Document Management Systems
Efficiency is no longer optional. Our enterprise content management (ECM) solutions pair best-fit technology for your organization with our experts' support to streamline your workflows and document processes.
Let's Talk!
Partnership Matters.
When deploying new software solutions, your implementation partner matters as much, if not more than the software itself. Meticulous project planning and the discovery process are key to any successful deployment. Having executed countless implementations, the ProIT Team at UBEO has delivered exceptional outcomes for clients who have embraced the industry's leading document management solutions.
Key Benefits of Enterprise Content Management
Save, store, manage and share documents – regardless of format or source. Simplify approvals and processing with automated workflows. On-premise or cloud solutions enable you to boost user adoption, protect your data, and deliver an exceptional user experience. Find out more about the key benefits of an electronic document management system (eDMS) for your enterprise.
Enable Better Team Collaboration
Manage documents from anywhere through secured, controlled, and logged access only available to authorized users. Task lists, email notifications, and reminders keep everyone informed and digital workflows moving.
Optimize Your Business Processes
The movement of information drives your business. Regardless of the department or your industry, you can increase efficiencies and security with a data management platform. Our Systems Engineers enable business process optimization with customized solutions at every point.
Protect Data & Improve Compliance
Our solutions support HIPAA, GDPR, Sarbanes-Oxley, SOC 2, Type I security and many other US and international regulatory guidelines through rights-protected access, legally binding digital signatures, file encryption options, and more.
Organize & Store Valuable Files
Get more done, faster. Simplify bulk document archival and retrieval with line-of-business integrations into 500+ applications. Store documents and emails from Outlook™ and transfer business data into applications like SAP, Sage, QuickBooks, MS Dynamics, and other ERP systems.
Enterprise Workflow Solutions
Let's get down to business. The most impactful changes within an organization are usually incremental. See here for the processes in your company UBEO can optimize to deliver huge benefits.
Legal
- Conflict Resolutions
- Retention Policy
- Records Management
- Contracts
- New Matter / Case
- Regulation Inquiries
- Physical File Management
Human Resources
- New Hire On Boarding
- Performance Reviews
- Time Off Requests
- Travel Requests
- Compensation Requests
- Terminations
Finance
- Expense Reports
- Accounts Payable
- Accounts Receivable
- Check Requests
- Purchase Orders
- Credit Approvals
- Budgeting
- Vendor Maintenance
Administration
- Asset Management
- Customer Service Requests
- Facility Requests
- Resource Scheduling
- Safety / Incident Tracking
- Leasehold Management
- Space Planning
Sales & Marketing
- Order Processing
- SOW Approval Process
- Non Standard Approval Process
- Proof of Delivery
- Event Management
- Product Launch
- Product Catalogue Publishing
Logistics
- Order Fulfillment
- Bills of Lading
- Material Safety Data Sheets
- Scheduling
- Inventory Management
- Shipment Tracking
- Compliance and Documentation
Information Technology
- Service Requests
- Asset Tracking
- Procurement Requests
- Incident Management
- Software License Management
- Backup and Disaster Recovery
- Help Desk Ticketing Systems
Step 1
UBEO hosts an introductory client meeting to determine scope of work, business requirements, and project goals.
Step 2
UBEO prepares your critical business files for a secure pickup to a dedicated document transformation facility.
Step 3
UBEO processes all files for digital conversion, exporting as the file types requested.
Step 4
Receive a full list of your transformed documents that can be accessed from multiple retrieval options. Export to your eDMS software, drive, or cloud.
Conversion Complete!
After conversion, your digitized files can now be accessed securely from anywhere. Paper files can be securely shredded or returned.
