Moving CSI to the Cloud? Your Doc-Trak Path Explained

You don’t need to replace Doc-Trak to move forward with your CSI 10 cloud upgrade.

As more Infor CSI customers plan their move to the cloud, one question keeps coming up:

"What happens to Doc-Trak?"

There’s been a common misconception that moving to CSI 10 in the cloud requires replacing Doc-Trak with another solution. Let’s clear that up.

Doc-Trak Moves to the Cloud with You

Doc-Trak is fully compatible with CSI 10 and supports cloud deployments.

That means:

• You can retain your existing Doc-Trak system as you upgrade to CSI 10
• Your document management workflows remain intact
• Your teams can continue working in a familiar environment without disruption

In short, your path to the cloud does not require starting over.

Avoid Unnecessary Disruption

Switching document management systems during an ERP upgrade introduces risk:

• Data migration complexity
• Process disruption across departments
• User retraining and adoption challenges
• Additional cost and timeline impact

By continuing with Doc-Trak, you eliminate these variables and keep your upgrade focused and efficient.

Doc-Trak vs. "Rip and Replace" Approaches

Some CSI customers evaluating cloud options assume they need to move to a replacement solution. This is not necessary.

You have a choice.

Doc-Trak provides:

• A proven solution already embedded in your processes
• Continuity across your ERP transition
• A lower-risk, lower-disruption path to the cloud

For many customers, maintaining Doc-Trak is the most practical and cost-effective approach.

Plan Your Cloud Move with Confidence

Every CSI environment is different, and your cloud strategy should reflect your specific needs. The key is making decisions based on accurate information — not assumptions.

If you’re planning a CSI 10 upgrade or evaluating your cloud options, we’re here to help you understand exactly how Doc-Trak fits into your path forward.

Let's Talk Through Your Plan

Have questions about how Doc-Trak works in a cloud environment? Want to see what this looks like in practice?

Schedule a quick discussion with our team to walk through your current setup and cloud options.