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EDM and case management

EDM and case management

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everteam.document: the secure storage EDM

To be efficient, companies need to make documents available as close as possible to their end users. This requires a robust, secure EDM that can be easily interfaced with Information System applications, thus providing seamless access to documents from within applications, by making calls to search, document display or file plan functions.

Benefits

  • a high-performance, secure document management system,
  • an EDM that can be accessed by anyone, anywhere, from any of the company’s applications,
  • a frugal EDM to do more with less

Key functions

  • Complete Storage EDM solution (secure storage, search engine, file plan, etc.),
  • Robust technology base, proven with high volumes and large numbers of users,
  • Capture documents across all delivery channels (email, post, fax, web, etc.), 
  • Guaranteed integrity, traceability of actions and certificate generation in the event of litigation.

Applications

  • Interfacing EDM with existing business applications

everteam.document can be interfaced via its REST APIs with various IS applications.

  • A secure repository-based EDM

everteam.document allows you to structure how documents are classified and guarantee their continuity and integrity, using state-of-the-art cryptographic, traceability and logging mechanisms.

  • Building customized EDM applications 

everteam.document lets you build customized application interfaces based on the everteam EDM engine.

everteam.case for complete case management

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With everteam.case you can optimize end-to-end processing of cases in a given business context: from setting up the electronic folder with all the information managers need to handle it according to a predefined or agile process, and in compliance with your organization’s internal rules. everteam.case enables you to monitor your activity by producing performance indicators and statistics.

Why?

  • Increase customer satisfaction by reducing response times and enabling customers to track their cases’ progress
  • Improve the productivity of in-house teams by ensuring the intelligent circulation of files, and offering hot-swap workload adaptation solutions.

Benefits

  • Gain in productivity and flexibility, whatever your organization and the volumes handled,
  • Increase visibility and control,
  • Reduce request processing times,
  • Control service quality (SLA) and risks, even in the event of litigation,
  • 360° overview of useful information on employee activity.

Key functions

  • Single, all-in-one solution for processing customer, supplier, employee and real estate requests and files, among others,
  • Processing through predefined or ad hoc processes (Dynamic Case Management),
  • Capture documents across all delivery channels (email, post, fax, web, etc.),
  • Traceability of actions on files and exchanges with customers, suppliers and employees,
  • Business management via a dedicated cockpit,
  • Guaranteed integrity, traceability of actions and certificate generation in the event of litigation.

Applications

  • Simplify case processing 

everteam.case allows you to manage memberships, claims, credit applications, foreclosures, data rooms, HR files, and more.

  • Improve customer relations 

everteam.case speeds up access to customer files, from within everteam.case or from customer relationship management tools. 

  • Monitor production 

everteam.case enables you to measure and optimize production (dashboards,  prioritization, on-the-fly task re-assignment, splitting or merging files at any time, etc.). 

  • Ensure compliance and security 

everteam.case guarantees document integrity at all times, with full traceability of all actions performed. everteam.case can also analyze documents for sensitive or personal data, providing a comprehensive dashboard. 

everteam.case will support you in handling cases in a specific business context based on numerous sources of incoming and outgoing information.

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