Challenge
The five companies used different systems for managing their documents, which complicated unified management and transparency. The client wanted to find a solution for this issue. With the implementation of Docman, this problem was resolved, creating a centralized document repository.
A seamless transition from the previous filing system was an important part of the project. During the process, we had to ensure data integrity and accessibility.
The rapid integration of the Cégkapu into internal processes was an urgent task. Our expert team successfully implemented the solution, ensuring smooth communication with the authorities.
How we helped?
- Meeting User Needs
- We successfully integrated the unique requirements identified during business analysis into the system, making Docman a truly user-friendly and efficient solution for SZKHT.
- Managing Incoming and Outgoing Documents
- The Docman system automatically categorizes and indexes incoming and outgoing documents, whether they are emails, scanned documents, or digital files. This significantly reduces the need for manual data entry.
- Automating Workflows
- Predefined workflows ensure that every document goes through the appropriate approval and processing chain. This increases accuracy and reduces turnaround times.
- Complaint Management
- Docman includes a dedicated complaint management module that allows for the quick recording, categorization, and tracking of resolution processes for complaints. This improves customer service efficiency and customer satisfaction.
- Migration
- This process was critical, as it was essential to ensure that no important documents were lost and that the company’s operations remained continuous during the transition.
- Business Analysis
- During the analysis, we employed various methods, including process mapping, user interviews, and data analysis. This allowed us not only to identify current issues but also to uncover future development opportunities. Based on the insights gained, we were able to customize the Docman system to become a reliable and user-friendly solution.