ARCHER-DMS - tecna.pl · • KPI • Reports • Task monitoring • Optimaliztion • Management...

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ARCHER-DMS 2015

Transcript of ARCHER-DMS - tecna.pl · • KPI • Reports • Task monitoring • Optimaliztion • Management...

ARCHER-DMS2015

Quality Software Solutions 2

Presentation plan

1. Archer – DMS

2. Storage organization

3. Work organization

4. Functionality

Zarządzanie procesami biznesowymi i Aurea BPM

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Document Management System

Modelowanie procesów - opis

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• A Document Management System (DMS) is a system used to track, manage and store documents. Most are capable of

keeping a record of the various versions created and modified by different users (history tracking).

Document management systems provide:

• storage,

• versioning,

• metadata,

• security,

• indexing and retrieval capabilities.

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Modelowanie procesów - opis

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Archive

• Storage topography (zones, location)• Physical organization of documents (box, volume, package,

document)• Logical organization of documents (metadata, scans, OCR)• Identification of records (bar code, QR code, RFID)• Customer registry

Business process management

• Orders (acceptance, loan, returns, disposal)• Shipments• Stocktaking• Employee and customer activity records

Monitoring

• KPI• Reports• Task monitoring• Optimaliztion• Management data• Billing

Interfaces

• Automatedinterfaces to existing systems

• Client dashboard

ScanningAccess control

• Employees• Access rights

Finances and accounting• Invoicing

• Reduction of costs related to the management and archiving of documents,

• Efficient supervision over the flow of documents within the organization,

• The ability to track the flow of documents,

• Optimize the physical distribution of documents in the archive,

• Reduction of operating costs over the document,

• Expansion document management system with the development of the company without incurring large financial outlays,

• The ability to store electronic documents and images of documents,

• Quick and easy location of documents in the archive,

• The high level of security of the stored documents.

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Benefits

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The system must provide basic security functions:

• Authenticity

• Non-repudiation

• Confidentality

• Integrity

• Availability

• Accountability

Security

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2Storage organization

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Archer - DMS

Modelowanie procesów - opis

Archer-DMS is a DMS system, easily accessed through a web browser, supporting services related to storage

and archiving of paper and electronic documents.

Thanks to the system it is possible to transit your documents with on-line access, archive payroll

documents, organize the entire collection, conduct professional destruction documentation on all types of

media. Moreover, the system can automatically generate all kind of reports and statistics.

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• Office support

• Onsite operational document

management and storage

• Offsite document storage

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Archer – DMS

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In each of the three cases detailed policies, secretarial and archiving procedures are

reflected as business processes

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Secretariat (Administrative office)

OCR image files as well as PDF

E-mail information about new documents

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On- Site archive management

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Off-site record storage

Modelowanie procesów - opis

Off-site data storage services provide indexing and

records archiving in information centers that meet the

strictest measures of security and surveillance.

It can handle any form of digital or physical information,

including priceless artifacts, historical items, art, and

video or audio files.

An offsite record storage enables you to view, access

and control your physical and digital information at any

time, from anywhere. Place a delivery order of physical

documents from off-site storage to your business, and

remotely manage the proper destruction of

information.

Quality Software Solutions

http://chandlersarchives.co.uk/pages/document-storage

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Record organization

Modelowanie procesów - opis

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Archive record

Storage topography

Physicalorganization

of documents

Logicalorganization

of documents

Recordidentification

Barcode

RFID

QR-code

Box

Volume

Package

Document

Metadata

Record type

Attributes

Scale

Space

Shelves and racks

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Logical organization

Modelowanie procesów - opis

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1. Metadata

2. Attributes

3. Type

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Storage topography

Modelowanie procesów - opis

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1. Storage space

2. Storage dimensions

3. Hardware parameters

4. Shelf and rack parameters

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Record Identification

Modelowanie procesów - opis

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1. Barcode

2. QR Code

3. RFID

http://www.schreiner-group.com

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Physical organization

Modelowanie procesów - opis

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1. Box

2. Volume

3. Package

3Work organization

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Work organization

Modelowanie procesów - opis

• Company• Company configuration• Contact and adress information

• Employees• Profile information• Contact data

• Permissions and roles• Archive manager• Courier• Storekeeper• Manager• Client

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Work organization- Archive manager

Modelowanie procesów - opis

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Work organization- Archive manager

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Work organization- Archive manager

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Work organization- Archive manager

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Work organization- Client

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Organizacja pracy - Klient

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Search, place new orders, trace orders, order history

Work organization- Client

4Functionality

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3D visualization

Modelowanie procesów - opis

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Record tracking

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Record history

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SMITH

John

SMITH

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Scanning

Modelowanie procesów - opis

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• Scan directly from MFPs and scanners

• Single scan with many output destinations (eg. folder, e-mail, database,

another DMS)

• Central management of all documents/records

• Advanced scanning with automatic quality improvement

• Barcodes, OR codes

• Convert scanned documents into searchable PDF, WORD, EXCEL - and many

other formats

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OCR

Modelowanie procesów - opis

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• OCR recognition and indexing content contained in the documents. Sophisticated content is indexed in the system and automatically linking to the document.

• Multilingual, integrated OCR module collects keywords from documents

• The use of OCR to detect barcodes in a document

• Full text search for documents

• Searching for documents by single or multiple criteria

• Search options tailored to the functionality of the system

• OCR recognition, indexing content contained in the documents. Sophisticated content is indexed in the system and automatically box linking to the document.

• Multilingual, integrated OCR module collects keywords from documents

• The use of OCR detect barcodes in a document

• Full text search for documents

• Searching for documents to single or multiple criteria

• Search options tailored to the functionality of the system

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Modelowanie procesów - opis

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Integration

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WebService

API

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Tracking (RFID)

Modelowanie procesów - opis

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Tracking (RFID)

Modelowanie procesów - opis

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Q&ATecna Sp. z o.o.

ul. Kasprowicza 103a / 9

01-823 Warszawa

tel. +48 22 487 90 70

e-mail: [email protected]

http://www.tecna.pl

http://aurea-bpm.com

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