Document Workflow

Every document
in the right place.

The contract from last year. The invoice from Supplier X. The minutes from the meeting. Where was that again? What if every document automatically landed in the right place - and you could find it in seconds?

Full-text Search GDPR-compliant
Company
Clients
Contract_Miller.pdf New
Invoices
Projects

Where was that again...?

Documents scattered everywhere

Desktop, Downloads, email attachments, various folders. Nobody knows where anything is.

Searching instead of finding

"Where was that contract from...?" Minutes, sometimes hours of lost time.

Version chaos

Final_v2_new_really_final.docx - Which version is current? Nobody knows.

Order that maintains itself.

Automatic Filing

Documents automatically land in the right place. By customer, project, type - however you want.

Find in Seconds

Full-text search across all documents. Type, enter, found.

Clear Versions

Always the current version. Old versions in archive. Change history traceable.

GDPR-compliant

Access rights, retention periods, audit trail. Everything documented, everything compliant.

7.5h
per week an employee spends searching for documents
IDC Study
21%
of work time is lost through inefficient filing
McKinsey
45%
of documents are never found again
Gartner

How other companies use our DMS

Trades & Construction

Problem:

Building files, delivery notes, photos of construction progress - all scattered across different phones and laptops.

Solution:

Project folder per construction site. Photos from phone automatically land in the right project. Delivery notes are scanned and assigned.

Result:

Site managers find documents even on the go. No more questions "Where is the photo of...?"

Tax Advisors & Lawyers

Problem:

Client files with sensitive data. Strict retention periods. High compliance requirements.

Solution:

Client folders with automatic rights management. Deletion deadlines are monitored. Audit trail for every action.

Result:

GDPR compliance demonstrable. Quick access for client inquiries. Secure archiving.

Healthcare

Problem:

Patient files, findings, X-rays. Different systems, no central search.

Solution:

Integration with practice software. Findings automatically assigned to patient. Full-text search across all documents.

Result:

Doctors find previous findings in seconds. Less administrative effort. More time for patients.

Manufacturing & Production

Problem:

Technical drawings, test protocols, certificates. Hours of searching during audits.

Solution:

Structured product documentation. QM documents with versioning. Quick export for audits.

Result:

ISO audits prepared in hours instead of days. All certificates available at the push of a button.

From 5 servers to one source of truth

Success Story
Mid-sized Machine Builder 85 employees, 3 locations

The Challenge

Technical documentation on 5 different servers. 12,000 drawings, nobody knew which was current. Customer inquiries often took 30+ minutes to search.

The Solution

Central DMS with automatic versioning. AI-powered recognition of drawing numbers. Integration with ERP for automatic assignment to orders.

95%
faster document search
0
lost documents since implementation
8h
time saved per week/employee

Previously, during customer complaints, we sometimes searched for days for the right drawing. Today it takes 30 seconds. That alone paid for the system.

— Head of Engineering

In 3 steps to digital order

01

Define Structure

We analyze your document types and create a logical folder structure.

02

Set Up Rules

Automatic recognition, naming, and filing. Set up once, runs forever.

03

Train Team

Short introduction for your team. After that, everyone finds everything in seconds.

What customers want to know

What happens to our existing documents?

We migrate them into the new system. Step by step, without chaos. First we analyze your current structure, then we define the new order, and finally we transfer all documents - automated, with quality control.

Can we control access rights?

Yes. Who sees what, who edits what - all configurable. From simple department rights to complex project approvals. Temporary access for external partners is also possible.

Does this work with our existing tools?

We integrate with common tools: Office 365, Google Workspace, SharePoint, Dropbox, OneDrive, as well as CRM and ERP systems like Salesforce, HubSpot, SAP, or your industry-specific software. We clarify the details in the audit.

How secure are the documents?

AES-256 encryption, automatic backups, German data center with ISO 27001 certification. More secure than the local computer. Plus: Audit trail for every change - important for compliance.

How long does implementation take?

That depends on the document volume. Small teams (under 10 employees) are often live in 1-2 weeks. Larger companies with complex structures need 4-8 weeks. We work parallel to your day-to-day business.

What does the system cost long-term?

Costs consist of one-time setup and monthly hosting. Most customers save more from reduced search time alone than the system costs. ROI typically after 3-6 months.

Can we customize the system ourselves?

Yes. After setup, you can create new folders yourself, adjust naming rules, and manage users. For larger changes, we are available as support.

What about offline access?

Yes, possible. Important folders can be synchronized for offline work. Changes are automatically uploaded as soon as internet is available again. Ideal for field service and construction sites.

Never search again. Always find.

In 30 minutes, we show you what your document workflow could look like. Free. No obligation.

Book Free Audit

No contract. No commitment. Just clarity.

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