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iDatix

Document Management Software and Workflow Automation

(727) 441-8228 | Partner Portal

iSynergy for Government

Local, state and federal government bodies are often plagued with tight budgets and inefficient processes. Finding ways to cut costs and effectively manage the large influx of information they handle is a constant goal. ECM and workflow management are two solutions to aid in the realization of these objectives. From processing motor vehicle paperwork to paying government employees to managing case files for human services, any and all facets of government are covered.

Federal Government Processes

Contract Management

Essentials:

  • Capture and store P/O’s, Supplier Contracts, Vendor Contracts and Bids
  • Bind related documents together for a comprehensive case file covering each individual contract, vendor, etc.
  • Standardize and automate the entire process including negotiation, approval, post-contract execution, performance monitoring and renewals

Rewards:

  • Communicate quickly and easily with external suppliers and vendors for quicker contract processing
  • Standardize processes to maintain compliance with retention and disposition policies
  • Receive automatic notifications of contract term expirations, performance review timelines and project completion dates

Human Resources

Essentials:

  • Integrate all applicant and personnel pictures, documents, forms and data into a single repository
  • Quickly capture information and generate a comprehensive case file on any applicant or employee
  • Automate interview process, evaluations and annual reviews

Rewards:

  • Fill critical positions quicker with the top talent
  • Better manage volunteers and disbursement of staff on particular projects
  • Bind various content types including certifications, I-9 forms, employee photos and more into a single case file
  • Track certifications, and receive automatic notifications to expiring credentials

For more of the benefits in HR, visit our Human Resources Department.

Accounting

Essentials:

  • Integrate all files invoices, proof of delivery and contracts into a single repository
  • Automatically route documents for approval to the responsible parties
  • Bind related content and application data for a comprehensive view of all information in the system

Rewards:

  • Improved allocation of resources to distribute funds appropriately
  • Workflow visibility allows for enhanced budget planning
  • Increase processing of Accounts Payable without increasing staff

For more of the benefits in Accounting, visit the AP/AR department.


State/Local Government Processes

Public Service (Human Services, Public Safety & Law Enforcement)

Essentials:

  • Organize and auto index information for each specific citizen, case or client or with enhanced recognition capabilities
  • Collaborate and exchange information with other departments and branches including local court systems, case workers and law enforcement divisions
  • Standardize and automate tasks based on specific events or value authority

Rewards:

  • Improve service to citizens without increasing staff levels
  • Protect sensitive client information with granular security and controls
  • Respond quickly to public safety concerns
  • Maintain compliance with the Open Records Act through auto indexing and quick retrieval capabilities
  • Field workers such as Police Officers can access information remotely at critical times for better decision making

State/Local Court Systems

Essentials:

  • Capture all case information through fax, email or the point of service into an electronic repository
  • Bind case information for a comprehensive file that includes all the records of each specific case
  • Access all information on a particular case from one interface

Rewards:

  • Speedier completion of cases and quicker decision making on court proceedings
  • Collaborate and exchange information with law enforcement, other court systems and disparate branches and divisions
  • Keep confidential case information private with granular permissions and controls over all information in the system

Department of Motor Vehicles

Essentials:

  • Capture all information at the point of service into an electronic repository
  • Bind citizen information for a comprehensive file that includes all the records of each individual
  • Automate common processes and reduce manual data entry requirements for license renewals

Rewards:

  • Speedier completion of driver’s license, state ID and vehicle registration processes
  • Collaborate and exchange information with other DMV branches, criminal courts and law enforcement
  • Respond to citizen inquiries and needs instantly

Human Resources

Essentials:

  • Integrate all applicant and personnel pictures, documents, forms and data into a single repository
  • Quickly capture information and generate a comprehensive case file on any applicant or employee
  • Automate interview process, evaluations and annual reviews

Rewards:

  • Fill critical positions quicker with the top talent
  • Better manage volunteers and disbursement of staff on particular projects
  • Bind various content types including certifications, I-9 forms, employee photos and more into a single case file
  • Track certifications, and receive automatic notifications to expiring credentials

For more of the benefits in HR, visit our Human Resources Department.

Accounting

Essentials:

  • Integrate all files invoices, proof of delivery and contracts into a single repository
  • Automatically route documents for approval to the responsible parties
  • Bind related content and application data for a comprehensive view of all information in the system

Rewards:

  • Improved allocation of resources to distribute funds appropriately
  • Workflow visibility allows for enhanced budget planning
  • Increase processing of Accounts Payable without increasing staff

For more of the benefits in Accounting, visit the AP/AR department.

Talk to Sales

Case Studies

Forsyth County
Sheriff’s Office
Public Service
State Government

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