Document circulation (DMS): Efficient management of business processes in one place

Document circulation (DMS)
Document circulation (DMS)
Document circulation (DMS)

Digitalization

Document circulation (DMS): Efficient management of business processes in one place

Author

Veronika Zemanová

17 December 2024

The management of corporate documents is a cornerstone of successful organizational governance. Without a centralized and efficient system, chaos, a loss of oversight, and unnecessary errors often occur. Documents get lost in emails, folders, and shared drives, approval processes are unnecessarily prolonged, and employees spend time searching for the necessary information.

Right here comes the DMS – Document Management System, which connects key business processes into one coherent whole. With products from INSIO, you can digitise invoice approvals, contract and order management, achieving maximum efficiency.


What is DMS and why is it key for companies?


DMS (Document Management System) is a system for efficient document management that allows for easy storage, searching, approval, and archiving. The system brings:

Data centralisation: All documents are stored in one place, easily accessible to authorised users.

Process automation: Document approval and circulation happens quickly, automatically, and without unnecessary delays.

Better control: You have an overview of where the document is, who worked on it, and what stage it is at.

Security and compliance with legislation: Documents are securely stored and access is controlled according to permissions.


DMS is a key tool for companies to optimise processes and increase productivity.



How does INSIO DMS support key business processes?


Our solution links key processes in the areas of finance, contracts, and orders into one system that ensures smooth document circulation and management. Let's look at how the individual modules work together:


1. Invoice approval


• Automated circulation of invoices from their receipt to approval and archiving.

• The system supports digital workflow, which ensures quick handover of invoices to responsible persons.

• Thanks to notifications, it will not happen that an invoice gets "left" on the desk, causing delayed payments.


Learn more about the product Invoice Approval.


2. Contract management


• All contracts are stored in one place with the ability to easily search and monitor deadlines.

• Automatic notifications alert you to upcoming important dates, such as contract expiry or review deadlines.

• Thanks to integration with other modules, you can be sure that contracts are always up-to-date and linked to invoices and orders.


Learn more about the product Contract Management.


3. Order management


• Digitalisation and automation of orders from their creation to realisation and approval.

• The ability to track the status of an order in real-time and link it with invoices and contracts.

• The system provides a clear overview of orders, helping to manage cash flow and supplier relationships more effectively.


Learn more about the product Order Management.



Advantages of the connected DMS from INSIO


1. Everything in one place

By linking invoice approvals, contract management, and order management, you gain a unified system where all key documents and information are easily accessible and interconnected.


2. Automation and time savings

Automated workflows ensure a smooth approval process, eliminating manual transcriptions and unnecessary delays.


3. Better control and overview

You have a clear overview of who is responsible for the document, what stage it is at, and what the next step is.


4. Reduced error rate

Digitalisation and automatic data transfer minimise the risk of errors caused by manual entry or loss of documents.


5. Increased security

Documents are securely stored, and access to them is controlled according to permissions. At the same time, we comply with all legal requirements for archiving and data protection.



How does INSIO DMS improve business processes in practice?


Example from practice: Altron Company uses the system for invoice approval, contract management, and orders from INSIO. Thanks to the connection of all modules, the company achieved:

Speeding up approval processes by 50%

Reducing error rates in document processing

• Better overview of the status of orders and invoices

• Time savings for employees, who can focus on more important tasks



Conclusion: DMS as the key to effective company management


If you want to streamline document circulation in your company, the modern DMS from INSIO is the ideal solution. Our interconnected modules Invoice Approval, Contract Management, and Order Management will ensure that you have all key processes under control, making your company operate faster, more transparently, and without unnecessary errors.


Do you want to learn more about how DMS can help your company? Visit our website and feel free to contact us.


INSIO – Complete system for document management and streamlining business processes.

Right here comes the DMS – Document Management System, which connects key business processes into one coherent whole. With products from INSIO, you can digitise invoice approvals, contract and order management, achieving maximum efficiency.


What is DMS and why is it key for companies?


DMS (Document Management System) is a system for efficient document management that allows for easy storage, searching, approval, and archiving. The system brings:

Data centralisation: All documents are stored in one place, easily accessible to authorised users.

Process automation: Document approval and circulation happens quickly, automatically, and without unnecessary delays.

Better control: You have an overview of where the document is, who worked on it, and what stage it is at.

Security and compliance with legislation: Documents are securely stored and access is controlled according to permissions.


DMS is a key tool for companies to optimise processes and increase productivity.



How does INSIO DMS support key business processes?


Our solution links key processes in the areas of finance, contracts, and orders into one system that ensures smooth document circulation and management. Let's look at how the individual modules work together:


1. Invoice approval


• Automated circulation of invoices from their receipt to approval and archiving.

• The system supports digital workflow, which ensures quick handover of invoices to responsible persons.

• Thanks to notifications, it will not happen that an invoice gets "left" on the desk, causing delayed payments.


Learn more about the product Invoice Approval.


2. Contract management


• All contracts are stored in one place with the ability to easily search and monitor deadlines.

• Automatic notifications alert you to upcoming important dates, such as contract expiry or review deadlines.

• Thanks to integration with other modules, you can be sure that contracts are always up-to-date and linked to invoices and orders.


Learn more about the product Contract Management.


3. Order management


• Digitalisation and automation of orders from their creation to realisation and approval.

• The ability to track the status of an order in real-time and link it with invoices and contracts.

• The system provides a clear overview of orders, helping to manage cash flow and supplier relationships more effectively.


Learn more about the product Order Management.



Advantages of the connected DMS from INSIO


1. Everything in one place

By linking invoice approvals, contract management, and order management, you gain a unified system where all key documents and information are easily accessible and interconnected.


2. Automation and time savings

Automated workflows ensure a smooth approval process, eliminating manual transcriptions and unnecessary delays.


3. Better control and overview

You have a clear overview of who is responsible for the document, what stage it is at, and what the next step is.


4. Reduced error rate

Digitalisation and automatic data transfer minimise the risk of errors caused by manual entry or loss of documents.


5. Increased security

Documents are securely stored, and access to them is controlled according to permissions. At the same time, we comply with all legal requirements for archiving and data protection.



How does INSIO DMS improve business processes in practice?


Example from practice: Altron Company uses the system for invoice approval, contract management, and orders from INSIO. Thanks to the connection of all modules, the company achieved:

Speeding up approval processes by 50%

Reducing error rates in document processing

• Better overview of the status of orders and invoices

• Time savings for employees, who can focus on more important tasks



Conclusion: DMS as the key to effective company management


If you want to streamline document circulation in your company, the modern DMS from INSIO is the ideal solution. Our interconnected modules Invoice Approval, Contract Management, and Order Management will ensure that you have all key processes under control, making your company operate faster, more transparently, and without unnecessary errors.


Do you want to learn more about how DMS can help your company? Visit our website and feel free to contact us.


INSIO – Complete system for document management and streamlining business processes.

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