Document and workflow management solutions for small and medium businesses
Free yourself from paper and messy file sharing. Take back control of your team's documents and processes with DocuWare. No more shared drives, no more paper files, no more frustration. Manage important things of your Smart Document Home.
First of all, it's not only a place to put files, but also a place to use them.
DocuWare offers small businesses two key features: world-class cloud-based document management to securely capture and organize information you use every day, and process automation to replace tedious manual methods with simple, instantaneous digital workflows. All this in a cloud-based, highly accessible interface designed for both casual users and demanding power users.
Organize and protect documents
Automate workflows and tasks
Automate workflows (left) and assign tasks to users (right)
Connecting distributed commands
Connect mobile and remote workers with simple document management and workflow
2. How to use DocuWare for SMBs
DocuWare is used by over 15,000 customers in over 100 countries. Customers typically deploy DocuWare in document-centric processes at heart of their business, where speed, reliability and security are paramount. Clients using DocuWare's document management solutions range from two to thousands of employees.
Accounts payable and other financial processes
While DocuWare is best known for its best-in-class invoicing solutions that simplify and speed up entire invoicing process, it is also widely used in accounts receivable, expense management, tax, operations, and budgeting.
Similar cases
On Point Custom Homes builds custom homes and is one of Houston's finest developers. They complete 20 houses a year (from design to renovation). The company needed a mobile-enabled cloud solution that allowed employees to access data remotely and view and approve invoices from their desk. DocuWare Cloud was chosen because of security, flexibility and mobile readiness it offers in accounting process.
Purchase agreements and offers
Carefully organizing and collaborating on important sales documents can unlock a powerful competitive advantage when you can instantly send product information, estimates, and contracts to your customers without tedious searching.
Similar cases
Criterion Tool & Die Inc. is a third generation family business. They produce precise, trouble-free components for medical, aerospace and photonics industries. Government regulations require them to keep records of all parts made for hundreds of customers throughout life of product. This information is now archived in DocuWare and is available to both shop manager responding to sales inquiries and auditing accounting department.
Employee records and other HR processes
Centralizing and protecting your company's employment data allows your HR team to get rid of outdated paper files and start automating those manual processes that take up their precious time, such as performance reviews, vacation management, and more.
Similar cases
Tillamook Bay Community College (TBCC) is a small college offering degree programs to a wide variety of students. TBCC needed an affordable document management system that would give teachers quick access to student files for counseling and HR staff quick access to staff files and training records. The key was to find a solution that would integrate with their ERP and student information system (Jenzabar) and align with other HR tasks such as payroll.
Secure documentation archive
Shared drives and paper files are not suitable for storing confidential documents. Many customers use DocuWare to securely archive large amounts of digital information to prevent unauthorized access or natural disasters, and safely dispose of boxes, filing cabinets and other paper waste.
Similar cases
The City of Henrietta has adopted DocuWare to digitize its archaic file system. Departmental processes used to be paper intensive—town meeting minutes, planning and zoning files, registration forms, contracts, claims, and lawsuits are just some of documents that need to be permanently archived. With introduction of DocuWare and electronic scanning and storage of old and new documents, more than 500,000 city documents can be safely and quickly retrieved and transferred between departments.
3. Design and build for growing businesses
User friendly
Shorten your learning time with an interface designed for everyday use.
True cloud availability
Access any document from any operating system, on any device, at any time, using only a browser.
Flexibility for mobile devices
Create, retrieve and save documents from your smartphone or tablet.
Super Safe
Stay secure with best-in-class encryption, user permissions, and multiple levels of backup.
4. Speed up document management with preconfigured cloud solutions
DocuWare Small Business document management and workflow automation can excel in any area of your business, but we offer two preconfigured solutions designed to take you from scratch to full optimization in just a few days. Each solution includes sample documentation, user profiles, pre-configured workflows, and more, all built on our experience with thousands of successful customer deployments.
Invoice Processing - Get rid of paper and data entry
Use smart indexing to digitize each invoice for secure storage and instant retrieval. Automate approval notifications to speed up payments and keep your team up to date.
Employee management - every employee account at your fingertips
Digitalize paper documents and get rid of cluttered shared drives. Centralize, organize and secure all employee records and get critical information in seconds.
