The Beachcomber System Team then started searching again and learned of the DocuWare Cloud through an IT-consultant contact. They see DocuWare as a progressive, forward thinking company with an excellent portfolio of products. This cloud-based solution finally met the requirements: DocuWare scored both in speed and functionality, especially for the critical task of email archiving. The Cloud was also more cost-effective than traditional servers and licenses. In just a few weeks, the DocuWare Professional Service Team adapted their Cloud solution according to the individual processes of Beachcomber Tours' Administration, Reservations and Group & Incentive departments. The complete legacy data in the file cabinet, including metadata, was also transferred to DocuWare , over 400,000 emails , then all other PDF and Office documents followed.
Access to All Customer Correspondence
Today, DocuWare automatically archives all email from the general Outlook mailbox. This amounts to over 460,000 messages per year, often with attachments. Important information such as the sender's details, the subject and the date are automatically scanned and transferred to index fields. The email is then transferred to the task list of the recipient , this is where individual messages are distributed to various departments within a workflow.
For inquiries about existing reservations, employees can also link the mails with a reservation number from the B.R.A.I.N.S. booking system. In this case, the messages can later be retrieved by using the DocuWare search engine for all correspondence that is linked to that B.R.A.I.N.S. number, so they appear together with all other information under the respective booking. If a customer contacts a consultant telephonically, any of the users can assist the caller. Thanks to full access to the email correspondence, all consultants can assist quickly and competently. At the same time, the DocuWare Cloud fulfills all requirements for long-term storage and automatic deletion in accordance with the applicable data storage laws in South Africa.
Sophisticated Rights System = More Security
Fast access to all reservation documents that the reservations team needs at the click of a mouse is probably the greatest benefit of the DocuWare Cloud. Documents are retrieved quickly and accurately via the powerful DocuWare search. An integrated security system also allows a precise breakdown of access rights. For example, credit card or payment information can only be viewed by two authorised users. This function is also an essential facet of a complete document management system.