Office 365 DMS

Microsoft Document Management & Enterprise Content Management

Our solutions for intelligent document storage and the user-friendly desktop sidebar allow for swift and organized handling of your company’s documents. Customized to your needs and efficient.

  • Optimize and expand SharePoint as a DMS

  • Integration with various ERP, CRM, and other business systems

  • High transparency, efficiency, and user-friendliness

Preview MockUp: Solution for Seamless Document Integration
Overview

Office 365 Document Management (with SharePoint)

Companies can utilize Microsoft 365 or SharePoint as a document management system, with access to all relevant features for a comprehensive solution. With our seamlessly integrated sidebar and intelligent, rule-based document storage, you have two robust approaches for the quick and uncomplicated management of your digital documents. You can choose whether to use Microsoft Office or SharePoint on-premise or in the cloud. With subsequent legally compliant archiving, you have a consistently digital and user-friendly solution. Using the SharePoint or Microsoft 365 document management approach, there’s no need for an additional DMS. Seamless integration with various business systems—whether from Microsoft, SAP, or other vendors—is easily achievable.

Sidebar Integration

Always Have Your Documents in the Right Context

Our sidebar seamlessly integrates into your environment, allowing you to store, find, or edit documents in SharePoint in sync with the current ERP business context, regardless of whether you’re working in your ERP, CRM, or another business system. The versatility of use within your organization is extensive: new business systems, whether ERP, CRM, or others, can be quickly and easily integrated and configured.

Integration

The sidebar seamlessly integrates into your desktop.

Efficiency

You have constant access to your documents, ensuring quick retrieval.

Versatile Application

The solution supports a variety of different business systems, including ERP, CRM, and others.

Ablage_MockUp1
Rule-Based Document Storage

SharePoint Document Management with Business Logic

Our middleware offers the capability to automatically deposit documents into SharePoint from various business systems and sources based on specific rules. The necessary index information is automatically extracted from the source system and doesn’t need to be manually entered into SharePoint. Source systems can include various ERP systems, such as MS Dynamics, SAP, Infor, as well as mail systems or scanners. We have the perfect tool for depositing documents for legally compliant archiving in SharePoint or Microsoft 365.

Integration

Various source systems can be integrated, including MS Dynamics, SAP, Infor, and more. All documents are immediately available through the sidebar.

Automation

Automatic tagging using information from the source system. Additional entries can be made interactively “on the fly” through a dialog.

Configurable Filing

You get a configurable document storage solution that does not require extensive programming.

Benefits

All benefits of the Solution

Metadata
No Programming
Minimal user programming is required. A simple design tool defines (and documents) filing rules.
ERP templates
Templates are available for many common systems, including SAP ECC, SAP S/4HANA, SAP Business One, MS Dynamics 365, MS Dynamics AX, MS Dynamics NAV, Sage Office Line, IBM Maximo, and many more.
Seamless Integration
Documents are always in the right business context, with the sidebar seamlessly integrated into the desktop, making your documents readily accessible.
Legally Compliant Archiving
Archive your documents in SharePoint for long-term legal compliance. User-friendly and organized.
Integrations

Seamless integration with common ERP/CRM and business systems

For example:

  • MS Dynamics 365 Finance&Operations or Business Central
  • MS Dynamics NAV

  • MS Dynamics AX

  • SAP S/4HANA (Cloud)
  • SAP Business One
  • SAP ECC

  • Sage Office Line

  • IBM Maximo
  • Infor

  • and more…