Nailing Jelly to a TreeDo you have the right technology to

handle unstructured data?

Data & Transactions

• Database

• XML

• CSV

Transactional Docs

• XLS

• Invoice

• POD

Content Documents

• SOP

• CoA

• Contract

Poorly served by transactional systems

Data: Structured, Unstructured? Both!

Data: Structured, Unstructured? Both!

Data & Transactions

• Database

• XML

• CSV

Quality

& Audit

Deviation &

Change plan

AP & AR

Contracts

Logistics

PoDs,

Picklists

Manufacturing

Check sheets

SOPs

Timesheets

& Payroll,

Training

Records

Supplier Certs,

Specifications &

CoAs

Incident &

Root Cause

Documents are the Jelly!

Three key technologies

CaptureElectronic Document

ManagementWorkflow

What does Capture do?

<DATA>

<TYPE = “Invoice”>

<NET>£13,456.00</NET>

<LINES>

<DESCR>…

</DATA>

What is Capture?

• A power tool for document capture and/or archive

• A “front door” for collecting information and triggeringbusiness processes. It keeps paper

• A checkpoint point to ensure you have the correctdata right at the start of a process - data that can drivethat process

Purchase Invoices, POD’s (incoming)

Test Lab/Batch documentation (from the floor)

Quotations (outgoing)

Very low volume, Filing SOPs, H & S, Incidents (internal docs)

What is Document Management?

• Keeps your documents in a Organized manner - ensuring controlled visibility of all your business documents and records

• With data (meta-data or indexes)

• Search & View

• Publish & Share (“portals”)

• Audit ALL actions (including view)

• Sits alongside and works with transactional/operational systems:• ERP / MRP

• HR

• CRM

• LIMS

What is Workflow?

• Moves data or a document through a defined process

• Can be triggered automatically by incoming (Capture!)

• Data Driven Process

• Audit trail & Reporting

• Invoices Process

• POD Exceptions

• SOP Approval

• For processes outside LOB systems

“Embody your process in a system”

Thanks! – please visit our stand: 14

Stuart.Evans@invu.net

07825849028

www.invu.net