Glossaire

Member, client,and supplier files

Experience the power of Elise and take your file management to the next level—faster, easier, and more connected than ever !

Our tailoredhigh-performance solutions

Streamlined onboarding process for clients, suppliers, and members

With our Elise ECM solution, the entire onboarding process for clients, suppliers, or members is fully automated.

Documents are collected, verified, and integrated into your systems securely and efficiently, ensuring full compliance while delivering a smooth, professional experience from day one.

Smart document capture

From the first interaction, Elise automatically captures and indexes key information from incoming documents (contracts, quotes, emails, etc.), securely storing them in a protected file. This process also includes seamless Know Your Customer (KYC) checks, ensuring quick document handling and immediate compliance with regulatory standards.

Centralized information

All documents and relevant information (contracts, invoices, orders) are stored in a single, easy-to-access centralized space. This provides real-time updates and a comprehensive view of each file for improved management and efficiency.

Seamless integration and data enrichment

The captured data is automatically enriched and synchronized with your third-party systems and internal databases. Elise ensures that your records are always accurate and up-to-date, minimizing risk and ensuring optimal management of client, supplier, and member relationships.

Document creation and e-signing

Easily import documents from your business applications or create them directly in Elise using customizable templates. Generate purchase orders or quotes with embedded metadata and complete the process with secure e-signatures via our Elise Flow tool.

Smarter file management and analysis

Elise enables end-to-end management of client, supplier, and member files—from initial document intake to the generation of new records.

With built-in SmartLink technology, all supporting documents are intelligently linked to maintain complete, up-to-date file records. Elise also leverages AI to enhance file analysis and accuracy :

Completeness verification

Elise automatically reviews each file to ensure all required documents are included, reducing the risk of missing information and enabling more reliable tracking.

Automated document reconciliation

Invoices and purchase orders are automatically matched using AI. Any inconsistencies are flagged instantly, making payment processing and reconciliation faster and easier.

Operational simplification

From supplier payments and customer invoicing to membership management, Elise brings clarity, automation, and efficiency to every stage of your operations.

Track every step—from order to payment—while ensuring smooth, error-free management of information related to your customers, suppliers, or members. Gain visibility, efficiency, and responsiveness !

Supplier payment tracking

Easily track your supplier payments with a fully integrated invoicing process. Dynamic dashboards offer a real-time overview of orders, pending payments, and deliveries.

Integrated client invoicing

Invoicing is automatically generated upon delivery, with archiving and direct linking to the client file, streamlining financial management and payment reconciliation.

Simplified membership management

Member documents are automatically categorized and linked to their respective files for quick access. Elise handles all types of documents (memberships, IDs, invoices, etc.) and automates renewals and payments, sending reminders and generating invoices with each payment.

Personalized tracking for quality relationships

Speed up the management of your client, supplier, and member files with automated processes, ensuring a top-tier customer experience, smooth supply chain, and greater member satisfaction.

Gain a full overview of each file to act swiftly and tailor your responses. The result: quicker, more precise, and higher-quality interactions! Elise also ensures secure, shared document access while maintaining confidentiality.

360° personalized tracking

Access a complete overview of each file with a user-friendly, customizable dashboard. Track all interactions (orders, deliveries, invoices, contracts, etc.) in real time, directly linked to client, supplier, or member profiles. Dynamic views allow you to filter by profile, team member, status, or date for accurate tracking and efficient relationship management.

Enhanced accessibility and communication

Elise enables secure document access, promoting seamless collaboration among your teams and quick responses. Communication with clients, suppliers, and members is made easier through automated notifications and centralized data management.

Traceability and secure archiving

Your client, supplier, and member files are securely archived in line with current regulations.

All documents are organized and stored systematically, ensuring their integrity and availability at all times. Advanced traceability tools facilitate file monitoring, enabling you to track the history of each document, action, and always stay informed on the status of each file.

Thebenefits

Time efficiency and fewer errors

Automated workflows and centralized documents reduce manual tasks and human error.

Smarter operations management

Real-time insights enable quicker, more informed decisions and streamlined oversight.

Faster external collaboration

Accelerated onboarding and smoother exchanges through centralized access to key documents.

Enhanced internal collaboration

Faster, more coordinated teamwork helps your teams focus on high-value tasks.

Transparent, flexible tracking

Full traceability with a flexible system that grows with your organization.

Improved user experience

Quick, efficient handling ensures higher satisfaction for clients, suppliers, and members.

Secure document handling

Sensitive data is protected with robust, controlled access measures.

Compliant audit trail

All actions are logged to ensure full transparency and regulatory compliance.

Speak to an expert

Contact us to schedule a personalized meeting with one of our experts: we'll assess your needs, answer your questions, and offer solutions tailored to your project.

Témoignage de
Mr Alexandre Renou , Head of Transformation - Crédit Agricole Sud Rhône Alpes

The development of our platform was essential if we were to achieve our objectives in terms of digitising our processes, both for our internal procedures and for our exchanges with our partners.

Témoignage de
Mr Gilles Wellecam , Dematerialisation Project Manager - Department of Vaucluse

Another of Elise's strengths is its ability to facilitate teleworking. Thanks to this solution, the mail department can now effectively manage mail flows remotely. This increased flexibility responds to changing working patterns and helps to maintain operational continuity even when away from traditional premises.

Témoignage de
Mr Morgan Godefroy , Head of Operations - CAVAMAC

In 2016, we turned to NeoLedge for their Elise solution. We chose NeoLedge because, among its competitors, it was the company that we felt listened best to us and was best suited to CAVAMAC's size and needs.

Témoignage de
Mr Christophe Rivat , IT Project Manager - ARS Nouvelle Aquitaine

Since then, the BRC has been processing an average of 1,500 scanned paper documents per month, and all postal mail is distributed via Elise. All staff have an Elise account, and 114 of them have been delegated electronic signatures via Elise Flow.

Discover our solutions

Our solutions help organizations and companies across various industries optimize operations, manage information efficiently and automate business processes, all while tackling the modern challenges of digitalization and performance.

Our sectors

Whatever your industry, our content management and process optimization solutions are tailored to your specific challenges and needs to ensure maximum efficiency.

Our solutions

Maximize the efficiency and collaboration of your organization with our innovative, tailor-made solutions that support your digital transformation journey!

Insurance and mutual funds sector

See how our solution can help you perfect document and process management while enhancing customer relationships.

Education and research sector

Find out how our solution can help centralize your information flows, manage both administrative and research files, and streamline processes, all while seamlessly integrating with your information system.

Banking sector

Automate your banking processes to maximize operational efficiency, strengthen customer satisfaction, and secure sensitive data while ensuring compliance with strict regulations.

Healthcare sector

Simplify administrative management and file tracking, promote better teamwork, and deliver an enhanced patient experience for increased satisfaction.

Government sector

Streamline document management and security while optimizing your processes for a more responsive and efficient public service.

Cities and local authorities sector

Explore innovative tools that enable cities of all sizes to digitize, automate, and optimize their administrative operations.

Electronic Document management

Case management

Case management

Mail management

Parapheur électronique

Electronic signature

Processus Achat / Vente

Purchase / sales processes

Villes et collectivités icon

Digital city

Gestion des contrats

Contract management

Dossiers adhérents, clients et fournisseurs

Client and supplier files

RESSOURCES HUMAINES ICON

Human Resource management

Ourdistribution channels

To fuel our expansion and meet the growing market demand, we’ve chosen to utilize two key distribution networks. These channels enable us to broaden our reach and provide solutions suited to each business type.

Central buying services

By partnering with buying groups, we can deploy our solutions more efficiently and on a larger scale, all while keeping prices competitive.

Marketplaces

Marketplaces serve as an efficient platform to directly target end users, thanks to their visibility and robust marketing tools.

Why choose NeoLedge ?

Extensive expertise in ECM, AI, and cloud technologies,

delivering innovative and high-performance solutions.

Custom-built tools

designed to fit your specific processes and goals.

Our team
Intelligence Artificielle

AI-powered intelligent automation

for efficient and optimized document management.

Top-level security

with a reliable and protective cloud infrastructure.