Enterprise Document Management Consulting

Enterprise Document Management is a key part of any information management strategy.

Enterprise Document Management for the Digital Era

Your Information Management Strategy should include document management, records management, and imaging and capture capabilities. Onwardpath can help your organization evaluate, adopt, and implement the best Enterprise Document Management system for your current and future needs.

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Enterprise Document Management Drives Efficiency & Transformation

Increase Enterprise Productivity & Efficiency

Give every business unit the document and record storage and retrieval capabilities they need

Improve Your Internal Workflows

Accelerate performance by integrating with key business applications you already use

Formalize Your Information Governance

Minimize compliance risks and improve information governance with centralized storage, management, versioning, and archival functionality

Drive True Transformation

Become an industry disruptor by delivering fast and accurate customer experiences with every interaction

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Document Management Platform Features

Retention – Control the creation, classification, and retention of content across the enterprise from a single application.
Metadata – Store extra information about documents for classification and search indexation.
Versioning – Track changes in documents and view differences between versions.
Workflow – Provide review/approval capabilities for teams to work together in moving documents across a defined life cycle process.
Search & Indexing – Index documents as they enter the system and retrieve them with a keyword search.
Security – Secure classified documents and support a granular security framework.
Optical Character Recognition (OCR) – Classify documents and extract data using OCR, reducing human error.
Forms recognition – Extract line-item form details for accurate data reconciliation, matching, and recording.
Integration – Connectors to integrate with other enterprise applications.

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How Onwardpath Can Support Document Management Projects

Outline Your Current Document Management Practices

Our initial discovery sessions will focus on developing a holistic understanding of your organization’s document management practices, from creation to storage, management, versioning, retention, and more.

Evaluate Systems, Data, & Integrations

Does your tech stack have what it takes to transform your organization? We’ll help you assess your tech stack and decide if you need any new systems or integrations to make it happen.

Implement, Integrate, & Launch

Every digital transformation endeavor should align with your longterm business goals and help future-proof your tech stack.

Continue Optimizing Your Document Management Practices

Reach for the real ROI by designing and crafting incredible digital Customer Experiences, all powered by your newly transformed tech stack and customer data.

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