Our Platforms
Paperwise’s platforms provide customized content management solutions that deliver seamless operations, elevated productivity, cost optimization, tightened data security, and ensured regulatory compliance to diverse industries. Our tailored approach serves the unique needs and requirements while providing greater efficiency across the board.
Document Management Solutions by Symphony
Paperwise’s content management platform offers unparalleled efficiency in organizing and managing your company’s data. With the capability to automatically digitize and index content from a variety of sources, our platform transforms workflows that deal with the following:
- Paper-based Workflows
- Structured and unstructured data form disparate sources
- Emails
- Voicmails
- Spreadsheets
As a centralized repository for pertinent business documentation, Symphony allows easy access to critical content in any format. It integrates solutions to organize data across your company’s departments and processes.
Enhanced Security & Compliance
Paperwise’s document management solution offers enhanced security and compliance features, including its integrated security system based on specific users, groups, file cabinets, and access restrictions, thus ensuring document integrity. Once uploaded, documents are rendered unreadable outside the system and can only be modified by resubmission, leaving a tight audit trail. Our platform streamlines audits and produces evidence to verify the right people are performing the right actions at the right time. All of these features help to increase security and compliance for all users.
Integration & Workflow Search
Users can save search preferences and quickly find documents associated with specific business processes by locating records from predefined workflow processes and tasks. Critical information in managed documents within a business’s CRM or ERP can be accessed with a single click. This streamlines workflows and improves efficiency, increasing productivity and profitability for your organization.
Document & File Access
Gain quick and efficient access to documents and files with advanced search options that allow for precise document location via indexing. Users can easily search for words and phrases within document text, metadata, and notes or even perform full-text searches. With Paperwise, comprehensive document and file access is just a few clicks away, making information retrieval more streamlined and hassle-free.
Forms by Symphony
Symphony Forms enables users to create fully customized forms for their clients’ data collection needs. With its user-friendly interface, Symphony Forms simplifies complex business areas, delivers optimal results, and provides easy collaboration with people inside and outside your organization. Symphony Forms offers a seamless solution to all data-related needs, from surveys and registrations to job applications and health information. With Symphony Forms, businesses can:
- Eliminate Manual Data Entry
- Increase Accuracy
- Save Time
- Enhance Productivity
Our Online Forms
With Symphony’s online forms solution, clients can quickly fill out their information electronically, eliminating paper-based processes. Existing forms can be transformed into fillable documents, maintaining control of client-facing processes. PDFs can be submitted for verification, ensuring accuracy and security.
Custom Forms for Your Organization
Businesses can also take advantage of custom-designed forms, with the ability to choose from tiered pricing that suit their operational and budgetary needs.
Intelligent Capture by Symphony
Intelligent Capture streamlines the content acquisition process for businesses. It allows users to conveniently digitize, catalog, and match content with existing business system data while seamlessly acquiring content whenever and wherever it enters the organization, including:
- Paper Documents
- EDI
- Handwritten Notes
As a centralized repository for pertinent business documentation, Symphony allows easy access to critical content in any format. It integrates solutions to organize data acUsers can scan and digitize content in any format without requiring specialized setups, mandated templates, separator pages, or other encoding. ross your company’s departments and processes.
Data Powered by AI Capabilities
By leveraging our innovative data integration services, businesses streamline their manual processes and improve their data validation efforts. Symphony’s AI-powered supervised machine learning technology recognizes and acquires all transaction-related content, digitizing and indexing it for easy access and collaboration.
Index, Categorize, Share & Collaborate on Business Documents
Our platform enables efficient sharing and collaboration within and outside the organization by automatically categorizing and indexing content with data from existing systems.
Workflows by Symphony
Workflows are integral to ongoing business operations, and a disconnect in system communication can impede productivity while requiring specialized coding help to fulfill system gaps. With Symphony’s low-code process automation platform, users simplify workflow management by eliminating repetitive tasks and increasing efficiency and accuracy. Now, businesses can overcome organizational stumbling blocks like:
- Disconnected Systems
- Communication Choke Points
- Data Silos
- Disparate Workflows
Our comprehensive process automation platform provides advanced features to organize and streamline workflows, enabling businesses to work smarter, faster, and with greater productivity.
Reduce Operational Complexity via Automated Workflow
Automated workflows allow businesses to simplify organizational complexity by streamlining the integration of various systems, including ERP, CRM, accounting, and HR, with unstructured data such as paper, spreadsheets, and emails. Our platform provides a comprehensive view of company data and information, serving as an enterprise content management system that captures, stores, organizes, retrieves, delivers, updates, and disposes of documents.
Gain Control over Document Workflows
Optimize document workflows and eliminate spreadsheets’ inefficiencies with streamlined workflows catering to your business requirements. Our automated alerts and low-code development tools help fill process gaps, while communication and information routing help with effective collaboration. Our platform informs every step of your workflow with data sharing, removing obstacles, and ensuring that you have complete control over your document workflows.
Integrations with Symphony
Symphony is designed to help businesses overcome the challenges of manual data entry and disparate systems. By seamlessly integrating with third-party software programs, Symphony allows for consolidating important information in a single location, improving accuracy and productivity up to 40%. With Symphony, minimal user interference is required, and business-critical tasks can be completed without system complexity slowing you down.
Symphony’s software integrations enable businesses to:
- Find and store pertinent corporate data
- Auto-populate index fields
- Send files directly to the company database
Smart Integrations for Process Automation
Seamless integration is crucial to business efficiency and document management. With our integration tools, teams can automate their processes, ensuring all users are on the same page and that corporate data is easily accessible.
Industry Agnostic Integration
Our integrations span various industries, including sales, marketing, finance, HR, transportation, insurance, healthcare, manufacturing, real estate, legal, and hospitality, while our department-specific integrations provide tailored solutions that streamline workflows and facilitate cross-collaboration between teams.
Our software integrations include:
- Microsoft Dynamics CRM
- Salesforce
- Quickbooks
- SAP
- UltiPro
- Lawson HR
- ConnectWise
- DropBox
- Google Drive
- OneDrive
- And more...
Developer Toolkit
Symphony’s software development toolkit includes a robust REST API that enables seamless integration with existing business applications. Through bidirectional data exchange, data flows between programmable apps and custom middleware, streamlining business operations and boosting productivity. With Symphony’s integrations, businesses can effortlessly import and retrieve data, synchronize information, and even access digital assets and company documents. Managers and supervisors can easily leverage these tools to optimize their top-line management skills and oversee multiple projects and departments.
- System Scalability
- Improved Performance
- Greater Flexibility
Our comprehensive process automation platform provides advanced features to organize and streamline workflows, enabling businesses to work smarter, faster, and with greater productivity.
Integrate Document Management into Business Systems with our REST API
Symphony provides an all-encompassing business process automation solution, offering integrations with various software packages through its REST API endpoint. This allows Symphony users to complete a multitude of business critical tasks, including document management system cataloging and indexing via import and file operations. The solution is supported by search and viewing functionalities and can be configured to authenticate and validate users via the existing OAuth 2.0 Identity provider.
Secure and Flexible API Options
Our API guarantees secure access and interaction with our services, allowing users the flexibility to search and view their cataloged documents directly from their software packages through our user-friendly Document Management system
Symphony: Content Management Solutions That Touch All Corners of Business Operations
With Symphony, businesses transform operations, increase productivity, and optimize costs, all with our tailored approach. Contact the Paperwise team today to learn more.