ules that provides a decent DMS, as
well as a number of capabilities of a
workflow management system. As a
SaaS-based system, Doc.It provides
the economy of per-seat pricing,
and freedom from maintenance.
The center of the system is Doc.
It Archive. As documents enter the
system, either through scanning or
other means, they are converted
into PDF format. All documents in
the Doc.It Archive are maintained
in this format regardless of what
format they originally started out
in, and can be searched and viewed
with the included PDF viewer. Doc.
It also provides a Policy Manager to
provide consistent naming, access
and retention policies.
The Doc.It WIP Binder is an organizer for all open engagements and
tasks, while Doc.It Workflow gives
administrators a graphic calendar
view of staff assignments, staff
vacation scheduling, and a Smart
Scheduler that uses load-balancing
rules to assign tasks to the appropriate staff member.
While the description of Doc.It
might make it sound like a basic application, the nuances it provides
require a fair amount of installation, configuration and training
time. Doc.It recommends that you
plan for a timeline of six weeks or
so to be up and running — certainly
not a plug-and-play situation.
and other features to facilitate this.
Resource management, the ability
to track staff availability and assignments, is another aspect of workflow that’s covered.
The application has tight integrations with Office and many practice
management systems, and can import data from these, and provide
CRM services to users.
SharePoint is a product that wears
many hats. Microsoft designed it to
be flexible and accommodate many
needs, but in doing so, it made the
application complex to configure.
Knowledge Concepts Inc.
Due date and scheduling management are considered workflow
management components. While
process mapping is an important
component of workflow, it does
not need to be at the core, or even
included, in a firm or client’s workflow management system. Nor is a
practice or client required to have a
“complete” workflow or DMS, since
there is no definitive definition as to
what that might be.
Firm Works addresses several aspects of workflow. Scheduling is an
important aspect of workflow, especially in offices or practices with
more than just a few staff members.
Project and task collaboration has
become an important aspect of
maintaining an efficient workflow,
and Firm Works has calendaring