ECM Toolbox

ECM Toolbox

ECM Toolbox harnesses our experience and expertise to create a suite of out-of-the-box solutions that are affordable, secure and scalable.

ECM Toolbox Workflow Automation Software allows you to focus on your core business. Biel’s cost effectively provides ECM services including Document Scanning / Capture  / Processing, eForms, eSignature, Workflow, Electronic Archiving and Retrieval, Systems Integration and Document Conversion the meet CFR Section 240 Part 17a-4 regulatory requirements for replacing hardcopy with electronic images. Enjoy all the benefits of Electronic Content Management for a fraction of the cost of an in-house system.

 

Workflow Automation
Workflow technologies allow you to improve your business on both the top line and bottom line. For revenue, it allows your sales people to spend less time looking for their customer information and more time with new customers. Electronic document workflow also helps you streamline your processes allowing you to get more work done with the same or fewer people. Accountability improves across the organization, enabling you to react quickly to market changes. Let Biel’s show you how a document management workflow solution can improve your business.

With solutions from ECM Toolbox, your business process solutions will be improved dramatically. Our workflow solutions include invoice processing, new account on-boarding, electronic forms, and work orders. Trust Biel’s to guide you onto the right path.

 

E-Forms Wizard
The ECM Toolbox E-Form Wizard is an interactive application, a user interface that guides the user through business processes such as new account opening, new employee on-boarding, or any process that uses several forms to complete a given procedure.

The Wizard uses E-Forms to replace multiple hardcopy forms through business rules logic. These E-Forms function as templates consisting of data fields. Each space or blank on the form or check box becomes a data field. As the form is completed, data is entered into each field. The resulting data can then be pushed to any CRM, ERP, or other Line of Business application.

 

ECM E-Forms

 

AP Invoice Workflow

Features & Benefits

  • Pre-population: Form fields can be pre-populated using key reference data to pull related data from multiple databases
  • Business rules: Prevents creation of erroneous and incomplete documentation
  • Database integration: Data pulled from existing databases using account number or other fields will eliminate data entry errors and increase efficiency
  • Application integration: Data pushed to existing databases will eliminate redundant data entry and provide close integration with existing line-of-business applications
  • Direct uploading: Forms not needing customer signature can be uploaded directly into electronic workflows
  • Signature flexibility: Forms requiring customer signature(s) can utilize electronic signatures or can be printed, signed, scanned and uploaded to electronic workflows; these forms may also be saved as PDFs, emailed to the customer for signature, and returned for scanning into the archive
  • Flexibility: Accept, reject or reassign single or bulk workflow tasks
  • Design customization: Customize the look and feel
  • Fast: Gathers client information and existing database information simultaneously
  • Cost reductions: Reduces scanning, printing, shipping, and supply costs