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pibas Document Management
by Pibas
by Pibas
Profile Information Last updated on: 4 September 2024
Profile Information Last updated on: 4 September 2024
We help make selecting a software for your business effortless, economical and efficient.
by Pibas
by Pibas
Profile Information Last updated on: 4 September 2024
Profile Information Last updated on: 4 September 2024
Needs Assessment: Conduct a thorough analysis of the organization’s requirements, including document types, volume, security needs, and integration with existing systems.
Vendor Evaluation: Research and evaluate different document management software vendors based on their features, scalability, reliability, customer support, and pricing models.
System Configuration: Configure the software to align with the organization’s specific needs, including defining metadata, folder structures, access controls, workflows, and security parameters.
Data Migration: Migrate existing documents and data from legacy systems or physical storage to the new document management software.
User Training: Provide comprehensive training sessions to educate employees on how to effectively use the software, including document creation, retrieval, version control, and collaboration features.
Workflow Automation: Automate document-driven processes like approvals, alerts, and reviews.
Integration: Seamlessly connect with various business applications such as CRM, ERP, and email clients.
User Roles and Permissions: Define user types and their authorities to ensure secure and efficient document handling.
Setup Fees: Costs for initial setup and configuration of the software.
Maintenance: Ongoing maintenance fees to ensure the software remains up-to-date and functional.
Face-to-Face Training: Classroom-style instruction at the client’s location.
Online Demonstrations: Remote instructor-led sessions to demonstrate specific tasks or features.
Webinars: Interactive sessions for updates and reviews, suitable for users in multiple locations.
Video Training: Access to training videos for learning and reviewing at the user’s convenience.
Access Control: Strict policies and procedures to regulate user access to sensitive information, including role-based access control (RBAC).
Encryption: Robust encryption for data storage and file transfers.
Regular Backups: Implementing a backup schedule and storing copies of documents in multiple secure locations.
Mobile Security: Extensive security measures for mobile networks and devices
Changelog and Documentation: Detailed changelogs accompany each update, listing new features, bug fixes, and any breaking changes.
Installation: Users can install the latest version through the software’s update mechanism or via the vendor’s support.
Pibas Document Management software ensures that users retain full control over their data. The software allows for easy export of data in various formats, ensuring data portability and compliance with data protection regulations.
Add Users and Storage: Increase user access and storage capacity as needed.
Auto-Renewal Clauses: Contracts may include auto-renewal clauses with specified notice periods for cancellation.
Cancellation Policies: Reasonable notice periods and minimal fees for contract cancellation.
Cooling-Off Periods: Some contracts may offer a cooling-off period for cancellation without penalties.
GDPR: Ensuring data handling and processing comply with General Data Protection Regulation requirements.