Capture, organise and share your documents with Document Management Infrastructure

1. Enterprise Document Management Platform
TRANSFORMING TO DIGITAL
BUILD BETTER CUSTOMER EXPERIENCE
Document Management Done

2. Here is A Quick Agenda…
1) About pain points in handling print/digital
documents….……………….
2) What is Document Management
System?…………………………….…….
3) What is effective in
it?………………………….…………………….………
4) About “docEdge DMS”
…………………………………………..………
5) Key
Features.……………………………………………………………….
6) Product
Roadmap…………………………………………………………..
7) Licensing Model and Maintenance
Support..………………………………
8) Professional Services – Product
Customization…………………………….
Document Management Done

3. Challenges in handling print/digital
documents…
Commercial Firms, Government agencies, Medical services, Educational institutions and other
Organizations have faced with an explosive increase in the amount of paper that must be
handled in order to conduct their operation.
These organizations are continually seeking system that can solve a variety of problems
associated with handling large volumes of papers.
“There is an increasing
growth, volume and
diversity of the
unstructured content that
now represents 80% of
enterprise information”
Everyone organizes their
documents, emails, scans,
electronic faxes, graphics, etc. in
some fashion,
whether or not they use a
document management
system (“DMS”).
Document Management Done

4. What is ‘DMS’?
“Document Management” is an
electronic solution that helps
organizations to streamline their
document management processes. It
enables “Scanning, Storage, Retrieval,
Sharing, Tracking, Receive and Distribution”
of the documents.
Document Management Done

5.  Centralized Source of Information
Fast retrieval of document through search and improved document distribution
 Improved Security and Compliance
Complete administrative control and disaster recovery
 Minimize Rework
As all the documents are organized and accessible from central
repository, so there is minimum chance to lose any document.
 Increase Employee Productivity
It increases productivity of employees due to faster access
of documents from anywhere, anytime.
 Cost Effectiveness
Reduce and Eliminate Document storage cost, improve cash flow.
 Improve Workflow
Improve informed operation, easy administration of information and data.
Personal Intellectual Capital
 Maximize Customer Satisfaction
Easier and faster access to customer related data, hence faster and more better
customer experience
How this
is
effective?

6. Enterprise
Document
An easy to use,
powerful and cost-
effective document
management software
that allows small,
medium and big size
businesses to
centralize the
management,
storage, retrieval,
control and
“docEdge is a
future ready
Document
Management
Platform that
provides great
document
management
features.”
Document Management Done

7. Document Management Done
Business
Architecture
Document Management Done

8. A Real life Example...
In a document management system, each document – or email,
fax, scanned item, or saved Web page – is assigned a profile sheet
or “template” which typically contains a long description for the
document, author, client/matter information, document type
(brief, contract, memo, etc.) and perhaps other items.
i.e. A firm representing a real estate developer might need extra
fields to identify the client (the developer), the specific property,
and various tenants. Both the profile and the full text of the
document are indexed for rapid retrieval.
Business Architecture

9. Document Management Done
Technical
Architecture
Document Management Done

10. Technical Architecture

11. 1) Extended
Security…………………………………
a) Access Right………………………………...
b) Feature Right………………………………
2) Centralized
Access………………………………..
a) Human Interface……………………………
b) Programmatic Interface……………………
c) Content Interoperability…………………..
3) Profiling and
Tagging…………………………......
a) Templates ……………………………….....
b) Tag Cloud
…………………………..............
4) Multi-tenant
…………………………......................
5) Preview &
Thumbnail……………………………..
6) Stamping…………………………………………
7) Linking of Documents
………………………….....
8) Notes & Annotation
……………………………...
9) Subscriptions
……………………………………...
10) Calendar and Collaboration
Key
Features
“Allow accessof the right
document, to the right person at the
right time…
Document Management Done

12. Extended
Security
 Access Right
It basically determines who can log
on the system and folder or file
individual can open.
 Feature Right
It determines a range of actions just
like Read, Write, Delete, Download,
Import, Export etc.
Document Management Done

13. Centralization.
.
Document Management Done
 Human Interface
docEdge document management
portal provides very intuitive user
interface to let user to operate
 Programmatic Interface
docEdge publishes all the features
as SOAP based web services APIs, so
we can consume these APIs in any
third party applications easily to
access docEdge features
 Content Management
Interoperability Service
docEdge also publishes CMIS services to
ensure interoperability with other DMS
system easily.

14. Profiling And
Tagging
Weekly Reports
CODE
Proposals
Legal Documents
DMS
Feedback
Agreements
Financial
Reports
CAS
Tag Cloud
This is presented as a cloud
containing all tags defined in the
system to group the statistics the
documents come particular tags.
Profiling
Attaching a metadata template
with a document containing meta
information field about the
document. docEdge indexes that
information for later searching.
Tagging
A can be marked with different tags
for quick categorization and
retrieval.

15. Multi-
Tenancy
docEdge Cloud and In-
premises offer a feature, to
setup multiple roots/tenants
(one tenant for each group of
users) for different
departments within the
organization work to let one
department to work in isolation
with other department.
Document Management Done

16. User can preview any document
stored in docEdge’s Vault without
even getting it downloaded.
This feature let you add a stamp
image or text to a document stored
in docEdge’s Vault i.e. signature or
note of copyright etc.
User can add logical linking between
any two documents stored docEdge’s
Vault in either direction.
User can attach the notes and
annotation on any document stored
in docEdge’s Vault.
Preview and
Thumbnail
Stamping
Linking
Documents
Notes and
Annotation
Document Management Done

17. Subscription
Documents/folders could
be subscribed to get
notified with associated
events like documents
downloaded, deleted or
moved etc.
Calendar
In this feature you can add an
event/schedule to a document
stored in docEdge’s vault. In the
event, user can add more users
to participate.
Document Management Done

18. “docEdge enterprise
edition offers an
inbuilt workflow
automation feature
that automatically
routes the document
to their designated
folder as per approval
status”Document Management Done
Automate
d
Workflow

19. Comprehensiv
e
Searching
“A powerful search engine
with real-time indexing that
gives you quick results and
allows you to quickly retrieve
documents “
Document Management Done

20. Audit Trail &
History
 docEdge Audit allows
logging of every activity
happening on a file or
folder.
 Users can see history of
events on any file by a
simple right click menu.
Document Management Done

21. Archiving and
Backup
 docEdge archiving feature is
to archive the document as
per retention policy of the
organization.
 This would let take back of
documents stored in
docEdge’s Vault
Document Management Done

22. Product
Roadmap…
 Smart Auto Collect
Automatic documents that may exist anywhere in the
docEdge Vault match the properties attached with the
folder.
 Virtual Links
A document can be virtually made visible in other logical
folder. Here, virtual links can also be managed from main
copy of master document.
 Smart Folder Ruleset
Attach rule set with a folder, with that rule gets fired on
files in the folder. Rule-set on a folder can be
enabled/disabled.
 System Folders
System defined folders, i.e. userbox, auto reportbox folder
for in-stream and out-stream files
 Document Categories
Let users define the categories of the document and group
documents in form of categories.
 Task-Stream
Various auto/system and workflow/user generated activity to
user task stream.
 Content based Intelligence
Allow attached rules-set activated on the content in the
document, i.e. if found due date. agreement renewable data
in particular document over the defined value, certain group
of user must be notified.
Redefining document management tool with intelligence and opinionated handling….
Document Management Done

23. Named User Per Core Leased
docEdge SDMS
(Standard Edition)
• Free online product training
during setup
• User Manual/Guide
• Over Mail Support
• Free online product training
during setup
• User Manual/Guide
• Over Mail Support
Free online Product
Training during setup
User Manual/Guide
Over Mail Support
docEdge EDMS
(Enterprise Edition)
• Free Product Training during
setup
• User Manual/Guide
• Over phone Support
• Free product training during
setup
• User Manual/Guide
• Over phone Support
Free Product Training
during setup
User Manual/Guide
Over Phone Support
Product Training and User
ManualPost-sales support by product vendor is always very critical for every customer to successfully
establish the business value out of any product that buy in customer organization. Since providing
needful training to every customer, we ensure our customer clearly understands all the features of the
application.
We do ensure 360 degree care in our product installation and customer query/support to keep
docEdge server up and running at each customer.

24. Professional Services
(Product Implementation and
Customization)  Our team of
professionals provides
required services in
implementation of the
product across your
organization as per your
needs. docEdge product
architecture is quite
flexible and extensible for
customization as per
specific requirement of
business.
 We have product
engineering team for
adding new custom
Document Management Done

25. sales@pericent.com
91-9828601555
For your
paperless
office
initiativeDocument Management Done