We are looking for an ECM or DMS solution for our medium-sized construction company.
We have the following requirements for an ECM/DMS solution:
- Access to documents via
- Internet browser (via HTTPS)
- Installed program
- Mobile phones/tablets running the Android operating system
- Windows Explorer
- Storage
- of all document types
- in a folder structure
- Manual upload
- Via drag & drop
- Directly from the application
- Personal inbox
- Documents
- Automatic tagging as a suggestion
- Retrospective tagging
- Interface to copier or scanner
- Merging of multiple documents (in the DMS)
- Download as original document (file format) or PDF
- Versioning of document changes
- Scheduling of documents (deadlines)
- Document search
- Various search criteria possible (keyword, index, date, etc.)
- Search using multiple search criteria
- Sortable results list
- Results list can be sent as a link
- Interfaces
- Scanner or printer
- ERP system MS Dynamics; SAP
- Lotus Notes
- MS Outlook
- User management
- Access via username/password
- Single sign-on
- Access protection at the folder level
- Access protection: read and write permissions
- Miscellaneous
- Workflow with substitution rules
- Migration of existing project databases
- Integration of external service providers
- Audit trail (compliance with legal regulations)
- Plan management
- Saving and archiving of plans
- Assignment to project, trade
- File viewer
- Versioning of plans
- Construction file
- Project status
- Project number
- Client/Contractor
- Subcontractors with evaluation
- Amendment management (Client/Contractor)
- Replication to mobile devices
- Construction log
- Address management (can be done via Outlook)
- Central address management
- Address/group assignment
- Multiple contacts/company
- Access control
- Migration of the existing address database
- from address management Letter, email, phone
- Calendar function
- Economic factors
With a concurrent-user licensing model, 20 fixed workstations and, if needed, 20 additional concurrent users are planned. With a named-user licensing model, there would be 60 workstations.