Document Management | Less paper and files, more efficiency!
Any company that thinks that using digital files alone is enough to optimize document management is mistaken. After all, they may be stored in different places, require organization, backup or even the scanning of physical documents.
That's why Holmes brings together all the solutions you need, enabling centralized management of all your company's documents. And all with security, ease and personalization. After all, growing and achieving incredible results doesn't have to be complicated!
Holmeshas revolutionized the maintenance and construction area at Petz. Through automated flows, managers monitor the progress of projects, maintenance and new store installations. With more visibility at each stage, it is possible to avoid problems and delays in deliveries. In addition to the engineering flows, the recruitment process for new vets is also handled by Holmes integrated with the Petz website.
Holmes is responsible for orchestrating the entire billing process for the more than 30 units of Hospital Santa Catarina. Although the process is centralized at the head office, it begins with the units sending in their billing protocols. The request is then approved through a business flow developed especially for Santa Catarina. But it doesn't stop there: in addition to this and other financial flows, Holmes also helps to speed up the hiring of new employees and the electronic signing of documents involving hiring.
Holmes solutions for document management via BPMS
With simple, convergent storage and organization and an online platform with total access control, your business will manage documents more quickly and efficiently. Check out some of the solutions our tool can offer your company.
Document Group
With Holmes, it's easy to include documents of the same type in a process. To do this, simply create rules in which document management takes into account all those with, for example, the same expiration date. This way you save time and ensure multiple monitoring of a group of documents, wherever you are.
Inserting documents into the flow
Do you have a workflow that depends on access to a document for the process to continue? Holmes' BPMS tool can be customized so that you can insert a document at the stage you need it. This way, your processes don't waste time waiting for approvals and you can follow the execution of a task in real time, from anywhere.
Definition in document management
Does the document in the process need to be checked, reviewed, signed or consulted? With our BPMS tool, it's up to you to decide how it should behave and at which stage it should appear. In other words, you can define it as mandatory, optional, insert justifications for the decision, only allow viewing or even require the person responsible for the process to accept it.
Search center
Finding any document with Holmes' tool is quick and simple. After all, it has a search center that can be optimized with keywords, relevant terms, deadlines, priorities or any other functionality you want to customize.
Electronic signature
Do you need to send contracts to collect legally binding signatures? Are there processes in your company where the person in charge needs to sign off in order to proceed? That's not a problem for Holmes! After all, our tool can manage documents of this nature in an automated way. What's more, you don't have to access emails or leave the platform to request a signature.
OCR reading for scanned documents
Scanning a document and having it appear as an image is a thing of the past. That's because, with Holmes' tool, we use OCR, which is optical character recognition. In other words, document management becomes even more efficient by allowing you to search within the scanned file
Dashboards and reports
Much more than managing documents, a BPMS tool can provide insights, reports and dashboards on deadlines, executions and stages in a process. This makes it possible to understand where work is most efficient and where there is room for improvement.
What do you get with Holmes document management?
Simple access when you need it on a single platform
Ensuring process standardization
Objective understanding of the stages and activities by the whole team
Effective internal communication
Compliance with all standards and legislation
More agile document management
Holmes document management by segment
Purchasing
Control approvals and purchase requests and integrate with finance for a more complete experience
Personnel department
Organize employee files, HR requests, employment contracts and stages of the hiring process.
Finance
Manage fixed and variable expenses, apportionment between cost centers and other financial activities to reduce doubts and errors
Holmes has revolutionized the maintenance and constructionarea at Petz. Through automated flows, managers monitor the progress of projects, maintenance and the installation of new stores. With more visibility at each stage, it is possible to avoid problems and delays in deliveries. In addition to the engineering flows, the recruitment process for new vetsis also handled by Holmes integrated with the Petz website.
Holmes is responsible for orchestrating the entire billing process for the more than 30 units of Hospital Santa Catarina. Although the process is centralized at the head office, it begins with the units sending in their billing protocols. The request is then approved through a business flow developed especially for Santa Catarina. But it doesn't stop there: in addition to this and other financial flows, Holmes also helps to speed up the hiring of new employees and the electronic signing of documents involving hiring.
At the Cruzeiro do Sul University, more than 200 users use Holmes to carry out Production, Content Correction and Technical Review processes for teaching objects. These processes used to take weeks and, because they were complex flows with various approval levels and rules involving several units of the institution, they often ended up getting lost. Now they are completed in days, or even hours, and everything is centralized in Holmes.
Holmes is responsible for storing the entire document dossier of Magazine Luiza's employees. Through integration with Peoplesoft, the solution offers various ways of searching for documentation, providing greater agility in obtaining files for use in processes. In addition, Holmes helps Magalu to easily identify which documents are missing for each employee, in order to keep the dossier up to date and avoid labor problems.