Extended Document Management: SAP’s integrated document management

Companies that process customer data need a document archiving system that meets both regulatory and operational requirements. A document management system helps an organisation manage, integrate, protect, store and distribute unstructured content and structured data intelligently and extensively across business processes.

Due to the complexity required by document management, it is not always easy to find a Content Management application on the market that is fully integrated with a CRM solution.

For this reason, Ccelera created Extended Document Repository, the only solution that allows all documents of the main CRM processes to be collected in an organised, business-specific way.

“Extended Document Repository was built and designed as a web application on the SAP Business technology platform, which can run in stand-alone mode or through an html mashup integrated with the Sales Cloud” – Mattia Bertolin, Project Accelerator.

Main features and functions

Thanks to the main features, it’s possible to design intuitive navigation and search paths between folders, subfolders and files, as well as having all the functions to manage them at your fingertips, including:

• The creation of folders (with no limit on the number of levels) in manual and automatic mode;
• The uploading of documents by button or drag-and-drop;
• The downloading of documents;
• The renaming of folders and files;
• Sorting and search using tags or index data;
• User profiling and authorisation (single sign-on.

Possible applications for CRM document management with SAP

There are many scenarios in which Ccelera’s extended document repository can be used. To name a few:

• Tender documentation;
• Estimates and technical documentation for commercial negotiations;
• Technical documentation produced by the R&D department;
• Qualification prospectus for the legal department;
• Collection of surveys;
• Knowledge base for customer service;
• Training documentation for sales and service users.

The benefits of the extended document repository

There are many scenarios in which Ccelera’s extended document repository can be used. To name a few:

• Reduce access time to documents useful for the sales force and customer service;
• Improve the user experience when consulting documents;
• Provide a single point of access for consulting business documents;
• Reduce annual IT costs through a single content management system;
• Share documents securely and with the right access with all CRM stakeholders;
• Increase collaboration between different departments.
• Versions for document management with SAP.

Versions for document management with SAP

• Complete SAP solution integrated with SAP BTP document management service: in this scenario the entire landscape is realised on SAP solutions, the application uses the document service available on the Business Technology Platform for content management.
• External solution integrated with third-party content management systems: in this scenario we integrate Ccelera’s Extended Repository with third-party document systems. The solution will thus act as a visualisation layer, and will manage the content deposited on another document system through direct integration.