Our online lexicon is a collection of all the important technical terms related to document management digitalisation. Have we missed something? Please let us know!
Outsourcing important secondary processes such as invoice management, mail handling and transactional printing to external outsourcing service providers brings significant cost savings. BPO can be provided on-site (e.g. managing the mail room) or at the offices of the service provider. Find out more about business process outsourcing.
There are a diverse set of regulations and laws that must be observed when using IT-supported document processing and document management systems. Adherence to these legislative and ethical requirements is known as “IT compliance”. Amongst other things this includes information security, secure data storage and data protection. These are goals which allow modern cost-saving and time-saving solutions for paperless creation, processing and archiving of important transaction and communication documents to be implemented today.
The times of rigid communication processes that are not customer friendly and which satisfy neither the company nor their target group are gradually coming to an end. New and powerful Customer Communications Management Systems (CCM) such as IBCDYNAMIX from ASTERION enable coordinated, systematic and seamless customer communications and provide a targeted needs-oriented approach to bring about a positive and interactive user experience like never before. Further benefits include: consolidated and perfectly coordinated design, production, review and dispatch processes that minimise error sources, reduce costs and contribute to a much higher RO(M)I. Find out more about customer communication.
Service providers of electronic invoicing help both senders and recipients to exchange invoices smoothly, securely and easily. The main advantage of using an e-invoicing provider is the fast availability of innovative technology, smooth operation and continuous development compared to expensive in-house systems. Find out more about e-invoicing.
“Electronic Data Interchange” (EDI) is the electronic exchange of data which, amongst other things, allows large volumes of data to be sent and received through electronic channels. EDI is often implemented when two partners need to exchange large volumes of invoices.
ERP stands for “Enterprise Resource Planning” and usually implemented in conjunction with an appropriate software system. An ERP system can be either a single complex piece of software or a range of applications and IT systems that communicate with one another. This system is used to help with resource planning across the entire company. Complex ERP systems are often divided up into various sub-systems (application modules) that can be combined together depending on the needs of the company.
Multi-channel communication is about reaching your customers via several communication channels. The problem with traditional communication processes in “conventional” multi-channel marketing is that customer-focused communications via post, email, social media and/or the web often require a multitude of entirely separate production processes to be used. This results in a single multi-channel concept that is built around various means of communication which operate alongside one another rather than operating together as one. Optimisation of the customer experience at various points, in the event of a change in communication channels or between different devices cannot happen or is only technically possible at great expense.
Businesses that take a modern omni-channel approach make use of several channels for customer communications (as is the case with traditional multi-channel marketing). This special form of accessible customer communications stands out over the conventional multi-channel approach for two important reasons: it focuses on consistency across platforms and on maintaining a positive user experience across all end devices. Sophisticated document management and customer communications management (CCM) systems such as IBCDYNAMIX from ASTERION ensure an optimal customer experience at all times on any device. Find out more about omni-channel marketing.
Actions taken by companies and other organisations to improve the efficiency and effectiveness of business, production and development processes by optimising procedures or adjusting the use of required resources.
Transactional printing is the optimised mass creation and transfer of business and fiscally relevant documents. This is usually used for paper-based documents. Important transactional documents include: delivery notes, invoices and payment reminders. Find out more about transactional printing.
An additional standard for electronic invoice exchange specially developed for the automotive industry.
MMS stands for “Merchandise Management System” and generally describes a model for presenting and controlling the flow of merchandise through the company. These systems can be used both in industry and retail to enable smooth and optimised planning and logistics processes.
ZUGFeRD is a German acronym for “Zentraler User Guide des Forums elektronische Rechnung Deutschland” (“Central User Guide of the German Electronic Invoice Forum”). It describes a hybrid invoicing format that consists of a visual invoice in the form of a PDF/A3 file along with a structured XML dataset.
The abbreviation EDIFACT stands for “Electronic Data Interchange for Administration, Commerce and Transport” and describes an international cross-sector data formatting standard for electronic business transactions.