Free your business from workflow constraints.

Meritech’s trusted advisors design and manage technology to help our customers work more efficiently and minimize risk. To determine if you are vulnerable, our first step is to conduct a free, in-depth assessment of your workflow management systems based on industry best practices for productivity, performance and security.

How it works

Our document solutions experts work on site with you to perform your free document workflow assessment. The assessment process involves examining current and historical data about your company’s systems and equipment to identify risk areas. We also look for opportunities for your company to improve cost savings and streamline workflows.


Meritech workflow assessments are based on industry-standard best practices to give you a clear view of your workflow constraints – and what you can do to address them. After we complete your assessment, you will receive a customized Document Risk Report covering key performance areas.

You will also receive recommendations to help you improve your workflows in risk areas such as:

  • Document storage and retrieval
  • Document workflow
  • Electronic forms
  • Disaster recovery
  • Systems integration
  • Training and support

Whether you need a single solution or full managed services, a Document Risk Report can help your company address critical risk areas so that you can feel secure and confident in how you do business.

Schedule My Workflow Assessment

Schedule your company’s Free Workflow Assessment by filling out the form below or by calling 888-505-6567.

Fill out my online form.

Customer Support

Please use the online support and account tool links below.
For additional help, please call 216-459-8333.

If emergency network support is needed after business hours, please call 216-421-6605.