DOCFLOW ITALIA
COLLABORATIVE APPLICATIONS
Carlo Petti – President
marketing@docflow.it
Tel 02 57 50 33 66 www.docflow.com
DocFlow Italia Spa
SOLUZIONI AGILI PER IMPRESE AGILI
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DocFlow profile
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Docflow
Private company incorporated in 1996
ISO9001 since year 2000
Headquarter in Milano, Office in Roma and Padova
50+ full‐time employees
Over than 150 active customer
installed base: Over 30.000 seats
6.5 million Euros revenue in 2008
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Three pillars
COLLABORATIVE
PROCESS
B2B process & document
automation
Correspondence tracking
Procedures and exception
management
TECNOLOGY COMPLIANCE
Digital document regulations
• Enterprise Content Management
Record Management
• Business Project Management
eGovernment
• Imaging & Text Mining
Compliance, Governance,
• Enterprise Application Integration
Regulatory e Investor Relations
•…
DocFlow
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Technology Partners
Docflow runs its solutions and services on World‐class technologies and products,
ensuring long‐term availability.
In DocFlow reside specific competencies and deep skills on these technologies and
products, in order to support the Customers’ needs in complete authonomy
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DocFlow vision
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Collaborative Processes
We all agree that almost 80% of available
Information is not structured, document based and
scarcely supported by Information Technology
But few realize that this implies that about 80% of
collaborative processes are document based and
scarcely supported by Traditional Systems like ERPs.
We see that Traditional Systems sustain only
producer/consumer collaborative processes
We see lots of Peer‐to‐Peer processes where workflow
instability and content (de)structure keep traditional
applications away and employees alone.
A Content-Enabled Application
Generation is the answer
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A Sea of opportunities
We are in place to introduce
effectiveness in supporting collaborative
processes by:
oFacilitating the knowledge creation and distribution
oAdding efficiency to labour‐intensive processes
oPreserving Regulation Compliance
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Content‐enabled applications
DocFlow applications refer to Extended Enterprise model, where
boundaries among business players are not so well‐defined.
Employees Customers
Regardless the company they belong to, people share Information Company
and operate around the same “place” driven by the “most Officiality
Intimacy
interested in doing that” principle, and synchronized by workflows. level
level
Suppliers
Everyone acts in respect to personal grants, security policy, at one
of the following level:
Confidentiality
• Intimacy Level: level
Extended Enterprise
powerful participation to collaborative processes, wide
access to official, confidential and work‐in‐progress contents
• Confidential Level:
participation to some tasks of collaborative processes, full access to related confidential contents.
• Official Level:
participation to some tasks of collaborative processes, accessing only to “officially approved”
contents
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High‐Level schema
Integrate
Fax
Employees Customers Web
Paper
Company
Printel
Officiality
Capture Distribute
Intimacy
Reports
Suppliers
E-mail
Confidentiality
e-mail
Extended Enterprise
Fax
Record
eDocs
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Integrated Information Lifecycle
C.M.S. ERP
Information loss
Collaborate in the real world sharing
Transactions of data representing
experience, contents and Knowledge
the real world
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Docflow applications
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Simplicity and Intuitivity
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Content enabled vertical applications
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Docflow Synergy: AFC Document Management
• Total automation of most of paper intensive AFC processes managed by the ERP:
• AP & AR invoices, Purchase Orders, Offers, HR related docs.
• Web and ERP interface to cover all the company user’s typologies
• Special multi‐channel (Web, email, EDI) input connectors to manage electronic (XML, EDI, PDF,
spools) incoming fiscal documents
• Special multi‐channel (Web, email, fax, EDI)
dispatching tool to manage electronic
outgoing fiscal documents
• Tight ERP integration (Host, SAP, Oracle
Application)
• SAP first class integration (part of SAP
ecosystem)
• Use of official certification authorities
certificates and software tools for digital
signature and time stamping, in accordance
with EU legislation, to give documents
fiscal and legal value
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Docflow Synergy: AFC Document Management
“ERP enabled” DM
users
1
1
Document Management Infrastructure
Document Management Infrastructure
3 4
3 4 5
5
AFC common
AFC common
Incoming B.P. OutGoing B.P.
Incoming B.P. OutGoing B.P.
document B.P.
document B.P.
documents processing document dispatching
documents processing document dispatching
Automation
Automation
XML
XML
2
2
Customer ERP Integration Layer
Customer ERP Integration Layer
“Document enabled” ERP
users
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Document Archiving
2 Documents that needs to be
processed manually are first
printed with barcode then,
ERP
3 after the manual process, left
Incoming documents
in a multi‐function device for
are barcoded and
the scanning and storing.
scanned in.
Synergy 1
ERP generated documents are
automatically captured and archived (along
with metadata) in PDF
4 3rd part Business
Partners electronic
documents are
captured, processed
and stored with a
5
sophisticated tool Desktop
documents are
6 Email and their
automatically
attachments are
archived directly
stored directly from
from Office and
Outlook/Lotus
Windows
clients.
applications.
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Distribution, Management and Documents access
5 A clerk, with a smart card, will perform all the
legal and fiscal records management specific
activities
AipaDocs.
Legal and Fiscal
Record Management
Synergy
ERP
Dispatch
Dispatch
er
er
1 A multi‐channer dispatching module
will send documents to the business
partners
Internal Users Business Partners
SAP ERP ERP Users
3 4
2 Users Company users will use a dedicated web External business partner can use a
ERP users are able to access and process documents application able to access and process the dedicated web poral application to access
directly with the ERP UI documents their documents.
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Docflow eProcs
Correspondence Tracking
Distributed capture of mail, paper, fax
Corporate taxonomy with department logical view
Organization chart management
Access and distribution by role
Dedicated document process management
Integration with ERP, CRM, …
Record management
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Thank you
DOCFLOW ITALIA
CARLO PETTI
President
TEL: +39 02 57 50 33 66
www.docflow.com
DocFlow Italia Spa – Centro Direzionale Milanofiori Strada 4 Palazzo Q8 – 20089 Rozzano MI Tel 02 57 50 33 66 Fax 02 57 50 33 69 marketing@docflow.it
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