Syncing People, Processes and Information

5) Smooth Integration With Other Line-Of- Business Software

When investing in a new software, you want it to work with your existing business systems. Make sure your solu­tion offers smooth, no coding integration so that you can easily share data between applications, without needing a programmer. Otherwise you may end up paying extra or a developer to integrate your systems. Look for a product that offers simple integration tools that any user can lev­erage so your organisation can further correlate data and increase usability.

6) Easy-to-Use, Intuitive Interface to Access Information

Choose a solution that offers secured access to informa­tion in a single, browser-based application. With an intui­tive interface your workforce Will be empowered to easily organise and share information. With a drag-and-drop graphical interface even business users can Simply draw business process to automate work tasks and integrate systems. Look for tools like dynamic linking, which enable you to link together related documents for easy retrieval. By eliminating data silos, you’ll further minimise search times and increase productivity.

7) Reduces Manual Administration and Monitoring

The right solution will enable your company to sync your people, paper and processes from the start. Look for a solution that offers authorised users instant access to information when and where it is needed. With the pow­erful features of process automation, you’ll eliminate time-wasting manual paper processes and replace them with improved document sharing and collaboration across departments.

8) Automates and enforces business rules and processes

Another way to help your company achieve a quick ROI is to take advantage of process automation across your entire organisation. Auto-indexing features make sure your data is organised according to business rules and pre­vents lost or misfiled documents. Also, look for the ability to add your own business process routing. This enables organisations to set up approval process, routing, audit trails, and adds security to the management of document processing.

Proven Results

Before CIosetMaid found iDatix, the company commit­ted over 8,000 A/P invoices each month to microfiche. Retrieving archived data could take a week or more.

With a DM system, AP professionals now scan incoming invoices right away. ClosetMaid saved over $100,000 in labour costs and equipment in just their first year using document management and workflow solutions and they’re just one example