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Document Management Integration

More often than not businesses expect their various applications to talk together, and want a Document Management System which interacts with their other systems. At DocTech we not only embrace this idea, we are pioneers in the methods and techniques used to achieve a slick, integrated solution.

What is Software Integration?

Software integration refers to those applications that work closely together to offer a seamless solution to help organisations work more efficiently. Integration can bring together various types of software so they ‘talk’ to one another and share information.

Combining software in this way means data is no longer isolated and information is not disjointed.

Why is Integration Important?

Software integration is important as it ensures your processes can keep up with the demands of the business. In the past, one or two systems may have been enough to manage but as the company grows, it’s likely you’ll need extra technology. The more systems you begin to use the more work is needed to manage them. It may become overwhelming and apparent that you need to rethink you’re approach.

Real time information at their fingertips 2

If management need to look in an ever growing number of places to understand company performance, then issues can start to creep in. Which system holds the latest data? What if information is duplicated? Who has ownership?

And these problems may be exacerbated further if important information is stored across paper and network folders as well as different software applications.

Management need real time information at their fingertips which is why software integration is so important.

What are the Advantages of Integrated Software?

There are a number of advantages to having integrated software rather than standalone systems. Often the information housed in one is needed in another. Client information in your CRM system for example will also be needed in your finance package to process orders.

Reduce Manual Data Entry

Research shows that there are about 2-5 errors for every 40 characters typed during manual entry. Source_ IDC-1You may currently copy and paste from one system into another, or manually type the same data across multiple applications. Not only is this labour intensive but it is error prone and time consuming.

Integrated software means separate applications work together so data can be collated, processed and analysed as if it was one. We often refer to this as a ‘Single Source of Truth’.

Increase Communication

Increasing Communication 1Departments working in isolation with no visibility of what others are doing can result in duplicated work or poor customer service. The sales team for example should be aware of any issues with an existing customer before they approach them for an upsell.

Understanding and having the visibility to see what others are working on by having your software integrated means problems can be eradicated before they even start.

 

 

Reduce Reliance on IT

Old systems that are no longer supported can cause a wealth of problems for IT departments. Access issues, maintenance and lack of integration options can mean IT spend more time on fixing problems than working on new initiatives.

While exporting your business data out of an old system may seem like a daunting task, having it in a secure cloud solution with integration options means you’re using technology that can be relied up.

Ensure you choose the right software providers to help and that they have enough experience with software integration to meet your organisational needs. Having important company information in a Document Management System means your data is secure with a complex rights structure. It is protected against viruses, natural disasters and misuse.

ROI

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If you’re managing multiple systems, struggle to find the information you require and have disjointed processes because of the various applications you use, it’s likely you’re wasting time and losing money.

Integrated software helps to automate processes as information can be pushed seamlessly from one to another reducing manual data entry and the errors it can cause.

Overheads in the form of printing, paper, lost data and customer order errors can all begin to hinder a company’s profitability and reputation.

Data connectivity across departments provides visibility and transparency which in turn can lead to increased sales. Easily viewing stock levels, invoice payments and deliveries via integrated systems means any mistakes can be spotted and rectified quicker.

 

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Learn More About Integration with DocTech

Our solutions have delivered success to organisations across multiple industries, all with different levels of integration requirements into a variety of existing software systems.  An IT infrastructure that works as one will bring improvements in efficiency, productivity and a reduction in errors. 

Everything You Need to Know About DocuWare Integrations

At DocTech we understand the need to have your different software solutions talk to one another. We know exactly what can be achieved with DocuWare’s powerful integration capabilities.

DocuWare is a highly secure and scalable Document Management System that will bring benefits to various departments including Finance, HR, Sales and Compliance.

DocuWare is integrated with more than 500 different applications worldwide and a DocuWare implementation from DocTech comes with more than 80 years of technical expertise and know how.

With DocuWare your organisation can process large volumes of information in one central system, with easy access for users based on the rights they have. Advanced data capture and storage capabilities means information can accurately be used across a variety of integrated systems.

Due to its web-based development, DocuWare is generally open for every kind of digital infrastructure. The Platform Service is the central gateway and API through which you can access and integrate with DocuWare via programming.

An API (Application Programming Interface) allows DocuWare to talk with your other applications and communicates what you want so it can understand and fulfil the request. Whether you have internal developers or want to use our in-house development team, the API allows maximum automation and integration capabilities.

By integrating DocuWare’s document trays, you can scan documents from your existing applications with no programming and process them from there. DocuWare's Intelligent Indexing is available for automated indexing of these documents, which removes manual data entry.

DocuWare can be used to pull data from an external source and go on to populate data in your other systems.

We have integrated DocuWare into businesses ranging in size and industry, with both off the shelf and bespoke software packages.  Bespoke solutions are coded using modern languages and platforms, offering best case future proofing and security.

Read our blog for more information on DocuWare Integrations.

DocuWare and SAP

DocuWare can expand your SAP software so that it includes document management and archiving capabilities. SAP provides a standardised interface which DocuWare connects to and can offer a seamless exchange of information.DW and SAP

Connect to SAP is available with both DocuWare Cloud and On-Premise installations and the connector is certified by SAP for integrations with SAP NetWeaver.

If your SAP system exports invoices and credit notes as PDFs, you can automatically store these documents in DocuWare. With high levels of security your documents can only be accessed by authorised users and are protected from misuse and natural disasters

For more information about DocuWare and SAP Integrations, read our blog - A guide to DocuWare and SAP Integrations.

DocuWare and Smart Connect

Smart Connect is a module within DocuWare that when integrated with your other software, reads the information directly from it. DocuWare can recall any associated document related to a project, transaction or employee.

When in your finance software processing a transaction with a supplier, you can click the embedded Smart Connect button to display the related invoice, stored in DocuWare. Separate buttons can also be added to display a delivery note or any other document in your process.

Alternatively for HR managers, when you open an employee record in your HR Management System, a click of the Smart Connect button can instantly show all stored information relating their performance reviews.

A feature of Smart Connect is the ‘Highlight Search’ and an example of when it can be used is when you receive an email related to an invoice query. The invoice number contained in the email can be highlighted and with a keyboard shortcut, the invoice automatically pulled and opened from DocuWare.

Smart Connect comes as a standard with DocuWare Cloud, and can be added as an additional module with DocuWare On-Premise.

DocuWare and Sage

Integrating DocuWare with Sage makes an important step towards automating your invoice process. Manually typing invoice information into Sage is not only time consuming but it’s open to human error.

DW and SAGE

Duplicate entries, accidental mistakes or missing information can all cause huge problems further down the line.

When DocuWare is integrated with your Sage software, an invoice enters DocuWare through scanned paper or via email. The data is then captured, extracted, indexed, stored and pushed into Sage.

This eliminates double entries and with no manual intervention required, staff have extra time to concentrate on more meaningful tasks than data entry.

Read more on the Benefits of DocuWare and Sage Integration.

Why Choose DocuWare for your DocuWare Integration

DocTech are the UK and Ireland's most experienced DocuWare partner with a partnership spanning close to 40 years. For 16 consecutive years, DocTech have achieved DocuWare Diamond Club status.

We integrate our solutions into a variety of  third party applications and we work alongside various platforms including ERP, Finance Software, HR Systems, CRMs, Case Management and Housing Management Platforms.  We can also integrate with key business hardware such as scanners and multifunctional devices.

Whilst there are common elements of functionality that each customer desires, a lot of document management integration requirements are specific, based on individual business requirements and the software packages involved.

Our technical team will explore integrations with any third-party system in order to bring the maximum improvements to your processes.   

We firmly believe the implementations that provide the best value are those with systems that work together to improve processes and reduce cost.  Your staff can use the same systems they are used to but with DocTech solutions ‘sat within them’.  Lagan Specialist Contracting Group did exactly that when they needed more efficient business processes, integrating with their existing Facilities Management System.

The three pillars of our implementation strategy are Integrate, Innovate and Invigorate – integration is a key part of what we do.

If your organisation wants the advantages of integrated software to reduce manual data entry and to take back control over your processes then speak to us. We want to help you with the challenges you face and work on a solution together.

Our document management solutions will make a difference.  Book a discovery call with a member of our team and find out how simple it is to start making that difference.

Book a Discovery Call

Systems We Have Integrated With

ERP / Finance Systems
  • Access Dimensions
  • Agresso
  • CargoWise
  • Cascade
  • Business Central
  • COINS
  • Compleo
  • Deltek
  • DeFacto
  • Dynamic GP 10 and above
  • E-Biz
  • EFACS
  • Enterprise Costing
  • Epicor ERP
  • eXchequer
  • Great Plains
  • iManage
  • Infor
  • Iris
  • iSAMS
  • JDE
  • Kerridge
  • Lady Lodge
  • Lakeview
  • M1
  • Mardak
  • Microsoft Dynamics NAV/AX
  • Microsoft Dynamics SL, GP & CRM
  • Netsuite
  • Open Accounts
  • Openda QX
  • Opera
  • Optimiza
  • Origin 2
  • Packaging 3000 / Global 3000
  • Progress Plus
  • Q-Pulse WorkRite
  • Quickbooks
  • SAP Business One & SAP
  • Scala
  • SysPro
  • Sage 50, 50c, 100, 200, 200c, X3, 1000
  • Sanderson Aptean Unity
  • Spindle
  • Sun 6.0
  • SunAccounts
  • Unit 4 Business World
  • XTuple
  • Xero
CRM & Membership
  • Dynamics CRM 2013, 2016
  • HubSpot
  • iMIS
  • Sage ACT
  • Suite CRM
Office Products
  • Microsoft Excel
  • Microsoft Exchange
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Teams
  • Microsoft Word
Mobile Data Capture & Forms
  • ABBYY
  • Inkworx
  • Mobeiss
  • Stroma
Insolvency / Case Management Software
  • ALB Case Management
  • Case Manager
  • Lima
  • Microsoft Dynamics NAV/AX
  • Perito
  • Proclaim
  • SOS Legal
  • Vision Blue - Insolv
Transport /Warehouse Management
  • EBis
  • Ingot Portal
  • NaviTrans
  • Red Ledge
Housing, Property & Planning Software
  • Aareon
  • Active H
  • Civica
  • Concept Evolution
  • Flo 10
  • Iplan
  • Orchard
  • Open Accounts
  • Qube
Design
  • DriveWorks
  • Pinnacle
  • Vixen
HR / Workforce Systems
  • Breathe HR
  • Kronus HR
  • Open HR
  • Solar Vista Live
Digital Signature Software
  • DocuSign
  • Validated ID
  • Adobe Sign
Collaboration Tools
  • Documotive
  • DropBox
  • File Stream
  • SharePoint
Facilities Management
  • QFM

Contact us now for more information 0161 647 7040

DocTech Partners

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Diamond Club 2021
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Stroma Group
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abbyy
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