Below are samples of a some of the key applications for the FileNexus Document Management solution.
Finance
You can store and cross-index all of your finance reports on line automatically (see: A/R, A/P as well). Abstract data from multiple sources into database programs such as Excel. Recall and search any record(s) instantly based on index, word or numerical value - no paper to store, sort or read. This can be very helpful for corporate audits.
Customer Service
Every client record can be on line and recalled with any related record instantly. You can Fax or email directly to the client and/or distribute it to a fellow worker without ever leaving the desk.
File Management
Not only will you keep your files in perfect order, it will allow your users various new methods to search for, filter through and retrieve files (in addition to the standard information like client name and number). It will do so in real time and will never, ever allow users to lose or improperly amend an original record.
Legal
Although you are free to have a copy to edit, amend or change as required, original documents archived can never be amended by any user. FileNexus returns a precise facsimile of the original archive file, regardless of the original source and automatically tracks all versions, times and users of those files.
Accounts Payable
Would having all of your purchase orders, receiving slips, credit/debit memos and payment records automatically collated and on-line be useful? How about being able to forward those records without ever leaving your desk? This can add to marked productivity improvements by allowing the system to streamline the approval and paperwork process.
Shipping/Logistics
You can collate invoicing, payment and shipment related records automatically. You are able to find any waybill that has not been billed yet, or do print runs of invoices with the related waybills automatically attached.
Manufacturing/Quality Control
Inspection reports, certifications, test reports, ISO 9000, 6Sigma, QS9000, manuals and procedures perfectly collated, instantly retrievable and never misplaced.
Health and Safety
Keep all versions and the latest updates of things such as MSDS, WHMIS, procedure policies and manuals etc. on-line and instantly retrievable to any authorized user at their desktop.
Accounts Receivable
Automatically collate inbound purchase orders, outbound waybills/invoices and inbound payments. Are you having a challenge with audit trails? Is your client claiming they never received the product or invoice? You can deliver a replacement copy of an invoice or waybill immediately - without ever leaving the desk. This solves credit problems fast so you can manage cash flow issues more efficiently.
Customs
Would having all you pre-arrival notices, cargo control documents, rating sheets, waybills etc. perfectly collated, verifiable and on-line be helpful? How about never having to sort and staple supporting documents to client invoices?
Claims/Warranties
A complete transactional record of all computer records, adjuster reports, pictures, back up documents, policy and payment records on your screen - add notes, transfer files or file components to others without ever leaving the desk - fast, easy and efficient.