Transcript
Page 1: Karomi Dms And Workflow

© Copyright Karomi 2009

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Karomi Overview

Corporate Overview

• In the market since 2003

• Headquartered in Chennai, India with Global Partners in the US,

Middle-East, Africa and Latin America

• Ongoing partnerships with innovative technology partners in the

Healthcare, Financial Services, Manufacturing, Telecom, and

Enterprise product verticals

• Dedicated team of Product Developers and Implementation /

Professional Services.

• Over 10,000 user licenses deployed

Karomi develops products and solutions that address the knowledge

management requirements of an organization

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3© Copyright GlobalLogic 2008

Geographic Reach

Minneapolis, MN, USA

New Delhi, India

Corporate Headquarters

#1 Manikodi Sreenivasan Nagar, Akar’s Tech Park, Chennai – 600 004, India| Phone: (+91)(44) 29780170

Chennai, India

New Delhi, India

Partner Network

Chennai India

India

Saudi Arabia

Kenya

Sales Office

Saudi Arabia

Kolkata, IndiaGuadalajara, Mexico

Kenya

Mexico

USA

UK

UK

Mumbai, India

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Clients

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Products

Document

Management

Workflow

BPM

Application

Builder

Enterprise level system that manages the entire life-cycle of the document. Includes:

• Scanning

• OCR

• Meta-data

• Version Control

• Workflow

• Search

• Retrieval

• Archiving

Business Process Automation product that helps organizations streamline their business workflow.

• Process designer

• eForm Designer

• Business Activity Monitoring (BAM)

• Reporting and Charting

• Dashboard

• Integration with LOB applications

• Built-in Alerts, Reminders and Escalations

A development platform where users can build web-based applications without writing code.

• Web 2.0 interface

• Enterprise Portal

• Content Management

• Document Management

• Workflow

• Alerts

• External system integration

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DMS Overview

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Features

Capture

• Scanning, OCR, Indexing, Barcode, Imaging

• Upload File

• Create File online

Document Lifecycle

• New File, Check-in, Check-out, Publish

• Archive, Back-up

• Version control

Access control

• Read, Write, Update, Full-control

• User, Group, Role and Meta-data based access

• Repository, Folder and Document Level access control

Meta-data Management

• Meta-data Form builder, Any type of data-type

• Link meta-data to external Databases and applications

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Features

Indexing

• Manual Indexing using Meta-data fields

• Automatic document content indexing

• Automatic indexing using OCR fields

Search

• Free-text search in document content

• Meta-data search

Document viewer

• Multi-format viewer

• Annotation capabilities

• Document comparison

Digital Rights Management

• Permit/Disable Print, Save, Cut-Copy-Paste

• Password protect, Watermark, Header/Footer, Banner

• Set view expiry date

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Features

Store

• User-defined hierarchy

• Multiple Repositories

• Meta-data storage

Collaboration

• Add / View Comments

• Annotations and Markup

• Distribution and Subscription

Workflow

• Serial and Parallel workflow support

• Built-in alerts and escalation

• Workflow monitoring and status reporting

Audit Logs

• Audit logs of all actions

• Filtered by document or user by date

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Features

Integrations

• Desktop Integration – Use DMS from within Windows

Explorer

• MS Office Integration – Use DMS from within Word,

Excel, PowerPoint

• Email Integration – Outlook plug-in to archive emails into

the DMS directly from Outlook

• WebDAV Integration – WebDAV based client tool for

DMS access

ERP Integration

• Integrates easily with SAP

• Integrate with any external application using Web

Services, API or custom pages

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Document Scanning

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Directory Browsing

Customizable document hierarchy, Support for any type of file

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Uploading Documents

Uploading documents

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Document Properties

Version Control, Security, Audit Logs, Approvals

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Security

Folder and Document security

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Content Search

Content Search

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Meta-Data Search

Meta-data search

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Distribution list

Distribution list, subscription, approver list

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Document Annotation

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Workflow / BPM

Overview

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Features

eForm Builder

• Drag-and-drop eForm builder

• Set mandatory fields and validations

• Auto-populate fields

• Auto-generated reference number

• Attach documents of any type

• Add comments

• Calculations and Formula builder

• Populate drop-down from external database

Process Builder

• Graphical Process builder

• Set business rules for routing

• Serial and Parallel routing support

• Alerts, Reminders and Escalation

• Email triggers

• Link multiple forms to same workflow

• Support for sub-process

• Integrate to external systems

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Features

Process Monitoring

• Inbox, Outbox for all users

• Track status of all workflows

• Tracking view with workflow information

• Search and filter within views

• Drill-down to view process history and eforms

• Security – See only workflow where you are involved

Reporting and Dashboard

• Report builder for analyzing data

• Report security

• Summary, Grid and Chart reports

• 15 different chart types

• Drill-down option in charts

• Configure dashboards

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Workflow Designer

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e-Form Designer

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Process Monitoring

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Dashboard

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Business Solutions

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Solutions

Document Management

- Usage: Scan, Archive, Search & Retrieve

- Usage: Employee Record Management

- Usage: Invoice Management

- Usage: Legal Document Management

- Usage: Engineering Drawing Management

Digital Asset Management

- Repository of Images, Documents, Audio, Video

- Thumbnails, Previews

- Download, Re-purpose, Transform, Convert

- Customizable Meta-data and tagging

- Full text OCR of scanned documents

- Extensive search features

- Workflow to manage Creative Agency jobs

- Target: Corporate Communications

- Target: Marketing and Brand Management

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Solutions

Artwork Management

- Artwork Repository (Version control, security)

- Artwork Approval workflow, alerts, escalations

- Annotation tool, Measurement tool

- Artwork Image Comparison, Text comparison

- Barcode, Pharmacode, Braille recognition

- Target: Pharmaceutical Companies

- Target: Food / Beverages Industry

- Target: Consumer Goods (FMCG)

Contract Management

- Contracts, Agreements, Licenses (Fire, Food, etc.)

- Contract Approval workflow, alerts, escalations

- Expiry alerts

- Target: Legal Departments of Companies

- Target: Logistics and Supply Chain companies

- Target: Retail Store chains for License Mgmt

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Solutions

Project Document Control

- Drawing Management

- Incoming and Outgoing Transmittals

- Document Numbering and Status Tracking

- Master Document Register

- Distribution Matrix and Alerts

- Document Approval

- Target: Construction companies, Oil and Gas

- Target: Green field projects, Energy Sector

Quality Management System (QMS)

- ISO Document Control

- Audit Management

- NC tracking

- Corrective and Preventive Action (CAPA)

- Target : General Manufacturing, Food, Beverages

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Solutions

Quality ManufacturingCorporate

ConstructionFinanceMarketing

• Contract Management

• Leave Management

• Travel and Expense

• Patent & Copyright

Mgmt.

• Quality DMS (ISO)

• Audit Management

• Non-Conformance

Management

• Corrective and

Preventive Action (CAPA)

• Engineering Drawing

Management

• Engg. Change Request

• New Product Development

• Kaizen Process

• Customer Complaint

• Digital Asset Management

(DAM)

• Packaging Artwork

Management

• Marketing Automation

• Capital Exp. Mgmt.

• Vendor Payment Process

• Drawing Management

• Correspondence Mgmt

• Transmittals

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Thank You!

© Copyright Karomi 2009


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