Today, work happens everywhere: in the office, in the plant, on the road, at home. With DocuWare, you can digitize and secure your information to flow effortlessly between your decision makers — from anywhere, on any device, at any time. It’s the new pace of productivity for the heart of business.
If your team is remote, back in the office, or somewhere in between, you need documents to move securely and automatically to the right employees at the right time. DocuWare takes the time-consuming, manual work of managing numerous documents and streamlines it into a secure, centralized digital repository with stress-free storage and access. Accelerate your key processes with digital workflows to route documents as needed.
Keep people and information connected with DocuWare integration
Microsoft®
Outlook®
Archive and find any document right from Outlook
Outlook is the lifeblood of thousands of sales organizations. With DocuWare integration, you can securely archive messages or search for related documents without leaving your inbox. Not using Outlook? No problem. DocuWare also connects to other email clients.
Financial
Software
(ERP)
Keep estimates, orders, invoices and more synchronized. Always.
Securely manage estimates, contracts, orders and invoices within DocuWare, then keep transaction data synchronized with your core financial applications like Microsoft® Dynamics®, SAP®, Quickbooks®, DATEV®, Sage® and others.
CRM
Access customer documents right from their CRM record
Your CRM is the system of record for all sales activity. DocuWare integration enables you to retrieve proposals, contracts, orders, statements, invoices and more right from the context of the customer or partner record.
Intranets and Portals
Display lists and documents within online portals
Whether using Microsoft® SharePoint® or another web portal, use DocuWare to centrally manage and share sales and marketing documents to create one "source of truth" for key information.
Invoice Processing
Remove huge amounts of work from your team. Digitize every invoice with intelligent indexing to securely store for instant retrieval. Use preconfigured workflows for approval routing, or use straight-through processing to help expedite payments and keep your team on track.
- Eliminate paper and manual data entry
- Automate workflow and exception handling
- Reclaim early payment discounts
- Dramatically cut audit prep time
Employee Management
With Docuware, every employee’s records and documentation can be at your fingertips. And you can share what you need to share – securely and privately. In fact, DocuWare delivers a whole new level of expertise, transparency and value to your employees and colleagues. Hundreds of organizations use DocuWare to centralize, organize and secure their employee records — and improve processes from recruiting to annual reviews to talent management.
- Go paperless
- Ensure privacy and enable transparency
- Support self-service
- Focus on results, not processes
Sales & Marketing
DocuWare enables elegant document management and workflow solutions for sales and marketing. For example, with pre-sales product information, reviews and comparative analysis available online, customers typically engage your sales when they’re moving toward a decision. So, you need to move fast and effectively. That means anytime-access to critical information and seamless processes for outstanding customer experiences. And DocuWare delivers.
- Access documents anywhere
- Control and manage contracts
- Work within Outlook®
- Power-deploy your marketing content
DocuWare has earned the security and usability recognitions that matter.
Request a demo
The bottom line: If you’re looking for effective document management and workflow automation in your organization, Stratix Systems can help. If you have questions, or would like a free DocuWare demonstration, don’t hesitate to ask.
