Business platforms
Electronic Document Management SystemEDMS
Move from paper files to a secure digital archive with workflows, approvals and instant search. Documents attach to the ERP, CRM and HMIS records they belong to.
Built on
- Microsoft SharePoint
- Enterprise document management platforms
- Integration with ERP, CRM and HMIS
What it covers
Inside EDMS
A secure digital archive with workflows, approvals and instant search, linked to your business records.
Capture
- Scanning and bulk import
- Email capture
- OCR indexing
- Mobile capture
Organise
- Metadata and classification
- Version control
- Records and file plans
Workflow
- Routing and e-approvals
- Reminders and escalations
- Digital sign-off
Protect
- Role-based access
- Full audit trail
- Retention schedules
- Alignment with data protection laws across the region
Find
- Full-text search
- Saved searches
- Links from business records
What changes
What changes for your organisation
Any document in seconds
Search by name, number, customer or content instead of searching cabinets.
Approvals that keep moving
Requests route to the right person and remind them until they act.
Audit-ready records
Every view, change and approval is logged.
Less paper, less risk
Fewer lost files, less storage space and controlled access to sensitive records.
Connected with
EDMS is one part of the ecosystem.
These solutions share data and workflows with EDMS, so information entered once is available everywhere it is needed.
Used across
- Enterprise Resource PlanningERPFinance, procurement, inventory, sales, projects and people on one Microsoft Dynamics 365 platform.
- Customer Relationship ManagementCRMLeads, customers, applications and service requests in one view, from first contact to after-sales.
- Hospital Management Information SystemHMISThe clinical core of an integrated hospital suite, sharing one patient record with ERP, CRM, call centre and EDMS.
- Business Process AutomationApprovals, reminders, reconciliations and reports turned into workflows that run on their own.
- Custom Business ApplicationsWeb portals, mobile apps, USSD services and extensions designed around how your organisation works.
How we deliver it
Delivering EDMS, stage by stage
Five stages, with your team involved at every one.
- 1
Understand the operation
We map how work, money, information and decisions move through your organisation today.
- 2
Design the connected model
We agree the target processes, the systems involved and how they exchange data.
- 3
Implement and integrate
We configure, build, migrate data and connect each platform to the rest of your environment.
- 4
Adopt
User acceptance testing, role-based training and a supported go-live.
- 5
Support and improve
Ongoing support, upgrades and reporting improvements as the business grows.
Ready to connect EDMS?
Tell us how your organisation works today. We’ll show you where the connections are missing and what joining them up would change.