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Document Management

Document Management. Performance , with only one click!. Agenda. Full service security References BENEFITS business case Modules conclusions. Full service. More than a software.

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Document Management

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  1. Document Management Performance, with only one click!

  2. Agenda Full service security References BENEFITS business case Modules conclusions Any document a click away www.documenta-dms.com

  3. Full service More than a software

  4. We cover the entire flow of comunication, date and documents receceived, handled or shipped in or from your company IN INTERN OUT Invoice processing automation Automation structured documents , semi-structured or unstructured Correspondence Emails Fax Electronic registry Identity documents Electronic Data Interchange (EDI) – orders, invoices, receiving advice, delivery advice Workflow on-line and off-line Electronic archiving Intelligent indexing documents Document versioning Colaboration, chat Kanban – tasks management Personal agenda/ TODO list ISO Compliance/Internal procedures Reports Document templates Emails Corespondence Fax Electronic registry External workflows Link download temporar secure Electronic Data Interchange (EDI) - orders, invoices, receiving advice, delivery advice Any document a click away www.documenta-dms.com

  5. SECURITy We focus on securiry at all levels

  6. We focus on security guarantee at all levels CERTIFICATIONS ISO 9001:2015 Quality Management System ISO 20000-1:2005 The Service Management in Information Technology ISO 14001: 2015 Enviromental Management System ISO 27001:2013 Information Security Management System SA 8000:2008 Social Solidarity Management System ISO/IEC 20000-1:2005 System Management Service’s Information Technology Level security workflows and documents Secure Communication Channels/ SSL Monitoring acces to documents The audits including viewing documents or access folders and applications menus Backup and security We guarantee Backup operations using the lastes standards such as FlashBack Query – Undo Retention- RMAN

  7. We focus on security guarantee and at all levels DOCUMENTA Administration Windows / Linux style Manage folders based on users, roles, groups. Rights to access, read, write, full recursively. Drept record only. IP / IMEI Security Access allowed only on secure IPs / known to the system. Level user group or user level. Electronic signature and timestamp. Integrated Electronic signatures Integration LDAP / AD The system ensures integration with Active Directory or other solutions compatible with the Single Sign On LDAP protocol. HTTPS / SSL Communication channels that circulate documents and information are secured using SSL and HTTPS protocols. Advanced Encryption Standard (AES 256) Documents are stored encrypted and compressed in a manner compliant AES 256 Security Audit The application contains audit mechanisms at registration and operations, history changes and preserving access. User & IP. Security Level 2 For sensitive documents or folders can use Level 2 security mechanism by setting an additional password Any document a click away www.documenta-dms.com

  8. References. social involvement Nationally and internationally distributed solution

  9. TECHNOLOGY PARTNER AND INTEGRATOR INDUSTRIE / PRODUCTIE PRODUCTIE, IMPORT si DISTRIBUTIE AGRICULTURA SERVICII - ASIGURARI, BANCI, FINANCIAR, LEGAL PUBLIC SECTOR / ADMINISTRATION LOGISTICA, UTILITATI, TRANSPORT, CONSTRUCTII TELEFONIE DEPOZITE ARHIVA FIZICA OIL & GAS, ENERGY Any document a click away www.documenta-dms.com

  10. Social involvement www.wellromania.org Partener Well Romania – ONG Persoane cu Dizabilitati

  11. Social involvement www.fer.org.ro Official Partner of the Romanian Equestrian Federation

  12. Benefits documenta benefits. Functionalities. Differentiators. roi

  13. benefitsdocumenta • Easy to ude Easly adopted by users – interface similar to Windows / Folder – File view • . Multiplatform Multilanguage. Windows, Linux, Mac Mobile: Android, iPhone/iOS, Windows Phone Multilanguage: RO,EN,HU,PO,GE,FR etc. • Scan Contability Canon, Xerox, Konica - Minolta, Bosch, Ricoh, Panasonic, HP, Samsung, Brother, Epson, Avision etc • ERP Systems Integration SAP, ORACLE, Microsoft, Win Mentor, SAGA, Gama WIZ, Charisma, Pluriva, other custom systems based on the base date : Oracle, SQL Server, DB2, Postgres, MySQL • Interconnectivity • Word, Excel, Office, Email / Outlook, Windows Explorer • Active Directory Integrare cu Active Directory / LDAP la nivel de utilizatori, grupuri si roluri • Integration CRM / Project Management CRM – any system based on Oracle, SQL Server, DB2, Postgres, MySQL. Project Management: Primavera, Microsoft Project • Integrare Web Services Full REST Web Services pentru integrare cu alte sisteme Orice document la un click distanta www.documenta-dms.com

  14. COLaboration. TEAM WORK. COORDination. • Legislative compliance and internal procedures Ensure compliance with procedures, timeliness, alerts, internal procedures and legislative requirements applicable to Romanian and European business activity of the company. • Working in teams on projects, works, departments Documents, the Tasks, Calendar (Documenta / Outlook / Mobile), Chat, Email and Workflows and archived electronically in the same place.. You can see informations from 5 years ago, how has reached a version of a document that have been discussions, opinions, approvals and changes. • Automatic Storage Management No matter where a document is stored but what is, what it is that document • Integrated Chat The discussions that wore on Skype, Messenger etc - are now integrated document archive / project • Loading Field Data You can upload information anytime anytime on the ground, including on mobile phones by shooting • Document templates They are all within reach of each employee depending on job description. It always uses the latest version • Agile Dashboard / Kanban Documenta is one of the few DM softwares that have a project management tool integrated dashboard type • Project Management Reports Charging team costs, costs per project,income per projects, project performance

  15. Electronic Archiving • Access any time, any information instantly After searching the fastest way: per person, per customer,vendor, type of document, the department, per employee, per project, per workstation, any criterion indexing finding favor. • Electronic Archiving– Smart Index Recent documents, documents related to a customer or supplier Documents relating to an employee on a project / paper Access possible for external users: customer, subcontractors, partners • Document Versioning Find version of the document that you need, not intermediate versions / old. You can configure how many versions to keep depending on each type of document. You can compare versions and activate an older version. View the changes from version to version integrated with Track Changes. • Effective collaboration on documents Regardless of where you are in the application (Folders, Inbox streams, Electronic Filing, Advanced searches, Registry.) you "glued" to each file all necessary information: general data, metadata specific chat / discussions historian on stream, preview in browser, electronic signatures, the registry info versions / historical document attached documents. • Archive all files, not just documents Documenta is working with both type Office documents (Word, Excel, PowerPoint, Visio, etc.) and with any other type of file: CAD, Galery Media, Graphic Design, Engineering, Management / any type of file Any document a click away www.documenta-dms.com

  16. Define easy Powerful, integrated facial defining workflows by administrator • Status documents Documents related progress statuses automatically go on stream. • Flows on-line and off-line Documenta can treat flows in involving persons who do not have online access to the system workflows • Adherence Rights of execution, types of documents allowed. Electronic signature and watermark. • Organigram Flows based on hierarchy and relationships of organizational • Deadlines Deadlines both in flux and at every step • Integration and notifications Every step of the flow can transmit information in ERP, mail notifications / SMS • Conections other flows The system can initiate automatically other flows and work procedures • Escalation. Delegation. Terms functions, delegation, value, business rules. Any document a click away www.documenta-dms.com

  17. electronic Registry • Barcodes Aplications barcodes on registry documents. • Stamp registration number Application and positioning options visual stamp registration • Word / Excel / Office Insert stamp / registration number and date. Register directly from Word, Excel, Powerpoint, Outlook • Reg. automatic email Automatic recording option documents and attachments sent to an email address with receipt response • Workflows Automatic routing documents from the moment of registration, depending on the type of document • Preview documents Side-panel with all information available directly on the register. The columns are configurable registry. Any document a click away www.documenta-dms.com

  18. Documents - Provides everything you need, at all levels • Integrated electronic signature Documenta is one of the few who have the option of signing legal documents with a qualified electronic signature in Romania directly in the platform (no download / upload) • EDI - Electronic Data Interchange Files EDI orders, invoices, notices accompanying the goods, NIR etc, format EDI, XML, CSV, IDOC - can be automatically processed Documenta and managed in a manner intagrata with files non EDI kind: contracts, addenda charts etc. • Dashboard Management has available tools for reporting and visualization dashboards type of "red flags”. • Alerts The system sends email alerts in application, SMS to receive documents, expire or whenever this is useful. • Temporary Mark The signed documents have applied and time stamp approved by the Ministry of Communications and Information Technology • Automation Automatic processing of documents, OCR and ICR, information extraction automatically documetele scanned, integration with the most popular scanning tranmisterea and perluarea automatic data in and out of systems rip ERP, CRM, Project management - are just some of the capabilities document used to automate processes and increase organizational performance. Workflows on-line and off-line, automatic registry • Raports Documenta contains a module "Reporting" integrated. Reports are easily defined and can be scheduled to run automatically and be sent by email to stakeholders. • Nomenclature legal papers Documenta ensure compliance with the law and the provisions of the National Archives. During implementation we ensure implementation of the List Archive. • Monitoring All activities are monitored and controlled. Audit is available for advanced IT management and administrators regarding acesarile and changes made to the document level, menu, user, date - time and IP access. • Compliant ISO 9001:2015 Documenta is compliance with the ISO 9001: 2015. Documenta ensure internal company standards ISO benficiar through Forms Management, Records and Proceedings System / Operational. • The automatic tasks Work duties are automatically routed using flow engine with a very user friendly interface to define and exploitation. Routing can be done since the recording depending on the type of document and values. • Compliance procedures With Documenta you can replace "shall" with "Performance, Ease and Efficiency" CONTROL performance LEGISLAtion Any document a click away www.documenta-dms.com

  19. CALCULation ROI * *) Calculation for 10 Employees “Office” • Efficiency Significantly increases staff efficiency. The documents can be found immediately. Internal processes are controlled and predictable. • Awarness organization Using an instrument "cool" modern, efficient as business and technology. Growth "awarness' employees and partners • Risk mitigation Eliminate or decrease by 85% the risk of loss of documents • Eliminating waste Significantly reducing search time and the stress of documents, printing and destroying intermediate versions • Security Protect company information. Including access check at the click. Documents can not be deleted or lost pet. • Personnels fluctuation Significant decrease in personnel costs caused by fluctuations Any document a click away www.documenta-dms.com

  20. Business cases Use Cases

  21. Automation processing supplier invoices Auto recording vendor invoices, automated metadata extraction, routing vendor invoices depending on flows adequate internal cost center, value, payment terms etc. • Public Administration. Registry Electronic registry. Routing requests received from outside to inside IDN stakeholders. Ensuring compliance of statutory deadlines for response. • Project Management Dashboard coordination tasks and projects teams. Document management of the projects undertaken. Reports. Integration Primavera, Microsoft Project • Automatic extraction text / metadata from documents Extracting text and metadata, OCR and ICR, the document's structure (form type), semi-structured or unstructured • Management of complaints and nonconformities The allocation of tasks / KANBAN Management. Allocation of referrals to charge according to their nature. Status reports and cost management. • Constructions Document management for construction sites. Managing the necessary materials. Accessibility of the site on your laptop, smartphone or tablet. • Management contracts Electronic archiving contracts suppliers and customers. Alerts expire. Option as external users for consultation signature temporary link • Workflows Workflows for approvals, notifications and briefings. The system is perfectly suited for both simple and streams for complex flows. ERP integration. • Production Document management for manufacturing companies. Personal, financial accounting, lab / research, production, quality management, etc. • HR Documents Storing personal documents. Generation automation necessary certificates for staff. Electronic archiving. Feeds certificates, vacations, permissions, other streams of HR. • Legal electronic archiving Archiving invoices and other documents in accordance with the law (electronics signatures, brand temporary authorized MCSI) • Transport Supplier invoices, registry, archiving, internal working procedures / approval for transport companies Any document a click away www.documenta-dms.com

  22. Why documenta? Why we are diferent?

  23. because … - Organize documents depending on what they are and not just on the folder they are saved - We use top technology, performance, scalable, reliable global - Simple and extremely easy to set up - Instantly familiar (it looks like Windows, Integrated Windows, Office, Outlook, Mobile) - Accessible from any device: Windows, Linux, Mac, Mobile (Android, iOS, Windows Phone - 100% compliance with the legislation in Romania and the European Union - Motor feeds integrated, easy to define / use - Best value Cost - Quality - Benefit - Support local, nationwide coverage - Flexible deployment: On Premise, SaaS, Hybrid Any document a click away www.documenta-dms.com

  24. Packages..Modules Licensing modular flexibility

  25. Packages and modules documenta Implementation Train the trainers Tip: Setup intial Tip: Full Post implementation assistance Free Warranty Stages Analyze Instalation/ Set-up Configuratuin Testing / Acceptance Admin Training/ Users Go Live Guarantee Assistance and Support Metric licentiere Server Named User Concurent User Read-only user Financial CAPEX – Initial investments OPEX - Monthly fee, operating expenses Technical architecture To the beneficiary(On-Premise) In data-center (SaaS) Any document a click away www.documenta-dms.com

  26. conclusions Thank you!

  27. Needs / Departments / Beneficiaries Internal Specification Project Sponsors Budget Other solutions Pluses / minuses presentation / solution For calculation: Number of users; Locations; Departments Financial and technical preferred option : OPEX or CAPEX. SaaS or On-Premise Discussion session down offer

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