Automation Marketplace Records Management

Records Management By FlowBuilders

Eliminate duplicate information and keep your archives up-to-date

Stronger alignment to meeting governance requirements

90% reduction of time searching for data in multiple systems

10 Hours saved in manual data entry a month

Problem

What is records management? Government and large enterprise use their Content Management System (CMS) for document archiving and records management as a legal and regulatory requirement. The challenge is creating and keeping these records up to date as more and more paper based processes are replaced with digitised apps, webforms, portals and CRMs.
Solution

You can automatically create & sync files and documents between your CRM and CMS, to ensure document & record archives are always up-to-date, correctly filed and searchable around your single view of customer.
Impact

Reduce time and effort filing your documents and records. Relate your CMS to CRM to support a stronger single view of the customer. Reduce file storage costs in your CRM and keep your systems in-sync allowing users to quickly find the right information.

Solution Highlights

Eliminates duplicate information sources
Sync case information from your CRM (e.g. Salesforce) to your CMS
Maintain version control with automated sync
Ensure case managers have all the relevant details at their fingertips
Maintain Audit trails while passing document properties back to CRM from your CMS

Create data records

Easily convert CRM (e.g. Salesforce) records into files
Sync with Content Manager

Automatically create and update archived documents
Case Management

ERP sync with CRM
Single view

Locate up-to-date files easily from the CRM

Implementation Plan

1
Discovery & Research

Discuss best practices from market leaders

Outcome: Prioritized Automation Plan
2
Collaborative building

Outcome: Working Automation
3
Testing & business unit training
4
Go live!