archer-dms - tecna.pl · • kpi • reports • task monitoring • optimaliztion • management...
TRANSCRIPT
Quality Software Solutions 2
Presentation plan
1. Archer – DMS
2. Storage organization
3. Work organization
4. Functionality
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Document Management System
Modelowanie procesów - opis
Quality Software Solutions
• 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
Quality Software Solutions
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
Quality Software Solutions
The system must provide basic security functions:
• Authenticity
• Non-repudiation
• Confidentality
• Integrity
• Availability
• Accountability
Security
Quality Software Solutions
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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.
Quality Software Solutions
• Office support
• Onsite operational document
management and storage
• Offsite document storage
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Archer – DMS
Quality Software Solutions
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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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
Quality Software Solutions
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
Quality Software Solutions
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
Quality Software Solutions
1. Barcode
2. QR Code
3. RFID
http://www.schreiner-group.com
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Physical organization
Modelowanie procesów - opis
Quality Software Solutions
1. Box
2. Volume
3. Package
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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
Quality Software Solutions
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Organizacja pracy - Klient
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Search, place new orders, trace orders, order history
Work organization- Client
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Scanning
Modelowanie procesów - opis
Quality Software Solutions
• 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
Quality Software Solutions
• 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
Quality Software Solutions
Integration
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WebService
API
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
36Quality Software Solutions