The SETIN group optimizes the management of its customer invoices with Efalia Doc

Faced with an increasing volume of paper documents and the resulting research difficulties, the SETIN Group chose Efalia's Electronic Document Management solution to dematerialize its customer invoices and delivery notes. After 8 years of use, the solution has become essential to the daily activity of the company, offering time savings, data security and quick access to documents for all employees.

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“For 8 years, we have been using Efalia's electronic document management solution to integrate customer invoices produced by our ERP into EDM. A LAD/RAD system allows the automatic reading and filing in EDM of the editions produced every month by the ERP.

Also, we deployed Efalia's EDM solution for the management of delivery notes. The vouchers are scanned by the users and sent directly into the archive database folder, then they are indexed by an operator. Thanks to a bar code reading, delivery notes (registered) are automatically classified in EDM.

Efalia's EDM solution now constitutes an important information base (several gigabytes of data) available to all SETIN group employees according to their authorizations.”

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Challenge

The SETIN Group, with its long history since 1920, was facing several challenges in managing its documentation:

• Management of an increasing volume of paper documents due to the rapid growth of the company

• Lack of physical space to store documents

• Longer and longer search times to find a specific document

• Need to secure access to documents with specific user rights

• Need to improve the management of customer invoices and delivery notes

• Willingness to allow teams to focus on their core business rather than on document management

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Solution

To meet these challenges, the SETIN Group has chosen Efalia's Electronic Document Management solution.

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Efalia Doc

• Solution of EDM perfectly integrated into the existing ERP

• LAD/RAD system (Automatic reading/recognition of Documents)

• Automatic ranking documents by reading bar codes

• Indexing personalized documents

• Fine management of user rights and clearances

• User friendly and intuitive interface

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Results

After eight years of use, Efalia's EDM solution has become an essential tool for the daily functioning of the SETIN Group. The dematerialization of customer invoices and delivery notes has transformed company processes, bringing efficiency, security and accessibility to information for all employees.

Efalia's EDM solution enabled the SETIN Group to achieve a complete digital transformation of its documentary processes. The integration of customer invoices produced by the ERP is now automatically integrated into the EDM, while the management of delivery notes benefits from automation thanks to the reading of bar codes.

These developments have considerably reduced documentary research times and freed up physical space. Data security is ensured by a robust access rights management system, allowing controlled sharing of information between the various services.

This solution now constitutes a centralized and secure documentary base, accessible to all employees according to their authorizations.

• Complete dematerialization: Automatic integration of customer invoices from ERP to EDM

• Process automation: Automatic reading and classification of delivery notes by bar code

• Enhanced security: Fine management of access rights according to user profiles

• Space saving : Elimination of paper archives that overflowed the offices

• Accessibility: Documents available instantly for all authorized departments

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