Software > IT projects > Document management system needed for approx. 50 clients in an auditing company

Document management system needed for approx. 50 clients in an auditing company

IT project from: Auditing company (Germany)Project no. 16/430: finished
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We are active in the service industry as an auditing company and are looking for an audit-proof document management system that should fulfill the following requirements:

  • Electronic client file
  • Structured document storage
  • Audit-proof (when documents are deleted or changed, a log should be kept)
  • Full-text search by keyword, even for image files (via OCR function running in the background)
  • Flexible search options
  • Resubmission and acknowledgement function
  • Confidential files and documents should be protected from unauthorized access by user rights
  • It should be traceable who has edited what in the document and when
  • Interface to the Cobra CRM system

40 to 50 workstations are planned.

Project statistics

Quantity
Researched solutions 28
Selected potentially relevant solutions (of which published) 18 (0)
Sent e-mails (questions, queries) and telephone calls 54
E-mails received from vendors 11
Direct responses to the IT project 5
Responses classified as relevant 124

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The IT project has already been closed.

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