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Document and content filing using naming conventions and metadata templates
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Advanced document recognition, classification and data extraction
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Powerful and intuitive document and file search and retrieval
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Highly configurable content workflow and business processes
Content Management
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Records management for crucial contracts and documents
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Retention, disposal and acession plans
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Contract completion and filing
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Reminders and alerts for renewal and termination
Contracts and Records
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Accounts payable automation
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Invoice capture and data extraction
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Integrations with Finance and ERP platforms - e.g. Xero, MYOB, Maximo, Accredo and more
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Purchase Order management
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Vendor and client onboarding
Finance Processes
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Recruiting and interview processes
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Onboarding and offboarding forms
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Induction processes
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Review and training processes
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Employment contracts
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Health and Safety, risk assessment
People and Performance
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Sales contract and proposal generation and filing
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Marketing collateral and asset control
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CRM integration
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Correspondence and client information management
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AML and KYC compliance
Sales and Marketing
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Construction and civil engineering procedures and manuals
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Bill of Materials
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Build sheets and workshop process flows
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Parts and warehouse components ordering
Industry and production
Solutions
ifTHEN will work with you to deploy a solution that matches your needs - whether it's a simple point fix in a single use case of your business or an enterprise-wide platform that manages all of your content and workflow processes. Our first priority is to capture your requirements and understand your goals, and then we'll put together a solution using our 'best of breed' software toolkit. Areas of business we work on include: