Effective document management is critical to operational success, robust productivity, and the continued profitability of any organization. As the end-to-end management platform for your business, your ERP system also functions as a central repository for your data. These assets are typically in the form of documents, accounting ledgers, sales records, invoices, contracts, personnel data, and other crucial information. Storage and accessibility are the pillars of document management, including how your system supports the processes and workflows that keep your operation running smoothly and efficiently.

For these reasons, ensuring that your ERP solution delivers all the necessary organizational and accessibility capabilities is key to supporting internal stakeholders and providing customers and partners with superior experiences. Attivo All-in-One, powered by SAP Business One, has helped thousands of organizations support their business objectives, solve data storage and security challenges, and improve productivity while better serving their customers. Benefits you’ll begin to experience upon deployment (and for many years to come) are the following:

  • Positively impacts workflow processes
  • Streamlines storage and accessibility of documents
  • Improves productivity by reducing inefficient practices
  • Saves time with customized document search
  • Secures documents from unauthorized users
  • Digitally links documents across platforms
  • Aggregates data for report generation

Secure from threats, accessible to your team

Today’s more uncertain and connected world makes secure document management imperative for every organization – public, private and even those in the SMB sector. While cyberattacks such as high profile data breeches, malware attacks, distributed denial-of-service (DDoS), phishing attacks, etc., have traditionally been seen in large, publicly traded companies, which is changing quickly. Research now indicates that cyber criminals are increasingly wreaking havoc by targeting ‘softer’ targets in the mid- to small-sized businesses sector (SMB).

When it comes to financial data, the stakes are at their highest as this form of information is critical and vulnerable to outside threats. According to the Verizon Data Breach Investigations Report (2020), 86% of data breaches targeted areas of infrastructure most likely to result in financial gain. The year before, 71% of hacks focused on stealing funds, ransomware, or other tactics to steal money or extort their victims.

As in any aspect of data management, there are best practices which serve as the foundation for effective, secure, and high performance document management. Attivo All-in-One, powered by SAP Business One offers all of the power and functionality of other more complicated and higher maintenance ERP systems which cost considerably more:

Search (Look Up Menu): Empowers users to find documents easily and quickly. Search field supports lookup by category of document or specific name.

Relationship Map: Visualization of workflows to display the relationships between types of documents and processes.

Query Manager: User-friendly look up of historical data and for archiving documents. Promotes efficient and accurate data entry of new transactions and other information.

Data Import & Export: Facilitates importing of documents across disparate software platforms, such as Microsoft Excel files, other SAP objects and documents into a central repository.

Isn’t it time to make document management the ‘secret sauce’ of your company’s success? We’ll be delighted to show you how a customized solution from Attivo All-in-One, powered by SAP Business One can deliver significant improvements within your organization, across all departments, saving valuable time, reducing operational overhead, and positively impacting productivity.

Attivo All-In-One, powered by SAP Business One has the most powerful and fully integrated analytic and reporting tools in the ERP software sector for small to mid-sized businesses. This makes it easier and more efficient to design and implement customized quality control processes and methods across your organization.