VP of IT
Use Cases and Deployment Scope
Supporting documentation for all master records and transactions (created digitally or scanned paper docs) are attached to the record while the operator is on the record. These documents are automatically assigned meta data based on the transaction for easy searching afterwards (sales order number, customer number, etc.)
Pros
- Meta data assignment to documents
- Easy UI
Cons
- Support is terrible since they were acquired.
- Professional services seems non existent since they were acquired.
Most Important Features
- Document Management
Return on Investment
- Productive transaction documentation.
Other Software Used
NetSuite ERP
