Guía de la Gestión Documental [Inglés. 50 pgs.]

Publicamos un guía para aprovechar al máximo una solución DMS. El documento, que fue editado por SER, incluye alcances y todo lo necesario para tomar mejores decisiones.

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Los capítulos de este documento son:

-Introduction

Finding the best document management solution for you

Greater efficiency, added security

What your DMS should be able to do -An overview-

-Overcome challenges and achieve key targets

Use time more effectively 

Turn costs into a bottom line boost Improve productivity and efficiency

Communicate & collaborate better Automate document processes

Stay compliant

-DMS success factors

Factor 1: Determine your objectives

Factor 2: Define the infrastructure and operation

Factor 3: Analyze the DMS scope and parameters

Factor 4: Ascertain your document reach

Factor 5: Envision your future file structure

Factor 6: Identify daily tasks

Factor 7: Migrate existing files Work out a project plan. 

-Content and processes belong together

Documents and processes belong together Integrate with ERP, CRM and other systems

Business process oversight & compliance 

-Stay on the safe side

Avoid tax setbacks 

Comply with EU General Data Protection Regulation (EU GDPR) Signed and sealed 

-Get ahead of the competition with artificial intelligence 

Maturing technology

Garbage in – garbage out 

The best of both worlds

Intelligent document automation & beyond

-Intelligent information management 

-Checklists

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