ECM Workflow Automation
Epicor’s advanced workflow automation simplifies and streamlines your business processes, enabling greater efficiency across your organization.
Capture documents from any source and automatically classify them, ensuring data is organized and accessible.
With automated routing, information is sent to the right person at the right time, reducing delays and manual intervention. This frees up your teams to focus on higher-value tasks, improving overall productivity and decision-making. By automating routine workflows, DocStar enhances collaboration and accelerates business operations.
SO Automation
Ensuring accurate sales order data entry has traditionally been a time-consuming, labor-intensive, and error-prone process. Automating this with Sales Order Automation (SOA) streamlines data entry, ensuring that accurate information is seamlessly integrated into your system, improving transaction efficiency and reducing fulfillment time. SOA quickly accepts, reviews, and processes customer orders, verifying purchase orders, quotes, and parts availability to accelerate fulfillment. This not only saves time and money but also enhances customer service by speeding up the entire order-to-fulfillment process.
AP Automation
Effortlessly receive and route invoices for manager approval with DocStar’s integrated workflow automation, supporting both 3-way and 2-way invoice matching. Built-in alerts and seamless ECM integration allow for easy filing and retrieval of documents directly within Kinetic. The system automatically matches invoices with purchase orders and receipts, ensuring accuracy before approval. Email notifications and one-click approval stamps simplify the entire process, reducing delays and manual effort. This efficient workflow ensures timely approvals, improves accuracy, and keeps your invoicing process streamlined and organized.
Customizable Workflow Creation
With automated routing, information is sent to the right person at the right time, reducing delays and manual intervention. This frees up your teams to focus on higher-value tasks, improving overall productivity and decision-making. By automating routine workflows, DocStar enhances collaboration and accelerates business operations.
Real-time Notifications
Receive real-time notifications when documents are created, updated, or deleted, helping you stay informed and proactive. Configure email alerts, instant messaging, or mobile push notifications to keep your team informed.
Document Classification
Automatically classify documents based on predefined criteria, such as type, status, or department. This helps you quickly identify and address issues or requests, reducing manual effort and improving overall efficiency.
Automated Task Assignment
Automated task assignment streamlines team workflows by routing tasks based on predefined rules such as skill sets, availability, priority, and workload balance. This ensures efficient distribution, minimizes delays, and promotes accountability. Real-time monitoring and dynamic reassignment help prevent bottlenecks and keep tasks on track.
Integration Feasibility
Epicor ECM Workflow Automation solution effortlessly connects with your existing business applications, such as CRM, ERP, and other software systems. This integration simplifies data exchange, minimizes manual work, and boosts workflow efficiency. It ensures seamless coordination across platforms, optimizing processes throughout your organization.
Compliance and Security
Epicor ECM Workflow Automation solution ensures compliance with industry regulations and data security standards. It provides secure access controls, audit trails, and encryption to protect sensitive information. This ensures that your data is safe and your workflows are compliant with legal requirements.
Training and Support
Epicor ECM Workflow Automation solution offers comprehensive training and support to help you quickly and effectively implement and maintain your workflows. Our dedicated team of experts and support professionals will guide you through the process, answer your questions, and help you optimize your workflow efficiency and reduce manual work.