Conterra

Additional features

Enterprise Content Management (ECM) system

A comprehensive platform for managing all types of organizational content.

Strategies, methods, and tools for capturing, managing, storing, preserving, and delivering content and documents

Encompasses the full lifecycle of information management.

Securely and profitably manages information

Focuses on both the protection and the business value of managed content.

Handles growing volumes of unstructured information

Capable of managing diverse and increasing amounts of data.

Meets various business challenges in different environments

Adaptable to diverse organizational needs and contexts.

Provides an all-around and secure approach to ECM

Offers a holistic and protected method for content management.

Helps with losing critical documents

Features designed to prevent the loss of important information.

Offers visibility into everyday business processes

Provides insights into how content flows within the organization.

Enables easy information retrieval

Facilitates quick and efficient access to needed content.

Fulfills the ECM concept comprehensively

Addresses all aspects of Enterprise Content Management.

Uses a large set of tools

Offers a wide array of functionalities for various tasks.

Can be broadly or specifically used to satisfy requirements

Flexible enough for general and specific organizational needs.

Conterra Document Management module

A specific component for managing documents.

Conterra Business Process Management module

A component for streamlining organizational workflows.

Conterra KPI Management module

A component for tracking and managing Key Performance Indicators.

Captures paper documents using scanners or multifunctional devices

Enables digitization of physical documents.

Uploads files from network folders

Allows importing digital files from shared drives.

Uploads files from e-mails

Facilitates importing documents directly from email communications.

Automates the capture process

Streamlines the intake of content into the system.

Improves effectiveness of content capture

Enhances the quality and efficiency of the capture process.

Uses imaging tools

Provides functionalities for working with digital images.

Utilizes Optical Character Recognition (OCR)

Converts scanned images of text into searchable data.

Performs metadata extraction

Automatically identifies and captures key information about content.

Captures incoming invoices with extraction of data like number, date, seller, and tax amount

Specifically designed for processing financial documents.

Offers advanced content creation functionality

Provides sophisticated tools for generating new content.

Provides document automation tools

Enables the automatic creation of documents based on predefined rules and data.

Includes numerous templates

Offers pre-designed layouts for various document types.

Offers helpful wizards

Provides guided processes for creating and managing content.

Captures documents from ERP systems

Integrates with Enterprise Resource Planning systems.

Captures documents from FRS systems

Integrates with Financial Reporting Systems.

Captures documents from CRM systems

Integrates with Customer Relationship Management systems.

Captures documents from other systems

Offers broad integration capabilities with various platforms.

Creates contracts in a few clicks with templates and wizards

Simplifies the contract generation process.

Reduces paper and infrastructure costs

Aims to lower expenses associated with physical documents and IT infrastructure.

Elevates profitability

Contributes to increased business earnings through efficiency gains.

Manages all forms of content according to business rules

Ensures content handling aligns with organizational policies.

Organizes content through classification

Systematically categorizes information for better management.

Systematically identifies content

Provides methods for recognizing and labeling different types of information.

Arranges content into categories

Groups related information together for easier access.

Uses logically structured conventions for classification

Employs a well-defined system for categorizing content.

Employs methods for classification

Utilizes specific techniques for organizing information.

Follows procedural rules for classification

Adheres to established guidelines for content categorization.

Utilizes a classification scheme

Employs a defined structure for organizing content.

Helps easily find and access content

Makes information readily available to authorized users.

Offers full-text search

Allows searching for content based on keywords within the documents.

Provides attribute search

Enables searching based on specific properties or metadata of the content.

Enables agile workflow to streamline business processes

Facilitates flexible and efficient management of tasks and content flow.

Offers user-friendly graphic design tools for task routes

Provides an intuitive interface for designing and managing workflows.

Increases staff productivity

Aims to improve the efficiency of employees through better content management.

Improves customer response time

Helps organizations respond to customer inquiries more quickly.

Maximizes customer satisfaction

Contributes to positive customer experiences through efficient information management.

Provides advanced document management

Offers sophisticated features for handling documents.

Offers better content management

Enhances the overall ability to organize and control information.

Enables better content analysis

Provides tools for gaining insights from the managed content.

Supports versioning of documents

Tracks changes made to documents over time.

Creates shadow copies of documents

Provides backup versions of documents for recovery.

Allows document bindings

Enables linking related documents together.

Offers flexible retention policies

Allows setting rules for how long documents are kept.

Supports encryption of documents

Protects sensitive information through encoding.

Supports digital signatures

Enables verifying the authenticity and integrity of documents.

Includes analytical and reporting tools

Provides functionalities for generating reports and insights from data.

Helps gather statistics

Enables the collection of data on content usage and processes.

Facilitates redesigning business processes

Provides information to optimize organizational workflows.

Makes business processes more agile

Supports flexible and adaptive business operations.

Makes business processes more effective

Contributes to achieving desired outcomes through efficient processes.

Structures data to make it available when needed

Organizes information for timely access.

Core modules

Conterra Document Management, Conterra Business Process Management, Conterra KPI Management: Key functional components of the system.

Business solutions

Records Management, Contract Management, Financial Information Management, HR Processes Management, Quality Management: Pre-built solutions for specific business needs.

Provides data storage and preserving capabilities

Offers functionalities for securely storing and maintaining content over time.

Stores content in repositories

Utilizes various storage locations for managed information.

Stores content in remote datacenters (cloud repositories)

Supports storing content in cloud-based environments.

Allows content review using hardware technologies

Enables accessing content through physical devices.

Enables content review using devices

Supports accessing content through various types of electronic devices.

Permits content review via the Internet

Allows accessing content through web browsers.

Reviews content storage at the physical or “media” level

Focuses on the hardware and physical storage of information.

Reviews content storage in repositories (file system, database, data warehouse, cloud repositories)

Examines how content is stored in different digital storage systems.

Reviews content storage with library services (search, version control, check in/out, retrieval, audit trail)

Assesses the functionalities for managing content within repositories.

Stores documents regardless of their format

Supports a wide range of file types.

Maintains a long-term archive

Provides capabilities for preserving content for extended periods.

Offers automated movement to less expensive storage

Optimizes storage costs by moving older content to cheaper options.

Offers automated movement to more capacious storage

Ensures sufficient storage space for growing content volumes.

Ensures data is managed in the most accessible manner

Makes information easily available to authorized users.

Ensures data is managed in the most secure manner

Protects information from unauthorized access and threats.

Ensures data is managed in the most efficient manner

Optimizes the processes for handling content.

Preserved in compliance with tight regulatory requirements

Helps organizations meet legal and industry standards for data retention and security.

Provides efficient document management features

Offers streamlined functionalities for handling documents.

Provides powerful document management features

Offers robust and advanced functionalities for managing documents.

Ensures secure records retention through the entire lifecycle

Protects important records from creation to disposal.

Offers configurable backup policies

Allows customization of data backup procedures.

Offers configurable retention policies

Enables setting specific rules for how long different types of records are kept.

Provides archiving schedules

Allows planning and automating the archiving of content.

Archives records

Moves inactive content to long-term storage.

Selects records for disposal

Identifies and manages the secure disposal of outdated records.

Complies with the majority of data security and retention regulations

Helps meet various legal and industry compliance standards.

Offers multiple repository support

Allows storing content in various storage locations.

Provides retrieval capabilities

Enables users to find and access stored content.

Makes data storage and preserving easier

Simplifies the processes involved in storing and maintaining data.

Makes data storage and preserving less cumbersome

Reduces the complexity and effort required for data storage and preservation.

Provides end users with requested information

Ensures users can access the data they need.

Delivers information anytime

Makes content available whenever it is required.

Gets necessary documents during any stage of a business process

Facilitates access to relevant information throughout workflows.

Three components of delivery

transformation technologies, security technologies, and distribution: Key aspects of making content accessible.

Transforms content for capture, management, storage, preservation, and presentation

Converts content into suitable formats for various stages.

Uses security technologies in the deliver phase to protect content

Ensures information is secure during access and distribution.

Tracks who accesses content using security technologies

Provides auditing capabilities for content access.

Distributes content through instant retrieval

Allows immediate access to information.

Distributes content through publishing

Enables making content publicly available.

Allows access to content via desktop

Supports access through personal computers.

Allows access to content via web browser

Enables access through standard internet browsers.

Allows access to content via mobile devices

Supports access through smartphones and tablets.

Accomplishes diverse business tasks with just a click

Simplifies complex operations.

Allows configuration of access rights policies

Enables setting specific permissions for users and groups.

Allows configuration of other security technologies

Offers options for implementing various security measures.

Ensures only authorized users can access information

Protects content from unauthorized viewing or modification.

Provides flexible tools to transform content into different formats

Offers various options for converting content.

Offers cost-effective content management

Aims to reduce the overall expenses associated with managing content.

Offers efficient content management

Streamlines processes for better productivity.

Provides ready-to-use business solutions

Offers pre-configured solutions for common business needs.

Business solutions designed to streamline processes in specific business areas

Tailored solutions for different departments or functions.

Records Management business solution

Specifically designed for managing organizational records.

Contract Management business solution

Focused on managing contracts throughout their lifecycle.

Financial Information Management business solution

Designed for handling financial data and documents.

HR Processes Management business solution

Tailored for managing Human Resources related content and workflows.

Quality Management business solution

Focused on managing documents and processes related to quality standards.

Includes a complete set of tools within business solutions

Offers all necessary functionalities for specific business areas.

Deals with tasks within a short period of time

Improves efficiency and reduces turnaround times.

Reduces costs

Aims to lower operational expenses.

Reduces processing time

Speeds up various business processes.

Expands the ways people access information

Provides more methods for users to get the data they need.

Expands the ways people manage information

Offers more tools and functionalities for content management.

Expands the ways people manipulate information

Provides more options for working with content.

Solutions include implementation services

Offers support for setting up and deploying the system.

Solutions include training services

Provides instruction for users on how to effectively use the system.

Solutions include consulting services

Offers expert advice and guidance on content management strategies.

Helps find the optimum solution

Assists organizations in identifying the best approach for their needs.

Provides first-class implementation

Ensures a high-quality and successful deployment.

Improves profitability of business

Contributes to increased revenue and reduced costs.

Improves efficiency of business

Streamlines operations and enhances productivity.

Integrates with other information systems

Connects with existing software platforms.

Provides better return on investment (ROI) from integration

Increases the value derived from technology investments.

Gains in productivity from integration

Improves efficiency through connected systems.

Gains in data access from integration

Makes information more readily available across platforms.

Mitigates risks associated with content through integration

Enhances security and compliance.

Leverages data through integration

Allows for better utilization of information across systems.

Reaps all the benefits of each integrated system

Maximizes the value of connected platforms.

Integrates with ERP (Enterprise Resource Planning)

Connects with core business management software.

Improves customer response time through ERP integration

Enables faster service and support.

Provides data deduplication through ERP integration

Reduces redundant information.

Minimizes data reentry through ERP integration

Avoids the need to input the same information multiple times.

Links ECM documents with structured representations in ERP

Connects unstructured content with structured business data.

Dramatically improves knowledge sharing through ERP integration

Enhances the flow of information across the organization.

Makes the decision-making process more efficient through ERP integration

Provides better access to data for informed choices.

Makes the decision-making process more organized through ERP integration

Structures the information needed for decision-making.

Offers workflow capabilities for remote systems via ERP integration

Extends process automation to external platforms.

Offers BPM capabilities for remote systems via ERP integration

Enables managing business processes across different systems.

Makes remote systems an effective data processing infrastructure

Leverages external platforms for data handling.

Integrates with FRS (Financial Reporting System)

Connects with software used for financial reporting.

Stores reports in ECM repositories via FRS integration

Centralizes financial documents.

Uses workflow tools for automated report delivery via FRS integration

Streamlines the distribution of financial reports.

Uses transformation tools for automated report delivery via FRS integration

Ensures reports are in the correct format for delivery.

Integrates with CRM (Client Relationship Management)

Connects with software used for managing customer interactions.

Gathers information from scattered systems via CRM integration

Consolidates customer-related data.

Sends information to a securely managed comprehensive knowledge base via CRM integration

Creates a centralized repository of customer knowledge.

Allows easy finding and access to all documents, contacts, meeting agendas, and conversations via CRM integration

Provides a holistic view of customer interactions.

Complies with requirements of any customer via CRM integration

Facilitates meeting specific customer needs and regulations.

Complies with requirements of any business partner via CRM integration

Helps adhere to agreements and standards with partners.

Provides effective sales management through CRM integration

Enhances sales processes with integrated content.

Offers improved marketing event management through CRM integration

Streamlines the management of marketing activities.

Provides detailed analysis capabilities through CRM integration

Enables better understanding of customer data and trends.

Integrates with HR (Human Resources Management)

Connects with software used for managing employee information.

Manages human resources more efficiently through HR integration

Improves HR processes and data management.

Easily solves business tasks like personnel hiring and resignation via HR integration

Streamlines HR workflows.

Easily solves business tasks like training new employees via HR integration

Supports employee onboarding and development.

Powerful workflow simplifies managing personnel documents via HR integration

Automates HR document processes.

Provides more possibilities for approving business trips via HR integration

Streamlines the approval process for travel.

Easily gets comprehensive information about all your employees via HR integration

Provides a centralized view of employee data.

Accesses recent documents of employees via HR integration

Allows quick access to employee-related documents.

Accesses projects employees have worked with via HR integration

Provides insights into employee contributions.

Integrates with company portal

Connects the ECM system with the organization's internal website.

Provides customers with specific lightweight access to documents via portal integration

Allows controlled access for external users.

Provides business partners with specific lightweight access to documents via portal integration

Enables secure document sharing with partners.

Provides remote workers with specific lightweight access to documents via portal integration

Facilitates access for employees working remotely.

Company portal can be used as a workspace for groups

Provides a collaborative environment for teams.

Company portal can be used as a workspace for project teams

Supports collaboration on specific projects.

Company portal can be employed as a front-end for data stored in ECM

Allows users to interact with ECM data through the portal.

Company portal can be employed as a front-end for documents stored in ECM

Enables access to documents stored in the ECM system through the portal.