Document Management Solutions
B2BE’s Document Management solutions create a no touch, automated document management environment to automate all your business documents, no matter which way they need to be sent or received. No matter how your trading partners, suppliers or customers, need to trade with your organization, through B2BE’s solutions, they can be fully automated, 100% electronically.
Take the stress out of managing multiple different document receipt and distributions methods to create a single channel in and out of your organization and ERP system. Regardless of which document you need to send or receive. Whether you want to distribute documents via EDI, Web EDI, Email or Print and Post, or receive documents via EDI, Web EDI, Document Digitisation or OCR. In any event, B2BE can create the solution that handles all your document management needs. Combine one or more distribution or receipt methods to cover all your document management bases.
B2BE’s Document Management solutions are also designed to work seamlessly with B2BE’s Procure to Pay or Order to Cash solutions to better automate your back office functionality.
Enrichment and validation
One of the keys to ensure integration and the transmission or receipt of documents accurately is to ensure the correct data is sent and received. B2BE is able to enrich and validate data on the fly as it’s sent or received to ensure your organization or your trading partners get the right information, even if you’re not able to send it in the files you send to B2BE.
Many and any format
Whether you want to trade a single document such as invoices or many types of documents B2BE’s Document Management solution enables the transmission of any format while maintaining one format in and out of your own environment. B2BE can manage EDI files so they’re sent and received in your or your trading partner’s required format or if you need to send documents via email or via B2BE’s print management solution they can be sent so they match your own physical documents.
Document processing tools
B2BE has a range of cloud based tools to help with the management of your documents. Whether you want to validate documents prior to their integration into your ERP system or you wish to give suppliers other ways to receive and send documents. B2BE offers a range of tools to help with your document management processes in which you can own the process.
Some purchase and or sales processes may occur over a long period of time, capital expenditure, for example may have longer cycles. Similarly invoices have restrictions around how long they need to be maintained for tax reporting purposes. All documents sent or received in any of the B2BE Document Management solutions can be held for any period of time for historical and reporting purposes to ensure they’re easy to find and at the user’s fingertips.
Having the capability to send and receive any document based on what your trading partners can support means that it’s easier to trade with your trading partners using any approach which can be changed in a matter of seconds easily and simply without necessarily much technical skill to do so. The easier it is to trade electronically the faster the uptake and the more your organization is on the road to streamlining and cutting costs.
No touch automation
Once setup the Document Management solution means the files you send or receive between B2BE and your organization are automated and touch free. Similarly, you no longer need to touch documents that are sent or received between your suppliers or customers. The end-to-end process is fully automated, even if you need to re-send documents.
Any document any distribution method
Document Management solutions can be delivered to best meet your organization and trading partner’s needs while focusing on removing the manual processes. Combining a number of approaches also allows your organisation to move document distribution from more inefficient and expensive modes to more efficient and cost effective approaches. B2BE’s solutions can easily be mixed and matched.
All documents you send or receive are available online via the B2BE Customer Center or for a more tailored solution that you can share with suppliers and customers via the B2BE Web Portal. It means your business and trading partners have full visibility of all the documents they trade with your organization and in cases where the document forms part of a greater transaction set they can be linked for ease of traceability.
To help you on your document management journey you can be master of your own destiny or B2BE can help you and provide your organization with a managed services. This means for document management solutions such as EDI B2BE can help with on-boarding your customers or suppliers and manage the technical aspects of the journey leaving your organization and teams to focus on the key business relationships around managing your trading partners.