How Tessi Docubase® works across small & mid-size businesses?
Tessi Docubase® is perfect for managing the document-intensive processes at the core of a client’s business, where efficiency, security, and reliability are paramount. The utility of Tessi Docubase® has been proven for teams as small as two employees to enterprises with thousands!
The value of Tessi Docubase® goes well beyond making your office paperless. Check out how our document management system streamlines important business functions below.
Accounting & finance
A lot of work goes into creating every financial document. The process routes documents for reviews, requests approval, organizes them for retention, archival, compliance, and more. Tessi Docubase®’s document workflow eliminates the inefficiency of manual tasks by automating everything from simple approvals to complicated multi-step action chains governed by enforceable business rules.
Docubase not only offers a best-in-class document management solution that simplifies and streamlines the entire process but is widely used in accounts receivable, operations, tax, expense management, and budgeting. Its benefits to accounting and finance include:
- Providing centralized document storage with security
- Review, approval, and process steps automated
- Activity logging of document audits
- Digital signature integration, annotations, and redactions
- Components of document control to ensure regulatory compliance
Proposals & Contracts
This specific area will have silos of paper. As proposals change from client to client, so do the contract documents. For small & mid-sized firms, every document counts to make their mark in business.
With Tessi Docubase® you can organize and collaborate on critical proposals & contacts documents to gain a competitive edge. Send estimates, product information, and contracts instantly to clients easily without spending time tracking them down. Furthermore, all your contracts and agreements can be signed securely with digital signatures, leaving out the necessity for cumbersome paper signatures and the consequent delays.
An organized, secure centralized repository can protect your business against litigation, leaks, and loss while realizing the key benefits of digitization.
Tessi Docubase® automates provides archiving, storing, and searching of documents intuitively and intelligently as follows:
- Secure physical data servers available on the cloud or on premises.
- Best-in-class data security for all file formats.
- Traceable and transparent auditing
Employee records & HR processes
In addition to managing hiring, onboarding, training, and performance, Tessi Docubase® offers businesses a centralized platform to handle all the paperwork related to HR.
- Let your HR department ditch paper records and automate tasks that consume a lot of time.
- Have your company’s employment records centralized and secure.
- Enhance hiring procedures.
- Secure collaboration with access controls.
- A controlled environment with version control that logs all modifications and timestamps.
The faster employees can access customer-related information, the better their ability to solve issues and improve customer satisfaction. With fewer bottlenecks and quicker turnarounds, automation of front and back-end office processes with Tessi Docubase® supports an enjoyable customer experience.
- Automate all documentation related to customer accounts.
- Create a central repository for all the records, in various formats, from various locations
- Search instantly for records from the desktop or mobile device by conducting a simple search
- Effortlessly resolve outstanding customer issues through automated workflows
Sales & marketing
Adaptable content solutions are essential for your sales and marketing team who are constantly on the move. Using Tessi Docubase®, you can create, deliver and close your prospect interactions seamlessly – on an intuitive, highly collaborative platform.
A platform that enables rich content-driven marketing and empowers sales teams.
- Integrations with core business tools as well as existing CRM tools.
Adopting Tessi Docubase® at the core of your technology stack does not disrupt your existing sales workflows. Infact it enhances it by seamlessly integrating with sales and marketing tools like CRM.
- Digitally transform the way you connect & respond
A centralized database ensures that your sales and marketing teams do not work in independent silos but with the most up-to-date information readily accessible from the core business processes. Not only are internal communications improved, so are the external client and customer-facing interactions.