Integrate

Your ECM solution should be able to integrate with ALL your critical applications.

 By integrating with your other applications, this eases the transition to the new software, eliminates switching between screens to find the right information and eliminates error from manual data entry. 

Integrations with your ideal ECM solution should:

  • Not require any customized code. Your ECM solution should be able to quickly integrate with your other applications. This should take hours, not weeks or months.  Some ECM products rely on custom code to create their integration points.  Custom code is expensive, takes a long time and has to be revisited when either application is upgraded.
  • Do more than retrieve documents.  While it is extremely valuable to be able to retrieve related documents and information right from within other applications, look beyond document retrieval.  Ask why your users are retrieving those documents.  They are typically retrieving documents to answer a question or research an issue.  An ideal ECM solution would provide the ability to make your users even more efficient by automatically filling out E-forms, launch workflows, print barcode cover-sheets and dynamically compose documents, such as offer letters and policies.
  • Synchronize data real-time behind scenes. The information stored within your ECM system is related to transactions and data in your other systems.  Ensure that your systems to remain in sync, real-time with a two-way data exchange.  This eliminates duplicate data entry and is vital to ensure consistent decisions regardless of the system the user looks in.
ecm guide

Feedback