ECM for Construction

Transcription

ECM for Construction
Enterprise Content Management
Go Digital with ELO
for Engineering & Construction
ELO integrates email, estimates,
Picture this – it’s the end of the day and you’re leaving the job site. You get behind
the wheel of your vehicle and there’s a sea of material receipts on your dashboard
that need to be recorded into a materials book. Or, it’s month’s end and you
have to compile all those receipts and compare them to the paid invoice amounts
to accrue for unpaid commitments. You get the picture – lots of manual mindnumbing paperwork that tends to be error prone. To address these issues and more,
construction companies are using Enterprise Content Management (ECM) software
to manage their business’s information life cycle. To capitalize on the full benefits
of ECM, construction firms are turning to the ELO Digital Office, an ECM solution
delivered by B4 Consulting.
Through our partnership with ELO Digital Office, a world leader in ECM,
B4 Consulting provides easy-to-use and affordable ECM solutions. With deep
construction industry experience, B4 Consulting implements ELO for construction-
drawings, delivery tickets,
purchase orders, invoices, and
more – all on a single platform.
From any device with rightsassigned access, your employees
can get their work done faster
and more efficiently by using
standardized processes for tasks
such as:
• Project Site Setup
Create archives for all projects
from pursuit to conclusion
•D
elivery Ticket/Goods
specific workflows and processes. Integrating with your existing databases and
Receipt Process
ERP systems, ELO ECM captures, manages, shares, stores, and preserves
Automatically match purchase
information across your business.
orders, projects
Advanced Scanning Technology
• Accounts Payable
ELO supports a multi-client business architecture and handles all document types
Capture supplier invoice,
including .pdf, .dox, .xlsx, CAD, and more. Leveraging advanced OCR technology,
validate data, release posting
ELO integrates scanned documents as well as those from other sources.
Automating low-value and time-intensive activities, ELO helps to:
• centralize access to all records (email, orders, bids, invoices, etc.)
• improve efficiency and accuracy with streamlined workflows
• boost productivity by automating document management
• ensure legal compliance with rules-based archiving
• enhance control on a standardized platform
• reduce overhead costs by decreasing paper-based transactions
• Equipment Management
Manage maintenance,
warranties, leases, etc.
• Vendor Insurance Compliance
Mitigate risk, liability, etc.
• Request for Information (RFI)
Automate bids, accelerate
time-to-market
Manage Projects Instead of Paper
ELO Digital Office is a comprehensive content management solution for intelligent document processing across any number
of business processes that integrate ERP systems. For example, managing and documenting delivery tickets to goods receipts
can be done in just a few mouse clicks vs. hours or even days.
Delivery Ticket to Goods Receipt Process
Goods Receipt
Capture
Quantity
Verification
Goods Receipt
Processing
ELO / ERP
Indexing
• Truck Arrives with Goods
• Quantity Received
• ERP Creates Goods Receipt
• ELO/ERP Indexing
• Foreman Accepts delivery
• Delivery Ticket Stored
• ERP Sends Data to ELO
• Foreman scans ticket into ELO
• Data sent to ERP system
• Review Delivery Ticket
and Goods receipt in ELO
In the diagram above, goods receipts are automatically assigned to a clerk who scans them into OCR-based technology
that is integrated with your ERP system. The ERP solution allows users to check the scan’s accuracy and a workflow
is triggered alerting the appropriate Project Engineer to check for any exceptions before approving the goods receipt.
This functionality can be applied to any number of business processes in the construction industry from goods receipt to
accounts payable to change order management processing. Plus, it can be integrated with all your business applications (i.e.
Microsoft Office) and devices (i.e. Smart Phones). Regardless of your IT landscape, B4 Consulting can help you implement an
ECM solution that capitalizes on the latest scanning technologies, which will increase your productivity and improve profitability.
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Import
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Stop Managing Paper
Improve Project Management with ELO ECM
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Business Intelligence
Backup
Multi-Client
ELO ECM
• Archiving-WCM
• DMS • Workflow
Integration
E-mail+
MS Office
Classification
Office Organization
Signature
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CRM
CAD
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Contract
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• Comprehensive, single-platform solution
• Manages all your business knowledge & documents
• Helps standardize and increase accuracy of
document management
• Improves and simplifies compliance
• Scans 300-500 documents per minute
© 2015 B4 Consulting, Inc. All rights reserved. B4 Consulting is a registered trademark of B4 Consulting, Inc. All other product and service
names mentioned are the trademarks of their respective companies.
1400 Main Street, Waltham, MA 02451 | Tel +1 781 810 4350 | Fax +1 781 552 0082 | www.b4-consulting.com | info@b4-consulting.com