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Document & File Management System

Demo / Showroom

Why go paperless

Efficiency is at the heart of any successful business. Completing, filing, organising and keeping track of paperwork creates severe strain on your staff increasing time spent on administration while reducing time spent on value-add tasks. A paperless approach to building your company offers a higher level of security for you and your customers while bringing greater efficiency and reduced costs. Among the many benefits of adopting a paperless system includes reduction of errors, less fear in losing important information, increased knowledge retention and sustainability and an eco-friendly work environment that decreases clutter, reduces consumption and sparks collaboration.

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Welcome to Dupont Toys

Welcome to Dupont Toys, Swiss Toy manufacturer since 1937. Recently, Dupont's CEO Samuel Dupont has initiated a series of digital transformation investments aimed at bringing increased efficiency to his team. One primary activity includes migrating his paper-heavy office into 'the cloud' to obtain the many benefits that a paperless office has to offer. We are delighted to be on board with Samuel for this initiative by offering PRESTO Paperless Office, our all-in-one file and document management system. In this demo (aka showroom), we walk you through all the necessary steps Samuel and his team are undergoing while putting their paperless office strategy into motion. Enjoy!

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Pt 1. The Asset Deficiency Dashboard

By teaching your company to build your document management strategy on the 4 suggested balanced scorecard perspectives (financial, customer, process, innovation), your staff will have enhanced visibility into where document deficiencies are posing risk to your company and naturally become more aware of the strategic pillars that support the vision of your management team.

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1.1 General dashboard introduction

Pt 2. Reporting & accessing shared files

Shared file graphic

The Asset Deficiency Dashboard with its robust set of filters is designed to make sure you can find any document you need in seconds. With its reporting and its filter options, the dashboard offers robust enhanced visibility to middle and senior managers to see where increased support may be necessary in managing risk related to operational readiness deficiencies. In this module, you will take a tour of the various filters offered and see how it supports managers in capturing the right set of information necessary in critical moments.

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2.1 Document types & sub-types

2.2 The document detail report

2.3 Accessing & editing shared files

2.4 The media summary report

2.5 The R-A-C-I accountability matrix

Pt 3a. Linking processes to documents

Become a value chain-centric company by teaching the discipline of process orchestration. As a process optimisation solution allowing you to catalogue your portfolio of business processes and the corresponding touch points and handoffs that are detrimental to their success, PRESTO allows you to group and link all your support files and documents to your digital process catalogue to allow for enhanced visibility to managers in key process-focused decision making moments.

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3.1 Reporting documents by business process

3.2 Accessing, viewing & editing documents from the process pop-up

3.3 Using folders to manage bulk records

Pt 3b. Adding documents to projects

Stop losing documents which are necessary to support projects and exercises by creating and accessing on-the-fly mini document archives within each project. PRESTO allows you to quickly create, link, display and access documents directly within a project which you are working so that future visitors know exactly which documents and files support the project with direct access to them.

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3.4 Adding a document (or file) to a project

3.5 Accessing documents from the project dashboard

Pt 4. Getting started

If you are just beginning, take a moment to review the following exercises which are critical to commencing your PRESTO journey. If you are already a PRESTO user skip this section and jump to part 5.

4.1 Adding & relocating teams

4.2 Adding staff & allocating roles

4.3 Adding processes

Pt 5. Media Manager exercises

In this section you will learn all you need to know about creating and managing your documents using PRESTO's file manager pop-up located directly on the dashboard as well as the document workbench. This section is for document managers responsible for the daily maintenance of company assets ensuring the operational readiness of your organisation.

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5.1 Creating a document / media file

5.2 Editing a document's core attributes

5.3 Creating a folder to manage high volumes & bulk records

Pt 6. Configuration & setup (for Administrators)

This is the foundation of your document management strategy and should be thought through with care prior to launching PRESTO Paperless Office in your company. It is strongly advices that file types and sub-types (exercise 6.2) are vigorously reviewed with your management team prior to brining on board manager users. Failure to putting adequate thought into these setup exercises will create overlap and unnecessary confusion as your managers begin using PRESTO on a day-to-day basis and the user community begins to grow.

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6.1 Configuring perspective categories

6.2 Configuring types and sub-types

6.3 Configuring RAG (red-amber-green) statuses

6.4 Configuring file formats

The value proposition

Frequently Asked Questions

Nothing could be further from the truth! PRESTO works together with your shared file manager provider enhancing your user experience and making it easier to locate files and provide the routine housekeeping to keep your files in order and easily available.

Depending on how your company is structured to manage its support documents determines who should be your PRESTO users. In essence, it is ideal that anyone responsible for document and file management should have access to PRESTO however it is not necessary but recommended that at least one person per team is a user.

Getting up an going will only take you a couple of hours. We guide you through an easy process to help you use PRESTO so that frustration when managing documents will disappear from your business's existence.

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Testimonials

What our clients are saying about PRESTO

PRESTO is a truly unique offering that is unmatched by other vendors pushing their business management systems and services in the market.

Heather Fegan

Director of Continuous Quality Improvement
at Alvis, Ohio, USA

PRESTO played a key role in assisting our company in reducing the administrative burden during the acquisition of one of our former competitors.

Nicolas De Angelis

CFO at Protection Unit, Liege, Belgium

PRESTO is a source of inspiration for our staff in the way it puts structure into the roles and responsibilities that are essential to our business.

Shabbir Haideri

General Manager at Union Paper Mills, Dubai, United Arab Emirates

Merely curious?

Download this quick-read brochure

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Start using PRESTO immediately with a money-back guarantee!

If you are not satisfied with PRESTO within the 1st 14 days, we will return to you 100% of your subscription fee. (CREDIT CARD REQUIRED TO COMMENCE)

Clients

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