Ring of the Urals of CB (EDMS - DocsVision)

• The project - licenses: 200
• The project - users: 300
• The distributed solution: YES
• Office-work: YES
• Process management: YES
• Administrative office-work: NO
• ServiceDesk: NO
• Development on the DocsVision platform: NO
• The gateway to 1C: Enterprise: NO
• The gateway to Microsoft Office SharePoint Server: NO
• The gateway to Microsoft Dynamics AX: NO
• Other gateways: NO
• Electronic digital signature: NO

The solution is intended for workflow automation and includes process automation of processing of the entering and outgoing correspondence, memos, approval of agreements, orders and instructions, processing of requests for payment of accounts in geographically distributed structure of the customer. Joint implementation by the partner and customer. Version: 3.6. Number of users: more than 350 people in 15 branches and departments, at the same time 200. Solution type: setup of the Office-work and Process management applications.

Rapid growth of a branch network demanded to provide operational approval and mailing of a large number of organizational and administrative documents, to exclude a possibility of loss of documents, to provide the automated control of performing discipline. To provide accomplishment of assigned tasks, the decision to implement an electronic document management system was made.

When choosing a system the whole complex of parameters was estimated: project budget, platform and technological effectiveness of the solution, flexibility of setup and product modification.

Main objectives of a system:

• conducting general office-work;
• processing of the organizational and administrative documentation (OAD);
• processing of internal regulating documents;
• processing of the processes connected with contractual document flow and payment of accounts.

For the solution of the main objectives of EDMS should provide complex control on execution of instructions and resolutions of heads.

The solution includes processing of the entering and outgoing correspondence, memos, orders and orders, internal instructions and provisions, agreements, requests for payment of accounts. Summary control of completion dates of instructions is also implemented, printed form of the sheet of approvals is configured.

The following documents are developed: the administrator guide, the guide to document handling in EDMS, the regulations on document handling in EDMS, a training course for advanced users.

400 users are connected to a system, about 200 actively work. 100% of agreements, incoming documents, orders and about 80% of other document types are processed. Losses of documents are excluded, control of passing of approval of documents is provided, execution of instructions of the management improved. 10 heads, 20 advanced users, 2 system administrators are trained.