Microsoft SharePoint has rapidly become the multi-disciplined “platform of choice” for many organisations promising ECM, records management, collaboration, search and more – straight out of the box. However, the vision of a seamless ECM solution ‘without limits’ has been perturbed by the startling reality that only 14% of users have adopted SharePoint as their primary ECM tool*.

According to AIIM’s report; The SharePoint Puzzle – Adding the Missing Pieces’, 54% of users are already using, or are planning to use 3rd party add-on products to enhance SharePoint functionality.  And over half feel they would be 50% more productive with improved workflow, search and automated document reporting tools.  

Transform Filer, a solution launched by Bottomline Technologies this year addresses SharePoint user needs, to manage transactional document capture and recall without having to leave the business application. The index, storage and retrieval of documents are performed with one click. 

Filer facilitates internal collaboration by enabling documents to be intelligently contributed to any library within the collaborative site.  Blaine Sanderson, DPA Product Manager, states “End users do not need to guess where a document should be stored or what data is required to correctly classify it; Filer makes that possible with one simple hot-key. So it is records management made easy for users.” 

Transform Filer is used to index, file and retrieve paper-based and electronic content.

In addition, “Transform Filer’s ability to folder documents dynamically into a corporate file plan, based on index values, fits perfectly with Microsoft’s Folder-Based Records Management approach”. 

“Since permissioned foldering is a cornerstone for achieving granular security within SharePoint, that same dynamic feature ensures that each Filer document immediately receives it proper security marking within any concern to the end user”.

Organisations like Hickory Foods and the Govt. of Bermuda County who are currently using Filer have demonstrated an average saving of 2.5 hours per working day, and 30% faster processing, highlighting the time and costs efficiencies gained. 

“Transaction consistency is the key to optimising a collaborative user experience; otherwise document-based information will be obsolete without effective and easy recall.” 

Transform Filer requires minimal end user training and is administered using an intuitive graphical drag and drop user interface. The solution doesn’t require complex server requirements or extensive infrastructure, which cuts out the time to learn, to implement and to configure. 

Filer’s usability allows you to maximize its usefulness, making the solution cost-effective and drives process and transactional document efficiency. 

Watch the video of Transform Filer here

*AIIM Market Intelligence Report; The SharePoint Puzzle – adding the missing pieces, 2012