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WWW.CLEVADESK.COM
System to manage documents, corporate
information and business processes.
Web platform for building software solutions of corporate level.
Who we are?
Our team has 17 years experience in the development, implementation and technical software support. We have
implemented more than 100 different projects: electronic document management systems, process management,
specialized accounting systems, web sites and more.
Areas:
● Electronic Document flow Systems (EDS)
● Enterprise Content Management (ECM)
● Custom software development
Representation:
Ukraine, United Kingdom, Lithuania.
2
Why do we need a system of electronic document?
Most documents in the world today are electronic. The collection, analysis and processing and delivery of
information are important stages that are essential to the effective operation of the company.
Lack of document management systems lead to the low efficiency of all processes and resources across the
whole enterprise.
● Slow preparation and distribution of documents.
● Slow search for the required documents.
● No of control and coordination of documents.
● No guarantees that the documents are relevant.
● Leaks of confidential information.
● Uncontrolled deadlines and loss of documents.
● The loss of important information in the case of key employee’s departure.
● Lack of staff control.
Good management becomes impossible.
3
Can you answer for yourself the following questions:
● Can you always find the right document in a few minutes?
● Can you quickly find every needed letter in correspondence with customers or partners?
● Can you tell exactly when and who read a confidential document?
● How much time you need to understand where documents are stalled in approval?
● Can you quickly find out who is currently available in your company?
● Are you satisfied with the current speed of document approval processes?
● Can you tell who is currently reviewing documents you have sent for approval?
4
Disturbing statistics
According to Siemens business services in companies where there is no use of document automation:
● 75% of secretary’s time spent working with paper documents.
● 45% of director’s time director working with document.
● 30% of employees time is wasted on searching for paper documents.
● 70% of working time is spent on approving paper documents.
● 20 times each internal paper document is copied.
● 6% of paper documents in the company are lost forever.
As a result 30% of the tasks are never completed!
5
Effects of manual manage of enterprise
● Unnecessarily large staff.
● Low efficiency of the staff and the enterprise.
● Slow response on market changes.
● Reduction level of executive discipline.
● Inefficient use of highly skilled and expensive personnel.
● Leakage of highly qualified personnel.
● Loss of information with the key employees.
● Potential leak of confidential information.
● Reduction in business activity and financial losses.
6
How to choose the right system?
Form a list of goals, why you need a system.
7
Form a list of functional requirements.
1
2
Important qualities a system must have
● Simple and intuitive interface that can be modified.
Users do not need to be distracted by the extra capabilities of the system.
● Security Management - manual and automatic.
Even smallest leak of information not allow.
● Quality control of the input data.
Should not be errors in data collection.
● The history of reading and editing documents.
Who and when made changes or viewed any data.
● Ability to add new functionality.
It is impossible to take into account all at once.
8
What is ClevaDesk?
ClevaDesk is a enterprise content management system (ECM) and business
processes management (BPM) software solution.
ECM ClevaDesk include the set of build in applications which are
fully customisable to accelerates the interaction of departments
and divisions, all business processes becomes transparent and
the efficiency of the company increases.
Features and interface of the system can be changed
without programming.
The source code of all applications are open!
9
Solved issues
10
● Document management
export, import, version control, security and access control, unification of documents used in document flow;
● Archives management
long-term archiving in accordance with the laws and industry standards;
● Workflow and documents flow management
support of business process: content transfer by specified routes, sight, tasks assignment, change of conditions,
editing history, and logging all modifications;
● Knowledge Management
systems for storing and structuring of relevant business information;
● Document-oriented interaction and collaboration
documents sharing and full support of team work.
Используя ClevaDesk вы сможете
● Manage diverse content.
● Manage customer relationship.
● To automate electronic document flow.
● To create and customize web applications and B2B portals.
● Build charts and analytical reports.
● Consolidate disparate data in a single workspace.
● To integrate with existing systems in the organization.
● Export and import data with a deep validation of data quality.
And much more.
11
12Interface example: "Personnel" application - management of human resources of organization
13Interface example: "Personnel" application - management of human resources of organization
Benefits of using ClevaDesk
● Have an overview through a variety of reports and charts
● Search for any document in seconds: full-text search, attributes search or according to bar codes if required.
● Simultaneous work on documents with colleagues
● Fast preparation and distribution of documents
● Increased security measures: multi-level access control
● No loss of the documents: Documents are stored securely in an encrypted vault
● Document workflow and escalation
● In the case of the departure of key employees the information remains in the company
● See who is working on what
● The history of reading and editing documents
● Fast approval of important documents
● Easy to know who has reviewed the document
14
15Interface example: The application "Approval process" - coordination of all types of the documents.
Efficiency
● Productivity of employees will increased by 20-25%.
● Time coordination of documents will reduced 10-20 times.
● The costs on paper work will reduced by 80%.
● Reduce the number of meetings.
● Opportunity for employees to work remotely.
● Simplifies the interaction between departments and branches.
16
Designer to build IT systems without programming
ClevaDesk Designer allows you to create different web applications directly from
the web browser.
Designer is well suited to build integrated and specialized
solutions with complex business logic and high security
requirements.
● The designer has a large set of predefined elements,
which can be easily adjusted.
● Designer and development tools can be learn in a few hours.
● Deep knowledge of programming is not required.
17
Designer to build IT systems without programming
To create a simple application, you need a minimum amount of effort. For example, in a few hours, you
can create an “Electronic Archive” and immediately run it.
Users of this application will be able to:
● Create documents
● Assign unique document numbers
● Give various attributes to the documents
● Attach files
● Control access, manual and auto mode
● See the information in the various sections
● Perform a quick search on the set of criteria
Further, the possibility of application can be expanded.
An example of creating a simple web application (EN)
https://www.youtube.com/watch?v=eKvXK1kh2ac
18
19
ClevaDesk Designer allows you to create both simple and fairly complex software solutions.
For example:
● Electronic archives and databases
● Electronic document management systems
● Systems for information management and business processes
● Specialized software solutions with complex business logic
● B2B and B2C Portals
● Systems to work with confidential information
ClevaDesk applications customised by you!!
Designer to build IT systems without programming
Benefits of using ClevaDesk designer
You can independently, without expensive programmers to change the appearance and the work
logic of the application.
● High speed application development takes hours not days.
● It does not require deep knowledge in programming.
● All applications can be changed directly without interrupting the work process.
● Many settings to control the appearance and logic of applications.
● Only web browser needed to develop with ClevaDesk.
All changes can be made without stopping the operation of the system!
20
Why ClevaDesk?
Localization - multi-language support, 3 basic languages: Russian, Ukrainian, English.
Flexibility - adapts to the customer's requirements.
Security - has a rich set of tools for security management.
Reliability - use of commercial DBMS IBM Domino and supporting SQL databases.
Versatile - lets you quickly create new modules and subsystems.
Easy - development does not require deep programming knowledge.
Savings - works good even on older computers, no need to update workstations.
21
+ Application designer.
ClevaDesk price
ClevaDesk is licensed by the number of users working with the system.
22
Subscription for 1 month
form 6 USD / 1 license
Buyout license
from 73 USD / 1 licesnse
● Administrative services
● Correspondence
● Contracts
● Control and resolutions
After 50 licenses you will get discount.
● Approval process
● Document templates
● Knowledge base
● Internal documentation
Clevadesk provides a full suite of applications
● Tasks
● Internet reception
● Customer relationship management
● Human resource management
Special offers
23
For any commercial company
START
1 110 USD
For government organizations
GOV
745 USD
Software
● 20 licenses ClevaDesk "Personal BOX" - one-time payment, buyout license.
● Visual Designer - to create and modify applications.
● A set of pre built applications.
Services
● Installing and configuring the system.
● Training course "Administration ClevaDesk" (up to 2 people).
● Training course "Applications of ClevaDesk" (up to 2 people)
For partners
PARTNER
370 USD
Custom development
We develop corporate systems and web applications.
Build IT projects of varying complexity.
● Fast.
● Qualitatively.
● Affordable..
24
Tell us about your project.
We will view the information and
contact you for further details.
We will prepare a proposal
taking into account your specifics.
1 2 3
Comprehensive technical support
25
We provide a full range of services to support the system.
Technical support is available 24 hours, seven days a week, providing
high quality service. Our specialists will answer any questions,
about using ClevaDesk system.
We train, advise and record tutorial videos.
Support works in English, Russian and Ukrainian languages.
26
UAB "Lonida"
K. Donelaičio g. 62, Kaunas city, Lithuania
www.clevadesk.com
info@clevadesk.com
Contact us,
we will answer your questions.
Constantine Voloskov
Skype: costa_w
Degtyar Dmitry
Skype: rabazun

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ClevaDesk - Document management system

  • 1. WWW.CLEVADESK.COM System to manage documents, corporate information and business processes. Web platform for building software solutions of corporate level.
  • 2. Who we are? Our team has 17 years experience in the development, implementation and technical software support. We have implemented more than 100 different projects: electronic document management systems, process management, specialized accounting systems, web sites and more. Areas: ● Electronic Document flow Systems (EDS) ● Enterprise Content Management (ECM) ● Custom software development Representation: Ukraine, United Kingdom, Lithuania. 2
  • 3. Why do we need a system of electronic document? Most documents in the world today are electronic. The collection, analysis and processing and delivery of information are important stages that are essential to the effective operation of the company. Lack of document management systems lead to the low efficiency of all processes and resources across the whole enterprise. ● Slow preparation and distribution of documents. ● Slow search for the required documents. ● No of control and coordination of documents. ● No guarantees that the documents are relevant. ● Leaks of confidential information. ● Uncontrolled deadlines and loss of documents. ● The loss of important information in the case of key employee’s departure. ● Lack of staff control. Good management becomes impossible. 3
  • 4. Can you answer for yourself the following questions: ● Can you always find the right document in a few minutes? ● Can you quickly find every needed letter in correspondence with customers or partners? ● Can you tell exactly when and who read a confidential document? ● How much time you need to understand where documents are stalled in approval? ● Can you quickly find out who is currently available in your company? ● Are you satisfied with the current speed of document approval processes? ● Can you tell who is currently reviewing documents you have sent for approval? 4
  • 5. Disturbing statistics According to Siemens business services in companies where there is no use of document automation: ● 75% of secretary’s time spent working with paper documents. ● 45% of director’s time director working with document. ● 30% of employees time is wasted on searching for paper documents. ● 70% of working time is spent on approving paper documents. ● 20 times each internal paper document is copied. ● 6% of paper documents in the company are lost forever. As a result 30% of the tasks are never completed! 5
  • 6. Effects of manual manage of enterprise ● Unnecessarily large staff. ● Low efficiency of the staff and the enterprise. ● Slow response on market changes. ● Reduction level of executive discipline. ● Inefficient use of highly skilled and expensive personnel. ● Leakage of highly qualified personnel. ● Loss of information with the key employees. ● Potential leak of confidential information. ● Reduction in business activity and financial losses. 6
  • 7. How to choose the right system? Form a list of goals, why you need a system. 7 Form a list of functional requirements. 1 2
  • 8. Important qualities a system must have ● Simple and intuitive interface that can be modified. Users do not need to be distracted by the extra capabilities of the system. ● Security Management - manual and automatic. Even smallest leak of information not allow. ● Quality control of the input data. Should not be errors in data collection. ● The history of reading and editing documents. Who and when made changes or viewed any data. ● Ability to add new functionality. It is impossible to take into account all at once. 8
  • 9. What is ClevaDesk? ClevaDesk is a enterprise content management system (ECM) and business processes management (BPM) software solution. ECM ClevaDesk include the set of build in applications which are fully customisable to accelerates the interaction of departments and divisions, all business processes becomes transparent and the efficiency of the company increases. Features and interface of the system can be changed without programming. The source code of all applications are open! 9
  • 10. Solved issues 10 ● Document management export, import, version control, security and access control, unification of documents used in document flow; ● Archives management long-term archiving in accordance with the laws and industry standards; ● Workflow and documents flow management support of business process: content transfer by specified routes, sight, tasks assignment, change of conditions, editing history, and logging all modifications; ● Knowledge Management systems for storing and structuring of relevant business information; ● Document-oriented interaction and collaboration documents sharing and full support of team work.
  • 11. Используя ClevaDesk вы сможете ● Manage diverse content. ● Manage customer relationship. ● To automate electronic document flow. ● To create and customize web applications and B2B portals. ● Build charts and analytical reports. ● Consolidate disparate data in a single workspace. ● To integrate with existing systems in the organization. ● Export and import data with a deep validation of data quality. And much more. 11
  • 12. 12Interface example: "Personnel" application - management of human resources of organization
  • 13. 13Interface example: "Personnel" application - management of human resources of organization
  • 14. Benefits of using ClevaDesk ● Have an overview through a variety of reports and charts ● Search for any document in seconds: full-text search, attributes search or according to bar codes if required. ● Simultaneous work on documents with colleagues ● Fast preparation and distribution of documents ● Increased security measures: multi-level access control ● No loss of the documents: Documents are stored securely in an encrypted vault ● Document workflow and escalation ● In the case of the departure of key employees the information remains in the company ● See who is working on what ● The history of reading and editing documents ● Fast approval of important documents ● Easy to know who has reviewed the document 14
  • 15. 15Interface example: The application "Approval process" - coordination of all types of the documents.
  • 16. Efficiency ● Productivity of employees will increased by 20-25%. ● Time coordination of documents will reduced 10-20 times. ● The costs on paper work will reduced by 80%. ● Reduce the number of meetings. ● Opportunity for employees to work remotely. ● Simplifies the interaction between departments and branches. 16
  • 17. Designer to build IT systems without programming ClevaDesk Designer allows you to create different web applications directly from the web browser. Designer is well suited to build integrated and specialized solutions with complex business logic and high security requirements. ● The designer has a large set of predefined elements, which can be easily adjusted. ● Designer and development tools can be learn in a few hours. ● Deep knowledge of programming is not required. 17
  • 18. Designer to build IT systems without programming To create a simple application, you need a minimum amount of effort. For example, in a few hours, you can create an “Electronic Archive” and immediately run it. Users of this application will be able to: ● Create documents ● Assign unique document numbers ● Give various attributes to the documents ● Attach files ● Control access, manual and auto mode ● See the information in the various sections ● Perform a quick search on the set of criteria Further, the possibility of application can be expanded. An example of creating a simple web application (EN) https://www.youtube.com/watch?v=eKvXK1kh2ac 18
  • 19. 19 ClevaDesk Designer allows you to create both simple and fairly complex software solutions. For example: ● Electronic archives and databases ● Electronic document management systems ● Systems for information management and business processes ● Specialized software solutions with complex business logic ● B2B and B2C Portals ● Systems to work with confidential information ClevaDesk applications customised by you!! Designer to build IT systems without programming
  • 20. Benefits of using ClevaDesk designer You can independently, without expensive programmers to change the appearance and the work logic of the application. ● High speed application development takes hours not days. ● It does not require deep knowledge in programming. ● All applications can be changed directly without interrupting the work process. ● Many settings to control the appearance and logic of applications. ● Only web browser needed to develop with ClevaDesk. All changes can be made without stopping the operation of the system! 20
  • 21. Why ClevaDesk? Localization - multi-language support, 3 basic languages: Russian, Ukrainian, English. Flexibility - adapts to the customer's requirements. Security - has a rich set of tools for security management. Reliability - use of commercial DBMS IBM Domino and supporting SQL databases. Versatile - lets you quickly create new modules and subsystems. Easy - development does not require deep programming knowledge. Savings - works good even on older computers, no need to update workstations. 21
  • 22. + Application designer. ClevaDesk price ClevaDesk is licensed by the number of users working with the system. 22 Subscription for 1 month form 6 USD / 1 license Buyout license from 73 USD / 1 licesnse ● Administrative services ● Correspondence ● Contracts ● Control and resolutions After 50 licenses you will get discount. ● Approval process ● Document templates ● Knowledge base ● Internal documentation Clevadesk provides a full suite of applications ● Tasks ● Internet reception ● Customer relationship management ● Human resource management
  • 23. Special offers 23 For any commercial company START 1 110 USD For government organizations GOV 745 USD Software ● 20 licenses ClevaDesk "Personal BOX" - one-time payment, buyout license. ● Visual Designer - to create and modify applications. ● A set of pre built applications. Services ● Installing and configuring the system. ● Training course "Administration ClevaDesk" (up to 2 people). ● Training course "Applications of ClevaDesk" (up to 2 people) For partners PARTNER 370 USD
  • 24. Custom development We develop corporate systems and web applications. Build IT projects of varying complexity. ● Fast. ● Qualitatively. ● Affordable.. 24 Tell us about your project. We will view the information and contact you for further details. We will prepare a proposal taking into account your specifics. 1 2 3
  • 25. Comprehensive technical support 25 We provide a full range of services to support the system. Technical support is available 24 hours, seven days a week, providing high quality service. Our specialists will answer any questions, about using ClevaDesk system. We train, advise and record tutorial videos. Support works in English, Russian and Ukrainian languages.
  • 26. 26 UAB "Lonida" K. Donelaičio g. 62, Kaunas city, Lithuania www.clevadesk.com info@clevadesk.com Contact us, we will answer your questions. Constantine Voloskov Skype: costa_w Degtyar Dmitry Skype: rabazun