FileTrail IG & RM Solution Implementation

In-house Implementation Solution

New product implementations can be daunting.

FileTrail’s expert team helps to relieve the usual stress involved and achieve a smooth transition.

Proven Approach

  • Minimizes project costs and time to completion.

  • Built on clear, documented steps supported by instructions and easy-to-follow worksheets.

Every situation is different. Our methodology is designed to integrate each client’s uniqueness into their own FileTrail configuration. We achieve success by applying best practices in our clients’ operations to ensure they get the most out of our products.

Key Benefits

As the leader in Information Governance and Records Management solutions, FileTrail understands the importance of providing flexible implementation options. In addition to working with partners that can implement our products, we invest in our own highly trained team to provide consistent and high-quality service.

Our Goals

  • Ensure each client experiences a smooth transition.

  • Conduct thorough staff training.

  • Complete installation with minimal system downtime in the final migration to FileTrail.

Achieving 100% client satisfaction is a win-win – by delivering the best possible outcome for every client, each client’s success means we gain new references with every implementation.

Expert Support

For a full spectrum of support, every FileTrail project is assigned a dedicated team that collaborates with the client and each other to achieve a successful records management and information governance solutions implementation.

  • FileTrail project managers provide overall project oversight and ensure every project is completed on time and within budget. Our PMs serve as the main point of contact for clients and work closely with the assigned implementation specialists and data migration engineers to ensure all projects are executed according to industry best practices.
  • Implementation specialists have extensive experience deploying FileTrail records and governance solutions. They work closely with clients to understand their specific needs and requirements, then collaborate with PMs and data migration engineers to design solutions tailored to meet those business needs.
  • Data migration engineers are experts in moving data from legacy systems to FileTrail RM and governance software. They’re an integral part of the client implementation team, ensuring data is accurately transferred and all necessary security protocols are followed.

FileTrail is dedicated to delivering reliable and secure solutions that meet our clients’ unique needs. We take pride in ensuring that each project is executed with the utmost care and attention to detail.

In-house Implementation Team

With a roster of talented and dedicated professionals, the FileTrail implementation team is committed to providing exceptional service to our clients. Team members are based in our corporate headquarters in Austin, Texas, and throughout the U.S. and Canada and able to serve clients in every time zone.

FileTrail’s implementation team is led by our director of professional services Nicholas Burge.

Nicholas Burge

Director of Professional Services

Nicholas Burge resides in Austin, TX and is the Director of Professional Services at FileTrail. He started his 11-year career as a Records Management professional in the Energy-sector in Houston and eventually transitioned to Software Implementation in 2017 for the leading provider of information governance and records management solutions. Prior to joining FileTrail, Nick worked as a Records Supervisor and Systems Analyst at Hilcorp, a privately held oil and gas exploration and production company.

Since joining FileTrail in 2017, Nick has been instrumental in driving the company’s professional services initiatives, overseeing the implementation of key clients to improve operational efficiency and customer satisfaction while adhering to Information Governance best-practices. He has worked closely with a range of clients across industries including legal, pharmaceuticals, energy, and financial services, to develop customized solutions that meet their specific needs.

Nick Burge

Nicholas Burge

Director of Professional Services

Austin, TX

James Casey

Implementation Manager

Austin, TX

Shelby Wiebers

Implementation Manager

Austin, TX

Doug Irvine

Implementation Manager

Remote- USA

Benoit Canucci

Implementation Manager

Remote- Canada

Kristen Gerritsen

Implementation Specialist

Remote- Canada

Mark Ackmann

Senior Data Engineer

Remote- USA

Eric Carlson

Senior Data Engineer

Remote- USA

Ryan Zyke

Data Migration Specialist

Remote- USA