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ECM Elise
Dive into the world of Elise and discover how our cloud-based ECM is revolutionizing information management.
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.
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