Enhanced ERP Solutions

Real-time documentation

ERP solutions are great for keeping an internal audience informed on stock levels and location via baseline reporting that is in-built into the ERP source code. These in-built reports are often hard to comprehend and are not relevant to the rest of the business unless they are manually massaged to meet the intended audience. 

Solution

Intelledox takes this baseline ERP communications report to the next level by automating the often complex business rules and collection of data required to produce consistent, compliant and accurate documentation.  These reports can be generated on-demand at the click of a button or scheduled for automatic delivery to management and other vital team members keeping them constantly informed of the company's status. 

Click the following links to read further examples on:

Create a point of difference

ERP solutions can create a point of difference for service organizations. If correctly maintained and kept up to date, an ERP solution is a service representative's best friend, allowing them to arrive on-site fully briefed on the customer's service history - last service date, warranty information, etc. 

Solution

Intelledox will assist you to maintain the integrity of information within your ERP especially as businesses adopt a continually connected mobile service philosophy.  As Intelledox Smart Wizards are web-based, a service representative can utilize any device that has a web browser to update the service call details and order parts.  These Smart Web Wizards guide a service representative through the data entry process ensuring that vital information is not skipped and ensuring that the ERP stays up to date.
 
Before moving to the next customer location, the service representative is able to invoke invoicing and generate customer call reports, including any “As-Built Configuration” documents at the click of a button.  These documents are sent directly to the customer increasing loyalty and satisfaction, by providing timely and personalized updates at each stage of the service process, for example - product updates, “As-Built” documentation, configuration changes and associated billing information.

Click the following link to read an example of how Intelledox can improve a Service Management workflow:

Vital Communication link

ERP solutions are designed to simplify the way organizations do business, by providing that vital data link between the logistics and accounts teams or sales and supplies departments all from within the same user portal.

With all this internal data consolidation and department linking, why leave your customer communications as isolated or disparate solutions? 

Solution

Intelledox provides your documents with that same vital integrated and bi-directional data link to knowledge within your ERP solution.  Being a centrally managed system, its powerful document generation engine can be scheduled to automatically generate daily requisition requests, order forms, contract renewals and other management reports to keep your business continually informed.  

Intelledox can also be embedded directly within the ERP interface, to become the central document portal for on demand generation of contracts, financial settlements, RFP, amendments and other general correspondence reducing the complexity in managing document compliance.

Corporate Consistency

Organizations that have invested in ERP solutions normally have dedicated resources (internal or external) that manage the data integrity and availability of the system. These IT experts are focused on process management and data extraction, and often have limited time for the all-important customer facing documents (contracts, letters, quotes, statements). At best they utilize standard templates where the integration is superficial, manual or solved using programming and Word templates. It is these document generation workarounds that create communication chaos and becomes a breeding ground for unauthorized document creation processes, leaving your business at risk of corporate and legal document non-compliance.

Solution

By combining the powerful document automation engine of Intelledox with the existing customer data and process management of your ERP, you create a personalized communication tool that centrally manages your corporate document compliance and consistency.

Effective Contract Management

Fact Sheets and Whitepapers

Microsoft Dynamics and Sharepoint

Intelledox has a tight integration with MS Dynamics and SharePoint 2003 / 2007 / 2010 and allowing for additional storage and associated business rules. If you are looking for a cloud solution, Intelledox has already has this covered with its integration with the Windows Azure platform.

ERP and Intelligent Document Creation

Explains how an automated document generation tool such as Intelledox adds significant value to ERP systems like SAP and Microsoft Dynamics.

So what does Intelledox mean when they say

Extended Workflows

If the document is part of a greater business workflow, Intelledox can trigger the host ERP system to begin and manage that process (Approval, Notification or escalation). Once approved Intelledox can again be triggered by the ERP to deliver –via email - and store the document in your Document Management System (EDRMS) with all the associated metadata to ensure the document can be found for future reference.

Multi input data Sources

The power of Intelledox is its ability to simultaneously recall and combine information from multiple data stores ERP, ECM, databases and local worksheets plus ad-hoc information form its Smart Web Wizards.

Document storage

Whilst document assembly and generation are the major components for document automation, the storage of these documents is just as important in the document's lifecycle as it provides various ongoing benefits to your entire organization.

With one of the most flexible output channels in the industry, Intelledox will automatically save documents directly to your document repository, whether it be a network drive or a cloud based document storage solution. The Intelledox output rules will determine the correct location and  push the generated documents directly into your repository with the corresponding search data (metadata) so that you can recall them later – Document name, Document type, Customer Name, etc - providing increased customer satisfaction and ongoing business benefits.

Industry Compliance

Find out how Intelledox can assist you meet industry standards on our Compliance and Standards page