DOCUMENT MANAGEMENT FROM FILESTREAM

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1 DOCUMENT MANAGEMENT FROM FILESTREAM WORKFLOW FROM DOCUMATION

2 The speed with which Documation was able to get to grips with Nottinghamshire Police s manual procedures before constructing and delivering a complete workflow system solution was very impressive. Nottinghamshire Police Documation Software is a leading provider of document-centred process workflow with over 20 years experience of delivering solutions across markets and industry, to businesses and organisations in the UK, Europe and worldwide. Documation s workflow solutions streamline business processes by automating repetitive tasks, and bringing together on-screen the documents needed to carry out a task, while ensuring compliance with business rules. Our partnership with Filestream enables Filestream clients to extend the benefits brought by Filestream s document capture and management system with powerful workflow automation, reducing costs, and improving efficiency and business control. Documation s Software Platform: Enable Documation s solutions are designed to automate any document-centric process and are built on a modular platform to enable clients to invest in departmental solutions as and when they need. Workflow Workflow can streamline or automate time-consuming, people-intensive processing, freeing staff to concentrate where they are most productive and useful to the business. Workflow features policy guidelines, rules, exception handling, deadline and escalation processing, and promotes effective interaction, with the in-built flexibility to adapt as business changes. eforms Business intelligence (BI) eforms provide a simple, cost-effective way to capture data online, and can be as onedimensional or complex as the information required. Simplicity of use and comprehensive validation make eforms a great way to replace paper forms, kick-start workflow or to feed information to your business systems. Delivery Enable delivers invoices, orders, correspondence any document by the most effective and least cost route, including via , post, or fax, to ensure efficient and timely communication with customers, suppliers, stakeholders, regulators and employees. Enable s BI analysis tools can pinpoint problem areas and process bottlenecks, and identify trends and shifts in processing volumes. The process dashboard is your window on to what s happening now in your system, allowing effective resourcing, and supporting you to drive your business decisions. Integration Enable is designed to integrate seamlessly with any line of business system, ERP, HR or CRM application. Data from these systems is used to validate and streamline entries, and information is posted automatically from Enable, while documents and information are retrievable from either environment

3 We decided to work with Documation because they were able to demonstrate their reliability and flexibility of their invoice processing solution IMS. We wanted to build a partnership together rather than a client/customer type relationship and we ve definitely got that with Documation. Southampton Solent University Example Workflow Solutions A portfolio of department-specific solutions includes workflow for the Accounts Payable department, Customer Services, Human Resources, Finance, Operations, and Purchasing, and Documation also provides the flexibility to tailor solutions to individual client needs. Automatic data entry and validation, work distribution, and approvals are some of the standard tools incorporated to create a smooth processing cycle. Notifications, alerts and escalation procedures ensure deadlines are not missed, whilst full audit trails, reporting and BI (business intelligence) give the insight to further improve efficiency. Accounts Payable (AP) Increase control and reduce AP cost with Documation s Invoice Management Solution Features such as e-invoicing, OCR and automatic data entry, automatic purchase order (PO) matching and online coding and authorisation for non-po invoices streamline the invoice processing cycle, the solution processing in multiple languages across multiple currencies. Customer Services Gain competitive advantage by processing customer correspondence faster Customer Services workflow enables you to approve and onboard customers faster and streamlines customer engagement procedures correspondence handling, applications processing, complaint handling, etc. Human Resources (HR) Save time and provide a faster service for employees and managers With HR workflow department functions can be brought online recruitment, onboarding, leave requests, detail change admin, leaver processing and more. Self-service portals provide employees and managers with instant online access to key HR documents and eforms.

4 Documation worked closely with us through a major change in strategy that resulted in the IT infrastructure being relocated to Germany and the subsequent European rollout. This has been a very successful project, mainly down to the strong communication between the two companies which has really strengthened our partnership. TRW Automotive Operations and Logistics Take productivity efficiency to a new level Creating and delivering a product or providing a service lies at the heart of every organisation. Documation s Operations and Logistics workflow streamlines processes such as sales order processing, new product introduction and sales invoicing, ensuring that steps are actioned in sequence, and within defined timelines. Finance Save on costs and increase financial control Once your finance related documents are captured by Filestream, Documation workflow can automate travel and expense processing, credit card statement processing, and procedures in Accounts Receivable. Purchasing Take control of your purchasing online Purchase requisition workflow can help enforce buying policy and approve spend, and functions such as supplier onboarding, receipting and invoice matching automated. Bespoke solutions Documation workflow can automate any documentcentred process. Implemented workflow covers a range of industry processing, from automated warehouse picklist production, to insurance claim processing, project and design document workflow, and an NHS outpatient referral management system.

5 Documation has demonstrated to us that they are committed to customer satisfaction. We all want the best value for money we can get. Documation s commitment to customer support resulted in a system delivered and implemented on time and within budget. Durham County Council About Documation A key company strength lies in Documation s teams working together under one roof. We prioritise time to understand clients business drivers and requirements, and clients have the confidence in knowing that they are investing in 20 years experience of delivering innovative and proven, compliant solutions, building on best practice. Fast and agile Documation s agile approach means you can react to change fast. A consultant will discuss your requirements in detail and outline the solution. Rapid prototyping means you see the proposed solution early in the process to ensure it fits with your vision. With the design finalised, Documation tests the solution, delivers the software and provides comprehensive training to help you transition your business processes smoothly and efficiently. Skills and experience Our business consultants have built up a wealth of experience to be able to provide best practice advice and innovative design to ensure a solution that best meets your business needs. Flexible deployment Documation solutions can be deployed on-premise or hosted in the cloud, giving you the flexibility to meet strategic objectives. Return on investment (ROI) In a competitive and cost-sensitive world, a solution must deliver tangible benefits. A Documation consultant can work with you on a cost justification exercise to calculate whether implementing a solution will deliver a return on investment identifying the cost of existing processing, reviewing alternative processes based on your ideas and our experience, and evaluating relative costs and feasibility. If you would like more information... Wherever you are in your project planning, call for an informal chat, to set up a meeting or request a demonstration. You can reach us on +44 (0) , or

6 Documation Software Ltd Parkway Business Centre Campbell Road Eastleigh Hampshire SO50 5AD UK +44 (0) www documation.co.uk

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