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Doc management

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OMEGA OFFICE
a system for document management, filing, archiving and follow-up...

Defined as the reliable management of various business documents, correspondence and other written materials, office automation enjoys a constantly growing role today in every company. Without automation, documents can be often lost, information may not reach every recipient, cases are mixed up, and required actions may not be taken. Omega Office document management, filing, archiving and follow-up system can help to avoid these problems.

 

The purpose of Omega Office

Omega Office is a multi-faceted customisable system supporting a number of business office functions:

§         Filing and archiving of incoming and outgoing documents

§         Document administration automation

§         Task and target date monitoring

§         Co-ordination of group and team tasks

§         Document database and knowledge base

§         Contracts register

§         Document register for quality control

§         Corporate process automation

§         Incoming invoice authorisation

 

Filing

The system provides supports at every phase of the document filing process that can be associated with different user profiles and functions. When a document is received, incoming document data are registered in a file, which also includes the scanned image of the paper document (in a single click of a button). The scanned image can be viewed any time later on any authorised workstation.

The system can generate and add file numbers to the registered document based on any user defined rule. Filing can be upon reception or as part of a separate process. Documents in the system can be referred and forwarded to any user in one or more steps. The system can also handle filing errors, incorrect referrals and transfers to other organisations. Notification on any new document entered in the system can be sent to specific executive users, who can administer their own job and task lists. Other functions include outgoing document authorisation, signing and dispatch, which are available by a single click of a button in the Register menu.

The system also handles document archiving, monitoring the movements between archives, storage times, discarding and transfer to archive records.

Various lists and reports can be displayed or printed on the different phases of the filing process (mail-register books, registers, transfer logs, etc.). Report data are customisable.

 

Attachments, archiving

The system stores (as file attachments) the scanned image of paper documents in the central database. Any number of files and comments can be attached to a document, and comments can be added to the attached files as well. Attachments can be opened or downloaded (subject to necessary authorisation) by a click of a button. The attachment archive can be copied to any external media if necessary.

 

Access authorisation

Users of the system are grouped in user profiles with defined rights and privileges. The privileges associated with a certain profile can be changed in a flexible manner. For instance, users with executive privileges can access their own documents only, while managers can overview the documents of their organisation unit. Documents can be classified as confidential with certain access restrictions.

The system logs access and changes to data and every event can be subsequently monitored.

 

Document queries

Documents stored in the system can be queried on any custom condition (e.g. by date, file number, subject, partner, status, etc.). Query conditions can be combined, so as to limit or expand the search. Hits are displayed in accordance with user privileges. Documents can be grouped into folders (binders, etc.), one document may belong to more than one folder, and documents in a folder can be viewed together. When a document is found, the scanned image can be promptly retrieved from the archives or by access to the relevant media.

The system can also handle the logical links connecting the documents (history, follow-up). One document may have several histories and follow-up documents associated with it.

 

Document database

In addition to storing filed documents, the system can be used as the database for any type or number of documents.

With the help of folders, separate document databases can be set up for different users or user profiles. Folders can have specific features and can be queried separately (for instance, a Purchase Folder can be defined and associated with a specific cost centre).

Special fields depending on the type of the document can be defined (e.g. account number, amount, payment deadline fields for invoice type documents).

 

Administration, follow-up on deadlines

The system helps the user in monitoring complex executive processes related to a specific document. Each document can be associated with a specific execution deadline, at the responsibility of a specific executive. Different phases (tasks) can be defined within a process, with persons in charge and partial deadlines associated. This way, other users can be notified (warning letters), partial tasks can be dispatched with the control of delivery, authorisations, signatures, etc. The system can monitor global and partial deadlines and can send notifications before and after deadlines.

This adds a level of co-ordination to the work of more users and helps to monitor the status of the process (all tasks performed by the persons in charged are marked “done” in the list of responsible persons).

 

Technical information

Omega Office runs on different operation systems (Windows, Linux) and database platforms (Interbase, Microsoft SQL Server). Minimum operational requirements include a Pentium IV, 1 GHz, 256 MB RAM server computer (additional requirements may need to be fulfilled with more users). The minimum requirement for workstations is Windows 98 (2000, XP, 2003), Pentium II-III, 500 MHz, 64 MB RAM, with a screen resolution of minimum 800×600.

 

Sales

Omega Office can be installed by the user, but Contact Plus Consulting offers turn-key delivery with configuration, installation, training and continuous support.

ASK YOUR COPY OF THE FREE DEMO CD today and install a test version, or contact us for a live demonstration free of charge!

To know more, please contact our experts!

Screenshots:

List of attachments

Involved persons

Registry

Registry book

Search

 

   


Contact Plus Consulting Kft., H-1141 Budapest, Álmos vezér útja 69/a., Tel/Fax: +36 (1) 22 33 143 v. 36 33 451, info@contactplus.hu