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Today’s Environment

MaestroTec, Inc. D ocument M anagement S ervice Improve the way you manage your critical business documents. Today’s Environment. In today’s environment, too much time and money is wasted working inefficiently with documents. Document overload Wrong Version Can’t locate a document

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Today’s Environment

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  1. MaestroTec, Inc.Document Management ServiceImprove the way you manage your critical business documents

  2. Today’s Environment In today’s environment, too much time and money is wasted working inefficiently with documents. • Document overload • Wrong Version • Can’t locate a document • Document stored off-site • Insufficient security • Limited collaboration • Limited access As is the case with most SMBs, these issues don’t get the attention they need until a really big problem occurs.

  3. Current Barriers Because businesses are focused on delivering their products and services, the infrastructure to support their business doesn’t always get the attention that it needs. Why? • Don’t have technical expertise • Don’t have time • Don’t understand what needs to be done • Don’t realize that they have a problem

  4. Businesses & Industries Who could benefit from better document management practices? • Law Firms • Accounting Firms • Consulting Firms • Insurance Firms • Non-Profits • Trade Groups • Any SMB

  5. MaestroTec’s DMS • Features • Check-In / Check-Out • Version Control • Share Internal / External • Email • Backup Critical Documents • Scan in Paper Documents • Multiple Search Criteria • Results • Less Paper & Filing Cabinets • Find Documents Faster • Collaborate Easier • Reduce Off-site Storage • Track Document History • Controlled Access

  6. Document Searching Advanced Search

  7. Collaborate • Email • Share & Notify • Flag Documents • Invite Guests • Track Activity With DMS you can collaborate with your co-workers, project team members, clients, board members, sales team, and partners. Since access is through your browser, you can collaborate anywhere, anytime.

  8. Multi-Upload Documents • Select multiple files from one or many folders

  9. Microsoft Office Integration Create and Update Documents directly into DMS • MS Word • MS Excel • MS Outlook • MS Publisher • MS PowerPoint • MS Visio

  10. Activity Log • The Activity Log allows you to track all activity associated with a document for better audit control • Check-In • Check-Out • Share & Notify • View / Download • Move / Copy

  11. Versioning • Maintain multiple versions of your documents • Revert back to an older version

  12. Check-Out Documents • Add a level of control to your collaboration • Lock a document • Make your changes • Put changes back

  13. Document Search & Filter Search Functionality • Meta Tags • Author • Doc Id • Doc Name • Classification • Stage • Content Level Search • Indexing

  14. Workflow Process Workflow Functionality • Pass Document to next participant(s) defined in workflow chain • Notify participants • Review Process – Approval or Rejection of step

  15. Web Publishing Manage documents that need to be published on your website • Job Postings • Resumes • Bios

  16. Manage Profile Maintain Profile • Email Id • Password • Email signature • Name • Phone Number • Alt Email Id

  17. Mobility Expand Access to your mobile devices • Make last minute changes • Download latest version • Share updated proposals • Participate in workflow

  18. MaestroTec’s DMS Our Document Management Service is a web-based solution that is hosted at NaviSite or installed on your own server infrastructure • Our hosted solution • Highly Secure • On-Demand • No Hardware or Software to install • Anywhere, Anytime • Our installed solution • Simple to install • Utilizes standard databases • Can run on existing hardware • Access controlled by you

  19. Hosted Infrastructure Our hosted DMS runs in NaviSite’s state-of-the-art facility with best-of-breed security, virus protection, backup and recovery.

  20. Application Security Application Security • SSL • User Id and Password • User Permissions • Access Groups • Access Roles • Optional Add-ons • Unique URL • VPN

  21. Pricing • Several options to meet your size and needs • Add Guest Members for Free

  22. MaestroTec Inc. • Affordable • Secure • Easy to Use • Anywhere • Anytime Sign Up Today for your Free Trial or Contact us for more information! Can you afford not to try it? Please visit our website for more information:

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