Document Management Software from IntelliChief – Electronically Store, Save, & Process Your Business Data
Document management software offers a more modern way to manage your business content. It’s simple, it’s cost-effective, and it’s perfect for your on-the-go workforce.
IntelliChief’s document management solutions can automatically process new documents that come in to your business electronically, as well as hard-copy documents that arrive through the mail. Meanwhile, each document is scanned for important data. That information is verified and sent to your ERP, updating each of your individual business modules in real time. From there, documents are moved through automated workflows, letting you complete your core business processes as quickly and efficiently as possible.
ERP-Integrated Document Management Software, Specifically Designed for the Enterprise
Our document management software lets you solve several enterprise-level challenges with a single investment. IntelliChief is designed for:
Document Collection & Electronic File Storage
Our solutions let you collect and distribute documents as soon as they arrive at your business. Employees can save email content (and attachments) or PDF data directly from their computer, or IntelliChief can monitor an email address or fax system to directly import incoming files. And for documents that arrive in the mail? Place them in a scanner, and our software will take care of the rest.
All your documents – regardless of the original file format – are securely saved in an electronic archive. You can easily control who can access or modify your content, and authorized users can access any document with a single click.
Document Classification, Distribution & Content Indexing
IntelliChief uses OCR to “read” each incoming document. This lets it automatically determine what type of content it’s dealing with, and where it needs to go. (You can create custom workflow paths for each type of document, making it easy to send your files to the right user or department.)
As each document is identified, the content is indexed and sent to your ERP. This lets you eliminate manual data entry and process your information more accurately.
Document Search & File Retrieval
Users can search for your stored documents using any common criteria. With electronic content management, you don’t have to know the document name, or the date it was saved; our full-text file search lets you look up content based on any indexed information. (For instance, you can search for an invoice using the supplier name or purchase order number.)
Need your teams to stay productive on the go? Mobile access software lets IntelliChief users view and process documents from their smartphones or tablets.
- Automatically process your sales orders
- Automatically match your invoices to your purchase orders and receipts
- Access each customer’s entire order history in seconds
- Easily code and approve your non-PO invoices
- Quickly collect and organize transactional files for an AP audit
- Instantly send employment applications to the corresponding hiring managers
Each modification is saved and synced in real time – which means that users can easily collaborate with coworkers in other departments or physical office locations. No more hard-to-follow email chains, or wondering about the status of each project. You have complete visibility into each document-driven workflow, and an easy way to reduce time-consuming delays.
The Benefits of Document Management Software
If you’re like most businesses, you’re dealing with hundreds – if not thousands – of documents each day. Many of those documents contain information that needs to be processed right away, but end up overlooked. An out of control system can result in strained supplier relationships and unhappy customers.
Document management software helps you stay on track. High-priority projects don’t end up delayed, and you don’t have to deal with the financial costs of missed deadlines. (When employees do need to complete something manually, our easy-to-understand prompts let them track everything they’re responsible for.)
Because your employees don’t have to waste their time on administrative paperwork, electronic document management tools make basic business processes less costly. Instead of searching for content or processing data, your best contributors can build relationships, develop solutions for your most pressing challenges, and help you improve your business.
Document management software also helps you control your paper-based costs. You spend less on paper, ink, and document storage. And, when you have all your documents stored in an electronic archive, you can retrieve any file in seconds – without ever leaving your ERP screen.
Learn More About Our Electronic Document Management Software & Workflow Automation Tools
Your company is always changing – and our solutions can easily keep up. You can customize our platform for use in any department – from Accounting to HR – and add new features at any time. This lets you easily control your operating costs and increase productivity across your entire business.
On the technical side, our software is easy to implement, with out-of-the-box document management solutions for almost any ERP. You can install the system on your own network, or use our web-based browser. You can even use IntelliChief with multiple legacy technologies, allowing you to expand without limitations.
Our experts are here to help you find the approach that makes the most sense for your business. To learn more about our document management software, contact us today. Or, visit our Resource Library to see how other companies have transformed their business with our easy-to-use automation tools.