They learned about DocuWare through a mailing and from an independent recommendation from the company that provides IT support to Bombardó. In the following meeting with their local Authorized DocuWare Partner (ADP), it quickly became clear that the solution could do much more than just store documents digitally. Rather, it could make it possible to significantly optimize previously manual and time-consuming work processes. Just a few days after the initial presentation, the decision was made in favor of DocuWare Cloud – its full range of functions gave them a quick start without lengthy preparations or training.
Step by step – into company-wide deployment
Despite their enthusiasm, the company still opted for a phased-in implementation and initially started by setting up a digital purchasing file cabinet. Shortly thereafter, an automated workflow for the authorization of incoming invoices was added. After scanning, DocuWare automatically reads all index terms from the invoices, takes over the filing, and distributes the documents to various employees. Employees can then use digital stamps to show a document’s processing status right on a document. Other applications soon followed.
Today, other accounting documents – such as bank or payment receipts – are also stored in DocuWare. In addition to individual employee folders, the Personnel HR file cabinet now contains pay slips. Thanks to integrated notifications, pay slips are distributed to employees via email. Statements can be retrieved at any time from the document pool – naturally in compliance with all data protection regulations. Finally, their sales file cabinet contains all customer-relevant documents, such as orders or outgoing invoices. This file cabinet is also linked to the ERP system Sage Logic Control. Documents created in Sage are automatically stored in the cloud archive and sent directly to the customer. Conversely, DocuWare accesses the Sage database when storing incoming documents and then indexes them correctly using the corresponding customer and order data.
Efficient work in the office and at home
Security and time savings are the most important benefits of using DocuWare for this family business. For example, they can always comply with legal regulations or quickly search for documents – even from a home office or when working on the road. The solution also helps everyone stay organized. Thanks to digital workflows, employees stay on task. The solution simply guides them through critical processes for a huge boost in efficiency.