Simplified Automated Document and Data Centric Management
DocData Tracker is a smart Document and Data Centric Management solution designed to empower businesses by automating and streamlining contract-related processes. It’s not a substitute for legal expertise but a powerful tool that enhances efficiency, governance, and compliance across your organization. It facilitates your digital transition from your existing system or manual Document and Data Centric Management to a modern, automated AI-powered cloud solution.
What DocData Tracker Does For You
Our user-friendly solution is designed for entities of any size across various industries, addressing pain points in departments such as:
- Legal: Manage legal contracts, compliance documents, and regulatory filings efficiently.
- Procurement: Oversee vendor contracts, purchase agreements, and supplier compliance.
- Finance: Handle financial agreements, audit documentation, and compliance records.
- Executive: Facilitate executive decision-making with centralized access to critical documents.
- Human Resources: Manage employment contracts, policy documents, and compliance records.
- Sales: Handle sales agreements, client contracts, and service level agreements (SLAs).
- Operations: Oversee vendor contracts, service agreements, and operational procedures.
- IT: Manage software licenses, service contracts, and IT governance documents.
- Marketing: Manage contracts with agencies, freelancers, and media partners.
What Makes DocData Tracker Unique
1. Document-Centric
Benefit: Version control, metadata tagging, check-in/check-out functionality, Collaboration, Search and Retrieval, Permissions and Security.
2. Simplified Setup
Benefit: Streamline your setup process with simple instructions from the DocData Tracker setup guide, making it optional to grant our technicians access to your environment for setup.
3. Seamless Integration with Existing Tools
Benefit: Leverage SharePoint as your data source and enjoy seamless integration with MS Teams and Outlook for automated approval workflows and notifications.
4. Self-Help Setup Guide
Benefit: Empower your team to configure and set up the solution independently, ensuring security by not requiring external access to your online environment.
5. Cost-Effective Operation: No Dynamics 365 License Needed
Benefit: Operate efficiently without the additional expense of Dynamics 365 licensing, making it a budget-friendly choice.
6. Transparent Pricing
Benefit: Experience peace of mind with our clear, upfront pricing—no hidden costs or surprises, including Azure services consumption costs.
7. Easy Office 365 Integration
Benefit: Requires only an Office 365 subscription and Power Apps access from your IT admin, simplifying the integration process.
8. Versatile Application Suite
Benefit: Utilize our integrated suite of five applications independently, with each app requiring user authorization for access, ensuring flexibility and control.
9. Free Microsoft Forms Template
Benefit: Access a customizable Microsoft Forms template at no extra cost, adding value to your investment.
10. Customizable Low-Code Technology
Benefit: We tailor the solution together with your team to expand additional features to suit your unique business needs in a matter of days.
Why DocData Tracker (Key Differentiators)
SharePoint-Based Security
Built on SharePoint, DocData Tracker leverages managed access controls to ensure the security and confidentiality of your documents. This robust platform provides secure, role-based access to sensitive information, ensuring that only authorized personnel can view or edit documents.
DocData Tracker Significantly Enhances
- Decision Making: Empowers executive-level decisions through centralized document access and tracking. Offers daily status notifications and automated approval workflows to keep decision-makers informed.
- Administrative Efficiency: Improve response times with proactive administrative tools.
- Document Management: Centralize document storage for easy access and management.
- Agile Governance: Implement dynamic Delegation of Authority for robust governance and compliance.
- Standard Operating Procedures: Ensure adherence to SOPs for consistent operations.
DocData Tracker Eradicates
- Manual System Risks: Eliminate financial and legal risks associated with traditional manual systems.
- Document Access Issues: Prevent loss or access challenges to documents managed under a single user account.
- Non-Compliance: Address Delegation of Authority and SOP non-compliance effectively.
Pain Points Addressed by DocData Tracker
Pain Point 1 - Tracking Progress
Difficulty in tracking contract status
Our Solution: Easily monitor the status of contracts through automated notifications and dashboards. AI Tracking ensures contracts never go unnoticed.
Pain Point 2 – Unique Agreement Number & Version Control
Challenges in managing multiple versions of a contract
Our Solution: Assign unique agreement numbers and track multiple contract versions to maintain consistency and prevent errors.
Pain Point 3 – Visibility Issues
Contracts becoming “invisible” or forgotten
Our Solution: Prevents contracts from becoming 'invisible' by centralizing all agreements in one accessible repository. Supports OneDrive, Dropbox, and similar platforms.
Pain Point 4 - Compliance Tracking
Difficulty in ensuring compliance with contract terms
Our Solution: Automates Delegation of Authority and compliance checks, ensuring contracts adhere to organizational SOPs.
Pain Point 5 – Data Extraction
Manual extraction of Document and Data Centric Management data
Our Solution: Simplifies reporting and decision-making with integrated and secured data fields for structured Document and Data Centric Management data sourced from SharePoint with authorized access.
Pain Point 6 - Approval Workflows
Manual approval processes that cause delays and authority delegation conflicts
Our Solution: Activates automated workflows for approvals via Microsoft Teams and Outlook, minimizing bottlenecks. App dedicated for you to setup Delegation of Authority using your existing internal Microsoft En