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Mechanical engineering company seeks document management system

IT project from: mechanical engineering company (Germany)Project no. 17/743: finished
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Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

We are a mechanical engineering company with approximately 350 employees and multiple locations. For a transitional period of about two years, we are looking for a DMS solution that is as intuitive as possible for 10 users, primarily with the goal of being able to store incoming invoices in a manner that is as audit-proof as possible.

The following key points are important to us:

  • Scanning of documents (primarily incoming invoices)
  • Invoice verification workflow
  • Full-text recognition (OCR)
  • Manual tagging via a form customizable to our requirements
  • Audit-proof storage
  • Version and change history
  • User group and rights management
  • Export to PDF
  • Local installation (client/server)
  • Windows Server / Windows Clients

Approximately 10 workstations are planned.

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Solutions with high relevance according to corresponding feedback 11
Communication between SoftGuide and providers (emails, telephone) 36