Workflow & Content
Solutions

Workflow & Content Solutions — XBC IT

Overcome the challenges of handling paper documents.

Workflow management from XBC IT simplifies your document-heavy operations into streamlined, well-organised digital workflows. Whether it is storing, retrieving or sharing documents, you get access to your vital information precisely when you need it, with the utmost standards of security and compliance.

GlobalSearch ECM Global Action BPM Web forms Microsoft 365 ready
Live workflow previewRunning
Capture
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    Team celebrating a paperless office
    Seamless information management
    Workflow management

    Overcome the challenges of handling paper documents.

    XBC IT workflow management solutions are crafted to simplify your document-heavy operations, presenting streamlined and well-organised digital workflows for seamless information management.

    Find anything, instantly

    Search by keyword or document content and get your vital information precisely when you need it.

    Security and compliance built in

    Control who sees what, with a clear record of who accessed or changed a document.

    Unparalleled document control

    Move from manual hand-offs to automated routing, reminders and approvals.

    What we deliver

    One connected platform. Four ways to work smarter.

    From small business applications to enterprise solutions, pick the capability you need today and grow into the rest.

    GlobalSearch ECM

    Enterprise Content Management

    Time to streamline business workflow. GlobalSearch ECM goes to work for you with powerful functionality that takes your business to new levels of efficiency.

    • Document capture automation
    • Business process management
    • Windows file system integration
    • Image-enabled search
    Team planning a workflow
    Global Action

    Business Process Management

    Redefine organisational efficiency with document workflow solutions that enforce your business rules while allowing for participation from anywhere.

    • Web-based designer
    • Web form management
    • Automated notifications
    • Real-time analytics
    Business process dashboard
    Capture smarter

    Web Form Management

    Create company-specific web forms that gather only the data you need. Eliminate manual data entry, improve data quality and engage with your audience in real time.

    • User-friendly design
    • Custom layouts
    • Document routing
    • Capture automation
    Digital form capture
    Works with what you have

    Integrated Solutions

    GlobalSearch securely integrates with an extensive list of business applications, office equipment and third-party software, for rapid results, lower costs and a better customer experience.

    • QuickBooks®
    • Microsoft Dynamics®
    • Salesforce®
    • Microsoft Office 365™
    Puzzle piece representing integration
    See it work

    Pick a process. Watch the difference.

    Choose a common business process, then switch between how it runs today and how it runs with an automated workflow.

      Ready

      Illustrative example of a typical process. Your steps are mapped to your own business rules during a workflow review.

      Estimate your savings

      What is manual document handling costing you?

      Move the sliders to match your business for a quick, indicative estimate of the time and money a digital workflow could give back.

      Estimated annual saving
      R 0
      0hours back every month
      0full-time equivalents freed
      Get a tailored estimate

      Indicative only, based on the inputs above and a 160-hour working month. Actual results depend on your processes and systems.

      Integrated solutions

      Streamline processes and automate workflows between programs.

      Your documents should flow to the systems you already use, not sit in a silo.

      Q

      QuickBooks®

      Accounting documents linked to the right transactions.

      D

      Microsoft Dynamics®

      ERP and CRM records connected to supporting files.

      S

      Salesforce®

      Customer documents available where your sales team works.

      M

      Microsoft Office 365™

      Work in the tools your team already knows.

      QuickBooks, Microsoft Dynamics, Salesforce, Microsoft and Office 365 are trademarks of their respective owners.

      Why XBC IT

      Your information, secure and always within reach.

      Secure by design

      Role-based access and a full record of who viewed or changed a document.

      Access when you need it

      Retrieve documents in seconds instead of hunting through cabinets and shared drives.

      Visibility you can act on

      Real-time analytics show where work is moving and where it is stuck.

      Questions

      Frequently asked questions

      Experience the future of work.

      Tell us a little about your business and we will come back to you to discuss the right workflow and content solution for your team.

      • A practical look at your document-heavy processes
      • Solutions for small business through to enterprise
      • Integrates with the software you already use
      Send enquiry to info@xbc.co.za Opens your email app, addressed to info@xbc.co.za.