Information Governance Experts at the Ready

Collabware’s professional services team is on hand to help with strategic support and project planning guidance. They are the ones who bring the intelligence to #IntelligentECM. Take advantage of our onboarding specialists to get you and your staff trained and your system configured.

Document Security Built-in

Rapid Deployment

Our Rapid Deployment Program uses proven, repeatable processes and methods to get you up and running with a fully configured production pilot in as little as 90 days.

Machine Learning in Records Management


Join our regular public sessions or request private lessons for your teams in expert-led classes designed to help you maximize all the time-saving features of our software. 

Search across SharePoint, OneDrive, Exchange & more.

Enterprise Rollout

Once the initial phased approach is established in our Rapid Deployment method, roll out to other departments becomes even more efficient and ensures compliance.

Content Lifecycle Workflow Automation


Take advantage of the latest and greatest features and fixes that have been developed and driven by industry demand. Our team makes sure the transition is seamless.


Remote Advisory & Consulting

Gain insight, learn best practices and get help navigating through content migration, system upgrades, moving to the cloud and so much more. Our team and local partners can assist you with project requirements wherever you do business.


Content Migration.

Ingest documents and other important content (physical or electronic) into SharePoint on-prem or Office365 - including smart scan/capture to digitize any active working documents.

3rd Party Integration.

The beauty of using Office365 and SharePoint is the ability to harness its flexibility. We build the connectors it needs to work with any compatible 3rd party solutions (including SAP, One Drive, File Shares, Box, G-Suite and many more).

Records Management Assessment.

We conduct a discovery, review and recommendation process related to records management in SharePoint with Collabware CLM and produce a comprehensive recommendations report.

IT Infrastructure Assessment.

We complete a technical assessment of your SharePoint Farm and provide recommendations for sizing, performance, scalability, backup and recovery. 

Collabware CLM Workflow Builder Dashboard

Services Team Inquiry

What challenges are slowing your team down?

Your organization may have specific needs that you want to see addressed with our software or you may want to validate your records management strategy or process ideas.

We are here to help! Tell us any initial information we might need to start the discussion and we will schedule a mutually agreeable time to chat further.


Collabware Implementation Methodology

Accelerate Deployment, Streamline Onboarding & Ensure User Adoption

Our goal is to deliver a user-friendly, enterprise-wide solution using Collabware built into SharePoint or Office 365
a that will ensure corporate policies and compliance are satisfied.

  • Guided Installation of Collabware in a Test and Production Environment.
  • Onsite training and discovery session to gather and confirm requirements.
  • Configuration of file plan classification scheme and relevant retention schedule lifecycle workflows.
  • Configuration of automation rules for automated content classification.
  • Configuration of SharePoint content types and metadata for specific workspaces.
  • Configuration of key in scope business scenarios.
  • Readiness assessment to determine effective scheduling of business units.
  • Phased project approach to ensure a successful engagement with minimal impact to end users.

Our Valued Customers