docflow profile: collaborative applications
DESCRIPTION
DocFlow develops web-based solutions for managing, accessing, distributing and sharing document-based knowledge, by exploiting the most innovative, robust and flexible state-of-the-art technologies. DocFlow concentrates on EDM, KM and WORKFLOW MANAGEMENT to provide easy, quick and customized solutions for a large variety of industries.TRANSCRIPT
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DOCFLOW ITALIADOCFLOW ITALIACOLLABORATIVE APPLICATIONSCOLLABORATIVE APPLICATIONS
Carlo Petti – President
SOLUZIONI AGILI PER IMPRESE AGILIDocFlow Italia Spa Tel 02 57 50 33 66 [email protected] www.docflow.com
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DocFlow profile
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Docflow
installed base: Over 30.000 seats
6.5 million Euros revenue in 2008
Over than 150 active customer
50+ full‐time employees
Headquarter in Milano, Office in Roma and Padova
ISO9001 since year 2000
Private company incorporated in 1996
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Three pillars
DocFlowDocFlow
TECNOLOGY
COLLABORATIVE PROCESS
COMPLIANCE
• Enterprise Content Management• Business Project Management• Imaging & Text Mining• Enterprise Application Integration• …
B2B process & documentautomationCorrespondence trackingProcedures and exceptionmanagement
Digital document regulationsRecord ManagementeGovernmentCompliance, Governance, Regulatory e Investor Relations
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Technology Partners
Docflow runs its solutions and services on World‐class technologies and products, ensuring long‐term availability.
In DocFlow reside specific competencies and deep skills on these technologies and products, in order to support the Customers’ needs in complete authonomy
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DocFlow vision
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Collaborative Processes
We all agree that almost 80% of availableInformation is not structured, document based and scarcely supported by Information Technology
But few realize that this implies that about 80% ofcollaborative processes are document based and scarcely supported by Traditional Systems like ERPs.
We see that Traditional Systems sustain onlyproducer/consumer collaborative processes
We see lots of Peer‐to‐Peer processes where workflowinstability and content (de)structure keep traditionalapplications away and employees alone.
A Content-Enabled ApplicationGeneration is the answer
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A Sea of opportunities
We are in place to introduce effectiveness in supporting collaborative processes by:oFacilitating the knowledge creation and distribution
oAdding efficiency to labour‐intensive processes
oPreserving Regulation Compliance
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Content‐enabled applications
DocFlow applications refer to Extended Enterprise model, whereboundaries among business players are not so well‐defined.
Regardless the company they belong to, people share Information and operate around the same “place” driven by the “mostinterested in doing that” principle, and synchronized by workflows.
Everyone acts in respect to personal grants, security policy, at oneof the following level:
• Intimacy Level: powerful participation to collaborative processes, wide access to official, confidential and work‐in‐progress contents
Suppliers
CustomersEmployees
Intimacylevel
Confidentialitylevel
Officialitylevel
Company
Extended Enterprise
• Confidential Level:participation to some tasks of collaborative processes, full access to related confidential contents.
• Official Level:participation to some tasks of collaborative processes, accessing only to “officially approved”contents
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High‐Level schema
Suppliers
CustomersEmployees
Intimacy
Confidentiality
Officiality
Company
Extended Enterprise
Integrate
Reports
eDocs
Fax
Paper
Capture
Web
Printel
Fax
Distribute
Record
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Integrated Information Lifecycle
Transactions of data representingthe real world
Information loss
C.M.S.
Collaborate in the real world sharingexperience, contents and Knowledge
ERP
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Docflow applications
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Simplicity and Intuitivity
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Content enabled vertical applications
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Docflow Synergy: AFC Document Management
• Total automation of most of paper intensive AFC processes managed by the ERP:• AP & AR invoices, Purchase Orders, Offers, HR related docs.
• Web and ERP interface to cover all the company user’s typologies
• Special multi‐channel (Web, email, EDI) input connectors to manage electronic (XML, EDI, PDF, spools) incoming fiscal documents
• Special multi‐channel (Web, email, fax, EDI) dispatching tool to manage electronic outgoing fiscal documents
• Tight ERP integration (Host, SAP, Oracle Application)• SAP first class integration (part of SAP
ecosystem)
• Use of official certification authorities certificates and software tools for digital signature and time stamping, in accordance with EU legislation, to give documents fiscal and legal value
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Docflow Synergy: AFC Document Management
Customer ERP Integration LayerCustomer ERP Integration Layer
Incoming B.P. documents processingIncoming B.P. documents processing
AFC common document B.P. Automation
AFC common document B.P. Automation
OutGoing B.P. document dispatchingOutGoing B.P. document dispatching
XML XML
Document Management InfrastructureDocument Management Infrastructure11
33 44
22
55
“Document enabled” ERP users
“ERP enabled” DM users
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Document Archiving
SynergyERP generated documents are automatically captured and archived (along with metadata) in PDF
Documents that needs to be processed manually are first printed with barcode then, after the manual process, left in a multi‐function device for the scanning and storing.
1
2
Incoming documents are barcoded and scanned in.
3
Desktop documents are automatically archived directly from Office and Windows applications.
5
Email and their attachments are stored directly from Outlook/Lotus clients.
6
ERP
3rd part Business Partners electronic documents are captured, processed and stored with a sophisticated tool
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Distribution, Management and Documents access
Synergy
ERP UsersSAP ERP Users
Internal Users Business Partners
ERP
A multi‐channer dispatching module will send documents to the business partners
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Legal and FiscalRecord Management
AipaDocsAipaDocs..
Dispatch
Dispatch
erer
A clerk, with a smart card, will perform all the legal and fiscal records management specific activities
5
Company users will use a dedicated web application able to access and process the documents
External business partner can use a dedicated web poral application to access their documents.
3 4ERP users are able to access and process documents directly with the ERP UI
2
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Docflow eProcs
Correspondence Tracking
Distributed capture of mail, paper, fax
Corporate taxonomy with department logical view
Organization chart management
Access and distribution by role
Dedicated document process management
Integration with ERP, CRM, …
Record management
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DocFlow Italia Spa – Centro Direzionale Milanofiori Strada 4 Palazzo Q8 – 20089 Rozzano MI Tel 02 57 50 33 66 Fax 02 57 50 33 69 [email protected]
www.docflow.com
Thank you
DOCFLOW ITALIADOCFLOW ITALIACARLO PETTICARLO PETTIPresidentTEL: +39 02 57 50 33 66