Document Management & Workflow.

Giving your business fast & reliable access to information that will improve efficiencies and streamline processes.

What is Document Management & Workflow?

Document Manage and Workflow system is a software application that automates the flow of enterprise work. It manages business processes from beginning to end, and reliably connects people and information wherever they are.

Back office operations such as accounting, human resources and central filing are key areas where Document Manage and Workflow systems can improve the quantity and quality of your output and provides the control you need to succeed.

It’s secure content repository centralises documents and metadata from nearly any source and has all the components necessary to build a complete automation solution at a single cost.

A document and workflow automation application is easy to implement, configure, use and modify. It helps you drive out paper-based processes to decrease costs and increase productivity, and supports compliance with internal and external mandates.

It integrates directly with:

MYOB, Xero, QuickBooks, Sassu, Microsoft Dynamics (GP, Nav or AX), Microsoft SharePoint, Attache, Sage (Pastel, AccPac, X3 and Evolution), Microsoft CRM, Exonet, Greentree, SAP (B1, A1 and R3),Timberline, Epicor, JIWA, Netsuite, Ostendo, Pronto, ASW, Movex, JD Edwards, Technology One, Oracle, PeopleSoft, Siebel and hundreds of other applications through:

  • API or Web Service Integration;
  • Microsoft SQL Server Integration;
  • ODBC Database Integration;
  • Flat File Integration

Example of how a Document Management and Workflow solution can improve efficiencies in an Accounts Payable department:

The main objective of any accounts payable department is to pay vendors, service providers, and employee expenses based on the established rules of the organisation and the agreed upon payment terms. The challenge is to only make payment when the transaction is complete, all the paperwork is in order, and all of the rules have adhered to.

Accounts Payable challenges that a Document Management and Workflow solution alleviates:

  • Reduces the risk of making costly duplicated payments
  • Provides a process that addresses incomplete or incorrect invoices
  • Allows for accepting discounts as a result of improved process cycle times
  • Reduces vendor relationship issues due to lost invoices or late payments
  • Provides organizational scalability which allow for varying volumes and growth
  • Reduces basic human error
  • Provides predictable operational costs for better planning and budgeting
  • Reduces organizational risks and provides disaster recovery and a continuity plan

Accounts Payable Improvements with a DM & FM solution

  • Receiving Document Handling
    Eliminates handling errors and reduces the cost of processing receiving documents.
  • Invoice Approval Process
    Automation reduces cycle times, reduces errors, and creates organisational scalability. The result is invoices paid correctly on time with no more over-payments or lost discounts, adding bottom line dollars.
  • Invoice Coding & Automation
    Eliminates the hours of tedious reconciliation of cost accounts that coding errors create.
  • Document Payment Matching
    This process assists in resolving vendor payment issues and reduces the operational costs associated with payment history research
  • Integrate Document Retrieval
    This seamless retrieval provides productivity gains, eliminates complex training needs, and extends the value of your existing technology investments

Talk to us about a workflow management system for your business on 1300 854 856 or contact us via email here.

Doc Mgmt

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