Three Powerful Apps, One Platform
Secure Document Management
Fast uploads – Intelligent document mapping technology enables auto extraction and matching
Crisp UI with deep insight analytics
Secure Digital Vault for high value document storage
Contract Management
Setup your own user-defined templates for contracts & documents
Create error-free documents
Upload legacy contracts with ease and make them searchable
Match and search on specific clauses, terms, metadata values
Leverage an extensive library of standard legal contract templates
Business Process Transformation
Convert any tracking file in your manufacturing process into a digital form (ex. Route/travel cards)
Enable workflow and notifications
Convert Quote and Invoice processes to digital
All project status tracking and status in one convenient location!
Customer Tested Use Cases
Contract Management
Are you still searching for files using filename or directory structures?
Use case: Search Files – Two Clicks Away!
Problem
Searching directories for documents and files based on filenames and directory names is frustrating.
Employees spend between 5 to 9 hours weekly.
That’s unproductive especially when you still cannot find the correct revision you needed!
New Approach
Metadata based search.
Your search results are two clicks away! Intelligent metadata-based search can help you find documents easily.
Benefits
Easily navigable UI, easy to learn and use!
Save between 5-9 hours of productive time per worker!
Is your storage secure? Do you know who’s downloading or emailing your files?
Use case: Secure Digital Vault – Audit All Activity!
Problem
Worried about who is accessing your files, who is downloading, where are they getting emailed?
Just controlling access is not enough for discouraging unnecessary use and distribution.
Audits require quick access to the document history for any actions to be taken.
New Approach
Track Document History –
Log of every action that is performed on a file/document in the system.
Audit actions include Create/Upload, View, Download, Edit Metadata, Send Email, Send for Signature
History is easily retrievable, deters unwarranted use and distribution
Benefits
Secure Digital Vault for high value document storage.
Discourage any unwanted access and distribution of your files.
Is your legacy data and files still on another system? Having trouble moving legacy data?
Easy Upload, Matching, Auto Extract
Problem
How do you get your existing documents in the system?
It could take many hours, days to analyze and upload the information and enter metadata.
Entering data manually is a pain!
New Approach
Intelligent document mapping technology recognizes your uploaded files and matches it to the correct template.
Your metadata is extracted and stored automatically ensuring availability in search results immediately.
Benefits
Utilize your Solviti platform with 100% availability of your legacy data on day one! No more waiting!
Save weeks and months of time that is involved in moving legacy data between systems.
Having trouble eliminating that old revision document from your production processes?
‘Replace Document’ = Storing The Best Version
Problem
Having trouble tracking many revisions of legal contracts or drawings.
Too many folders and subfolders.
No clean way of ensuring that the old version is made obsolete and no longer referred to by your teams.
New Approach
Use ‘Replace Document’ feature – Ensures new version of the document replaces the old version.
Important metadata gets transferred over to new document.
Stores information about the old document but it will not appear in search results
Ideal for Engineering teams to store the latest revision, HR teams to store latest policy documents, forms and many more use cases.
Benefits
Eliminate errors or wasted time and material due to wrong files being referred to in your production processes or business interactions.
Ideal for Engineering teams to store the latest revision.
HR teams to store latest policy documents, forms and many more use cases.
Are you using another customer’s file to prepare the proposal for the next customer?
Use case: User-Defined Reusable Templates
Problem
Most users do not start creating a document a scratch.
They start with an existing document and customize/edit to build the next document.
This is prone to errors with unnecessary data being presented to the wrong client!!
New Approach
Solviti platform automates uploads and configuration of your templates.
Takes minutes to upload your own template that can be used to create new documents or contracts right away.
Uploads of your legacy documents that match these templates are a breeze; system automatically extracts metadata.
Benefits
Increase productivity and accuracy in your document creation by reducing manual edits and layout issues!
Eliminate errors or situations where one customer’s data is presented to another.
Data entered is now searchable metadata allowing you to generate reports for making business decisions.
Still spending long hours reading many pages to find the text or clauses or parameters that impact your business?
Use case: Unlocking Document Intelligence
Problem
Important information is locked inside contracts and documents.
Example: Let’s says your Risk Manager wants to know how of the 400 contracts signed with customers have ‘Disclosure days’ less than 15 days
It could take many hours, days to analyze and process the information.
New Approach
Unlock the Intelligence –
Using metadata and one simple query, we have this information ready in minutes!
That scenario where you had to review 400 contracts now is avoided, instead you see a report of exactly how many contracts and values within each contract … within a couple of clicks!
Benefits
Save tremendous number of hours, reduce chances of missing out on manual searches.
Increase productivity and accuracy!
Still relying on paper to track and report on your production processes?
Use case: Unlocking Document Intelligence
Problem
Still using paper or Excel documents to track various items like payment status, completion status?
Still having Route cards or Travel cards in your production processes?
Difficulty updating project status?
Difficult reporting work done for other departments?
New Approach
User Defined Forms!
Easy way to go digital on any business process tracking items using HTML forms
Project tracking, Daily updates, Tracking effort logs, Tracking vendor performance
Report cards requiring input from multiple sources and lots of more use cases
Editable by many users at the same time. Lock Form on completion. Print in friendly Docx or XLS template associated with the Form!
Benefits
Eliminate version control issues related to sharing DOCX and XLS.
All changes are tracked and visible in your favorite web browser!
Go digital and online instantly on almost any paper process or tracking!
Still capturing manual signatures or time stamps in your production process?
Use case: ESign or Digital Signatures = Ease Of Doing Business
Problem
Trouble tracking signed documents and versions.
How do you handle documents that are partially signed electronically and partially manual?
Production lineup relies on manual signatures and time stamp entry
How do you answer audit questions when they ask, ‘who entered the time stamp and what clock did they refer to?’
New Approach
ESign and store – QR code enabled to eliminate errors
Sign documents and form fields with ease either ESign, Digital or Manual (tracked on upload)
Track signed status & revisions.
If using manual signatures, use ‘Replace document’ feature to store the correct final copy.
Benefits
Eliminate version control issues related to sharing DOCX and XLS.
All changes are tracked and visible in your favorite web browser!
Go digital and online instantly on almost any paper process or tracking!