Karomi Dms And Workflow

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© Copyright Karomi 2009

description

It\'s a sure bet that all companies have many, many documents languishing somewhere on desktops, laptops and file servers, that are important to the business. So how about bringing them all to a central server and sharing them easily across the entire organization? Bring life into the documents, by allowing them to be centrally managed and version controlled. What you can do with Karomi Document Management? •Scan and archive paper documents•Maintain a Central Repository of all department documents•Give access using User, Group and Role based Security•Enable Automatic Version Management•Search through Content and Meta-data •User Friendly web browser based GUIContact: Mumbai : +91-98339-73675Delhi : +91-98713-97561Chennai: +91-98410-16658

Transcript of Karomi Dms And Workflow

Page 1: Karomi Dms And Workflow

© Copyright Karomi 2009

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Karomi Overview

Corporate Overview

• In the market since 2003

• Headquartered in Chennai, India with Global Partners in the US,

Middle-East, Africa and Latin America

• Ongoing partnerships with innovative technology partners in the

Healthcare, Financial Services, Manufacturing, Telecom, and

Enterprise product verticals

• Dedicated team of Product Developers and Implementation /

Professional Services.

• Over 10,000 user licenses deployed

Karomi develops products and solutions that address the knowledge

management requirements of an organization

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3© Copyright GlobalLogic 2008

Geographic Reach

Minneapolis, MN, USA

New Delhi, India

Corporate Headquarters

#1 Manikodi Sreenivasan Nagar, Akar’s Tech Park, Chennai – 600 004, India| Phone: (+91)(44) 29780170

Chennai, India

New Delhi, India

Partner Network

Chennai India

India

Saudi Arabia

Kenya

Sales Office

Saudi Arabia

Kolkata, IndiaGuadalajara, Mexico

Kenya

Mexico

USA

UK

UK

Mumbai, India

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Clients

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Products

Document

Management

Workflow

BPM

Application

Builder

Enterprise level system that manages the entire life-cycle of the document. Includes:

• Scanning

• OCR

• Meta-data

• Version Control

• Workflow

• Search

• Retrieval

• Archiving

Business Process Automation product that helps organizations streamline their business workflow.

• Process designer

• eForm Designer

• Business Activity Monitoring (BAM)

• Reporting and Charting

• Dashboard

• Integration with LOB applications

• Built-in Alerts, Reminders and Escalations

A development platform where users can build web-based applications without writing code.

• Web 2.0 interface

• Enterprise Portal

• Content Management

• Document Management

• Workflow

• Alerts

• External system integration

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DMS Overview

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Features

Capture

• Scanning, OCR, Indexing, Barcode, Imaging

• Upload File

• Create File online

Document Lifecycle

• New File, Check-in, Check-out, Publish

• Archive, Back-up

• Version control

Access control

• Read, Write, Update, Full-control

• User, Group, Role and Meta-data based access

• Repository, Folder and Document Level access control

Meta-data Management

• Meta-data Form builder, Any type of data-type

• Link meta-data to external Databases and applications

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Features

Indexing

• Manual Indexing using Meta-data fields

• Automatic document content indexing

• Automatic indexing using OCR fields

Search

• Free-text search in document content

• Meta-data search

Document viewer

• Multi-format viewer

• Annotation capabilities

• Document comparison

Digital Rights Management

• Permit/Disable Print, Save, Cut-Copy-Paste

• Password protect, Watermark, Header/Footer, Banner

• Set view expiry date

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Features

Store

• User-defined hierarchy

• Multiple Repositories

• Meta-data storage

Collaboration

• Add / View Comments

• Annotations and Markup

• Distribution and Subscription

Workflow

• Serial and Parallel workflow support

• Built-in alerts and escalation

• Workflow monitoring and status reporting

Audit Logs

• Audit logs of all actions

• Filtered by document or user by date

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Features

Integrations

• Desktop Integration – Use DMS from within Windows

Explorer

• MS Office Integration – Use DMS from within Word,

Excel, PowerPoint

• Email Integration – Outlook plug-in to archive emails into

the DMS directly from Outlook

• WebDAV Integration – WebDAV based client tool for

DMS access

ERP Integration

• Integrates easily with SAP

• Integrate with any external application using Web

Services, API or custom pages

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Document Scanning

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Directory Browsing

Customizable document hierarchy, Support for any type of file

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Uploading Documents

Uploading documents

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Document Properties

Version Control, Security, Audit Logs, Approvals

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Security

Folder and Document security

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Content Search

Content Search

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Meta-Data Search

Meta-data search

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Distribution list

Distribution list, subscription, approver list

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Document Annotation

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Workflow / BPM

Overview

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Features

eForm Builder

• Drag-and-drop eForm builder

• Set mandatory fields and validations

• Auto-populate fields

• Auto-generated reference number

• Attach documents of any type

• Add comments

• Calculations and Formula builder

• Populate drop-down from external database

Process Builder

• Graphical Process builder

• Set business rules for routing

• Serial and Parallel routing support

• Alerts, Reminders and Escalation

• Email triggers

• Link multiple forms to same workflow

• Support for sub-process

• Integrate to external systems

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Features

Process Monitoring

• Inbox, Outbox for all users

• Track status of all workflows

• Tracking view with workflow information

• Search and filter within views

• Drill-down to view process history and eforms

• Security – See only workflow where you are involved

Reporting and Dashboard

• Report builder for analyzing data

• Report security

• Summary, Grid and Chart reports

• 15 different chart types

• Drill-down option in charts

• Configure dashboards

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Workflow Designer

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e-Form Designer

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Process Monitoring

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Dashboard

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Business Solutions

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Solutions

Document Management

- Usage: Scan, Archive, Search & Retrieve

- Usage: Employee Record Management

- Usage: Invoice Management

- Usage: Legal Document Management

- Usage: Engineering Drawing Management

Digital Asset Management

- Repository of Images, Documents, Audio, Video

- Thumbnails, Previews

- Download, Re-purpose, Transform, Convert

- Customizable Meta-data and tagging

- Full text OCR of scanned documents

- Extensive search features

- Workflow to manage Creative Agency jobs

- Target: Corporate Communications

- Target: Marketing and Brand Management

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Solutions

Artwork Management

- Artwork Repository (Version control, security)

- Artwork Approval workflow, alerts, escalations

- Annotation tool, Measurement tool

- Artwork Image Comparison, Text comparison

- Barcode, Pharmacode, Braille recognition

- Target: Pharmaceutical Companies

- Target: Food / Beverages Industry

- Target: Consumer Goods (FMCG)

Contract Management

- Contracts, Agreements, Licenses (Fire, Food, etc.)

- Contract Approval workflow, alerts, escalations

- Expiry alerts

- Target: Legal Departments of Companies

- Target: Logistics and Supply Chain companies

- Target: Retail Store chains for License Mgmt

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Solutions

Project Document Control

- Drawing Management

- Incoming and Outgoing Transmittals

- Document Numbering and Status Tracking

- Master Document Register

- Distribution Matrix and Alerts

- Document Approval

- Target: Construction companies, Oil and Gas

- Target: Green field projects, Energy Sector

Quality Management System (QMS)

- ISO Document Control

- Audit Management

- NC tracking

- Corrective and Preventive Action (CAPA)

- Target : General Manufacturing, Food, Beverages

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Solutions

Quality ManufacturingCorporate

ConstructionFinanceMarketing

• Contract Management

• Leave Management

• Travel and Expense

• Patent & Copyright

Mgmt.

• Quality DMS (ISO)

• Audit Management

• Non-Conformance

Management

• Corrective and

Preventive Action (CAPA)

• Engineering Drawing

Management

• Engg. Change Request

• New Product Development

• Kaizen Process

• Customer Complaint

• Digital Asset Management

(DAM)

• Packaging Artwork

Management

• Marketing Automation

• Capital Exp. Mgmt.

• Vendor Payment Process

• Drawing Management

• Correspondence Mgmt

• Transmittals

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Thank You!

© Copyright Karomi 2009