Document management plays an integral role in business efficiency and assists streamline and consolidate existing workflow practices. It is estimated that by 2020 one in five jobs will disappear due to increased automation in the workplace. As businesses move their data onto a digital platform, documents can now be stored and manipulated easily to create accurate time saving solutions. This can include:
- bulk scanning purchase invoices
- auto creating journals
- automating payment schedules in an accounting system
- digital approvals on documents through a workflow cycle
- translating text to a different language
- Instant disaster recovery
At IT-EBS we work with companies to create bespoke management systems that refine their process and help add far more definition to their sales flow.
SharePoint
SharePoint is a Microsoft web portal that offers far more flexibility in saving your work. Rather than simply saving it on your desktop you can use SharePoint to automatically sync your saved work with a number of other devices. This offers the perfect accompaniment to a busy workplace where collaboration and on the go work is a key to success. As SharePoint is part of all Office products it offers an innovative way of enhancing the functionality of this vital tool.
Workflow
An online workflow allows documents to be assigned to employees and includes tasks, timelines, dependencies and calendar appointments. This tool helps streamline the information flow between departments and ensures that each member of your team has access to the tasks and responsibilities of their colleagues. This will mean that the correct task is allocated to the right person, at the right time within a realistic timeframe. Helping to maximise your efficiency as well as the morale of your workforce.
Data Verification
This is an extremely important tool that can help businesses comply far more efficiently with the range of regulations enforced by the government. Allowing companies to easily check passports, verify signatures or if a document has been tampered with, it can be extremely effective in ensuring due diligence.
On site document scanning
For those who wish to digitise their paper filing records into a document management system we now have an on-site scanning service which allows us to bulk scan archives directly onto your server or cloud storage space. This gives you the peace of mind to see what is being scanned in and where it is stored and located. We can do A3 and A4 papers. We will assist you in delineating different clients, cases or projects via barcodes or OCR so that each file is separate and easily searchable. This will assist with your GDPR compliance for ease of dealing with subject access requests, and provide an instant disaster recovery plan. Please contact us on the email above if you have any queries.