Home
Fleet Management Products
Synergize: Document Management Automation

Synergize: Document Management Automation

With Synergize’s workflow management tools, automate how your documents are shared and accessed. Our solution regulates the processing of documents, streamlining your workflow. Every business has various processes that range from simple to complex. Our solution automates decisions and actions based on your defined business rules, saving you time and increasing your productivity.

Improve efficiency

Looking for in-use files, waiting for approvals, or re-processing due to errors or omissions are productivity killers. Automated workflows help avoid repeated phone calls and emails, or digging through piles of paper trying to find the status of a particular activity or initiative. Adding workflow automation helps you increase the speed, and efficiency of your processes while ensuring consistency and adherence to your business rules. Even more options are now available with the updated Synergize Explorer.

Reduce costs

Using our automated workflows to optimize processes such as receivables, payables, and invoice processing can speed up payment cycles, improve cash flow, and set up alerts and reminders for early payment incentives or late payment penalties. With workflow automation, staff can be more efficient, enabling business scaling without the need for more headcount.

Make faster and more informed decisions

Improved reporting and tracking will deliver increased transparency and individual accountability. With instant access to activity monitoring and status reports, management can balance workload among staff members and even teams in multiple locations. When dealing with customer calls, staff can instantly see the status of a process allowing for more first-call resolutions of customer enquiries. Setting alerts when backlogs reach critical levels will ensure that you can redeploy staff in time so that deadlines aren’t missed.

Reduce risk

When you have staff in different branches, new hires that are just learning, or tenured staff who maintain old habits, enforcing consistency in decisions and processes provides a significant challenge to many organizations. Synergize can help solve that problem. Automated decisions and routing based on your pre-defined business rules means that you get the consistency you want and issues caused by human error can be avoided. With logging and audit trails, you’ll even have demonstrable evidence that staff are adhering to the rules, whether self-imposed or for regulatory compliance purposes.

Improve customer relationships

With workflow reminders and alerts you can be proactive rather than reactive in dealing with bottlenecks, inefficiencies, or uneven distribution of work. This in turn will reduce the likelihood of issues arising in the first place, the possibility of customer frustration, and for the number support calls that your organization receives.

We can’t wait to show you the power of our technology.