ECM / WORKFLOW I Archman

ECM / WORKFLOW

The ECM/Workflow module is a comprehensive group work platform. Thanks to it, you can transfer business processes, information flow and data security to a completely different level.

Use the library of ready-made processes and document forms, tasks and projects. If it is not enough for you, create your own vision of process handling. Design a form, a flow, a list and a desktop. At the end, share it with colleagues from the team or the whole company.

Why Workflow in Navigator?

Full adjustment to personal requirements (you can change up to 90% of the system)

Easy configuration of own procedures, forms, lists, etc.

Support for all types of documents (invoices, contracts, e-mails, absences, tasks, etc.)

Multi-company approach (each company has its own chart of accounts, files, types of documents)

Advanced reporting system using pivot tables and dashboards

Workflow modules

Workflow (engine)

convenient design of procedures using diagrams
form management on individual steps of the procedure (which fields are visible, which ones are editable, which ones are obligatory)
workflow paths depend on the value of fields on the document (e.g. amounts, types, etc.)
automatic actions (the system performs actions itself and selects a specific effect dependent path)
email messages and internal alerts

Documents

trade documents (requests, orders, stock documents, invoices and corrections)
administrative documents (contracts, letters, policies, regulations)
HR documents (civil law contracts, certificates, holidays, delegations)
additional own types of documents (definable forms, statuses, additional fields)
intelligent management of permissions (for documents or document fields)

Projects and tasks

complex and simple tasks
task hierarchy (unlimited levels)
time dependencies (deadlines dependent on other tasks)
resource planning
static and dynamic reports
intelligent management of permissions
discussion forums for projects
time records for tasks
own task forms

Payments

document payment monitoring
automatic sending of reminders
settlement of advanced payments
cash handling operations
monitoring of bank account balances
intelligent management of permissions

Files

management of system files (method of storing scans, etc.)
file management on shared disks (access to files via system or WebDAV)
intelligent management of permissions (by structure, subordination, workflow procedures)
file edition directly in the system (Word online, Excel-online, or in desktop applications via WebDAV)

Notifications

management of notifications from each module
editable notification contents
collective and individual notifications
advanced management of notification criteria
definable schedules (e.g. every Friday, 1st day of the month, etc.)

News and forums

Company and individual departments news
Discussion forums
Notifications in the system and via e-mails

Powiadamianie w systemie i za pomocą e-mail

Messenger

Online communication with team members
Secure file transfer
Group conversations

Systems NAVIGATOR has been integrated with so far:

We connect ourselves with external systems in two ways to synchronize registers, documents and files. Integration may be done:

Periodically (e.g. every hour, especially for registers)
On-line (going to an external system after saving in Navigator)

Which systems has Navigator been integrated with so far:

Comarch XL

Comarch Optima

Dynamics NAV

Dynamics AX

Insert Rewizor

IFS

Impuls

Polsoft

SAP

Symfonia

DM Plaza

Enova

Merco

Komsoft

Kom-Media

Considering buying the NAVIGATOR system?

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