ERP Document Management
What Is ERP Document Management?
An ERP document management system is an electronic solution that securely stores scanned or emailed documents. Beyond document storage, it can have built-in workflow tools to automate business processes using the stored documents, including processing invoices, managing purchase orders, or onboarding employees.
One of the core features of the ERP document management system is capturing data from documents as they are stored. Some document management software allows you to predefine criteria and transfer the data to the ERP system for users to work on. Once stored, you can quickly find your documents without worrying about losing or duplicating them within the system.
Make your business processes more efficient by adding this valuable functionality to the Dynamics 365 Business Central ERP through various third-party integrations, with expert support and guidance from Brookland Solutions.
Book a consultation with us today to find out the document management software that best fits your business.
Why ERP Document Management Systems Matter for UK Businesses
Information within an ERP system can come from multiple sources, such as delivery notes, salary information, credit notes, debit notes, and invoices. This information can be digital or physical documents, and data needs to be exported either manually or with another app into the ERP.
An ERP document management system and a Microsoft ERP like Business Central can work well together with integrations like Continia or Spindle, allowing users to access documents directly from the system. Importantly, it can bring in the following benefits:
Secure Storage
Never lose another important document. By attaching your document files to ERP document management software in Business Central, they are always available when you need them.
Reduce Workload
The right ERP document management software integrations can lower your operational workload. Lower the time your teams spend sifting through documents and related administrative tasks.
Save Time
Save precious time by not having to search for files. With the right extensions, files are stored within Business Central records, so you and your team can retrieve them quickly.
Cost Savings
Sending documents electronically can save your business on paper and printing costs, while making it convenient for your customers.
Better Tracking
It’s easier and more accurate to track and manage documents electronically within a document management software. Your team has more control over the document sending process.
Lower Carbon Footprint
Reduce your business’ carbon footprint by eliminating the need to manage and print paper documents.
ERP Document Management Software Supported by Business Central
Business Central supports document storage and access through SharePoint, a Microsoft app, as well as many third-party add-ons. Integrating a specialised ERP document management software add-on for Dynamics 365 Business Central and Dynamics NAV can simplify and improve how your team manages business documents.
Brookland Solutions works with popular third-party solutions that integrate seamlessly with Microsoft Dynamics 365.
Continia Document Solutions
Continia Document Solutions includes a range of tools and solutions compatible with Dynamics 365 that effectively handle different business administrative processes.
The Continia Product suite includes:
- Document Capture 365: Automate your daily document processing tasks
- Expense Management 365: Register various travel activities
- Web Approval Portal 365: Approve expenses directly from your browser
- Document Output 365: Automate document report and distribution
Spindle Document Distribution
Spindle Document Distribution is a flexible solution that helps you save time, reduce costs and improve efficiency when managing business documents.
The extensive range of features includes branded templates, batch distribution, automatic archiving, personalised correspondence and faster invoice payments. Branded templates showcase your company’s identity on all documents, while automatic archiving can save time spent on manual storage.
Medius Accounts Payable
Medius Accounts Payable software links invoice capture, processing, and payment. This software helps your account teams manage the accounts payable process faster, with fewer errors.
How We Help with ERP Document Management
Brookland Solutions follows a systematic approach for every project:
Discovery & Needs Assessment
We begin by understanding your business’ goals and pain points. This helps us suggest and recommend the right ERP document management solution and integrations.
Design, Build & Implementation
The next step is integrating the add-ons with the ERP with minimal disruption to your routine operations. We run checks and take feedback from your team to test its effectiveness.
Training & Ongoing Support
Your team can make the most of the enhanced features with our comprehensive training and support tailored to your business’ needs.
Why Choose Brookland Solutions?
Brookland Solutions brings Microsoft ERP expertise with over twenty years of experience working with UK businesses. As a Silver-certified Microsoft Partner, our speciality lies in offering implementation, training, support, and third-party integrations for your Microsoft ERP that work best for your business. If you’re looking to reduce admin effort and speed up your document-based workflows, we can help in streamlining the document management process.
With relevant industry knowledge and expertise, our team of consultants can create a best-fit document management solution that helps your teams work faster and more accurately.
Book a consultation with us today to explore how integrating document management systems can go from saving time to transforming your admin operations.
Meet Lianne, our Lead Consultant & Expert in ERP Document Management
