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D igital I nformation A rchiving S ystem

D igital I nformation A rchiving S ystem. Kris De Schutter // 20.10.11. Modular composition. Crm. Document Management. Workflow Management. Dossier Management. Manage Your C ustomers Suppliers Prospects Personnel …. Electronic Distribution & Approval of documents.

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D igital I nformation A rchiving S ystem

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  1. Digital Information Archiving System • Kris De Schutter // 20.10.11

  2. Modular composition Crm Document Management Workflow Management Dossier Management • Manage Your • Customers • Suppliers • Prospects • Personnel • … Electronic Distribution & Approval of documents Managing & Archiving all your company related documents Group your company information by dossier DiAS DMS/CRM Platform

  3. 1. Crm • Crm Module • 1 system forallcontacts • 1 screen; All information • Flexible & DesignableInterface • Integrated Agenda • Mobile Accessibility CRM

  4. 1 System – AllContacts • Manage Allyourcontacts • General Contacts • Suppliers • Customers • OwnPersonnel • Press • Prospects • …

  5. 1 Screen – All information Tabbedpages forall kinds of information

  6. 1 Screen – All information

  7. 1 Screen – All information • allrelateddocuments • Emails • Notes • Technical Docs • Invoices • Marketing • …

  8. 1 Screen – All information

  9. 1 Screen – All information GraphicalReports

  10. 1 Screen – All information

  11. Flexible Interface

  12. Integrated Agenda

  13. Mobile Accessibility

  14. Mobile Accessibility

  15. 2. Document Management • Dms module • Open system • All documents in 1 central Archive • Vertical and Full Text search possibilty • Fully secured • Mobile Accesibility CRM DMS

  16. Document Input • Workstations • Intranet • Internet • Citrix / VPN • ipad / smartphone paper SEARCH FIELDS digital SEARCH FIELDS ORAL

  17. Input of paper documents DiAS DMS/CRM = scanner independent • Important: • Choice of the scanner • Scan improvingwith: • Barcode recognition • OCR (Optical CharacterRecognition) • VRS (Virtual Rescan Software)

  18. Document Input • Workstations • Intranet • Internet • Citrix / VPN • Mobile devices paper ZOEKVELDEN digital ZOEKVELDEN oral

  19. Common App. Fax Others Webpages Software app. Telephony CTI- Open system / Integration Exchange of data with XML, webservices, ODBC, ESB broker, …

  20. Integration Office

  21. Integration Software Applications • Other Software Applications: • Synchronisation of contacts • Automatic Filing of Documents f.ex. Purchase invoices, delivery notes… • Exchange of ‘metadata’ or structured data fieldsf.ex. Financial data of a purchase invoice

  22. General LedgerIntegration forinvoices

  23. Loans Integration

  24. Document Input • Workstations • Intranet • Internet • Citrix / VPN • Mobile devices PAPER SEARCH FIELDS digital SEARCH FIELDS ORAL

  25. Whichdocuments? • Phone messages • Visit reports • Customercomplaints • Internal memos • Service reports • …

  26. Document Input • Workstations • Intranet • Internet • Citrix / VPN • Mobile devices paper SEARCH FIELDS digital SEARCH FIELDS oral

  27. Document Indexing Documenttype Contact Description Metadata

  28. Flexible Document Indexing MandatoryFields

  29. Central Search Screen Result Search Preview Workflow

  30. Advantages • Advantages DIAS: • Open System • Crm + Dms / Workflow / Dossier • Flexible Interface • User friendly • Growthpotential • Mobile Access

  31. See us at the expo

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