PLANA Business Cloud 

DMS

Central Document Management

PLANA Business Cloud offers an intuitive centralized document management system that significantly streamlines the organization and access to all important company documents. The system allows teams to upload, store, and share various files, all on a single secure and integrated platform. The ability for collaborative real-time work on documents ensures seamless communication and enhances team efficiency. Easy indexing and powerful search functionalities enable quick and efficient retrieval of necessary documents, saving time and effort during the workflow.

The system supports document versioning, which enables tracking of all changes and guarantees that work is always done with the most up-to-date information. This is crucial for preventing errors and ensuring high-quality work. The platform is fully compliant with regulatory requirements for document storage, meaning that all files are securely stored and archived. These features not only simplify internal processes but also ensure the protection of sensitive data while adhering to all legal and regulatory standards.

Time-driven workflows

PLANA Business Cloud offers incredibly useful functionalities for automating company processes through time-driven workflows. These workflows allow you to define specific steps that are executed automatically at a particular time or when certain conditions are met. This includes sending reminders for important activities, initiating new tasks for teams, or performing checks based on predefined rules. The system allows for easy creation of scenarios that can be adapted to the company’s needs and ensures maximum automation of business processes.

Automating workflows significantly reduces the risk of human errors, allowing employees to focus on more important tasks rather than repetitive administrative activities. Furthermore, these workflows improve the tracking of progress and efficiency in task execution across different teams. This is particularly useful for large organizations dealing with multiple parallel processes, as it ensures traceability and accountability in real-time.

Time-driven workflows significantly enhance time management within the organization. They allow managers to plan and synchronize their activities in a way that minimizes gaps and delays. These workflows also increase team efficiency by ensuring timely task completion and assisting in meeting deadlines. Ultimately, using time-driven workflows is a strategic approach that optimizes the company’s resources and processes.

Archive

PLANA Business Cloud offers a powerful and secure archive designed for long-term storage of data and documents, tailored to meet the needs of modern businesses. The archive is built with efficiency and security in mind, providing options for categorizing and organizing information based on various criteria. With flexible configuration options, you can store documents in compliance with specific regulations and company policies while ensuring that the archive meets all legal requirements.

One of the archive's key features is its ability to retrieve information quickly and easily. Users can search for documents using keywords, dates, or other specified parameters, significantly simplifying access to historical data. This functionality is crucial for accounting and tax references, as well as for managing documents related to regulatory compliance. The system ensures that your business has timely access to accurate information whenever needed.

Data security is a top priority for PLANA Business Cloud. The archive employs advanced encryption technologies to protect stored documents from unauthorized access. Additionally, it ensures reliable data protection through redundant storage and regular backups. With PLANA Business Cloud, your company benefits from a comprehensive solution for long-term document management, combining security, easy access, and full regulatory compliance.