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Implementation of EDM with counterparties

We provide services for the deployment of electronic document management (EDM) with counterparties through an EDM operator. Our services include the following:

  • Feasibility study of EDM deployment;
  • Review of document management with counterparties;
  • Negotiation of conditions with client and operator;
  • Analysis of business processes and allocation of roles;
  • Route setting for approval and signing;
  • Amendments to accounting policy;
  • Deployment of EDM system;
  • Setting up of exchange with counterparties.
EDM implementation services in Russia
Cost saving

Cost saving and elimination of risks

Reduction in costs of sending paper documents and elimination of risks of loss, errors, and related penalties
Timer

Quicker contract execution

Statements can be approved, paid, and drawn up within 1 day, and documents may be tracked in the EDM system
Large company

Automation of routine functions

Instant forwarding, EDS signing, automatic archiving and synchronization with 1C

Example of approval route

Implementation of EDM with counterparties example

Example of sale in SBIS

Implementation of EDM with counterparties

Services for EDM rollout

Feasibility study and review of counterparties

  • Assessing how many documents are exchanged with each counterparty per year;
  • Checking to which EDM operators buyers and suppliers are connected and how actively EDM is used;
  • Conducting negotiations with major counterparties and assessing whether they are willing to switch to electronic documents;
  • Selecting the best option to work with counterparties not connected to EDM and estimating additional expenses;
  • Determining whether it makes sense to switch to EDM and which document exchange system is best to choose;
  • Estimating EDM costs based on an analysis of business processes and allocating roles, i.e. who will draw up, approve, and sign documents.
  • Assessing risks and payback periods for the client’s EDM implementation project.

EDM system setup

After assessing the project feasibility, the client can decide whether to switch to EDM. If the client decides to switch to EDM, we will proceed with the following steps:

  • Drawing up documents for starting work with EDM;
  • Preparing guidelines for users of EDM system;
  • Pilot launch with several contractors;
  • Assessment of business process performance;
  • Modification of 1C module for work in EDM system;
  • Support of the start of work with EDM;
  • Testing roaming with other providers;
  • We will also help with the implementation of exchange with all buyers.

We will discuss individually the scope and how services are to be provided taking into account the specifics of your business. Please feel free to contact us if you need assistance in deploying EDM in your company.

References

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