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Horizontal ECM

EFALIA ECM: Your horizontal EDM that unifies and structures your company's information

Transform your document silos into an intelligent collaborative platform
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What is a Horizontal EDM?

Where department EDM will focus on the specific needs of that requirement, horizontal EDM aims to meet ALL the document management needs within the entire company. Therefore, we don’t just stop at storing Customer or Supplier finance files but take care of all internal business’ documentation like Office Management/Administration, Operations, Purchasing, HR and much more.

Finally streamline your company’s document ecosystem

Centralized document architecture
No more duplicates and lost documents in shared folders
High-performance search
Find any file in seconds thanks to our dual search system
Easily define rights management
Precisely control who accesses what, when, and how
AI-ready
Your ECM becomes a knowledge base that can be used by your future AI agents

A documentary backbone that grows with you

Centralize, secure, and exploit the full potential of all your corporate documents.
CENTRALIZE

Why choose a horizontal company EDM?

→ The era of documentary silos is over

Modern businesses can no longer afford tohave their HR documents in one system, their contracts in another, and theirquality documentation scattered on shared servers. EFALIA ECM becomes the unique documentary repository for your organization, while maintaining your existing business applications.

→ Horizontal EDM vs business EDM:

Unlike solutions divided by department, our horizontal approach allows each employee to access all the information they need, whilst maintaining their access controls.

→ Integration into your IS:

Our API-first architecture adapts to your ecosystem without replacing it. Your business applications keep their role, whilst ECM structures their information.

ORGANIZE

Organize and structure your corporate documents

→ Smart filing and naming plan:

Organize your documents according to a clear and evolving naming convention. Your files are automatically renamed according to your business criteria - change the criteria, all associated documents are updated instantly.

→ Smart search:

Two complementary search modes - textual for intuitive content analysis, multi-criteria for specific needs. Find any document in seconds.

→ Secure centralization:

All your engaging documents in the same place in a digital safe, with complete traceability of actions and version control. No more duplicates and lost files.

AUTOMATE

Automate the circulation of your documents with Efalia ECM

→ Automated capture and processing:

Capture your documents from any source - scanner, email, hot folder, business software output or EFALIA Compose. Documents are automatically classified, named, and routed according to your predefined rules.

→ Business workflows:

Create validation circuits adapted to each document type. From simple internal validation to more complex external legally binding digital signatures, each process adapts with your business needs.

→ Versioning and traceability:

Track the cycle of each document, who changed it, when, and why. Maintain the complete audit history for regulatory compliance.

screenshot of efalia cross-functional document management software, blue background, accounting filing plan
screenshot of efalia cross-functional document management software, blue background, IA ready
PREPARING THE AI

Prepare your content for artificial intelligence

→ IA-ready knowledge base:

Our document structure is designed to become your single source of truth for your AI journey. Rich metadata and standardized organization transform your documents into a knowledge base that can be used by AI today.

→ Architecture for AI:

Our API-first approach and our data structuring prepare your business for your AI journey. When you choose your artificial intelligence tools, EFALIA ECM will be ready to feed them effectively.

→ ECM knowledge base:

We are structuring your documentary heritage so that it will become your AI competitive advantage. A single source of truth, reliable and contextualized data, controlled access rights: the foundations of your AI strategy.

*triple count for horizontal ECM
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Horizontal ECM use cases

IT
Harmonize and secure data
Centralized technical documentation
Operating procedures and guides
IT contracts and licenses
Audit reports and compliance
CFO
Manage performance in real time
Customer and supplier contracts
Invoices and accounting documents
Tax and personal documents
Financial reports and budgets...
HR
Manage your files easily
Individual employee files
Employment contracts and amendments
Payroll and personal documents
Trainings and evaluations...

FAQS

How does EFALIA ECM integrate with the other modules of the platform?

EFALIA ECM is the documentary core that feeds all our other modules: SAFE for legal archiving, PROCESS for workflows, PORTAL for external sharing, COMPOSE for automatic generation, CAPTURE for digitization. Each module enriches and utilizes the central document database.

Can ECM coexist with our current computer system?

Absolutely. Our API-first approach allows a harmonious integration with your existing ERP, CRM, HRIS. ECM becomes the central document repository without replacing your business applications. We offer over 45 native connectors and a completely open API.

How does an ECM prepare for the arrival of AI in the company?

A structured ECM with rich metadata becomes the ideal knowledge base to feed your AI agents. Unlike unstructured data, your electronic document management software provides accurate business context, up-to-date information, and controlled access rights for a secure and relevant AI deployment.

What is the importance of metadata in modern EDM?

Metadata transforms simple storage into documentary intelligence. They allow dynamic naming, multi-criteria search, automated workflows and above all, they make your documents usable by AI. That's the difference between a library and a knowledge engine.

How is data security guaranteed?

EFALIA ECM offers several levels of security: Secure MS Azure hosting, data encryption, detailed management of rights per user/role/document, complete traceability, and easy GDPR compliance. You maintain total control of your data with bank-grade security.

IT management
IT management