Documents are at the heart of every organization, from policies and procedures to product manuals and marketing literature. Exact Synergy provides the ability to create, store and manage all forms of documents within one system and database. This is important for organizations that are faced with all forms of compliance standards, where documented policies and procedures are mandated to be accessible by all employees within the organization. Documents can be associated with customers, employees, projects, financial transactions and business processes. Due to the browser-based nature of Exact Synergy, these documents are available to all employees and customers anytime, anywhere through secure online portals.
Synergy is a single interface that provides the information and tools to help your clients and partners do their jobs more efficiently. This will shift the task from searching for data to sharing information which can immediately be used. With all of your corporate information consolidated, Synergy allows your company to interact with every facet of your business including your clients, employees, business partners and vendors linking you to all mission-critical business information. With Synergy’s Document Management you can:
Have one place for storing, tracking and sharing knowledge, including unstructured communications, such as email
Implement security controls that match your organization and change with your needs over time
Eliminate confusion over who is responsible for information and what is the most current version
Link key knowledge assets to business entities such as customers, projects, vendors, employees, budgets and even transactions
Use automated workflow requests to streamline information sharing, enforce business processes, track the progress of each task, obtain the appropriate approvals and report on the result
Maintain an audit trail of anyone who creates, accesses, or uses documents, projects, accounts, items, etc.
Share and solicit input from all stakeholders – employees, contractors, vendors and customers, while retaining control every step of the way through the use of secure information portals
