Just Some Examples of How FusionDox Can Help Manage Business...

Contract Management  / Forms Management

• A finance company manages their leasing contracts with the creation of forms that associate contracts, clauses , and amendments and all critical data such as lease terms and termination date reminders.
• In an accounting department invoices are processed in record time, flowing from their captured, then classified input, thru a defined workflow process that integrates with the ERP system to match the PO#. The procure-to-pay cycle is concisely managed so that supplier discounts improve and relationships are not challenged. The company achieves efficiency while following formal compliance procedures and policies.
• A mid-sized manufacturing company deploys FusionDox in multiple departments to fully manage their intra-company document assets, forms and associated processes:
  • HR is able to centralize employee forms and training jackets
  • Sales manages expense reports, organizes pricing and support collateral to securely share with their external sales channels.
  • The general manager is able to access real time reports detailing order activity and is able to monitor various business metrics such as production activities through a FusionDox portal dashboard.
  • Drawing approvals are automatically routed to both internal and external users for review and approval.

Drawing  / Document Approvals

• An architectural and engineering company manages projects that includes a variety of formal documentation. Document workflow is managed and project folders and metadata are used consolidate all aspects of the information including:
  • CAD drawings
  • project discussions
  • phones calls via a custom phone log FusionForm
  • video clips of a construction site
  • tender documents
  • purchase orders

Records / Transcript Management

• A high school needs to eliminate storage costs of transcripts and improve its efficiency in finding and transmitting transcript requests.  Once transcripts are scanned and imported, FusionDox allows educators to quickly and securely find and access record while the administration can securely transmit the data. Postage and physical storage costs are drastically reduced , employee resources freed, and transcripts are now protected in case of disaster.