Technical Office:

For manufacturing and design companies, or for professional studies there are two important processes: the production of the Technical Manuals and the availability of the drawings, which are updated and changed over time, for people who must produce or assemble. Using SmartDOC, designers who produce drawings in AUTOCAD, can archive their vectorial documents with full-text indexing capabilities. Each modification on a specific drawing is tracked maintaining the history of all versions, in order to allow the inspection in the future. With the management of Technical Department, SmartDOC answers to the following requirements:

Handled Documents:

CAD drawings, Product manuals, Product sheets, Project's documentation.

Involved Offices:

Design, Production, Technical writers, Technical Manager.

Improved processes:

Management of Product's sheets:

The products comes with various sheets, at least two sheets: one describes the features, prerequisites and the production mode, while the other describes the production cycle. All completed sheets can be archived in the appropriate folder dedicated to the project inside SmartDOC.

Production of project and product documentation:

Projects, product's sheets, technical manuals and all the documentation that certifies the product's quality, must be provided to customers. By using the feature 'Export to ZIP', this documentation, or part of it, can be delivered to the customer into a single and easy to read ZIP archive.

Advantages in the use of the WEB interface:

The WEB interface introduces a lot of protections, so you can allow your customers to access the archive and see only what you want. In the same way your technical personnel that is performing an installation and need documentation, can access SmartDOC anywhere from the Internet.


Sales and Marketing:

The possibility to trace an any time, anywhere all the documents of a commercial negotiation, from its beginning to its conclusion is a unique opportunity for the work's quality of Agents and Commercials.
In SmartDOC , the composition of commercial negotiations and all documents associated with it, internally or externally exchanged may be stored in a folder dedicated to the negotiation.
This allows you to always have all the historical documents in order to easily handle the case load, while minimizing processing time and facilitate the full transfer of knowledge among agents.
You can also send via e-mail the download ticket for viewing a document and this allows you to notify the agent about important changes.

With the management of Commercial Direction, SmartDOC answers to the following requirements:

Handled documents:

Customers requests, Documents that launched a negotiation, Commercial offers, Mails, Faxes, Emails, Internal communications, External communications, Customer orders.

Involved Offices:

Commercial Direction, Marketing Manager, Agents, Commercial Secretary.

Advantages for the Manager:

In SmartDOC , starting from data released by the commercial, the Marketing Manager and Sales Office can view the documents of the various commercial negotiations.

Advantages in the handling of the commercial negotiations:

The beginning of a negotiation may be a result of several events: a written request from the customer records, data collected during an event, call the prospect, telemarketing operations, etc...

Advantages in the creation of the offer:

In SmartDOC the offer may be filed by a WORD template that is constantly maintained by the Marketing and the Law Office. All offers are produced or updated until the end of the negotiation, are automatically stored with a version number automatically. Won negotiations are concluded with the order of the customer, who may also be the same offer signed for acceptance, or a paper document sent by fax or mail or email. Even this document is archived in SmartDOC by the agent that certifies the correctness, so that the sales office has all the needed informations. The lost negotiations must be delivered a document which contains the reasons for the non-conclusion.

Advantages in the use of the WEB interface:

Providing the Web access to these agents, they will have access to the documents they are responsible both for research and for the storage from anywhere without having to go to work.
In the same way, they may proceed to update data in the documentary archive, updating in real time sales information. The Marketing Manager can remotely monitor the progress of negotiations.


Research and Development:

The treasure of each company is the knowledge base established over years of operation, is often the case that this knowledge is not formalized remaining confined to individuals. SmartDOC provides the ideal tool for the creation of a formal knowledge base shared within the organization and allows you to easily share and find informations.
A knowledge base created in this way, becomes an inalienable right of the organization even in case of staff defections.

With the management of Knowledge Base, SmartDOC answers to the following requirements:

Handled documents:

Manuals, Technical documents, Drafts, Internal communications.

Involved Offices:

Direction, Commercial Direction, Marketing Manager, Agents, Commercial Secretary, Technical Office.

Advantages for the personnel:

In SmartDOC documents can be stored in folders, allowing a browsing very similar to what happens in the file system of a normal PC. The text content of the documents is indexed and you can perform full-text searches. Whatever is the topic of interest, it is very easy to find documents that address that topic. This dramatically improves the productivity because anyone can quickly find the informations he needs.

Advantages in the use of the WEB interface:

Providing access via the Web, anyone can access the functions of the document without having to install additional software, thus facilitating the work of population and use of knowledge base.


Law Firm:

Law firms have two important processes: the storage of files and fast recovery of the same.
By using SmartDOC , employees and legal professionals, who write practices using a common word processor, can store their data files with specific metadata.
Each practice is automatically numbered, archived and versioned, maintaining a copy of all previous versions in order to allow the inspection at a distance of time.

With the management of Law Firm, SmartDOC answers to the following requirements:

Handled documents:

Law practices, Files.

Involved Offices:

Lawyers, Editors, Technical Managers.

Improved processes:

Advantages in the use of the WEB interface:

The Web interface may allow, by assigning the appropriate privileges, the direct access to documents for members of the firm or by anyone outside that follows a practice and need additional documentation. At any time and from anywhere.


Paper Dematerialization:

More or less all companies have a lot of paper documentation. The managemen of such archives is very difficult and costly in therms of time to search and occupied spaces. SmartDOC allows you to search documents even if they are images or raster PDFs.

For paper dematerialization, SmartDOC answers to the following requirements:

Handled documents:

Practices, Contracts, Documentations.

Involved Offices:

Direction, Commercial Direction, Marketing Manager, Agents, Commercial Secretary, Technical Office.

Improved processes:

Advantages in the paper digitalization:

With digital documents, your organization can free a lot of space. You can discard the paper or stock it in cartons. A remotely access archive allows the access to documents wherever and whenever. Also you can better protect the access to your sensible informations, and log all the activities involving all company's documents.