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DMS: Intelligent Workflows Integration to Streamline your Business Processes and Increase Productivity
Our everyday life is shaped by digitization. Nevertheless, numerous documents go through our hands every day in the office as at many workplaces there is still more paper in circulation than necessary. Appropriate management of company documents is extremely important to an organization. It’s a process that can be easily automated but in many cases is carried out manually. If, on the other hand, you are a Paper-less Office (mostly digital), you still have to manage documents and possibly scan, save and organize them beforehand.
However, in order to keep up with the rapid changes in the modern business world, companies nowadays have to rely on lean processes, transparency, and efficiency. A future-proof company cannot avoid digitization. Efficient management of documentation can allow employees to collaborate on tasks and save businesses significant amounts of money. A document management system (DMS) can make this process much easier for you so that you can concentrate fully on the business operations. Digital document management in connection with automated process management is one of the steps towards the digital transformation of your company. With a DMS you can automate your workflows, keep track of things and are no longer exposed to the risk of losing sight, stop shuffling paper and streamline your business processes.
Here below are some considerations that you should take into account when implementing a DMS.
Plan the DMS implementation:
Deciding to implement a DMS is one of the first great steps towards becoming a Paper-less Office. A well-thought strategy and planning is essential to ensure a successful implementation of DMS. Only when you know what you want to achieve with the DMS, you can pay attention to the corresponding functions and features. It is therefore essential that you get a clear picture of the company’s current situation, possible problems, new opportunities, goals, and future needs. All of these elements need to come together in order to find out the best DMS to satisfy your company’s needs.
Essential features package:
If your company is growing steadily, you should also consider future requirements when planning to embark on a DMS implementation project. Don’t just think about the present, but also keep an eye on tomorrow to achieve long-term gains. The following features are essential for a smooth working day:
- Usability: Clear user interface and simple operation.
- Digitization: Scan documents and save them in various formats such as PDF or Word.
- Document input: Should allow inputting files through various sources such as scanner, Email, manual upload, mobile applications, web services, etc.
- Versioning: Always use the latest version of a document and restore an older version in an emergency.
- Full-text search: should be able to find documents quickly by allowing users to locate any word or phrase that appears in the document.
- Automatic workflows: Self-definable forwarding and processing of documents.
- Archiving: Safe storage of documents.
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Industry-leading document management system providers, always go beyond the basic features and provide to their customer’s innovative features and solutions that will improve their overall business productivity. So, all other features and functions are also welcome, but if they are associated with considerable additional costs and are not absolutely necessary for your business, then you shouldn’t choose them in your package. This saves you a lot of unnecessary costs and allows you to concentrate on the essentials.
On-site vs Off-site DMS:
When looking for a suitable DMS, you can opt for on-premise or off-premise depending on the amount of data your organizations handle. With an on-site DMS, then you can transfer gigabytes of data in a matter of seconds. On the other hand, if you are running a company that has a large number of users to manage and your investment in IT is not convincing, then you need to go for the cloud or off-site DMS. It’s also suitable if you have a work from home of off-premise working culture within your company.
You should also pay attention to integration options whether new DMS can be integrated into the company’s existing systems such as BPM, CRM, or ERP, so that there is no need for a major changeover.
Service of the provider:
There are a lot of DMS providers on the market, they differ with their individual user interfaces as well as with their range of functions. That’s the reason why, in addition to extensive and solid document management software, you should choose the provider that best fulfills your requirements and most importantly when it comes to DMS implementation.
A serious DMS provider should be able to provide a transparent presentation of the costs incurred, such as for setting up and maintaining the software, through to any other services that may arise. These include, for example, training courses such as:
- Introduction to document management software
- Correct handling and use of the DMS
- Establishment of automatic workflows
- Assistance in any undesirable emergency situation. A permanent contact person in such a case can be helpful to resolve any issue that occurred. A DMS usually works perfectly, but in an emergency, it can never hurt to have a good connection to the manufacturer.
If you have carefully studied the use of a DMS within your company and know what you want to implement with it, you can specifically pay attention to urgently needed functions. A right DMS accrues significant benefits to the organization. Hence it is imperative to choose the correct DMS to makes your day-to-day work easier.
If you are interested in a DMS, we would be happy to work with you on your company’s digitalization project and accompany you step by step with the introduction of a DMS in your company. We look forward to hearing from you and would be happy to answer any questions you may have.
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