All the tools needed for efficient remote working. Document Management, Workflow Automation, Business Process Automation, Reporting & Dashboards, customized apps

1. SmartDocs for Remote Workers
Making “Work-From-Home” Work for You
April 2020

2. TABLE OF CONTENT
2
 Overview
 SmartDocs for “Business Collaboration”
 SmartDocs Platform for:
• Projects Collaboration
• Vendor / Customer Collaboration
• Digital Task Management
• Collaboration on Confidential Documents
• Integrations with Mission Critical Applications
• Integrations with Chat and Conferencing
Solutions
 Why SmartDocs

3. OVERVIEW
3
SUSTAIN YOUR BUSINESS
 The COVID-19 (Novel Virus) outbreak is impacting
businesses worldwide. Enterprises have been forced to
put their Business Continuity Plans to work.
 While many countries have enforced a complete lockdown
(or emergency) for social distancing, almost all
governments are asking businesses to effectuate a Work-
From-Home policy for their staff.
 This deck summarizes how SmartDocs helps
organizations sustain their business with the employees
working remotely.

4. SMARTDOCS FOR BUSINESS COLLABORATION
4
SYNCHRONOUS AND ASYNCHRONOUS COLLABORATION
Synchronous Collaboration:
Instantaneous delivery and receipt of
information by all participants.
Asynchronous Collaboration:
Information exchanges / responses that do
NOT happen instantaneously
.
Business
Collaboration
Asynchronous
Collaboration
E-Mails
Shared
Spaces
Digital
Task
Manageme
nt
Synchronous
Collaboration
Audio /
Video
Conferenc
e
Chats
Phone
Calls
SmartDocs offers state-of-the-art platform to enable synchronous & asynchronous collaboration
between enterprise stakeholders

5. SMARTDOCS FOR PROJECT COLLABORATIONS
5
ENTERPRISE PROJECT COLLABORATION
 Programs & Projects succeed when team members as
well as multiple project teams collaborate effectively.
 It is critical for organizations to have a comprehensive
project collaboration platform that can hold project
documents and also manage the various project phases
and associated workflows.
 For teams that are globally scattered (or when team
members work remotely), all relevant project artefacts
should be readily available with proper permission
settings and top-class security.
 SmartDocs Project Container offers this excellent
collaboration platform for enterprise projects to succeed.

6. SmartDocs
Projects
Project Document
repository with folder
templates
Project teams setup with
custom roles and
permissions
Team members collaborate
on documents from
different parts of the world
Manage project approvals
effectively through SD
Workflows
Access project documents
in mobiles / tablets
anywhere in the world
Manage project document
versions
View / download audit log
for projects
SMARTDOCS FOR PROJECT COLLABORATIONS
6
CONTENT COLLABORATION
 Projects involve a large number of documents – project
plans, analysis reports, market studies, design diagrams,
review reports, test documents, MOMs, rollout plans etc. to
name a few.
 SmartDocs “Project” space allows users to create projects
and hold all project documents securely with right set of
accesses (user based / role based or group based).
 Teams can co-edit documents (with O365 credentials) or
check-out / check-in documents when multiple users need to
work on same document. Various document versions are also
managed effectively.
 Detailed tamper-free audit log shows the history of
transactions for each file / project.
 Team members without PCs can access enterprise
documents OR respond to workflow tasks in their mobiles /
tablets.

7. SMARTDOCS FOR DEPARTMENT COLLABORATION
7
OPERATIONS MANAGEMENT AND COLLABORATION
 Documents specific to enterprise operations & internal
departments are maintained in other specific containers and
permissions are also set accordingly.
 For example:
 BCP guidelines to be followed by employees is a generic
document that needs enterprise wide access.
 On the other hand, Vendor Onboarding checklist could be
very specific to a department (say, vendor management
group).
 SmartDocs offers repository spaces to upload and manage
operational documents as well as department-level documents.

8. SMARTDOCS FOR B2B COLLABORATION
8
EXTERNAL COLLABORATION
 SmartDocs enables seamless B2B collaboration through
SmartDocs Partner Space.
 External parties (customers / partners / vendors / contractors
etc.) can be registered in the system as a third-party
stakeholder.
 Separate Partner Projects can be created in the platform for
effective collaboration between single or multiple partners or
vendors.
 Workflow rules / content extraction engine etc. can be setup on
the documents uploaded to Partner Space.
Partner
Space
Vendor
Invoice
Processing
Customer
Documents
Projects
Collaboration
between
Vendors /
Customers
Collaborate
with Hiring
Agents
Collaborations
with Lawyers
& Consultants

9. SMARTDOCS DIGITAL TASK MANAGEMENT
9
ENTERPRISE APPLICATIONS
 SmartDocs Application Development Platform can
be leveraged for rapid development and deployment
of Process based Enterprise Applications.
 These are web applications that can be accessed
from anywhere in the world through secure user
login.
 Allows submissions of transactions / transaction
reviews & approvals, detailed view of individual
transactions as well as transaction summary view
(dashboard charts and reports).

10. INTEGRATIONS WITH MISSION CRITICAL APPLICATIONS
10
RPA INTEGRATIONS / API INTEGRATIONS
 SmartDocs applications can be integrated efficiently with other
missions critical applications.
 Enables businesses to setup a connected enterprise applications
landscape that permits structured flow of information / tasks /
operations across various business applications.
 SmartDocs can connect to leading RPA platforms like UiPath and
Automation Anywhere – that can further engage Bots to perform
multi-level business operations.
 SmartDocs also supports API integrations to enable point-to-
point data exchange with third-party business applications.
Application-1
Application-2
Application-3

11. COLLABORATION ON CONFIDENTIAL DOCUMENTS
11
ELECTRONIC VAULTS FOR CONFIDENTIAL DOCUMENTS
 Electronic Vault (E-Locker) is a special offering from SmartDocs for
highly secure and confidential collaboration amongst stakeholders.
 Enables users to setup shared lockers in a jiffy. Lockers are protected
with an additional layer of password (transaction password).
 Each user can login to authorized lockers through their respective
transaction password (no more password sharing!).
 All those highly confidential documents, spreadsheets etc. can be
stored, securely shared and maintained in an electronic locker.
 No more damages to business because excel passwords are
forgotten!
 No more security concerns because of internal sharing of excel
password!

12. CHAT SOLUTION & INTEGRATIONS WITH CONFERENCING APPS
12
CHAT PLATFORM
 SmartDocs is bundled with enterprise grade Chat platform for
users to securely exchange messages and files.
 For On-Premise deployments, all chat messages / files are
securely maintained in the customer data center itself.
 Leverage capabilities like exclusive chat rooms (channels) for
every project created in SmartDocs.
Audio and Video Conferencing
 SmartDocs is a REST API based solution and can also
integrate with other conferencing solutions like Zoom,
Microsoft Teams etc.
 All documents exchanged between various parties during a
conference can be pushed into SmartDocs repository and
used for reference later.

13. SMARTDOCS SECURITY
13
TOP-CLASS SECURITY FOR ENTERPRISES
SmartDocs platform is equipped with top-class security capabilities to protect enterprise
documents and data
All data encrypted with AES-
256 encryption. All
transmissions done using SSL
(https) 256 encryption
Devices to be registered in the
application to ensure authorized
user access from external
devices
Layered multi-tier architecture
with security touch-points at
individual layers
IP whitelisting capabilities to
ensure that Username /
Password / IP Address
combination is allowed access
Granular file access controls /
permissions at a User / Group /
Role level and more
Tamper-free audit logs that
capture each user transaction
with the date-stamp for admin
verifications

14. WHY SMARTDOCS
14
WHY SMARTDOCS
 Best-in-class platform for storing, accessing and managing your
project or department documents from anywhere in the world.
 Digital task management capabilities through powerful and flexible
SmartDocs Workflow engine.
 Password protected lockers for collaborations on confidential content.
 Rapid automation, development and deployment of custom workflow
based enterprise applications accessible from anywhere in the world.
 Integrations with leading chat / conferencing solutions for
instantaneous collaborations.

15. 15
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