Business Process Management
DocClarity Business Process Management (BPM) becomes an automatic function with workflows, letting users:
- Instantly create a secure repository enabling all employees and partners to access critical data
- Eliminate the liabilities of paper documents, impossible to track email attachments, and unsecured content
- Simplify interdepartmental project communication and collaboration by implementing workflows that assign multiple users- independent of role-induced boundaries
- Distribute job requisitions, resumés, benefit documents and more to all employees
- Shorten cycles and audit hold-ups without sending numerous emails to group members
- Deliver self-service access to digital images and content in each employee’s file
- Ensure the most up-to-date content is used organization-wide, maintaining compliance and initiating change in a snap
- Resolve discrepancies promptly assessing transactions and holds
- Quickly and easily access records from any location in the event of an audit
- Share critical content and initiate process, free of boundaries like distance, time zone, server location
- Ensure compliance and organizational conformity across your organization by maintaining connection
The application works within diverse departments such as:
Finance & Accounting
Improve your bottom-line and ensure solvency
- Effortlessly store, manage, search and preserve all types of content including inventory management, payroll, business analytics and digital copies of check captures
- Commit to timely transactions
- Effortlessly track and convert financial performance into financial reports
- Route your purchase and sales processes with instant access to vendor information
- Streamline invoice processing and documents for account reconciliation
- Enhance financial planning, identify constraints to increase throughput and track budgets with centralized reports
- Avert fraudulent activity with Check In/Out; track and circulate shared documents
Contract Management
Give your team the contract management edge needed to impact the bottom-line
- Capture and connect contracts and content files of any type, driving efficiency
- Check out the latest versions and stop creating duplicate changes or multiple versions
- Check in the newest version and alert the team automatically
- Review detailed histories of revisions
- Confirm security
- Automate routine and focus on critical issues
- Analyze productivity, identify bottlenecks and more, with reporting
Legal
Legal teams never settle with DocClarity
- Creation of secure, “indexable” repository for all legal content, such as contracts, filings, patents, trademarks, registrations, release forms, leases, and affidavits
- Automatic indexing of notes written on records, to
- Unique flexibility to personalize categorization systems by client, department or any other classification used by your organization, for instantly precise retrieval
- Consistent ability to know “who checked out that content”
- Elimination of multiple “check outs”– preventing unknown differentiation followed by requisition of multiple “latest versions”, improving collaboration, and protecting document integrity
- Attribution of login privilege protections prevent unnecessary or unintended exposure and access
- Check in and check out process fosters improved collaboration and protects document integrity
- Collection of all related content completed instantaneously, meeting discovery requirements with time to spare
Payroll
Precision and swift approval — enabling payroll teams
- Quickly direct payroll changes requests, commissions reports, expense reports, and change requests through workflow approval processes
- Access the latest versions of employee contracts and all content related to payroll
- Confirm security & review detailed histories of access to sensitive data
- Automate routine and focus on critical issues
- Analyze productivity, identify bottlenecks and more, with reporting
- Manage all payroll-related documents and information, such as attendance sheets, leave cards, tax forms, e-mail, checks and more in a secure repository
- Allow individual employees access to their time sheets, expense reports and receipts to mitigate questions
- Swiftly access payroll records for internal or external audits
- Employ a world-class security structure, protecting sensitive content by ensuring it is only viewed by users with appropriate privileges
Human Resources
Unify employee file content and process
- Instantly create a secure repository to index the full spectrum of each employee’s lifecycle
- Eliminate the liability of unapproved access to photocopies of records or electronic files by tracking access to secured records
- Simplify recruiting, on boarding, performance management and other processes with workflows and notifications
- Distribute job requisitions, resumés, benefit documents and more automatically
- Deliver self-service access to digital images and content in each employee’s file
- Ensure the most up-to-date content is used organization-wide, maintaining compliance and initiating change in a snap
- View up-to-date tax, benefit and other HR-related content–and its history–to resolve discrepancies promptly
- Quickly and easily access employee records for internal or external audits
- Search interview notes, resumes, certifications, etc. to quickly identify unique skills
Transactional Room
Transactional Rooms allow specific groups of users — internal or external to your organization– to share critical content and processes in an isolated environment, for heightened security. Transactional Rooms have been designed specifically to facilitate processes such as:
- Investigations
- Highly confidential research studies
- Technical development projects
- Contract negotiations
- Investor relations
- Syndication
- Mergers & acquisitions
- Leveraged buyouts
- Recapitalization processes
- Interview & search committees
- Asset acquisitions & dispositions
- Legal discovery
- Corporate due diligence
- Claims processing
