Integrated Business Applications

Your business may have the latest and best software applications, but if they aren’t integrated, it could be holding back productivity and growth.

Are employees closing the ERP system to look in the accounts package.  Do they then open the CRM to find the information they need?  If so this is time consuming, prone to errors and costs money in wasted time.  Having a fully integrated IT landscape can be easily achieved.

Document management integration

Most businesses rely on several different systems to manage their day-to-day operations. An ERP or finance system might hold transaction data, while invoices, contracts, orders, emails and other supporting documents are stored somewhere else.

This often means employees have to switch between applications, search shared drives or folders, or even retrieve paper files to find the information they need.

Document management integration brings that information together.

By integrating DocuWare with the business applications your teams already use, employees can access the documents they need without changing the way they work.

Access documents from the systems you already use

DocuWare can integrate with ERP systems, accounting software, CRM platforms, housing management systems, case management software and other line-of-business applications.

One way this can be achieved is through DocuWare Smart Connect.

Smart Connect links an existing application with documents stored in DocuWare. A button can be added to the application your employees are already working in, allowing them to retrieve the relevant documents directly from DocuWare.

For example, a user viewing a customer, supplier, transaction, project or employee record could quickly access related:

• Invoices and purchase orders
• Contracts and agreements
• Delivery notes
• Customer or supplier correspondence
• Employee documents
• Project documentation
• Emails and supporting records

Instead of manually searching for a document, the information held within the business application can be used to locate the corresponding documents in DocuWare.

Make document access part of the process

Integration isn't simply about making documents easier to find. It can help create a more joined-up process between your document management system and the other software your business depends on.

Depending on the application and requirements, DocuWare can support integrations that help businesses capture information, retrieve documents, automate workflows and transfer data between systems.

This can reduce duplicate data entry, minimise time spent searching for information and help employees complete processes without constantly moving between different applications.

Integrating DocuWare with your existing software

DocuWare can be connected with a wide range of standard and bespoke business applications, both in the Cloud and On-Premise.

At DocTech, we've delivered integrations with a variety of business systems across different industries. Rather than expecting organisations to replace the software they already rely on, we look at how DocuWare can fit into the existing technology environment and improve the processes surrounding it.

Every integration requirement is different, so we'll investigate the systems you have in place, how your teams currently work and where documents and manual processes are creating unnecessary work.

Looking to integrate document management with your business systems?

If you're considering document management software and want it to work alongside your ERP, finance software or other business applications, get in touch with DocTech.

We can discuss your existing systems and explore how DocuWare could be integrated into your processes.