Document Management

Helping you store everything in one place

Information comes in many forms. An email, an attachment, an invoice through the post. Capturing all this data and being able to effortlessly retrieve it is important if you are to create an agile communications strategy while supporting your compliance policies.

WinMan ERP’s Electronic Document Management system (EDM) is fully integrated into the system so that transactions and documents remain together creating a unified source for all your data.

Document Management WinMan ERP Software

Documents of any type can be added to any entity in WinMan and can be captured from various sources. A range of plugins are available to allow documents to be easily imported from your email messages, file folders or document share sites. Support is also available for scanners to capture hard copy items.

Unlimited version control allows documents to be repeated checked in and out, and a role-based security policy ensures your documents will be well protected. The ability to create folders and add tags combined with powerful search tools means it’s easy to keep all of your documents organized.

WinMan can help you achieve a truly paperless environment where documents are secure yet easily retrieved, saving on external archiving costs and improving collaboration.

For more than ten years, the highly functional and versatile WinMan ERP system has provided the cornerstone for our successful growth, and we are particularly proud to have grown to become no.1 in the UK marketplace by supplying our acclaimed steel access covers and grilles which are 100% British made. WinMan is as important to us as ever, now that we are aiming our innovative products not only at the home market but also at foreign countries planning serious investment in new infrastructure.

Fabweld Steel Products

The single, integrated business system makes our life easier in many ways. We felt from the start that WinMan is more intuitive in its operation than other systems. Vitally it allows me to monitor my business – take its temperature – at any time by providing live data across all operations and generating reports that can be fine-tuned to meet any demands. By viewing the live data, we can immediately identify which areas may be causing bottlenecks or other problems and hence where additional planning and resources are required.

Timberwolf

Our WinMan ERP system allows me to directly and quickly access the management information I need to run the business – real-time reporting of key performance indicators such as operating efficiencies and deliveries. Vitally, more consistent pricing gives a truer margin on the work we perform. Meanwhile the system has supported our company’s strategy of investment for growth and its ability to meet delivery promises, hence strengthening its reputation in the marketplace as a reliable and trustworthy supplier. An accurate delivery date to the nearest day can now be assigned by our sales administration staff within half-an-hour of an order being placed. We proudly meet over 99% of those dates.

Westin

As a director of the business it was important to me that the system we implemented not only met our functional requirements, but also came from a supplier that was prepared to take on single source responsibility. Of all of the companies we evaluated, WinMan were the only one that ticked all the boxes.

Herrco

The underlying advantage of WinMan for Meadowmead was its flexibility and the ease with which it could be tailored to suit the company’s specific needs.

Meadowmead

If you would like to know more about the range of features available within the WinMan ERP system contact us for more information. 

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