisations who have been using MRI Document Management for some time and wish to understand how efficiently they are using the system. Your internal processes may have evolved since implementation and the business may have changed too. We will work with you to review existing business processes within MRI Document Management, with the aim of helping you realise its full potential. Ad-hoc advice will be given for quick wins, and further recommendations for more wide-reaching benefits and system optimisation will made upon completion of the review.


The operational review should identify aspects of MRI Document Management which are not being used as efficiently as possible, identify knowledge gaps within specific teams and provide an insight into whether the current configuration suits the business requirements of today and is GDPR compliant.


The consultant and client will, prior to the consultancy, agree details of the session, confirm start and finish times and any prerequisites.

  • Attendees familiar with the MRI Document Management.
  • Person(s) who are responsible for: MRI Document Management.
  • Person(s) who have sufficient understanding of the current and future business needs of the organisation.
  • Initial meeting to discuss high-level objectives including any areas of concern.
  • Review all existing core business processes with a core group representing each of the functional areas using MRI Document Management.
  • Provide a feedback session to go through the high level findings and recommendations.
  • Provide a detailed document confirming business processes reviewed and outlining go-forward recommendations. Advice will be given detailing any suggested changes to operational use to align with best practice methodology, further training requirements and any suggested changes to the existing system configuration.


  • Please complete the form opposite to request costs for this option.
  • Should your organisation have Recurring Services or Pre-Paid Credits then you can utilise these for this consultancy. If you would like more information on either of these options, please contact our Solution Optimisation Team
  • The purchase of more than 1 package may attract a discount - please contact us to discuss your requirements.
This is remote delivery; should you wish to have this delivered at your organisation a separate quotation can be provided.