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2014-11-26T12:12:00Z
Ariel Lindenfeld - PeerSpot reviewer
Director of Content at PeerSpot (formerly IT Central Station)
  • 15
  • 9

Do you know of a solution which fulfills the requirements listed below?

One of our members is looking for a product that handles the following. Can you help?

o Imaging system

 Document viewing
 Documentation searching
 Documentation updating
 Documentation retention

o Cash Deposit Processing, Posting and Reconciliation

 Document Viewing
 Work management
 Work assignment
 Check Scanning and Deposit
 ACH and Wire Deposit
 Check and Accompanying Documentation Searching
 Cash Posting to InnoTrust
 Automated Scheduled ACH Posting
 Loan Payment Processing
 Reconciliation
 Reporting

o Workflow (To support “Expenses” ,”Assets Valuation” and “Returned Mailed”)

 Document Viewing
 Work management
 Work assignment
 STP
 Interface with Innovest and other workflow system
 Reporting

15
PeerSpot user
15 Answers
PeerSpot user
Marketing at Ricoh India Ltd
Vendor
2015-10-26T11:25:43Z
26 October 15

RicohDocs is available with all of these features along with full customization.

For details visit www.ricohdocs.com

it_user202749 - PeerSpot reviewer
Principal Architect with 1,001-5,000 employees
Vendor
2015-03-03T16:19:14Z
03 March 15

it is complicated but we use ReedSoft to do this. it works with share point to provide document management for our SAP invoicees

PeerSpot user
IT Leader at a tech services company with 1,001-5,000 employees
Consultant
2014-12-09T12:48:07Z
09 December 14

I assume most of your requirements can be met by following below technologies
1) Open Text Content suit
2) Open Text Capture Center
3) Open Text Process suit

Above can work & meet most of your requirements..I refer above technologies as Mail room technologies that i have recommended to our clients along with back office processing...I can help you what I use for similar product evaluation and provide you real feedback...Thanks

PeerSpot user
Account Manager at a tech services company
Consultant
2014-12-08T13:13:13Z
08 December 14

Try to read about OnBase from Hyland.
a great product!, no coding for workflow and very easy user interface.

Paul Parisi - PeerSpot reviewer
Enterprise Architect at Mobiliser
Consultant
Top 5Leaderboard
2014-12-03T07:06:30Z
03 December 14

There are more factors to recommending a product than just features to consider here particularly with that broad range of features required (several types of workflow, document management, financial tasks).

It places you just outside of what most generic products and of the shelf frameworks/platforms cover which means you either need to look at a combination of products and some integration / development or look at specialised products that are tailored closer to this need. (reducing your options and flexibility going forward) Cost will therefore be a key driver and your need for flexibility going forward and also whether there is similar problems across the enterprise.

In most cases like this I'd look towards using two tools, and ECMS and BPM tool. As previously mentioned Alfresco could handle the document management side of this, but I don't think you need a trial of the enterprise version, the open source version might be sufficient depending on your scalability and support needs. With BPM tools you have choices from basic tools like Activiti to high end tools like IBM BPM, or something in the middle such as Intalio that also comes in an open source version.

Final choices would depend on how complex those processes and functions are but first I'd recommend establishing your budget and more detailed requirements, then deciding if a one-stop solution which might result in vendor locking is right for you, or a framework/platform approach is better.

Ideally if your able to engage a small development team, I'd solve this one using a combination of open source tools or a set of sufficiently generic technologies that will give

PeerSpot user
Senior ECM Specialist at a tech services company with 501-1,000 employees
Consultant
2014-11-28T07:07:54Z
28 November 14

This looks like a nice fit for SAP with Open Text Extended ECM

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Vendor
2014-11-28T07:00:24Z
28 November 14

Hello,
My answers are below in your message

Regards
Jorma Airaksinen

*****
o Imaging system [This seems to be the pure SharePoint Server system]

o Cash Deposit Processing, Posting and Reconciliation [but this one is financial management system integrated into the SharePoint Server system or with the OpenText system which is Canadien company, look the web page www.opentext.com]

o Workflow (To support “Expenses” ,”Assets Valuation” and “Returned Mailed”) [This one is also handled with SharePoint but OpentText has the solution for this kind of problem]

Murugappan Ramanathan - PeerSpot reviewer
IT Consultant and Adviser at Eximius Medical Admministration Solutions
Consultant
2014-11-27T11:04:15Z
27 November 14

Hi,

Please try Knowledge Tree software and support it with Bizagi workflow engine.

 Murugappan Ramanathan

PeerSpot user
Business Development Manager
Vendor
2014-11-27T05:00:08Z
27 November 14

Hi,

You can look at Alfresco...feel free to contact us for a free trail version. You can contact me at navnit.saurabh@infoaxon.com

Cheers
Navnit Saurabh
+91-8287582607

PeerSpot user
Senior Manager of Engineering at a comms service provider with 1,001-5,000 employees
Vendor
2014-11-26T15:41:28Z
26 November 14

Doccept by Kensium Solutions

Vendor
2014-11-26T15:10:06Z
26 November 14

Try Microsoft Sharepoint.
You can get a free trial of the online version, and then pay a monthly fee if you decide to keep it.
I like it a lot personally.

PeerSpot user
Architect at Infosys Technologies Ltd
Real User
2014-11-26T14:48:12Z
26 November 14

Hi
You can also look at Microsoft SharePoint and IBMs Connection

Vendor
2014-11-26T13:18:36Z
26 November 14

Hi,
According to your requirements, IBM Filenet or EMC Documentum would be good candidates.

Let me know if you need help.

Cordialement
Rachid Alaoui
Tel 0614493208

PeerSpot user
CEO at a consultancy with 501-1,000 employees
Consultant
2014-11-26T13:11:41Z
26 November 14

IDatix's BPM solution

Guillermo Lopez Felipe - PeerSpot reviewer
Responsible BPM Competence Centre with 1,001-5,000 employees
Real User
2014-11-26T12:33:35Z
26 November 14

First part: Imaging system
This is not basic functionality of BPM systems, you need to search BPM systems with Documental gateway (webMethods for example) or BPM systems with a little Documental System (Auraportal).

Second part: Cash Deposit Processing, Posting and Reconciliation
Everything that has to do with document management responds to the previous question, the rest of what you speak of are processes, and this can be done on almost any BPMs.

Third part: Workflow
Same answer.

Regards,

Related Questions
Linda NamayanjaPMP,CBPA,ITIL - PeerSpot reviewer
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Hello community members, At the moment, I'm tasked to develop the enterprise architecture of the organization and I have a couple of questions below: What capability models/mapping (business architecture) do you know/exist and how do they eventually connect to the application, data, and infrastructure architecture?  What tools and/or templates can I use? Thanks in advance for your help!
2 out of 4 answers
Shibu Babuchandran - PeerSpot reviewer
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Hi @Linda NamayanjaPMP,CBPA,ITIL ​, Choosing the right EAM tools involves various steps that are aimed to ensure smooth integration and maximum benefits. Some points collected with the help of my peers may be of help to you. Understanding the benefits of EAM tools: Through advanced and integrated features, EAM tools help you to uncover and avoid unmanaged IT applications that would otherwise increase your cloud spend and create potential security risks for sensitive data. Once you understand the benefits that modern EAM tools have to offer, you can focus on finding the right solution for you and your EA strategy. Choosing an EAM tool based on your EA program: When opting for an EAM tool, make sure that it helps you achieve your business and IT goals. These could be application portfolio management, technology risk management, post-merger IT integration, or an overall business transformation. Assessing needs of stakeholders: Since you don't want to create another IT silo, you should ask yourself what informational needs each stakeholder has and how EA can bridge knowledge gaps. Ideally, the tool will foster cross-department collaboration and optimize workflows. Stakeholders should be able to access data and drive their own analysis. On top of that, QA mechanisms will improve overall data quality. Reviewing the data model of prospective EAM tools: Make sure to evaluate the data model of your prospective EAM tools. You should be able to align it with your current terminology and attributes and assign authorization roles with ease. Measuring the onboarding process against goals: Once you have settled on an EAM solution that fulfills your current and foreseeable future needs, you can start with the onboarding process. It’s important to set initial goals and keep measuring the process as you go. From data mapping, imports, workspace reviews, and success KPIs – ideally, the tools allow you to use the desired form of measuring your onboarding success and keep track of the work in progress. Some products suggested by my peers are below BiZZdesign Enterprise Studio Avolution Abacus Software AG Alfabet Sparx Systems Enterprise Architect Hope the above will help you choose the right solution for your requirement.
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Nurit Sherman - PeerSpot reviewer
Content Operations Manager at PeerSpot (formerly IT Central Station)
Feb 17, 2022
What are the most important features to look at when evaluating such tools? What advice would you give to your peers who are researching Business Process Management software?
2 out of 32 answers
20 August 14
Before seeking a BPM solution, evaluate your processes. If they're broken, fix them. If they no longer align with how you conduct business, change them. If they can be more customer-focussed or streamlined, improve them. After you've completed these tasks, look for a BPM solution that best fits your environment.
PeerSpot user
CEO at a consultancy with 501-1,000 employees
20 August 14
The answer to that question (“What would a checklist of must-haves include for an ideal BPM Solution?”) depends to a great extent on the organization’s industry, culture, leadership style and the risk-taking nature of the business leaders involved/leader(s) asking the question. In essence, that’s actually a benchmarking question, so here are some of our firm’s benchmarking characteristics: * Phenix is a crude oil pipeline building and management company. As such, we are highly security-minded, redundancy-focused, and our IT systems are cutting-, if not bleeding-edge. * Our IT shop is Citrix- and Microsoft-driven, pretty much top to bottom. * Our COO also serves as our CIO, and is our Executive Champion for the BPM and BI business processes. Ultimately, we will hire a full-time CIO, but that fact serves as a testament to our company’s commitment to technology, BPM and BI across the board. * Everything we do technology-wise has to be on-premise (no SaaS solutions allowed). * We are end user experience- and process-driven. We will be using a company called iDatix for our BPM solution: http://www.idatix.com/business-process-management-software/ The differentiating factors we’ve discovered about iDatix as compared to their competitors include: 1. iDatix is the most end user friendly BPM system that we have found (it doesn’t take expert IT and BPM professionals to develop and build dashboards, presentations and reports). 2. Their solution fully supports our Lean and Six Sigma efforts. 3. The IT-technical side of their system is well built and well supported. 4. Their system has the added features of built-in process automation (think M2M) and integrated paperless processing, so that process innovations are expedited by automation (less human touches are better), and as little paper processing as possible flowing throughout our business processes. 5. iDatix has a sequel back end, which makes it easier to connect it with our other associated core business process systems (SCADA, ERP, BI, etc.). 6. iDatix’s leaders will be true business partners with us … they are committed to improving our processes, as well as their own processes, software and services collaboratively with us. 7. They are a local firm with established, strong, long-term ties to the community (Tampa Bay/Clearwater, Florida). 8. The people and culture at iDatix are excellent! Hope this helps! John Becker Phenix Energy Group, Incorporated
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