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enaio - A document management system for paperless work

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OPTIMAL SYSTEMS GmbH is the manufacturer of enaio and has established itself in Germany over the last 30 years as a provider of software in the field of the Document Management established.

On the way to a paperless office, companies, banks and the public sector are facing considerable challenges due to increasing digital user behavior, falling margins and a shortage of skilled workers. These can be overcome in many ways by means of the advancing digital transformation be solved. Manual processes are already a thing of the past in many organizations; instead, they are shaping Artificial intelligence (AI) and machine learning these processes.

The Document Management System (DMS) by OPTIMAL SYSTEMS GmbH from Munich is able to combine analog and digital content in one software and pursues the goal of automating and optimizing all processes in information management. The software of OPTIMAL SYSTEMS GmbH called enaio is suitable for organizations which want to archive files electronically. This technical process is also known as e-file.

enaio DMS - What is it?

The enaio software is based on a modular approach and can be easily integrated into existing IT infrastructures via predefined configurations. The DMS program includes customized approaches for a wide range of requirements and thus forms the foundation for established industry solutions. The software is flexible to use and offers a combination of outstanding usability and comprehensive features. Among others:

  • Inbox Processing: With enaio, documents are processed automatically and without an in-house mailroom, from their digital receipt to their processing, distribution and archiving.
  • Electronic archiving: Enaio focuses on digital storage as the basis for all work processes. Central archiving enables employees to retrieve documents at any time, regardless of location. In addition, enaio ensures automatic, audit-proof long-term archiving and ensures that retention periods for documents are adhered to.
  • Email management: Enaio specifically assigns emails to either projects or users, depending on their relation to specific processes. These emails are always stored within the appropriate business framework - and other sources of communication such as letters, faxes and telephone calls are also centrally recorded and organized in the process.
  • Document Management: The software enables location-independent, parallel document processing and prevents multiple filing of documents.
  • Access Management: A central control of user accounts and access rights based on a role and rights concept is integrated in enaio.
  • Integration and interfaces: Enaio offers extensive search and retrieval options and has numerous interfaces to common specialized procedures, e.g. with Konfuzio, Microsoft Office, SAP or DATEV.
  • Mobility: Thanks to enaio, location-independent work, from field appointments to home offices, is possible without any problems.
  • Environmental friendliness: The use of enaio significantly reduces paper consumption in companies.

The enaio software enables the creation of comprehensive digital archives. The enaio DMS is used in companies of all sizes, from small and medium-sized enterprises to large international corporations.

OPTIMAL SYSTEMS - Who is the manufacturer of enaio?

From an initial archiving solution, enaio has developed into a modern and powerful DMS system which contributes to document management and workflow control with a wide range of functions. The enaio software is part of a comprehensive ECM strategy of OPTIMAL SYSTEMS GmbH.

OPTIMAL SYSTEMS is one of the providers of digital information management solutions in the German-speaking region and part of the globally operating Kyocera Group. Through successful projects, OPTIMAL SYSTEMS has gained extensive experience with the requirements of automated processes.

Specialized applications of enaio - Examples

The enaio program provides a huge range of proven specialized solutions for almost all business sectors.

Digital applications

  • E-file for documents: Various document types such as invoices, contracts, minutes or application documents are stored in digital form in this file. In contrast to classic folder systems, the electronic file saves space, digital browsing creates a time advantage and access is possible from any location.
  • Invoice processing: The document management system enables digital invoices to be processed quickly and securely. The software identifies incoming invoice documents and forwards them automatically. Review steps and digital workflows for approval ensure increased security and a reduced error rate.
  • Equipment management and test equipment management: Ensuring that all production and supply equipment is in perfect condition is a special difficulty for devices and test equipment. In this context, enaio protects against subsequent manipulation of the documents and offers an audit trail as an essential feature.
  • Patient Data Management: By the beginning of 2024, e-prescriptions will be mandatory for medical practices. The e-prescriptions are intended to improve the process in the practice and offer more security for patients. For Health Minister Karl Lauterbach, the e-prescription and the electronic patient file are a step in the "race to catch up" to digitization in the healthcare system.
  • Contract Management: Managing numerous contracts with different durations, payment terms, and notice periods is one of the biggest challenges for an organization's internal financial management. With the help of digital contract management, comprehensive control over deadlines can be ensured.
  • Vacation Management: Before the vacation season, vacation requests regularly accumulate on the desks of team and department managers and in HR. This is followed by a time-consuming process of review and approval. The enaio DMS provides a quick overview of remaining vacation entitlement and informs about requested, approved and rejected vacation requests. A simple workflow ensures that the review and approval are carried out directly by the relevant responsible persons.

Deployment in various departments

  • Management
  • Manufacturing and development
  • accounting
  • Quality management and quality assurance
  • Human Resources

The advantages of enaio at a glance

BenefitsDescription
Process optimizationAd hoc processes, task flows, deputy regulations and digital signatures prevent delays. Digital workflow management with enaio models business processes.
Time savingenaio assigns tasks to the appropriate areas of responsibility and saves valuable time through electronic process control.
Data securityUser rights can be assigned individually with the use of the enaio software. Thus, all data is reliably protected from unauthorized access.
Cost savingsenaio DMS has a cost-cutting effect, as personnel resources are saved by eliminating manual document processing. In addition, archives and storage areas for paper-based files are superfluous.
Customer satisfactionThe enaio program enables faster request processing and accelerates support response. This raises the entire customer management to a higher level.
Quality assuranceProfessional quality management with enaio ensures high standards through complete documentation, automated forwarding and comprehensive information in the right context.
Employee satisfaction and transparencyWith the help of the software, staff benefit from fast access to all of the company's knowledge. Transparency is increased and time-consuming research in unstructured data is completely eliminated.

enaio and Konfuzio - A software combination that pays off

The combination of Konfuzio and enaio DMS presents numerous benefits for companies looking for Automation and digitization and are looking for the most innovative and powerful data integration and data management solutions possible. Compared to other market offerings, software coupling has numerous unique selling points (USP).

Data extraction with AI support

Konfuzio acts as an AI-based platform for extracting unstructured data from diverse documents and sources. Classic use cases are, for example:

  • Invoice processing: Konfuzio extracts information such as invoice number, invoice date or item numbers and then helps validate this data.
  • Patient data: Data extraction with Konfuzio saves enaio customers from searching for diagnoses, therapies or lab results.
  • Payment advice: Konfuzio can be used to extract relevant information from payment advices. This includes invoice amount, payment date or reason for payment.

By integrating enaio and Konfuzio and, organizations gain seamless access to this valuable information.

-> Read more about data extraction with Konfuzio

Automation of business processes

The interaction of Konfuzio and enaio allows companies to automate time-consuming manual activities. This leads to a significant reduction in errors and increased efficiency.

Customizable integration

enaio offers a wide range of solutions for enterprise content management, which are known for their smooth integration with various systems and applications. This ensures that the data extracted from Konfuzio can be ideally integrated into existing corporate IT structures.

In-depth data analysis

The combination of Konfuzio and enaio enables companies to effectively analyze their data and gain valuable insights. The AI technology realizes patterns and trends within the data that sustainably contribute to the optimization of business decisions.

Scalability

Both Konfuzio and enaio's program are highly scalable solutions and will meet the needs of expanding businesses. This ensures that companies of all sizes can benefit from the advantages of both applications without having to worry about upgrading their systems in the future as their data volumes grow.

Conclusion and prospects

Established companies trust the enaio program to keep them focused on their core business and thus ensure their competitiveness. enaio's software helps locate information quickly and securely, manage it in a transparent manner, and archive it in an audit-proof form. Digitized processes and structures can also be implemented in your company.

Would you like to receive more information about what you can achieve with AI, automation and digitalization in your company? Then contact us at any time via the Contact Form.

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