EASY Solution Guide
EASY Solution Guide
WE SAVE TIME.
OVERVIEW
PRODUCTS AND SOLUTIONS
ECM SOLUTIONS
2
INDEX
eCM 4
EASY EXPERIENCE 6
EASY DOCUMENTS 7
EASY CAPTURE PLUS 8
EASY DOCUMENTS ONE 9
ERP SOLUTIONS 13
10
EASY for SAP 12
EASY INVOICE for SAP | EASY HR RECORDS for SAP 13
EASY for DYNAMICS NAV 14
EASY for DYNAMICS AX 15
PURCHASE INVOICES 16
EASY INVOICE 17
DIGITAL FILES 18
EASY CONTRACT 20
EASY RECORDS for HR 21
E-MAIL MANAGEMENT 22
EASY for Exchange 24
EASY NOTES 25
OFFICE SOLUTIONS 26
EASY for SHAREPOINT 28
EASY for OFFICE 29
3
EXPERIENCE FROM MORE THAN
12,500 CUSTOMER INSTALLATIONS
With its two enterprise content management solutions ERP n Solutions for SAP
(ECM) EASY DOCUMENTS and EASY EXPERIENCE, n Solutions for Microsoft Dynamics
EASY SOFTWARE provides document-based solutions for n OEM solutions
businesses of all sizes – from small and midsize business-
es to large corporations. These ECM systems cover all DIGITAL FILES n File solutions for contracts,
important functions, from revision-proof archiving personnel, document storage
through to fully automated business processes, as well
as structured storage and complete file solutions. Our Workflow n Design business processes
ECM systems have increasingly become the core of all enterprise-wide
document-based processes in many businesses;
they offer a variety of integrations in other leading ARCHIVING n Storage solutions for
applications. revision-proof archiving
n ECM according to compliance policies
FILE
5
EASY EXPERIENCE
This is where the ECM solution EASY EXPERIENCE Uniform base for all company-related
comes in. Besides secure retention of all information, business processes and documents
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it enhances process quality. EASY EXPERIENCE enables Ergonomic, flexible Web and Desktop clients
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optimal access to all business-related data and its
Extensive integration interfaces for
revision-proof storage. It allows distributing information
interaction with already existing systems
in an enterprise through defined business processes, or ................................................................................................
forward it ad-hoc to individual groups of people. High level of document security
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EASY DOCUMENTS
EASY DOCUMENTS is the ideal solution for small to The Web client or the Apple iPhone or other smart-
midsize businesses. It is quickly implemented and phones give employees mobile access to all documents or
provides numerous out-of-the-box solutions such as workflow processes stored in the document management
contract management, invoice processing, the person- system. Moreover, a native iPad application ensures access
nel file, and many more. EASY DOCUMENTS easily and via Apple iPad. So employees stay connected with the
elegantly covers the entire function range of document internal workflows, and can conveniently be part of decision
management in a single system, from the archive to processes. User-definable send scenarios or graphically
rule-based workflow. predefined workflows help optimize document flow.
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EASY CAPTURE PLUS
Businesses still receive most documents such as delivery Electronic documents can be conveniently passed
notes, invoices, contracts and color brochures as hard- directly to the ECM system via interfaces to leading
copies. That’s why a powerful document capturing tool applications or simply via print jobs with manual or
provides the basis for all other procedures within modern automatic indexing. Whether it’s simple storage in
electronic document management. the archive or process-oriented further processing,
a single click is enough.
automated free form recognition including importing Process acceleration through batch processing
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purchase invoice line item detail, therefore forming Highest level of accuracy with recognition
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the basis for modern invoice processing.
Extensible for automated invoice processing
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In an equally simple manner, EASY CAPTURE PLUS also Print to archive, file and workflow
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supports ad hoc scanning at the user’s workstation.
Data extraction and subsequent indexing
Indexing is conveniently carried out using custom-
via Barcode
ized input masks. Selection lists and integrity checks
guarantee error-free input.
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EASY DOCUMENTS ONE
While electronic company archives and process solutions have for years become an integral part of everyday office
life, most users are working with their personalized documents still in a little structured and conventional manner.To
this day, document management systems are used only here and there for storing documents. The reasons for this
are simple. Technology had previously been too complicated for users and costs had been too high, with the result that
acceptance on the part of organizations was low.
EASY DOCUMENTS ONE is the first personalized archive to be available in the marketplace. This enables every user
in a company to rapidly and safely store their documents, and always be able to access all documents transparently.
EASY DOCUMENTS ONE is so intuitive to use that anyone can use it immediately.
WWW.EASY.DE/En/PRoDuCtS/EASY-DoCuMEntS-onE/
Inbox with convenient view to documents in the iPad application A native iPad application enables the EASY DOCUMENTS
ONE user to have their sorted documents always available,
outside your typical workstation, even in meetings or on
EASY DOCUMENTS ONE – YOUR BENEFITS visiting customers. You have all your files and therefore
all information stored elegantly in iPad. Moreover, the
Storage tree is automatically generated personalized archive is also retained when losing or switch-
...............................................................................................
ing your workstation computer, because it is centrally
Preconfigured personal archive
............................................................................................... stored in an EASY system in a revision-proof manner.
Quick and automatic entry
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Later refinement with categories or notes
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Digital documents, printing and scanning
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Self-learning headwords and categories
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Including gadget on Windows for capturing
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iPad App for mobile search
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All enterprises are using standard
ERP systems (enterprise resource
planning) to plan and control their
business processes. These systems
are ideally suited to collect, evaluate
and continue using company-related
structured data. EASY SOFTWARE
solutions complete these options
with the actual business processes
of capturing and processing the
underlying original documents
as well as retaining complete
business processes.
IMPORTANT INFORMATION ALWAYS OBTAINABLE EASY for SAP n Certified archive to SAP standards
n Transparent and secure document storage
EASY SOFTWARE delivers a complete solution for cap- n Integration with SAP Records Management
turing, pre-processing and retaining original documents. n Invoice ledger within SAP and
Implementing this solution increases efficiency and quality release process
in all related business processes. Specifically customized
solution packages open up all advantages from an EASY for n Revision-proof document storage
ERP/DMS combination for different ERP systems and DYNAMICS AX for Microsoft Dynamics AX
document classes or company departments. These n Stores outgoing documents in
packages ensure seamless integration between document various company archives
management of original documents and the respective n Automatic transfer of additional
ERP system. Thus organizations are working with business information
a seamless solutions chain of incoming documents
through to competing the business process and legally EASY for n Auto- archiving during the
compliant retention of all information. DYNAMICS NAV posting process
n Flexible search mechanisms
EASY SOFTWARE makes use of its 15-year solution n Access to all business documents in
expertise from the SAP system environment to create mere seconds
optimal solutions for Microsoft Dynamics AX and Microsoft
Dynamics NAV. A plethora of other integrations for popular OEM solutions n Standardized interfaces for
ERP systems and industry solutions are created by EASY a variety of use cases
partner companies, rounding off the EASY product suite.
FILE
11
EASY for Sap
PERFECT COMPATIBILITY
WWW.EASY.DE/En/PRoDuCtS/EASY-FoR-SAP/
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EASY INVOICE for SAP | EASY HR RECORDS for SAP
Implementation and optimization of electronic business processes supports SAP users in reducing costs and simultane-
ously increasing process quality. EASY SOFTWARE pays special attention to processing purchase invoices and solutions
for SAP HR.
That’s EASY: Save time, and improve processing of your purchase invoices for SAP in no time. The EASY INVOICE
for SAP solution allows you to implement transparent standard processes, utilizing vast cost savings in your finance
accounting department. EASY INVOICE for SAP completely replicates invoice capturing, approval and posting for SAP.
All invoice procedures, i.e. allocation, correction, verification, approval, release and posting, are centrally controlled or,
optionally, performed automatically.
EASY HR RECORDS for SAP is essentially based on Enhancing the transparency of HR records
technical SAP standards. This enables using existing
permissions from the leading personnel management
solution in your organization, eliminating the need for
dual maintenance.
WWW.EASY.DE/En/SolutionS/SolutionS-FoR-SAP/
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EASY for DYNAMICS NAV
CREATING SYNERGIES
EASY for DYNAMICS NAV facilitates the accelaration Integration with the Microsoft Dynamics NAV standard menus
of processes in the accounting department. Incoming
documents, such as invoices or delivery notes, can
be entered via a central station on arrival, and stored
in a revision-proof manner. Seamless integration of EASY
products with Microsoft Dynamics NAV enables
document access directly from the NAV client. Users
continue working from their familiar environment.
Outgoing documents can also be stored in company ar- Automatic capture and release of purchase invoices is one
chives. This can be performed fully automatically without of the most important document-based business process-
user actions. Here the metadata is also passed to the es. EASY INVOICE for DYNAMICS NAV lets you control the
archive in addition to the document, so the infor- entire process: from document capture and invoice release
mation is searchable from any EASY application. workflow through to automated posting in Dynamics NAV.
This “Best Practice” solution enables you to get a quick
and cost-effective start and can be conveniently custom-
ized to meet your requirements.
Revision-proof archiving
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Searching from the Dynamics interface
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Extensive organizational and search options
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High level of automation
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Automatic processing of purchase invoices
WWW.EASY.DE/En/PRoDuCtS/EASY-FoR-DYnAMiCS-nAV/
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EASY for DYNAMICS AX
WWW.EASY.DE/En/PRoDuCtS/EASY-FoR-DYnAMCiS-AX/
DYNAMIC COOPERATION
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PURCHASE INVOICES
in such a manner that all involved employees will ROI in a few months
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find their roles represented. EASY INVOICE can also be Revision-proof storage of original invoices
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subsequently customized very easily via Microsoft Visio
Central invoice verification
to modify process flows.
and integrated freeform accounting
SIMPLE, EFFICIENT, AND EFFECTIVE
DOCUMENT FILE
n Scan and assign using n Automated n Integration with n Turnkey and n Revision-proof
EASY CAPTURE PLUS freeform extraction SAP and solutions customizable workflow storage according to
and verification for Microsoft scenarios through compliance policies
using EASY xTRACT Dynamics Release EASY EXPERIENCE and
EASY DOCUMENTS
WWW.EASY.DE/En/SolutionS/ACCountS-PAYABlE-AutoMAtion/EASY-inVoiCE/
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DIGITAL FILES
– Contract files and personnel files
Desks are overflowing with mountains of paper. With time pressing, important files and documents are hard to retrieve.
The digital file solutions from EASY SOFTWARE allow organizations to remove the paper backlog and to benefit
from the efficiency gains for the enterprise. Very short implementation times ensure immediate benefits and
fast return on investment.
SIMPLY VERSATILE
The smart solutions for different company departments can be individually and conveniently customized for each
internal process. So the solution adapts to your requirements, and integrates structural changes with a few clicks.
BEST PRACTICE
So why not benefit from the success of thousands of organizations already using solutions from EASY SOFTWARE?
The “Best Practice” solutions let you benefit from a rich experience of more than two decades. All you need to
do is customize the tried and tested digital file solutions to your individual requirements, with no need to
reinvent the wheel.
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EASY CONTRACT
The digital contract file EASY CONTRACT significantly EASY CONTRACT supports users with your liquidity plan-
eases administration of organizations. It eliminates the ning through an extensive overview of payment flows. It
need for time-consuming processes such as searching is easy to use and intuitive in the browser. In addition,
for specific documents or checking deadlines of storing contracts and related documents in the central
contract periods, as well as payment deadlines. document management system creates the basis for
Process-related, cross-departmental access to specific versatile search and retrieval options – e.g. via full text
files is ensured regardless of site, making internal search – and concise administration of access rights.
communication more efficient.
SIMPLY SECURE
WWW.EASY.DE/En/SolutionS/DiGitAl-DoSSiERS/EASY-ContRACt/
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EASY RECORDS for HR
PERSONNEL FILE
WWW.EASY.DE/En/SolutionS/DiGitAl-DoSSiERS/EASY-RECoRDS-FoR-HR/
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E-MAIL MANAGEMENT
More than 220 billion e-mails are used in offices every day to
communicate information throughout the world. Given this
volume of information, professional e-mail management is
particularly important for efficient office work. As an EASY SOFTWARE
customer, you will benefit from these powerful solutions, which
seamlessly integrate with the entire e-mail business process
and which were developed and designed against a background
of more than twenty years of experience.
Central e-mail storage and process
integration with Exchange and Notes
Smooth business processes in modern enterprises EASY for EXCHANGE n The archiving solution
are unthinkable without e-mail correspondence. E-mail for Microsoft Exchange
management is therefore a complex organizational and n Administration of
technological challenge in the enterprise. Seamless retention periods
integration of EASY SOFTWARE products and solutions n Seamless integration
with various mail systems conveniently and quickly for- with Microsoft Outlook
mulates the path to increased efficiency. In doing so,
easy integration into existing user administrations EASY NOTES n Completely integrated,
allows short implementation periods – organizations compliant ECM solution
immediately benefit from the use of the products. n Enhanced server performance
n A solution for accessing
enterprise-wide content
n Archiving company-related
applications and e-mails
FOCUSED EFFICIENCY
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EASY for EXCHANGE
WWW.EASY.DE/En/PRoDuCtS/EASY-FoR-EXCHAnGE/
EASY FOR MICROSOFT EXCHANGE
EASY for EXCHANGE provides legally compliant e-mail EASY for EXCHANGE – YOUR BENEFITS
archiving for the Microsoft Exchange Server. The flexible
control set allows both transparent archiving or journal Legally compliant e-mail archiving
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mailboxes and defining individual archive folders or Easy-to-use and quick search functions
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time-controlled processing of e-mail messages. This
enables EASY for EXCHANGE to comply both with Reduces the load on the Exchange database
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the provisions for legal data retention and individual Maintenance-free system configuration
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Outlook users’ interest in data protection/privacy.
Optimal, intuitive integration with Outlook
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EASY NOTES
NOTES helps you turn your IBM Lotus Notes client into a
full-fledged archive client that lets you search in
enterprise-wide data, use it, and even seamlessly inte-
grate it directly with your own applications, using
IBM Lotus standard techniques.
With its system-related architecture, EASY NOTES com- Intelligent archiving significantly reduces your server load.
pletely integrates with the IBM Lotus Notes client. This The result is the database remains clean, organized and
close integration removes the need for extensive user fast. The software automatically adheres to the legal
training. You will quickly realize your employees become provisions on archiving. Having made overflowing mail-
more efficient through effective use of EASY NOTES. boxes redundant, you can concentrate on essential tasks,
Because EASY NOTES also supports IBM Lotus iNotes™, and gain in flexibility and efficiency.
archived e-mail items can also be viewed via IBM Lotus
iNotes™. EASY NOTES holds archived documents locally
offline, so mobile access is guaranteed. The user can EASY NOTES – YOUR BENEFITS
determine which archived data to synchronize.
Forming virtual files and using
enterprise-wide data
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Seamless integration with IBM Lotus Notes
and with your applications
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Integrating IBM Lotus Notes documents
into enterprise-wide business processes
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WWW.EASY.DE/En/PRoDuCtS/EASY-notES/
Legally compliant and revision-proof archiving
of all your IBM Lotus Notes documents
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OFFICE SOLUTIONS
Microsoft Office is used in nearly all offices of organiza- EASY SOFTWARE is therefore one of the avant-garde
tions and administrations, which is why Word or Excel system integrators for Microsoft SharePoint Server
are not just familiar applications for many users; they are 2010, the leading enterprise platform for cooperation
also an integral part of office life. Outlook is the central and providing information. EASY for OFFICE is a full-
information interface that is open all through the fledged ECM client for Microsoft Office and SharePoint.
working day. EASY for SHAREPOINT extends the Microsoft Share
Point with the necessary ECM functionalities.
ALWAYS UP-TO-DATE
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EASY for SHAREPOINT
EASY for SHAREPoint is an integrated document Discover the potential that EASY for SHAREPOINT holds
management and archiving solution for Microsoft in store. EASY for SHAREPOINT Web Parts give users
SharePoint. it supports both SharePoint Services and the greatest possible flexibility in designing their own
SharePoint Server products. two different EASY SharePoint applications by communicating individually
xSHARE versions take into account the different uses with Web Parts of other manufacturers. For instance,
within the SharePoint environment. connect a CRM Web Part to the EASY libraries or display
the archived documents on the selected record. Com-
plex queries can be easily created and hidden from the
LINKING KNOWLEDGE AND ACCESS end-user; topical cockpit information can therefore be
easily realized.
EASY for SHAREPOINT perfectly links the Microsoft
SharePoint Server’s document structures to legally
compliant storage in EASY ECM systems. Business-
critical documents are automatically archived, without re-
quiring manual intervention. Optionally, these documents
can also be removed from the SharePoint library or
replaced with a reference file the size of a kilobyte.
WWW.EASY.DE/En/PRoDuCtS/EASY-FoR-SHAREPoint/
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EASY for OFFICE
PROCESS-RELATED ARCHIVING
CONNECTED
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CLOUD & SaaS
CloudComputing, OnDemand models, and “oftware as a service” are
more than just a fashionable fad. An increasing number of enterprises
prefer consuming software functionality on-demand to more
directly reflect changing business requirements. EASY ENTERPRISE
SERVICES GmbH has been established to ensure that the future devel-
opment of the EASY SaaS platform is based on this new type of cus-
tomer model.
SOFTWARE-AS-A-SERVICE A STRONG PARTNER NETWORK
The great advantage of Software as a Service (SaaS) Why not benefit from the extensive experience of EASY
is that it allows enterprises without their own infra- SOFTWARE in the enterprise content management envi-
structure to use the offered services. Moreover, on-site ronment for building and running software-as-a-service
maintenance staff are not required, nor are software models, as well as from the strong partner network? This
licenses. To users SaaS offers maximum transparency is because the strength of our partners is based on their
and cost control because the services are billed at trusted status and close proximity to their customers.
calculable fixed costs on a monthly basis.
HOSTING
OFFICE SOLUTIONS
eCM
ERP SOLUTIONS
E-MAIL MANAGEMENT
DIGITAL FILES
PURCHASE INVOICES
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