Finance & Accounting
The DocuWare platform rises to meet the challenges of complex financial matters. The highly organized and accessible document management platform allows for full security, strategic efficiency, and deeper insight into every finance and accounting need.
The finance and accounting function is an essential part of every business, regardless of its size or nature. Of course, individuals also rely on business in these sectors to manage personal finance and taxes. Be it a function within and organization or a business within that industry – it involves the management of resources, including the recording, analyzing, and reporting of financial information. This helps organizations make informed decisions about investments and operations and covers tasks like budgeting, bookkeeping, tax preparation, auditing, and more.
Additionally, the finance and accounting sector plays a critical role in helping individuals manage their personal finances through financial planning services like retirement planning or estate planning.
In order to quickly provide crucial financial data indicating a company’s market position, profitability, and liquidity, the finance department must have secure and accurate execution of accounts payable and accounts receivable processes. However, traditional paper-based and manual operations often result in delayed cost recording, slow approvals, fragmented information, and incomplete bookings.
To overcome these obstacles, implementing a document management system and workflow automation can enable your company to eliminate paper usage, centralize important process and document information in a single system, and seamlessly integrate it with your ERP for a comprehensive overview of all financial data.
Employee Management
Streamline HR departments and employee management with DocuWare’s file management capabilities that transcend mere storage and access. The digitized and automated platform boosts security and makes swift action possible for everything from hiring to handling complaints.
The employee management function is a complex and multi-dimensional field that involves the strategic planning, organization, development, and monitoring of employees within an organization. The goal is to optimize productivity, engagement, retention, and overall effectiveness to achieve organizational goals. Employee management encompasses various functions such as recruitment and selection, training and development, performance appraisal, compensation, and benefits administration. From onboarding to professional support and development, every step along the way requires careful documentation and record keeping.
When it comes to employee management and human resources activities, where HRMs are either too inflexible or very expensive to implement, a document management platform makes it easier to gain control over HR documentation and processes.
In the end, you need to attract the best people and keep them on your team for as long as possible. No matter how organized your business is in other ways, the right DMS can create better results for HR tasks, hiring and interviewing, onboarding and training, and ongoing professional development. Workers will appreciate the level of privacy for their data and know that their employer is well equipped to support them in their plan to advance and use their talents and skills for overall benefit.
Document management systems have a positive impact on all functions within an organization. The robust features found in the solution offered by Kaisenz offer greater benefits than simple digitization or workflow automation can on their own.
Sales & Marketing
Speed, efficiency, and easy access to lead or customer information matter when pushing to close a sale. DocuWare’s data organization and automation options allow for sales and marketing teams to optimize efforts to benefit the company’s bottom line.
The realm of sales and marketing touches on every other type of business mentioned here and many that are not covered in this list. Industry activities include promoting products and services, generating leads, and converting them to customers or clients, and helping to generate profit for companies of all types. Sales departments involve direct communication with target consumers or business contacts. Marketing focuses on attracting attention and keeping it. All of these efforts require extensive data collection and documentation of processes, information gathered, interactions, and ultimately sales receipts or service contracts.
A centrally access controlled archive of sales related documents – inquiries, proposals, correspondences, version-controlled documents, price approvals, purchase orders, proof-of-deliveries and even functions for invoices – ensures that authorized staff access to information for easy decision making.
A document management system has different functions that makes this all possible in the simplest and most efficient way possible. Your talented and creative marketing and sales teams know how to get results. Now they can do so with the right data at their fingertips. Not only do accessible details fuel their efforts, the DMS collaboration features informs potential clients and customers at the same time. Everyone can make better decisions and thus generate more revenue for your business.