EFALIA ECM: Your horizontal EDM that unifies and structures your company's information
.png)
What is a Horizontal EDM?
Finally Streamline Your Company's Document Ecosystem
A Documentary Backbone That Grows With You
Why choose a horizontal EDM company
→ The era of documentary silos is over
Modern businesses can no longer afford to have their HR documents in one system, their contracts in another, and their quality 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, while maintaining their access controls.
→ Integration into your IS
Our API-first architecture adapts to your recosystem without replacing it. Your business applications keep their role, WhilsteCM structures their information.
.png){kind=spacer}
Organize and structure your corporate documents
→ Smart filing and naming plan
Organize your documents according to the clear and evolving naming convention. Your files are automatically renamedaccording 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 anydocument in seconds.
→ Secure centralization
All your engaging documents in the sameplace in a digital safe, with complete traceability of actions and version control.No more duplicates and lost files.
Automate the circulation of your documents with EFALIA ECM
→ Automated capture and processing:
Capture your documents from any source - scanner, email, 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.
Prepare your content for artificial intelligence
→ AI-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 competitive AI advantage. A single source of truth, reliable and contextualized data, controlled access rights: the foundations of your AI strategy.
Benefits of Efalia ECM - Electronic Content Management software for all business functions
➡️ A single document repository, a source of consistency for the entire organization
Efalia ECM structures your company's document centralization around a single, shared, and controlled repository. Files for each department — HR, finance, legal, quality — are organized according to a common classification plan enriched with metadata, ensuring data consistency regardless of which department accesses the information.
➡️ Native cross-departmental collaboration: a single, cross-functional EDM software for all your business units
Efalia ECM's cross-functional document management breaks down silos between departments. Each employee accesses the information they need, based on their permissions, from an all-in-one solution connected to your existing tools. Cross-departmental collaboration is no longer a separate project: it's the platform's daily operation.
➡️ End-to-end workflow automation
Efalia ECM's automated workflows manage the circulation of each document from its creation to its archiving: capture, classification, validation, signature, distribution. Automating business processes reduces manual interventions, eliminates informal email chains, and generates measurable productivity improvements across the entire organization thanks to configurable workflows that require no development.
- Configurable validation workflows by document type and by department
- Automatic notifications to the right stakeholders at each step
- Complete document traceability at every point in the process
➡️ Legal compliance and access security integrated into every document
Efalia ECM natively manages the legal compliance of your document assets: configurable retention periods by document type, automatic purging upon expiry, and a complete audit log. Access security is based on granular access rights management — by user, by role, by department, by document — and data encryption guarantees the integrity of each stored file, with sovereign hosting in France certified SecNumCloud and ISO 27001.
- Differentiated legal retention by department (HR, accounting, legal...)
- Complete traceability of every action for your internal and external audits
- Electronic archiving with evidentiary value in compliance with regulatory requirements
➡️ An AI-ready document base
Structuring your documents in Efalia ECM — with rich metadata, action history, and a standardized classification plan — provides the ideal foundation for your future artificial intelligence projects. Each indexed document becomes actionable data: search time optimization shifts from human improvement to algorithmic capability, and your AI agents have a reliable, contextualized, and secure knowledge base.
➡️ An agile SaaS solution, connected to your information system
Efalia ECM integrates with your information system without replacing it. Native integration with ERP, HRIS, and CRM is available via over 45 connectors and an open API. Automatic updates ensure that your solution evolves continuously, without overburdening your IT teams. The SaaS model offers secure remote access from any workstation, progressive deployment by department, and dedicated customer support at every stage of your project.
Your company-wide electronic document management solution
For General Management
Gain one-click access to consolidated strategic information shared across all your departments — reports, summaries, dashboards — and make every decision based on guaranteed data consistency across the entire organization.
For Human Resources
Centralize the digitization of employee documents, from hiring contracts to the electronic archiving of employee files, with access security tailored to the confidentiality level of each HR document.
For Finance & Accounting
Automate the processing of your invoices and accounting documents through ERP integration, ensure the traceability of financial documents, and comply with legal retention periods.
For Legal & Compliance
Manage the complete lifecycle of your contracts with granular access rights management, defined by profile and confidentiality level, and ensure legally compliant electronic archiving that meets your legal obligations.
IT Systems
Drive document governance for your information system through an open API architecture, native SSO authentication systems, and data encryption across your entire document estate.
For Sales & Marketing
Instantly find your sales materials with advanced text search, share the right versions with the right people, and eliminate the risk of distributing an outdated document with automated versioning.
For Quality
Keep your quality framework up-to-date by standardizing document processes, track all actions on every compliance document, and streamline your audits with a comprehensive audit trail.
For Managers & Executives
Access your team's management documents from anywhere with secure remote access, and improve efficiency with a user interface designed for non-technical users.
For Employees
Find, share, and store your documents seamlessly with streamlined document processing and native cross-departmental collaboration, without relying on another team to access the information you need.
Transverse GED use cases
IT
CFO
HR
Discover our complementary solutions
FAQ
What is the ROI of a cross-functional EDM and how long does it take to achieve it?
The return on investment of a cross-functional EDM depends on three combined levers: the reduction in time spent searching for documents — according to Gartner, a professional spends an average of 18 minutes locating a document, which, multiplied across all employees, represents a significant operational cost —, the elimination of printing and physical storage costs (up to 3% of revenue according to Gartner data regularly cited in the sector), and the rationalization of the number of siloed document tools. The time to break even varies between 1 and 3 years depending on the scope deployed and the organization's document volume. Efalia Doc's modular approach lets you start on a targeted scope, measure quick gains, then extend to amplify the ROI.
How can existing documents be migrated to a cross-functional EDM without data loss or service interruption?
A successful migration starts with an inventory: cataloguing all existing sources (file servers, legacy EDM, paper scans, emails) and defining migration rules by document type — not everything has to be migrated at once. Active or evidentially valuable documents are handled first, with re-qualification of metadata; cold archives can be transferred gradually. Efalia Doc's API-first architecture makes it possible to connect existing sources in parallel, without cutting off access during the transition. A pilot on a single department validates the filing plan before the rollout and avoids large-scale indexing errors.
Cross-functional EDM or SharePoint / Microsoft 365: should you choose one or can you combine the two?
SharePoint and Teams are collaboration and file-sharing tools — they manage neither legal retention periods, nor the evidential value of archives, nor multi-department validation workflows, nor automatic indexing by business metadata. A cross-functional EDM fills these gaps and can coexist with Microsoft 365 via native connectors: teams work in Teams, and finalized or legally valuable documents are automatically transferred and indexed in the EDM. The combination is not only possible, it is recommended: a cross-functional EDM does not replace collaboration, it structures and secures the document assets that Microsoft 365 produces.
What are the legal retention periods for the main business documents?
Legal obligations vary according to the type of document: commercial contracts between companies (5 years from execution — art. L110-4 of the French Commercial Code), payslips (5 years for the employer — art. L3243-4 of the French Labor Code, with retention recommended until the employee's retirement for electronic payslips), invoices and accounting documents (10 years from the close of the financial year — art. L123-22 of the French Commercial Code), tax documents (6 years — art. L102 B of the French Tax Procedures Code), public contract execution files (10 years — art. R2184-12 and R2184-13 of the French Public Procurement Code). A cross-functional EDM makes it possible to configure these periods directly by document type and by department, and to automatically trigger destruction or transfer-to-archive alerts — eliminating the risk of excessive retention (GDPR) as well as insufficient retention.
How is data security guaranteed?
EFALIA DOC offers several levels of security: French SecNumCloud hosting, data encryption, fine-grained rights management by user/role/document, full traceability of actions, native GDPR compliance. You retain complete control of your data with bank-grade security.