As such a critical part of the company’s operations, Schrader Camargo procured a powerful cloud-based document solution in the form of the eDocument Dynamics CRM, in partnership with AlfaPeople. The goal was to ensure the platform was an upgrade on the existing resource, which could more simply and quickly register and control documents for hundreds of projects at a time. All documents entering version control would have the appropriate security options with authorisation and management categories applied, according to the type of information they contained. Each needed to be immediately accessible by around 50 internal users and more than 500 external users, from every one of the company’s work sites.
With an average of 5,000 documents created for each project, agility, control, accessibility, security and efficiency were the values attached to this integration, to enable Schrader Camargo to meet and exceed its operational objectives.
eDocument Dynamics CRM works with Microsoft Dynamics CRM 2015 and SharePoint 2013 to centralise and automate the large-scale documentation process involved, as a result speeding up the effective management of every document and categorising them appropriately.
By making use of the eDocStation plug-in function for Microsoft Dynamics CRM – which is a powerful tool for scanning and composing documents from image and PDF source files – it was possible to further shorten the total time involved with recording huge volumes of data and document. The plug-in allows users to efficiently add documents directly into the CRM process, saving money and resources at the same time.
In summary, Alberto M. Thomae de la Garza, Systems Manager at Schrader Camargo commented: “We have found dynamic and experienced team in AlfaPeople. They have achieved a smooth implementation within the parameters and budget that we set at the very beginning of the project.”