Register now for the 14th Basel Technology Apéro on October 24!

What are the advantages of document management systems?

A digital DMS offers companies a range of valuable benefits. In addition to reducing costs, document management provides your company with greater efficiency and legal certainty. Daily work processes can be automated with significantly less effort. Seamless digital filing makes your documents easier to find and ensures that all documents are processed and stored in line with compliance requirements. All processes can be handled flexibly and can therefore be flexibly integrated into existing processes. A DMS program can also be linked to other programs (including master systems such as ERP or CRM). Not only do you increase productivity in your company, but you also save an enormous amount of paper. With a digital DMS, the paperless office is definitely possible.

Where is a DMS tool used?

Today, DMS is used successfully in many areas. For example, in the area of human resources. Keeping digital employee files makes it much easier to handle recruitment and personnel administration processes quickly. All relevant data is stored in one place in a legally compliant manner and can be accessed at any time. From confidentiality agreements to employment contracts and references.

In finance and accounting, a digital document management system helps you to manage your financial processes efficiently. From invoicing and recording incoming payments to preparatory bookkeeping.

A digital document management system is also a real asset in the area of marketing and sales. Many collaboration processes can be made simple and efficient with a document management system. From the preparation of quotations and the definition of sales strategies to the creation of marketing documents. And even across national borders and time zones.

We support you in the planning and implementation up to the introduction of a customized DMS solution. We look forward to hearing from you!

Request a consultation

"*" indicates required fields

Name*
This field is used for validation and should not be changed.

How does the DMS solution work with Microsoft Teams and Microsoft SharePoint?

Document management is also possible with SharePoint. Microsoft has developed SharePoint as a kind of modular system with which companies can put together the functions that make sense for them. To use the DMS solution with SharePoint, all you need is your Microsoft license. The storage space for the collaboration of your employees is provided via OneDrive or SharePoint. It is also important to use the Microsoft apps that allow shared document creation. All versions of Office 2010 and higher support shared document creation. This enables you and your employees to track the version history of documents at any time. If you use MS Teams as a communication tool in your company, document management with SharePoint offers the option of creating an organized structure for the files exchanged. This improves the clarity of the filing system enormously.

What do we do when a clearly structured document management system including a comprehensive authorization structure is required?

If you need a clearly structured document management system, you can only benefit from our expertise. We have access to tools that are optimally tailored to the needs of your company. When you commission us, we work with you to evaluate the requirements for your document management system and then offer you the right solution.

What properties does a DMS have?

A digital DMS system offers you important functions that you can use for your company:

Recording and storage

You receive a digital archive in which you store all documents centrally. This means that all documents can be found at any time.

Digital archive - innobit ag

Digital document entry

Receipts are recorded fully digitally and saved automatically. This eliminates the tedious manual step of digitizing receipts.

Digital document entry - innobit ag

E-mail archiving

Communication logs can be easily created with a DMS tool. This allows you and your employees to keep track of email communication at all times.

eMail archiving innobit ag

Document access and backup

Documents can be accessed from anywhere in the world, as long as you have been authorized to do so. This speeds up working with documents enormously.

Worldwide document access - innobit ag

Indexing and retrieval

Automatic indexing and keywording is one of the main advantages of a digital document management system. This makes content easy to find for every employee.

Indexing of documents - innobit ag

Share documents

With the digital DMS, documents can also be shared easily and securely with other colleagues. This makes collaboration much easier.

Share digital documents - innobit ag

Collaboration on documents

Your employees can also work on the same documents very easily. A DMS solution therefore increases the productivity and efficiency of team performance.

Digital collaboration - innobit ag

Automation of processes

In general, the introduction of a digital document management system increases the degree of automation of processes in your company.

Automation of processes - innobit ag
d.velop - innobit ag

Document management with a system

Together with our partner d.velop and its Ecspand solution, we implement high-performance DMS solutions for our customers.

>> learn more about Ecspand.

SharePoint Logo - innobit ag

Document management with SharePoint and Microsoft 365 (formerly Office 365)

Of course it is possible to use SharePoint as a DMS. Although a few functions are missing, these can be retrofitted individually - so Ecspand is the perfect addition! Microsoft designed the SharePoint Server as a kind of modular system from the outset. Companies should use it to develop the solution that makes the most sense and is best for them.

>> learn more about SharePoint.

Document management in the cloud - how secure is the system?

A cloud solution saves you the administration of your own server and instead relies on the expertise of experienced service providers. Compared to your own server, a cloud solution is just as secure. After all, even a company-owned server is exposed to potential attacks as soon as it is connected to the internet. This is why it is important to ensure IT security when selecting a cloud solution. A high standard of IT security and the legally compliant storage of data is guaranteed exclusively by hosting in Switzerland. Only here can you be sure that all IT and data protection laws applicable in Switzerland are complied with. This gives you almost 100% control over your documents and data.

Your contact person

Hanspeter Lorenz - innobit ag
Do you have questions about digital document management?

Contact Hanspeter Lorenz, Sales & Account Management, directly

Hanspeter Lorenz
hanspeter.lorenz@staging.innobit.ch
+41 61 695 98 22

We look forward to your call!

Map - innobit ag