Electronic document management
We offer a range of services that simplify as much as possible the introduction of electronic document management (EDM) in companies and include:
- Analysis of counterparties;
- Preparation for setting up and approval of conditions by the client and EDM provider;
- Introduction of amendments to accounting policy;
- Description of business processes, assistance with role distribution;
- Introduction of EDM system;
- Assistance in setting up exchange with counterparties.
Speeding up contract execution
Liaising with major partners
Our EDM services
Analysis of counterparties
At the request of clients, we can conduct an analysis of counterparties. This analysis entails:
- Determining how many documents the client exchanges with each counterparty per year;
- Checking the EDM operators to which customers and suppliers are connected and how actively they use EDM;
- Negotiating with major counterparties and assessing whether they are willing to switch to electronic documents;
- Drawing a conclusion on whether it is practical to switch to EDM and which system is better to choose.
Introduction of internal electronic document management
We do the following:
- We analyze business processes;
- We build document approval routing;
- We automate and speed up procedures for internal documentation drafting, approval, revision, re-approval;
- confirmation, registration, signing, storage, and search.
- Resource saving (space, stationery, working hours);
- Creation of a single information space;
- Lower document loss risk;
- Quicker distribution;
- Record of all movements and changes.
Setting up EDM system
- We modify a 1С module to work in the EDM system;
- If necessary, we describe the business process, help with role distribution, i.e. who will be draw up, approve and sign documents. We then estimate how much it will cost to purchase electronic signatures;
- We prepare guidelines for EDM system users;
- We proceed with a pilot launch with several contractors and evaluate the business process performance;
- We finalize the project in 1С;
- We provide support upon introduction of EDM, including testing of roaming with other providers;
- We help putting in place exchange with all customers.
We know that companies that want to introduce and work with EDM have a lot of questions. We would be pleased to tell you in more detail how EDM works, how to switch to this system and what services we provide, so please feel free to contact us if you have any questions.
- 15.01.2020 What is the point of electronic document management?
The article covers the following topics:
- How does EDM work?
- What are advantages of EDM?
- How much does EDM cost?
- Which issues usually arise when companies introduce EDM?