Document management

More efficiency with digital business processes: How to boost digitalisation faster! Would you like to have analogue information available electronically so that you can carry out work steps digitally? Do you currently see the archiving of receipts and documents as a rather unsystematic challenge? Document management software (DMS) that turns your business information and digital archiving into a business resource is essential. Accelerate your speed and efficiency with greater process security.

Mann speichert Dokument auf Laptop

Seamless digital integration

EASY DMS can be easily integrated into almost any application without much effort. For more flexibility in day-to-day business: Information is available anywhere and at any time! Are you longing for a low maintenance effort for your documents? Thanks to centralised administration of document management, you can enjoy this practical advantage.

Why are digital processes important at all?

In a nutshell, they ensure the future security of your company. The right software lays the foundation for digital processes. Specifically, they offer you the following opportunities:

Meet customer expectations as requirements increase. At a certain point, customers simply expect invoices to be sent digitally and processes to be seamlessly and digitally connected.

Old business models that have worked for years are now becoming obsolete and being replaced by new ones. Sooner or later, companies will have to switch to adaptable, agile and digital processes in order to hold their own against the competition.

Analogue processes tend to act as a deterrent, especially for the younger generations. In order to be attractive to qualified and sought-after specialists, digital business processes are a must-have nowadays.

Where entrenched, analogue workflows tend to frustrate, digital processes ensure greater performance and flexibility in working life. This gives your employees the opportunity to work from home or on the move without any problems, which is clearly reflected in the increase in employee satisfaction.

How to successfully digitalise your business processes with a DMS

Does the first thought of how you want to electronically map all processes in your entire company sound overwhelming at first? We have put together some valuable tips to help you make the digitisation process work better right from the start.

Start small
It is advisable to introduce a DMS gradually at the beginning. Small routine processes should be implemented first so that your employees can get used to the new way of working. As soon as they are comfortable using the software, you can extend its use to the next processes.

Get to know and optimise processes
Essentially, processes can only be effectively digitalised if all work steps, interfaces and stakeholders are known. It is also important to remember that processes that do not run smoothly in analogue form will probably also cause problems in digital form. It is therefore important to determine the current status of existing processes in order to improve them and set them up electronically.

Integrate employees at an early stage
Your employees often know best what works well in day-to-day business and where things are faltering. Therefore, involve them in the reorganisation of your digital processes as early as possible. This will increase acceptance of the new tools and the new way of working.

One solution for the entire company
Individual departments often implement isolated solutions that support the respective area but do not work together as a whole. This emphasises the advantages of DMS, as many processes are cross-departmental. For an optimal workflow, all departments should use the same software.

EASY for Dynamics NAV

With a steadily growing market share, Microsoft Dynamics NAV is one of the most popular ERP solutions worldwide. Do you use Microsoft Dynamics NAV? Then you should consider adding DMS and document archiving functions to your ERP system as soon as possible. This means that all essential functions are available to all Dynamics NAV users in the company at all times - from purchasing and logistics to the legal department, sales and financial accounting.

Our conclusion

A document management system (DMS) such as EASY enables efficient digitalisation of business processes, increases flexibility and improves collaboration within the company.

  • Seamless integration
  • Optimised processes
  • Future security
Would you like to receive more details about the EASY software from your NAVAX expert? As your implementation partner, NAVAX is available to answer all your questions. As your personal contact for the connection to your ERP and CRM systems, we will be happy to advise you without obligation.

This might also interest you

Invest time in building up your knowledge. This will put you in a stronger position for the future. Our webinars are also available on-demand - whatever suits you best.

NAVAX Innovation Day 2025
Das Team schaut gespannt auf einen Bildschirm
Digitization of the invoice: challenges and opportunities
Eine Welle stellt Innovation dar
That was the NAVAX Innovation Day 2024
Ein Wanderer blickt in die Berglandschaft
Process automation in wholesale: A guide to the pinnacle of success
Drei Mitarbeiter vor Screen freuen sich
Revolutionary times: A look at Finmatics Autonomous Accounting from NAVAX
Frau chattet mit Copilot
Microsoft Copilot - No more bad Teams meetings thanks to AI
4 wholesale trends that you should keep an eye on
Über einem Team schwebt eine Abbildung mit Innovationen
Artificial intelligence and its application for companies
NAVAX EasyStarter: Your guide for ERP implementation
We reveal the secret: Why an ERP implementation at a fixed price works
Ein Mann ist verzweifelt
The crisis as a catalyst: inflation, energy crisis and digitalisation - challenges and opportunities of the new normality
Mann schaut entspannt aus dem Fenster
Recurring contracts - automatic invoice processing saves valuable time
Frau im Kundenservice telefoniert mit Kunden und hat CRM Lösung offen
The customer experience trends for service companies in 2023
Team arbeitet an Laptop
How to lay the foundations for the success of your project in the preparation phase
Eine Frau schreibt auf Post Its an der Wand
Fast, cheap and good - the diabolical triangle of a successful project?
Mann telefoniert entspannt vor Laptop
Mastering liquidity management in challenging times
Your Christmas card campaign reflects the quality of your ERP/CRM integration!
Das Team freut sich gemeinsam ĂŒber Meilensteine im Projekt
Success with your new project - how well prepared are you?
Mitarbeiter erklÀrt seinem CEO etwas
Upgrade to the cloud? Convince your CEO!
Eine Frau schaut zu ihrem Team und freut sich
Mastering customer data - data quality
Eine Mitarbeiterin ist am Telefon vor Laptop
Mastering customer data - how to use your data for satisfied customers and marketing automation
Costs of outdated software
Ein aufgeschlagenes Buch mit einer GlĂŒhbirne aus Business Intelligence Symbolen
How to find the right business intelligence tool
Aussicht auf Horizont
Secure ERP data
Zwei Kollegen schauen sich skeptisch an
Marketing & Sales - A love-hate relationship with consequences?
Mann sieht Transformation auf Tablet
Digital transformation
Drei Mitarbeiterinnen schauen auf einen Bildschirm
ERP transformation - 3 good reasons
Mann schlĂ€gt HĂ€nde ĂŒber Kopf zusammen
ERP transformation made easy - avoiding potential risks
Mann liest Report auf Tablet
Business Central & Manufacturing Report 2020
Team sitzt vor Meeting Screen
A holistic approach to digitalisation - Part 2
Mitarbeiter gehen zu einem modernen GebÀude
A holistic approach to digitalisation - Part 1
Ein Screen mit dem Wort Data Quality darauf
Data quality as a path to successful business
Mann freut sich vor Laptop
Top success factors for reliable figures
Chatbot im Service
How chatbots take the pressure off service teams
Vier Personen legen gemeinsam Steine aufeinander
The secret of the lead champions
Mann arbeitet auf Laptop
NAV Upgrade to Business Central
Frau freut sich vor Bildschirm
Long-term success in B2B marketing with customer experience
Frau schaut auf verschiedene Wege
When the ERP system NAV (formerly Navision) is getting on in years
Mann und Frau schĂŒtteln die HĂ€nde
Stay in touch
Eine Frau schaut auf Laptop und grinst
The future of email marketing
Mann schaut auf Laptop mit Kaffee
GDPR as a competitive advantage
Perfect event management in just a few steps
Gruppe von Leuten ist am Netzwerken
Sensible networking - from business card to contact
The advantages of a CRM
Kompass
Online enquiries about leads
Eine Schachfigur mit einem goldenen König
The Customer is king
Zwei Menschen schĂŒtteln sich die Hand, sie haben einen Deal abgeschlossen
Conversion and conversion rates