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Therefore™ - Information Management and Workflow
Enterprise Office Software
Therefore Brochure
Therefore™ information management software is a scalable solution designed to securely store, manage and process all types of business information.
Higher Productivity
Lower document-related operating costs, real-time and secure web access to company information.
Easy to Use
No wasting time looking for documents. Just fast, efficient information flow that gives you a productive business edge.
Secure Access
No more missing information. Rest easy knowing your information is securely stored and only accessible to authorized personnel.
How can Therefore help you?
Accounts Payable
Monthly Invoices
Export invoices directly from ERP system and email directly to customers; get alerts for unpaid invoices.
Distribution
Order Tracking
Track everything from the customer order, to the invoice, payment and receipt.
Education
Student Tracking
Track grades, late notices, and create reports. You can also set up a parent portal to view student documents.
Government
Arrest Records
Securely search, retrieve and file arrest records for each city police case.
Healthcare
Healthcare Records
Secure healthcare files and records for patients with Therefore™ integration.
Human Resources
Onboarding Employees
Streamline the onboarding process and file set up for each employee.
Insurance
Claims
File, store and streamline the claim process for clients, agents and customers.
Legal
Client Intake
Create a checklist, with process workflow for new clients. The case will link to all matters related to the client going forward.
Manufacturing
Warranties
Track customer warranties and set up customer auto alerts for the expiration date.
Features
Therefore™ is about streamlining your business, so you can focus on the big picture and not the day-to-day stumbling blocks.
Archiving
Securely storing business documents is vital to any company.
Analytics
Retrieve reports in real-time to improve business processes. Capture – Capture and organize information, free of paper.
Integration
Therefore™ easily integrates with many other software solutions.
File Management
Compile documents together without any extra effort.
Collaboration
Collaborate on documents with ease and enhanced tracking features.
Email
Emails can not only be saved, but can help automate business processes.
E-signatures
Manage legally binding, document signing processes online.
Integration
Therefore™ easily integrates with many other software solutions.
Mobility
Employees can access all their information whenever they need it, without compromising security.
Portal
Allow unlimited read-only access to external users.
Workflow
Save time and streamline your business processes with a digital workflow.
MS Office Integration
Therefore™ can integrate directly into MS Office applications, it doesn’t get more user-friendly than that!
Forms
This feature allows for increased flexibility and an intuitive way of getting more information into Therefore™.
Search
Simplify file searching with advanced search options, including full-text, and metadata tools.
Drag and Drop
Getting files into Therefore™ is as simple as drag and drop.
Brochures
Therefore Overview
Features
- Therefore New Features Brochure
- Therefore Connector for Microsoft Dynamics 365 Business Central Brochure
- Therefore eForms Brochure
- Therefore E-Signatures Brochure
- Therefore Electronic Signature Integration Brochure
- Therefore Make Your Data Come Alive With Power BI Brochure
- Therefore Streamline Your Processes With PDF/A3 Brochure
Business Processes
- Therefore - A Microsoft-Integrated Workflow Engine
- Mortgage Loan Processing Automated and Streamlined
- Streamline Your Accounts Receivable and Accounts Payable
- Streamline Your Business Communications and Approval Process
- Streamline Your Employee Onboarding
- Streamline Your Sales Order Processing Workflow
White Paper
What is Document Management?
Document management is a program or set of programs used to track and store electronic documents. It typically has version control and audit capabilities. Other features include capture, collaborative creation tools, search capabilities, security, workflow, and routing capabilities. Document management solutions range in size and complexity from small, standalone systems to complex enterprise-wide deployments.
Document management has some overlap with content management systems. It can be a component of enterprise content management (ECM) systems and related to digital asset management (DAM) and records management systems. An important component of most DM solutions is converting hard copy to digital. This is often done using a multidfunctional peripheral (MFP) that can scan, print, and play a role in automating workflows.
Case Study
How Therefore™ Boosts the Efficiency of Canon Solutions America's Human Resources Department
As a national company with hundreds of locations across the country, Canon Solutions America has nearly 6,000 employees, each having his or her own set of files and records for the Human Resources department to manage. The Melville, NY headquarters had dedicated areas for all the paper files that needed to be stored. As such, finding a specific document could be very time consuming.
Human Resources associates would typically search through several filing cabinets for multiple files after receiving requests for documents. These files had to be scanned one by one, creating several PDF documents in the process. In addition to simple file maintenance, an ongoing need to identify files that could be sent to storage and those that needed to be extracted from storage would add significant time to the associates’ workload due to the manual process, as well as incurring significant costs to the company.
Case Study
Weastec Expands Lean Principles to Document Processes with Therefore™
Weastec, a global manufacturer of vehicle electronic components, needed document management software solutions to help streamline business processes and workflows across all of their departments. They were looking for a unified workflow that could move documents through Shipping, Accounts Payable, and Accounts Receivable. Additionally, they faced challenges with their travel expense report system–which, for a globally situated company, is a significant factor. The right system was needed to help automate the entire process, from the employee submitting records to the executive approving the expenses.
Most manufacturers embrace lean principles for their production processes, yet often these same companies fail to implement “lean” across the rest of their organizations. Many areas of Weastec had paper-driven workflows which were legacy processes, but had not yet been analyzed to discover potential opportunities for improvement. Weastec recognized that lean document processes would help them improve in many areas such as productivity, customer service, and profitability.
Infographics
Why Information Management
Are you Managing your Documents or Are They Managing You?
Document management systems help give you greater control over your documents with audit, search, security, workflow, and routing capabilities. They also track and store data, help reduce costs, and help you meet regulatory requirements.
Videos
Therefore - Do Less, Get More
Therefore HR Onboarding Demonstration
Therefore Onboarding Webinar
Teaser Video
Customer Testimonial Videos
Weastec Testimonial
COMOSO Testimonial
Holiday Oil Testimonial
Tri-Counties Regional Center Testimonial
Features and Applications Videos
Process Information
Therefore™ Form Technology Feature
Therefore™ Offers PDF/A-3 Technology
Therefore™ Makes Your Data Come Alive with Power Bi Technology
Therefore Introduction
Business Analytics
Full Text Search
Integrations
Mobile App
Portal - Securely Access Documents
Vertical Market Videos
Insurance
Legal
Banking