From document challenges to business advantage

Document Management in Rockawork

Rockawork is a modern solution supporting electronic archiving, sharing, and document workflow. Advanced document workflow management capabilities, a simple and functional user interface, and a high level of data protection ensure that document workflow is efficient and fast, electronic archiving is secure, and processing costs are relatively low.

A regional sales manager wants to analyze the delivery terms for client X, as stated in the contract. The signed paper contract is stored in the archive at the company’s headquarters, 570 kilometers away, but (theoretically) there’s no problem… after all, there’s an electronic version… Yes… it was saved somewhere as a scan… No, not a scan, it was in an email from the sales manager… or maybe I have it on a flash drive… but which one… what was the password for it? I found it. A text file. But is this the final version that was signed…?

When exactly does my employee’s employment contract expire? I wonder if all amendments to this document are available; we had some unusual arrangements… OK. I need to send an inquiry to HR and patiently wait for a response. In a few days (!), I should have the document on my desk.

A delivery of components for production has just arrived. Something doesn’t match the order. This needs to be checked. Does anyone know where this document is? Who approved it, and who exactly is its owner?

Folders with supplier invoices already occupy several shelves in the archive. We have to store them because the law requires it, but when it comes down to it, finding a specific invoice is true archaeology. Furthermore, we would like to assess whether the volume of purchases from supplier X gives us grounds to initiate negotiations for special discounts. After all, we buy so much… but how much, since when, and do we pay on time?

Construction managers and engineers complain that using large paper plans is very inconvenient in the field, especially in bad weather. Couldn’t they work with electronic files, since they already have laptops, tablets, and smartphones? These are such convenient devices for viewing complex drawings with many details. Would investments be managed more efficiently as a result?

I was at a business dinner with a new client. I wonder what stage the invoice approval is at and when I will receive a refund.

The accountant is on vacation, and some tasks have to wait for her. However, if we had a workflow system, automatic substitutions would prevent unnecessary process delays, including unplanned ones…

The Solution

Rockawork helps organizations (regardless of industry and size) address the challenges described above. The purpose of this tool is to transform information into a manageable, controllable resource that determines the efficiency of business processes.

 

Rockawork serves as a central document repository. The centralization of electronic documents translates into lower costs for their storage, sharing, and transfer across various media. It also eliminates the dispersion and duplication of the same content, contributing to the minimization of information storage costs contained within documents. Access to documents is controlled by permissions, not by their physical unavailability, and several people can use one document simultaneously.

What makes Rockawork stand out?

Among similar solutions available on the market, Rockawork stands out for its functionality and ergonomics. The solution is easy to use, intuitive, and highly flexible. The ability to quickly search for any information, thanks to the use of the latest technical solutions and a unique architecture, is a major advantage.

Web browser access allows working with the application from anywhere in the world and from any network-connected device. The solution natively supports Polish and English, and it is also possible to easily add other languages, according to client expectations.

Another distinguishing feature of Rockawork is the strong emphasis placed on thoroughly considering unauthorized access protection and the security of data storage and transmission. File encryption and an extensive authorization system allow for defining user permissions down to individual data points. An advanced control and audit system clearly identifies who performed what and when within the application.

 

And most importantly. The system architecture has been designed so that the application can be available in the so-called cloud model. All for One Poland – based on its own professional and secure data center – can also provide the solution in a SaaS model. As a result – compared to traditional installations requiring the client’s own IT infrastructure – the application can be available almost immediately, without the need for investment outlays on licenses and equipment, or administration costs. The choice is up to the client.

 

This aspect clearly distinguishes All for One Poland from other providers on the market. The combination of its own software solution with its own IT infrastructure creates an integrated, comprehensive, and vendor-independent solution tailored to the needs of companies aiming to compete in the new era – the information age. Additionally, utilizing the outsourcing model enhances all benefits derived from the solution (risk transfer to All for One Poland, cooperation based on an SLA agreement, lower maintenance costs, higher security, availability, backup management).

Rockawork is:

Secure and efficient electronic document archive (content management),

Ability to define and manage document workflow processes within the organization, along with comprehensive reporting.

Content Management

The Content Management module is used to manage an organization’s information system, allowing for the input and archiving of any type of content. Its basic functions include managing documents of various physical and electronic types and formats. These can be text documents, graphic files (e.g., technical documentation in graphic program formats), scans of documents and drawings, photos, etc.

 

The ability to separate data, create distinct repositories for different document types, and a permissions system enable flexible access to information and increased archive transparency. It is possible to separate data for individual companies within a capital group, provide information based on company department or document type, e.g., internal documents or customer-related documents. Advanced search functions facilitate finding the desired document.

 

The system architecture has been designed so that the application can be available in a SaaS model – based on its own professional and secure data center.

 

Enterprise Content Management also ensures that unnecessary documents do not accumulate in the repository – the time-based archiving management function allows setting notifications about the possibility of deleting, for example, invoices for which the required retention period has already expired or will expire soon.

 

An extensive system of permissions and authorizations ensures the security and access to documents only by authorized individuals, guaranteeing the organization full control and risk management.

 

The user-friendly interface and web browser access from any location and any device (laptop, tablet, smartphone) ensure comfort and efficiency when working with the tool. Despite this openness, the security features built into the solution guarantee compliance with the most stringent standards.

 

The Rockawork solution also includes document scanning and content recognition functionality (known as OCR, Optical Character Recognition), which enables the full conversion of paper documents into electronic form. Furthermore, Rockawork integrates with industrial scanners, printers, and barcode readers.

 

Rockawork’s communication with external systems allows for maintaining control over documents and initiating tasks, e.g., by initiating data import at a specified time.

 

The system can also function as an e-archive for various applications utilizing an external data repository, e.g., for the workflow module of the All for One Enterprise Content Management solution or for any other IT system (ERP, CRM, etc.).

Workflow Features

Workflow is a module of the Rockawork solution, whose primary function is to automate document flow according to a defined path linked to the organizational structure.

 

Process scenarios modeled in the solution specify what messages and/or tasks are to be generated, for whom, and under what circumstances. The clear and automatic assignment of responsibility for subsequent process steps shortens reaction time and helps avoid potential errors (e.g., lack of necessary approval from the responsible person, decision-making by the wrong person, case delays).

 

All employees who participate in workflow processes at any stage have an inbox for tasks to be completed. This inbox is common to all processes. When a new task arrives in the inbox, the user receives a notification and also has the ability to view the document at every stage of the process.

 

The tool allows for recording and sharing information about events, changes, and the current status of cases. It is possible to model substitutions and deadlines for selected steps or the entire process.

 

If a given event occurs once and there is no justification for building a workflow scenario for that process, it is possible to handle that step ad hoc, regardless of the organizational structure.

 

Rockawork’s reporting features allow, among other things, for controlling service time overruns, listing active processes and their participants, and reviewing the current statuses of individual processes or the activities of selected users.

 

Rockawork enables quick access to source documents related to a given case from within a workflow task (e.g., a link to an invoice scan in an automatic email about an invoice awaiting approval). A change in the e-archive can signal the start of a workflow process for a selected document/document category. For example, the appearance of a new expense invoice in the repository automatically triggers a workflow for this document type, and it is sent for approval to the responsible person, simultaneously notifying the ERP system about the “expected” cost, which can be important, e.g., for creating provisions.

 

Flexibility is a key differentiator for Rockawork. The solution enables the handling of any single- or multi-variant business process. It allows for freely defining forms according to the needs of a given process and its users.

 

An advantage of the solution is the ease of implementation and building subsequent processes. They are available in the form of a clear, editable graphical map.

Benefits of Rockawork

Reduced time for process execution, case and document workflow. Clear assignment of responsibility for subsequent steps and decisions. Access for authorized individuals to documents from anywhere, at any time, regardless of the physical storage location of paper documents.

A system of permissions and authorizations that clearly defines access to specific document groups and data types. Encryption of stored and transmitted e-documents. Maintenance of an electronic document archive, resistant to destruction. Compliance with GIODO requirements.

Reduced and streamlined case handling, while simultaneously increasing data security and protection.

Reduced costs of storing paper documents. Decreased labor intensity for handling many processes. Process automation and reduced risk of operational errors.

Easy implementation, maintenance, and development

The combination of archiving functions with document workflow in Rockawork allows for utilizing the full potential of electronic information, previously reserved for the most expensive systems from the largest global manufacturers. It is worth going a step further and considering integrating the solution with other systems used in the company. Rockawork can cooperate with ERP, CRM, HR, and other systems. For companies using SAP solutions, the All for One Invoice Integration Gateway module has been prepared.

 

Rockawork easily integrates into existing IT environments and architectures. It can be run on operating systems and databases from various vendors, as well as on open-source operating systems and databases (free).

 

An important piece of information, especially for field users (e.g., service technicians, engineers, sales representatives), is the ability to access documentation and perform workflow tasks on mobile devices.

Implementation in a few weeks, instead of months.

Today – meeting.

In two weeks – a prototype.


Another two – launch!

Today

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