Records Management By FlowBuilders

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

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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
  • 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
  • salesforce

    Create data records

    Easily convert CRM (e.g. Salesforce) records into files

  • salesforcemicro_focus

    Sync with Content Manager

    Automatically create and update archived documents

  • salesforcesap

    Case Management

    ERP sync with CRM

  • salesforce

    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!