ARCHER-DMS 2015
Presentation plan 1. Archer DMS 2. Storage organization 3. Work organization 4. Functionality 2
1 ARCHER-DMS Zarządzanie procesami biznesowymi i Aurea BPM 3
Document Management System A Document Management System (DMS) is a system used to track, manage and store documents. Most are capable of keeping a record of the various versions created and modified by different users (history tracking). Document management systems provide: storage, versioning, metadata, security, indexing and retrieval capabilities. Modelowanie procesów - opis 4
Scanning Access control Employees Access rights Interfaces Automated interfaces to existing systems Client dashboard Archive Storage topography (zones, location) Physical organization of documents (box, volume, package, document) Logical organization of documents (metadata, scans, OCR) Identification of records (bar code, QR code, RFID) Customer registry Business process management Orders (acceptance, loan, returns, disposal) Shipments Stocktaking Employee and customer activity records Monitoring KPI Reports Task monitoring Optimaliztion Management data Billing Modelowanie procesów - opis Finances and accounting Invoicing 5
Benefits Reduction of costs related to the management and archiving of documents, Efficient supervision over the flow of documents within the organization, The ability to track the flow of documents, Optimize the physical distribution of documents in the archive, Reduction of operating costs over the document, Expansion document management system with the development of the company without incurring large financial outlays, The ability to store electronic documents and images of documents, Quick and easy location of documents in the archive, The high level of security of the stored documents. 6
Security The system must provide basic security functions: Authenticity Non-repudiation Confidentality Integrity Availability Accountability
2 Storage organization 8
Archer - DMS Archer-DMS is a DMS system, easily accessed through a web browser, supporting services related to storage and archiving of paper and electronic documents. Thanks to the system it is possible to transit your documents with on-line access, archive payroll documents, organize the entire collection, conduct professional destruction documentation on all types of media. Moreover, the system can automatically generate all kind of reports and statistics. Modelowanie procesów - opis 9
Archer DMS Office support Onsite operational document management and storage Offsite document storage In each of the three cases detailed policies, secretarial and archiving procedures are reflected as business processes 10
Secretariat (Administrative office) E-mail information about new documents OCR image files as well as PDF 11
On- Site archive management 12
Off-site record storage Off-site data storage services provide indexing and records archiving in information centers that meet the strictest measures of security and surveillance. It can handle any form of digital or physical information, including priceless artifacts, historical items, art, and video or audio files. An offsite record storage enables you to view, access and control your physical and digital information at any time, from anywhere. Place a delivery order of physical documents from off-site storage to your business, and remotely manage the proper destruction of information. Modelowanie procesów - opis http://chandlersarchives.co.uk/pages/document-storage 13
Record organization Metadata Scale Record type Attributes Barcode Logical organization of documents Archive record Storage topography Space Shelves and racks Document RFID Record identification Physical organization of documents Box Volume QR-code Modelowanie procesów - opis Package 14
Logical organization 1. Metadata 2. Attributes 3. Type Modelowanie procesów - opis 15
Storage topography 1. Storage space 2. Storage dimensions 3. Hardware parameters 4. Shelf and rack parameters Modelowanie procesów - opis 16
Record Identification 1. Barcode 2. QR Code 3. RFID Modelowanie procesów - opis http://www.schreiner-group.com 17
Physical organization 1. Box 2. Volume 3. Package Modelowanie procesów - opis 18
3 Work organization 19
Work organization Company Company configuration Contact and adress information Employees Profile information Contact data Permissions and roles Archive manager Courier Storekeeper Manager Client Modelowanie procesów - opis 20
Work organization- Archive manager Modelowanie procesów - opis 21
Work organization- Archive manager 22
Work organization- Archive manager 23
Work organization- Archive manager 24
Work organization- Client 25
Organizacja Work organization- pracy - Klient Client Search, place new orders, trace orders, order history 26
4 Functionality 27
3D visualization Modelowanie procesów - opis 28
Record tracking 29
Record history SMITH John SMITH 30
Scanning Scan directly from MFPs and scanners Single scan with many output destinations (eg. folder, e-mail, database, another DMS) Central management of all documents/records Advanced scanning with automatic quality improvement Barcodes, OR codes Convert scanned documents into searchable PDF, WORD, EXCEL - and many other formats Modelowanie procesów - opis 31
OCR OCR recognition and indexing content contained in the documents. Sophisticated content is indexed in the system and automatically linking to the document. Multilingual, integrated OCR module collects keywords from documents The use of OCR to detect barcodes in a document Full text search for documents Searching for documents by single or multiple criteria Search options tailored to the functionality of the system OCR recognition, indexing content contained in the documents. Sophisticated content is indexed in the system and automatically box linking to the document. Multilingual, integrated OCR module collects keywords from documents The use of OCR detect barcodes in a document Full text search for documents Modelowanie procesów - opis Searching for documents to single or multiple criteria Search options tailored to the functionality of the system 32
Integration I n t r a n e t WebService I n t e r n e t API Modelowanie procesów - opis 33
Tracking (RFID) Modelowanie procesów - opis 34
Tracking (RFID) Modelowanie procesów - opis 35
Tecna Sp. z o.o. ul. Kasprowicza 103a / 9 01-823 Warszawa tel. +48 22 487 90 70 Q&A e-mail: biuro@tecna.pl http://www.tecna.pl http://aurea-bpm.com 36