Articles


Out-Of-The-Box Integration (Document Management)

February 17, 2010

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White Paper: Out-Of-The-Box Integration (Document Management)

By Andrew Bailey

The purpose of this paper is to discuss how it is possible for small and medium-sized firms (SMB's) to achieve levels of application integration historically reserved for large enterprises with deep IT pockets. Specifically, how an Electronic Document Management System (EDMS) can be integrated with other core business applications to drive efficiency and manage IT costs.

Synchronizer can be set up to run automatically so that users simply enter data in the existing software application and folders are automatically created in the EDMS. This eliminates the need to enter data twice and ensures the data shared by the systems is always identical. If changes are made in the originating application, these changes will be reflected in the CNG-SAFE data.

It is important to note most businesses have one application which they consider to be the master program which contains vital customer, prospect, or employee data. And it is important that the "master" database is only edited by user in that application. Synchronizer is set so that changes made in the "master" database will be written to the CNG-SAFE database, but if a user makes changes in the CNG-SAFE database; those edits will not be made to the "master" data. This makes it possible to control and manage the "master" database so that this data is always the most accurate. When you deploy an EDMS you should make sure you know where your "master" data resides.

Click Here To Download:
White Paper: Out-Of-The-Box Integration (Document Management)

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