Karomi Dms And Workflow
description
Transcript of Karomi Dms And Workflow
© Copyright Karomi 2009
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Karomi Overview
Corporate Overview
• In the market since 2003
• Headquartered in Chennai, India with Global Partners in the US,
Middle-East, Africa and Latin America
• Ongoing partnerships with innovative technology partners in the
Healthcare, Financial Services, Manufacturing, Telecom, and
Enterprise product verticals
• Dedicated team of Product Developers and Implementation /
Professional Services.
• Over 10,000 user licenses deployed
Karomi develops products and solutions that address the knowledge
management requirements of an organization
3© Copyright GlobalLogic 2008
Geographic Reach
Minneapolis, MN, USA
New Delhi, India
Corporate Headquarters
#1 Manikodi Sreenivasan Nagar, Akar’s Tech Park, Chennai – 600 004, India| Phone: (+91)(44) 29780170
Chennai, India
New Delhi, India
Partner Network
Chennai India
India
Saudi Arabia
Kenya
Sales Office
Saudi Arabia
Kolkata, IndiaGuadalajara, Mexico
Kenya
Mexico
USA
UK
UK
Mumbai, India
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Clients
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Products
Document
Management
Workflow
BPM
Application
Builder
Enterprise level system that manages the entire life-cycle of the document. Includes:
• Scanning
• OCR
• Meta-data
• Version Control
• Workflow
• Search
• Retrieval
• Archiving
Business Process Automation product that helps organizations streamline their business workflow.
• Process designer
• eForm Designer
• Business Activity Monitoring (BAM)
• Reporting and Charting
• Dashboard
• Integration with LOB applications
• Built-in Alerts, Reminders and Escalations
A development platform where users can build web-based applications without writing code.
• Web 2.0 interface
• Enterprise Portal
• Content Management
• Document Management
• Workflow
• Alerts
• External system integration
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DMS Overview
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Features
Capture
• Scanning, OCR, Indexing, Barcode, Imaging
• Upload File
• Create File online
Document Lifecycle
• New File, Check-in, Check-out, Publish
• Archive, Back-up
• Version control
Access control
• Read, Write, Update, Full-control
• User, Group, Role and Meta-data based access
• Repository, Folder and Document Level access control
Meta-data Management
• Meta-data Form builder, Any type of data-type
• Link meta-data to external Databases and applications
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Features
Indexing
• Manual Indexing using Meta-data fields
• Automatic document content indexing
• Automatic indexing using OCR fields
Search
• Free-text search in document content
• Meta-data search
Document viewer
• Multi-format viewer
• Annotation capabilities
• Document comparison
Digital Rights Management
• Permit/Disable Print, Save, Cut-Copy-Paste
• Password protect, Watermark, Header/Footer, Banner
• Set view expiry date
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Features
Store
• User-defined hierarchy
• Multiple Repositories
• Meta-data storage
Collaboration
• Add / View Comments
• Annotations and Markup
• Distribution and Subscription
Workflow
• Serial and Parallel workflow support
• Built-in alerts and escalation
• Workflow monitoring and status reporting
Audit Logs
• Audit logs of all actions
• Filtered by document or user by date
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Features
Integrations
• Desktop Integration – Use DMS from within Windows
Explorer
• MS Office Integration – Use DMS from within Word,
Excel, PowerPoint
• Email Integration – Outlook plug-in to archive emails into
the DMS directly from Outlook
• WebDAV Integration – WebDAV based client tool for
DMS access
ERP Integration
• Integrates easily with SAP
• Integrate with any external application using Web
Services, API or custom pages
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Document Scanning
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Directory Browsing
Customizable document hierarchy, Support for any type of file
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Uploading Documents
Uploading documents
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Document Properties
Version Control, Security, Audit Logs, Approvals
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Security
Folder and Document security
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Content Search
Content Search
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Meta-Data Search
Meta-data search
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Distribution list
Distribution list, subscription, approver list
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Document Annotation
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Workflow / BPM
Overview
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Features
eForm Builder
• Drag-and-drop eForm builder
• Set mandatory fields and validations
• Auto-populate fields
• Auto-generated reference number
• Attach documents of any type
• Add comments
• Calculations and Formula builder
• Populate drop-down from external database
Process Builder
• Graphical Process builder
• Set business rules for routing
• Serial and Parallel routing support
• Alerts, Reminders and Escalation
• Email triggers
• Link multiple forms to same workflow
• Support for sub-process
• Integrate to external systems
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Features
Process Monitoring
• Inbox, Outbox for all users
• Track status of all workflows
• Tracking view with workflow information
• Search and filter within views
• Drill-down to view process history and eforms
• Security – See only workflow where you are involved
Reporting and Dashboard
• Report builder for analyzing data
• Report security
• Summary, Grid and Chart reports
• 15 different chart types
• Drill-down option in charts
• Configure dashboards
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Workflow Designer
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e-Form Designer
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Process Monitoring
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Dashboard
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Business Solutions
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Solutions
Document Management
- Usage: Scan, Archive, Search & Retrieve
- Usage: Employee Record Management
- Usage: Invoice Management
- Usage: Legal Document Management
- Usage: Engineering Drawing Management
Digital Asset Management
- Repository of Images, Documents, Audio, Video
- Thumbnails, Previews
- Download, Re-purpose, Transform, Convert
- Customizable Meta-data and tagging
- Full text OCR of scanned documents
- Extensive search features
- Workflow to manage Creative Agency jobs
- Target: Corporate Communications
- Target: Marketing and Brand Management
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Solutions
Artwork Management
- Artwork Repository (Version control, security)
- Artwork Approval workflow, alerts, escalations
- Annotation tool, Measurement tool
- Artwork Image Comparison, Text comparison
- Barcode, Pharmacode, Braille recognition
- Target: Pharmaceutical Companies
- Target: Food / Beverages Industry
- Target: Consumer Goods (FMCG)
Contract Management
- Contracts, Agreements, Licenses (Fire, Food, etc.)
- Contract Approval workflow, alerts, escalations
- Expiry alerts
- Target: Legal Departments of Companies
- Target: Logistics and Supply Chain companies
- Target: Retail Store chains for License Mgmt
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Solutions
Project Document Control
- Drawing Management
- Incoming and Outgoing Transmittals
- Document Numbering and Status Tracking
- Master Document Register
- Distribution Matrix and Alerts
- Document Approval
- Target: Construction companies, Oil and Gas
- Target: Green field projects, Energy Sector
Quality Management System (QMS)
- ISO Document Control
- Audit Management
- NC tracking
- Corrective and Preventive Action (CAPA)
- Target : General Manufacturing, Food, Beverages
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Solutions
Quality ManufacturingCorporate
ConstructionFinanceMarketing
• Contract Management
• Leave Management
• Travel and Expense
• Patent & Copyright
Mgmt.
• Quality DMS (ISO)
• Audit Management
• Non-Conformance
Management
• Corrective and
Preventive Action (CAPA)
• Engineering Drawing
Management
• Engg. Change Request
• New Product Development
• Kaizen Process
• Customer Complaint
• Digital Asset Management
(DAM)
• Packaging Artwork
Management
• Marketing Automation
• Capital Exp. Mgmt.
• Vendor Payment Process
• Drawing Management
• Correspondence Mgmt
• Transmittals
Thank You!
© Copyright Karomi 2009