Therefore Partner
Therefore™ is a complete software solution for information management, designed to help organizations manage documents and business processes in a structured and efficient way. Regardless of company size or field of activity, Therefore™ provides the necessary tools to centralize, access, and use information productively.
As authorized Therefore™ partners, Electro Orizont offers you the necessary expertise for implementing and adapting this solution to the specifics of your business.
What You Can Do with Therefore™
Capture and Centralization
Therefore™ allows you to bring information into the system by scanning and digitizing paper documents, as well as by importing electronic files from various sources, including emails. From the moment information enters the system, you can use advanced tools such as OCR for text recognition and automatic indexing methods, such as using barcodes or AI technology for invoices (Smart Capture), thus ensuring efficient organization from the very beginning.
Organization and Quick Retrieval
Once documents are in the system, Therefore™ facilitates clear organization by structuring them into categories and using custom indexes. This allows for the quick retrieval of any document through advanced search functions. Furthermore, you can group related documents into a "case" using the Case Management module, providing a complete view of associated information.
Process Automation
With the Workflow module, you can define digital workflows to automate various repetitive tasks, such as approval processes, reviews, or sending notifications. This approach significantly contributes to reducing the time needed to complete processes and eliminating operational bottlenecks. Additionally, Therefore™ offers the ability to monitor the status of these processes in real-time, ensuring transparency and control.
Secure Archiving and Compliance
Therefore™ ensures secure long-term archiving of documents in digital format. You can apply custom retention policies to manage the document lifecycle according to legal and internal requirements. This facilitates compliance with various regulations, including GDPR, regarding the controlled storage and deletion of information.
Security and Control
Information security is a central aspect of Therefore™. The system allows for detailed management of user access by defining granular roles and permissions. Data benefits from protection through encryption and anti-modification mechanisms, and for transparency and traceability, a detailed history (Audit Trail) is available, recording all relevant actions performed on documents and within the system.
Collaboration and Accessibility
The solution facilitates collaboration by allowing controlled sharing of documents, both within the organization and with external partners, for example, through integration with cloud services like OneDrive. Accessibility is ensured from anywhere, with users able to work with documents via the web interface or the Therefore™ Go mobile application. Versioning functionality is also available, allowing tracking of changes and access to previous versions of documents.
Integration with Other Systems
Therefore™ is designed to integrate with other essential business applications. You can connect the solution with your existing systems, such as ERP or CRM types (examples include SAP, Microsoft Dynamics, SharePoint, Xero), to achieve a fluid exchange of information. This integration can be done either through available predefined connectors or by using the platform's flexible API.