Software > IT projects > Parts of a DMS (documentation and revision management system) wanted

Parts of a DMS (documentation and revision management system) wanted

IT project from: craft business (carpentry, interior design) (Germany)Project no. 24/3300: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are a growing craft business and are looking for software that can take over parts of our digital document management.

This specifically concerns order-related documentation (audit documents), which are compiled from a data pool of documents according to customer or construction projects or our internal structure and then output as a ZIP file in the folder structure.

Ideally, it should be possible to create cover letters and specify various standard structures.

  • Overview of documents
  • for documenting a customer or construction project - Document compilation using a modular system
  • In certain cases, compliance must also be taken into account in accordance with customer specifications - Documentation as required by major customers

Optional additional requirements are that the data pool is extensive and consists of a large number of documents. Some of these have expiration dates, deadlines, and validity periods, all of which are different.

Both an on-premises and a cloud solution would be conceivable.

Two software workstations are planned. The work will be done with MS Windows systems.

The software should have the following functions.

Necessary:
Optional:
Future:

Based on the specific requirements, the following solutions can be considered:

Findentity Office - DMS and CRM
PHOENIX DOCUMENTS
Inovepic GmbH

Project statistics

Quantity
Researched solutions 27
Selected potentially relevant solutions (of which published) 17 (4)
Sent e-mails (questions, queries) and telephone calls 62
E-mails received from vendors 13
Direct responses to the IT project 3
Responses classified as relevant 9