Ten Steps to Implement a Microsoft365-Based Epona DMS​

Keith Vallely presents ten essential steps for successfully implementing Epona’s Microsoft365-based DMS. The guide emphasizes the importance of a balanced project team, internal advocates for change, and deep knowledge of existing systems. It details phases from system design and customization to quality control, pilot testing, and deployment. Epona’s approach integrates people, processes, and technology, ensuring that users can store, search, and manage documents and emails seamlessly. With continuous training, detailed documentation, and responsive technical support, the Epona DMS transforms Microsoft365 into a tailored, efficient solution that enhances productivity across the organization.