Digital & Paperless Capabilities

Automates communication workflows through action items, push-alerts, notifications, auto-approvals, electronic signatures, and mobility access.

Eliminates manual processes, use of paper-based communication alerts, and effort.

Seamlessly monitor and communicate key data to supervisors, team members, and other departments.

Workflow automation ensures that notification triggers are initiated as soon as a business process is completed.

Action Items & Alerts

• Push relevant alerts to personnel responsible for performing specific tasks & take decisions.
• Notify personnel about events that may impact them.
• Focus on specific data (through alerts) for decision-making, thereby reducing report printing.
• Help drive critical workflows within a process..

Tasks

• Assign tasks to yourself or to your team members and reporters.
• Utilize Tasks as electronic post-it notes.
• Setup tasks linked to specific documents like ‘questions on quotes’, or as general reminders.

Digital Signatures

• Setup the system to use electronic signatures on documents and eliminate the need to sign paper documents.
• Enable electronic signatures on Documents such as Checks, inspection sheets, purchase orders, invoices, etc.
• Auto-dispatch of checks to the CFO/Enterprise Owner as soon as it’s created.
• Auto-assignment of signature of the approver (CFO/Owner) on checks before printing.
• Eliminate waiting time to sign a document and increase workflow speed.

Authorization & Approvals

• Setup User-defined approvals based on company-specific workflow.
• Automatically route pending approvals based on user-role or user-id.
• Approve on a desktop computer or on a smartphone application or through emails.
• Single-click access to individual documents and transactions that require approval.
• Provision to a vendor to enter Expected Delivery Dates in PO through Email Link.
• Auto-update of Expected Delivery Dates in PO post confirmation from procurement personnel.

Proof of Delivery

• Get customer signatures on shipments.
• Utilize tablets & smartphones during shipment delivery by truck drivers at the customer site.
• Automatically attach all signed Proof of Delivery (PoD) into the system.

Workflow Automation

• Push-based workflow automation for business efficiency.
• Improves collaboration between team members, intra-teams, departments, and branches.
• Configure workflows as per your manufacturing and business processes.
• Alerts, actions, and reports link to specific steps on the workflow.
• Subscription-based access to events and alerts for workflow automation.

Mobile & Tablet Accessibility

• Publish requests, tickets, and service ticket information to field personnel and customers on tablets and mobile devices.
• Capture customer signatures on a tablet or mobile.
• Provide relevant history information using a mobile or tablet.

Mobile Applications

• Applicable to iOS and Android platforms.
• Real-time alerts and messaging on mobile devices.
• Instant access to analytics, alerts, and workflow approvals.
• Provide role-based security for customers and vendors, and allow them access to specific information.
• Transact, approve, and quote in real-time using mobile applications.
• Conduct quality checks, take customer signatures, upload documents, and approve in real-time.

Other Digital Tools

• Automatic email dispatch of invoice, monthly & yearly statements.
• Automatic email dispatch of reminders.
• Electronic instructions for manufacturing processes, available at operator terminals.
• Link to Automated Clearing House (ACH) and Credit card processing integration.