Compliance, Security and Audtiting

4. Integration and Backup

A document workflow is the journey of your document from the start to the finish. The start typically involves scanning a paper document and converting it into a digital file, but what happens to that file at the finish?

Document workflow solutions integrate with a host of back-end systems to archive and back-up all documents and workflow related objects for reference and retrieval.

Document Workflows into Document Management Systems

Document Management System

The most common destination for documents at the end of their workflow is a document management system. Somewhat similar to traditional filing, captured documents can be filed for reference at a later date.

Unlike a traditional filing room, these documents can be quickly retrieved and securely accessed from both inside and outside the office. For more information, visit our Document Management section.

Document Workflows into Accountancy Software

Accountancy Systems

Invoice and payment queries are the bane of all accounts departments. Delivery notes, purchase orders and other related documents are often needed to resolve these queries, which takes up a huge amount of time.

Document Workflows can channel transactional documents directly into customer accounts and records within accountancy systems, such as Sage Line 50, QuickBooks and Microsoft Dynamics GP. With the requisite information at accountancy staff’s fingertips, resolutions and therefore cash flow can be dramatically improved.

Document Workflows into CRM Systems

CRM Systems

For sales led organisations, the central repository for customer interactions is most likely a CRM system. Sales Order Processing workflows and Customer Service Workflows can feed directly into the relevant customer records in systems such as Salesforce.com and Sage ACT!

Not only are workflow records backed-up but the sales team have a 360 degree view of all historical customer communications, helping to assist and increase sales.

Document Workflows into ERP Software

ERP & Bespoke

Enterprise Resource Planning software comes in many hundreds, if not thousands of guises. It provides support for manufacturing and service delivery, product planning, sales and marketing, inventory management, and much more.

Document workflows can be successfully integrated with the majority of ERP systems, in businesses of all sizes, using existing APIs or custom development.

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