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DOCUMENT MANAGEMENT

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DOCUMENT MANAGEMENT

Since 2003 when our dedicated DMS development division was launched, we delivered valuable solutions to enterprises operating in Oil & Gas, Telecom, Retail, Construction and Healthcare industries.

Building DMS Solutions on World’s Leading Platforms

We deliver tailored solutionsmatching a particular business context

We are experienced both inelectronic document management and solutions that support paper document flow

We work with more than 160 document formats including PDF, Spreadsheets, CAD Drawings, etc.

BUILDING USER-CENTRIC, WORKFLOW-ORIENTED SOLUTIONS

Our primary focus when developing and implementing document management solutions lies in business process automation facilitating operations for specific user roles at every stage of document life cycle. We offer our knowledge and skills in a number of DMS functional areas supplemented by system integration experience.

Capturing

  • Automation of manual input routines
  • Scanning, recognition and routing to initial destinations
  • Assigning initial metadata
  • Version management
  • Data quality management

Security

  • Authentication and access control
  • Digital signatures
  • Data encryption
  • Secure transactions

Processing

  • Workflow design
  • Workflow history audit
  • Batch processing & aggregated documents
  • Version control and workflow history audit
  • Collaboration tools and workspaces

Integration

  • CRM, BI, Accounting, Inventory Management, Project Management systems
  • Engineering applications

Storing

  • Well-structured document storage
  • Metadata based search
  • Full text indexing and search
  • Document life cycle management
  • Document related task management

Reporting

  • Document flow stats
  • Metadata based reporting
  • Aggregated documents

HOW IT WORKS

You tell us what kind of a solution you need, how you want it to run, which business processes are involved for us to deliver a system exactly fitting your needs. We always keep in mind the idea of future business expansion, so your solution will be built scalable and flexible to be modified later as your business grows or transforms.

HOW IT WORKS

We usually suggest splitting the whole project into several iterations (well-defined periods of time with fixed goals and deliverables), which has the following advantages:

Transparency

Each iteration’s delivery is done on time and on budget.

Reliability

Each delivery has to be accepted to confirm all the requirements have been met.

Time-to-market

Each delivery contains some of the expected functionality and can be put to use right away.

BUSINESS SPECIFIC SOLUTIONS

Engineering

High complexity and industry specifics of engineering documents complicated by extensive collaboration with multiple providers/suppliers requires a strong vertical expertise and solid technology background from a DMS developer . Itransition offers:

  • Expertise in document management for engineering and construction
  • Integration with CAD software, CAD documents review and approval
  • Contractual documentation processing involving engineering documentation

Synergy Gates pays special attention to automating document workflows for accounting and financial audits, and especially to automating data transferring to accounting and finance software units.

  • Contracting and billing
  • Document review & cross-checking
  • Financial reports issuing, scheduling and automation
  • Cost certification documents capturing and processing

Synergy Gates designs DMS solutions to support everyday activities of your marketing and sales pros and boost their performance through fast request processing, document generation and efficient team work, providing:

  • Contracting
  • CRM-oriented document repositories and workspaces
  • Data exchange with corporate processing systems

DMS solutions delivered by Synergy Gates comprise full-cycle production documentation management and, thus, accelerate workflows throughout all organization levels, supporting Enterprise Resource Planning. Synergy Gates takes care of all production-related documents:

  • Technological process cards
  • Engineering documentation
  • Quality assurance documentation

At Synergy Gates, we consider DMS as one of the valuable data sources for BI systems, since document flow reflects relevant business process and contains much of the business data needed for decision making. We offer our technology expertise in:

  • DMS reporting and visualization modules development and configuration
  • DMS Integration with BI systems: ETL solutions, data connectors, synchronization, etc.

VALUE-ADDED SERVICING

Free DMS consultation

We offer a free consultation program to help you identify which DMS solution fits your business needs better.

We offer multiple maintenance and support scenarios for your DMS solution to ensure its reliable and secure operation.

Synergy Gates designs DMS solutions to support everyday activities of your marketing and sales pros and boost their performance through fast request processing, document generation and efficient team work, providing:

  • Contracting
  • CRM-oriented document repositories and workspaces
  • Data exchange with corporate processing systems

Synergy Gates delivers integration solutions of DMS with processing and CRM systems, office applications and engineering software.

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