PaperOffice Financial Product details

PaperOffice Financial

Perfectly optimized for the use in area
Insurance & Financial Service

PaperOffice Financial is the perfectly adapted and field-proven industry solution including a unique complete package, which includes everything from the analysis and migration of your current working method to installation and commissioning, to introductory training and debriefing.

Full analysis of your current existing infrastructure, the current workflow and determining of the ideal scenario

Detailed individual planning and definition of the ideal reproduction in the PaperOffice Corporate Industry Solution

Installation, configuration and initial operation of PaperOffice at any desired workplace

Reproduction and handover of planning guidelines to PaperOffice including user and rights adjustments

Global adjustment and optimization of the ideal category and archive structures based on the specified planning data

Customization and creation of custom forms and reports for workflow integration

Customization and creation of custom fields and other required optional adjustments

Import and migration of existing documents and data in PaperOffice as well as integration with ERP or WaWi systems

First steps, function explanation, determination of workflows and general introduction to the work with PaperOffice

Detailed debriefing by clarification of questions and answers, technical review and subsequent adjustments

Application area	Starter	Basic	Business	Corporate
Product range
Scope of service
Data security
Use in the private sector such as for private documents Simple tasks such as organization of documents, scanning of paper documents, documents tagging, category management and use of standard text recognition.
Application for easy management of activities such as association activities Tasks as before, but in addition simple administrative tasks such as allocation of document folder types, 128bit encrypted data storage and utilization of storage tray function.
Use for example in smaller offices, health or insurance agencies Tasks as before, but with additional medium tasks such as scheduling and resubmission of document folders, managing addresses, deposit of address documents, multiuser operating on the network, 256bit encrypted data storage, advanced search, multiple archives and defining access rights.
Use for example in offices, companies, firms or other companies of any kind Tasks as before, but in addition difficult tasks such as auditable SQL data storage, versioning, 512bit encrypted data storage with Stealth & Secure, customized form changes with ReportDesigner. Through the use of SQL databases there is no document or data or user limitation neither technically nor by the database itself. Data access must also take place on the network very quick and highly performant. A high degree of safety is required.
Use as a specialized business solutions Tasks as before, but PaperOffice must be tailored and can be seamlessly integrated into existing processes or instructions by the FormDesigner and ReportDesigner. Not only new specially defined forms and fields must be provided, but also existing data from ERP systems connected.
Integration and free source code modification by Customizing Tasks as before, but PaperOffice must be fully modified to all requests by Source Customizing, adapted and tailored. Any kind of source code changes must be made in order to obtain your own individual PaperOffice Edition.
Use in network with up to 25 workstations All data stored in PaperOffice must be fully available for any user in network.
Use in network with up to 400 workstations All data stored in PaperOffice must be fully available in network. Here a 100% performance must be ensured at all times, even with a very high number of concurrent users and transactions.
Remote networking with internal or external data storage Several computers, networks or locations should be available to access completely location-independent to the same data in real time. Here, the central database is stored either internally in your own network or on an external remote data server. On this central data users can access in real-time taking into account the access rights.

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In order that you have time for more important things, an expert on the problems of integration in the industry PaperOffice adopts various tasks for all use PaperOffice, starting with the preparation of requirements and planning through installation and configuration, training and ending with an introduction summarizing.
You will always have one contact person from PaperOffice, which coordinates all the work - regardless of what is needed and how to solve a particular problem.

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Our PaperOffice experts analyze and plan together with you how to optimally integrate your industry solution into your existing workflow and employee flow.

By using PaperOffice your current infrastructure as well as your current working method will be optimized to the maximum and all resources will be used efficiently.

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All workstations are optimally equipped with PaperOffice, ready for productive operation immediately and all necessary measures and adjustments, such as The creation of users with access right assignment based on your individual specifications is done by our experts so that you can concentrate fully on the use of PaperOffice.

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For the perfect integration into your work processes, custom forms are created on the basis of field-proven procedures and integrated directly into PaperOffice.

By directly storing and storing acquisition data together in the information and document pool, your working method is optimized to a maximum.

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All required program specifications are set up directly and specifically for you and already preconfigured. This includes the addition of custom and required custom fields for the individual capture of specific data as well as the modification or addition of already used document colors or symbols.

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Existing documents can be completely or partially imported into your PaperOffice, tagged and categorized as desired.

Even your own cover pages for your documents can be printed out by the integrated PaperOffice QR Code creation according to your request and released for further use.

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