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Document Management

Keep track of all your files, stored securely in the same place, accessible wherever you go.

While the world has not gone fully paperless, more and more organisations are taking advantage of automation and online document management tools.

Have you ever found yourself away from your desk, needing a vital document stored on your desktop?

Document Management allows you to easily share, send, categorise, and archive documents.

What can we offer?

IPEX specialise in ensuring you understand and follow the best practices around document management.

Although the term “management” implies that information is controlled from the top of the business, an effective document management system should reflect the culture of the business that uses it.

The tools you use for document management should be flexible enough to tightly control a document’s life cycle, or let you implement a more loosely structured system, if that better suits your business.

Our document management systems are integrated with other Microsoft solutions, such as SharePoint and OneDrive.

Have a tighter grasp on the security of your company files using Microsoft services, while improving collaboration with easy data sharing.

What is Document Management?

Document management controls the life cycle of business documents: how they are created, reviewed, and published, and how they are disposed of or retained.

Document management can save an organisation time and money. It provides benefits such as document security, access control, centralised storage, and streamlined search and retrieval.

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Microsoft Azure logo
One Drive Logo
Microsoft 365 Sharepoint logo

HOW WE WORK: 6 SIMPLE STEPS

WE OFFER OUTSTANDING I.T.
  • ADVICE
  • SERVICES
  • STRATEGY
  • SECURITY
  • TRAINING

INTRODUCTION

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DISCOVERY CALL

A brief introductory call to get to know your business, I.T. needs, services and goals.

EXPLORE

I.T. Audit icon

I.T. & SECURITY AUDIT

In-depth inspection into your existing structure, software, hardware, physical access, etc. No obligation, £400

ADVICE

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AUDIT REPORT

Results of the Audit and IPEX's recommendations to improve security and implement better levels of adoption.

PLANNING

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TECHNICAL MEETING

Further insight into your business and processes. Overview of what IPEX offers. Action plan based on recommendations.

IMPLEMENT

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THE PROJECT

Implement agreed recommendations. We guarantee to get you up and running in 3-5 days, at a fixed cost.

SUPPORT

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TRAINING & CHECK-IN

Complimentary Security audit every 12 months. Continuous training and regular support.

GET IN TOUCH!

Want to find out more? Our team are happy to help - contact us for further information in relation to our services.

WHAT WE DO BEST

The cornerstone of a successful business is an outstanding I.T. infrastructure. We help our clients be secure and productive with their utilisation of technology. Our aim is to become your in house I.T. department.

FLEXIBLE SOLUTIONS

Tailored services and solutions to your needs, whatever your business or organisational set-up.

CUT COSTS, SAVE TIME

Expert and proactive support without the need to set up a costly I.T. department, freeing you up to focus on what you do best.

SECURITY MADE SIMPLE

We manage the security of every device, app and identity in your business. Compliance without the chaos.

OUR SERVICES

All
Financial Advisers
Accountants
Manufacturing
Administration
I.T. Security
Data and Device Security
Support Services
Security Focused Proactive Support
Microsoft 365
Experts in full compliance.
Dynamics 365
Complete CRM / ERP System
Cloud Services
Azure, AWS & G-Cloud Migration
Back Office System (BoS)
Client, Policy & Payment Management
Document Management (DMS)
Integrated DMS with CRM / Back Office System
Secure Monitored Websites
Integrated into CRM / Back Office Systems
Connectivity
Broadband & Cloud Phone Systems

GET IN TOUCH WITH US TODAY!

Drop us an email to see how we can help you move forward with your I.T.


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