Design & Implementation

Our process for implementing CARA ensures a seamless and pain-free journey to better content, data, and business process management.

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Our Design & Implementation process

Requirements & Design

We run workshops to capture the Business Explanations behind each User Requirement. We then write a Technical Execution Description for each of those Business Explanations to explain exactly how it will be achieved in CARA. The end result is a detailed, traceable explanation of the What, Why, and How for every single requirement.​

Configuration

CARA is the most configurable content, data, and business process management platform on the market. There are over 40,000 options to help tailor the platform to meet your specialist requirements.

Our Client Delivery teams know the best way to achieve your design goals, and work on average 4x the speed of external consultants due to their expertise.

Environment Support

Generis provides a series of environments in order to streamline the test and validation process, whether you’re implementing in the cloud or on premise. Our design, sandbox, development, test, and production environments are kept separate to ensure compliant, traceable implementation.

Validation

Our validation team has decades of experience in regulated industries, taking the burden off the customer. We will ensure that any configuration changes that we make together to tailor the product to your processes, are carefully and efficiently validated.

Training & Support

We offer comprehensive training for our platform – both end user training, and administrator / technical classes.  These are instructor-led which can be online or in person, we also offer training videos, webinars, eLearning and documentation.

In addition to the standard Tier 3 support for our software, we offer 24/7 Tier 2 application support.

Latest Resources

Generis Whitepaper – The Hidden Cost of Fragmentation in Regulated Industries
2 July 2026

Generis Whitepaper – The Hidden Cost of Fragmentation in Regulated Industries

Non-compliance costs organisations nearly three times more than maintaining proper compliance programmes. Yet most are still managing the information that…

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The Hidden Cost of Fragmented Systems: A Financial Services Whitepaper
16 June 2026

The Hidden Cost of Fragmented Systems: A Financial Services Whitepaper

Since 2021, the SEC has fined more than 100 financial services firms over $2 billion — not for fraud, not…

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CARA 5.15 Feature Release – Deep Export
15 June 2026

CARA 5.15 Feature Release – Deep Export

Export at scale and finish with a complete picture. One action. Every document in place. Every exception accounted for. Moving…

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