Software > IT projects > Swiss service provider seeks document management system (DMS)

Swiss service provider seeks document management system (DMS)

IT project from: service provider (Switzerland)Project no. 21/2429: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

I am looking for a document management system for my service company (business brokerage, accounting/finance) that can be connected to payment software and accounting.

The DMS should meet the following requirements:

  • OCR text recognition
  • Full-text search, ideally also within documents
  • Tagging documents for easier retrieval
  • Drag & drop import from MS Windows and/or Linux
  • Workflow automation
  • Integrated accounting or connection to existing, simple accounting software
  • Connection to international payment software CLX Switzerland
  • Transfer documents directly from iPhone app to DMS via USB cable
  • Ideally with project management functions or connection to a project management system
  • Optionally usable with Nextcloud (open source private cloud)
  • Usable without a server
  • Mobile application (app)
  • Local installation or, better still, private cloud
  • Simple solution
  • Inexpensive, as it is a “one-man operation”

One to two software workstations are planned.

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

Findentity Office - DMS and CRM
Document Management Systems
humbee - the cloud workplace
Document Management Systems

Project statistics

Quantity
Researched solutions 18
Selected potentially relevant solutions (of which published) 10 (2)
Sent e-mails (questions, queries) and telephone calls 46
E-mails received from vendors 5
Direct responses to the IT project 1
Responses classified as relevant 2