BPM Workflow

Record Locking for SharePoint Documents and List Items

Checking-in, checking-out. If you’re processing a high volume of documents, you don’t want to work on the same document that someone else is working on, but SharePoint’s version control features just don’t cut it.

The dMAX Document Accelerator provides real-time record locking for small or large teams. Instantly view who is working on what documents, or flip to queue mode and process quickly while not being worried that you’re working on the same document as someone else on your team. Whether you have 2 people in your department or 20, the dMAX record locking functionality will make you more productive and will stop you from colliding with your co-workers.



Contact Highland Martin for more information about how the dMAX Document Accelerator can help you.

SharePoint Document Management for Restaurants and Retail Stores

Sharepoint Document Management for Franchise, Restaurants and Retail LocationsTime after time we encounter hub and spoke businesses that are spending thousands of dollars in overnight shipping and courier fees to send documents to corporate.  Often ripped, stained with ketchup and featuring a boot print (or two), these documents are important to the business but they have taken a back seat in the business automation arena. Composed of invoices, packing slips, orders, and human resource documents, these packets can take days or weeks to finally get into corporate hands. Early pay discounts for invoices are lost, along with any semblance of efficiency.

There are tremendous benefits to having these documents scanned electronically from the field, and you might be surprised to find that a lot of the infrastructure is already in place to have SharePoint Document Management for Restaurants and Retail Stores.

Scanning Paper from the Field

Most locations already have multi-function copy machines or multi-function printers with scan capabilities. Most locations have internet connectivity. What’s usually missing is the piece to get the electronic document from point A to point B, which is one of the problems we solve with our dMAX line of products.

Free Data Entry

Why enter all of the data at corporate when you already have tens or hundreds of people in the field locations that could do it for you? Since they are able to scan these in near real time to their receipt or generation, they usually have a much better understanding of what they are and where they came from and can approve them in advance. Many times invoices can be coded in the field or pre-matched with PO’s in the accounting system. This saves precious time for AP processors. The same goes with Human Resources and other departmental documents.

Classification – Accounting vs Human Resources vs Payroll, etc.

Instead of relying on your mailroom to divide and sort the documents, they are already classified by store and by department based on the scanning from the field. This means that the documents wind up in the right queue and are seen by the right people. If a document winds up in the wrong place, you simply assign it back to the right queue, not always the case with a piece of paper.

Field Access

Floor space is a commodity anywhere, but retail and restaurant space is awfully expensive for holding filing cabinets. Since the documents are imaged and stored in corporate servers, it can be easily searched by the field locations. Permissions and access can be defined by document, folder, store and employees.

Did you get it? Did you get it?

Vacation requests, timesheets, commission filings and other such documents are important to the people in the field. These types of documents are often followed with a string of phone calls or emails to ensure that they have been received for processing. Automated workflow notifications, accompanied with the immediacy of scanning vs mailing, allow the field workers to be “in the loop”. Improving customer satisfaction applies to your internal employees as well. Making them feel better is a good thing for your top and bottom line, and it’s the right thing to do.

The dMAX Accelerator product line

Join the over 1000 remote locations that make their businesses more efficient with the dMAX line of products, including the dMAX Document Accelerator and dMAX Invoice Accelerator. The ROI is clear, the solution is here.

Contact Highland Martin today about a dMAX solution for your business.

Forms 2013 & Workflow 2013 from Nintex Integrates SharePoint 2013

Nintex Integrates Sharepoint 2013 Highland Martin Atlanta BPM Workflow ExpertsNintex Integrates SharePoint 2013:  Nintex announced today that the entire Nintex product line is now seamlessly integrated with SharePoint 2013. Although Nintex Workflow 2013 had been released earlier, today’s launch of Forms 2013 and Project Server 2013 completes the SharePoint 2013 integration.

Not ready for the move to 2013 yet? Purchase Nintex products today for SharePoint 2010, reap the benefit of document and workflow automation, and then install test licenses for SharePoint 2013. Your maintenance contract allows you to upgrade at no charge when you are ready for the move.

If you’d like a demo of the new features for SharePoint for 2013, please visit our contact page and let us know.

Nintex Announces Nintex Forms for SharePoint 2010

Nintex Forms for SharePoint 2010 Unveiled at Microsoft SharePoint Conference

Nintex unveiled Nintex Forms for SharePoint 2010 on the first day of the SharePoint Conference in Anaheim, California today. Nintex Forms for SharePoint 2010 is a web based designer that enables forms to be created within SharePoint quickly and easily. Forms can then be consumed on most common mobile devices from the internet, anywhere and anytime. Nintex Forms integrates seamlessly with Nintex Workflow to automate business processes and deliver rich SharePoint applications.

The launch of Nintex Forms 2010 concludes a multi-stage beta program involving a large user base of Nintex partners and customers around the globe who provided invaluable feedback and ensured Nintex Forms is both functional and versatile. Mike Fitzmaurice, vice president of product technology at Nintex, commented on the product vision, “Customers told us they needed a forms product that was easier to use and more accessible to business users, even those customers with existing forms tools for advanced development scenarios.” Fitzmaurice added, “We made Nintex Forms as easy to use as dragging design components onto a browser-based canvas, mirroring the experience our customers already have with Nintex Workflow.”
Nintex Forms offers the ability to design forms once, and make them available in multiple devices, plus the option to combine with Nintex Workflow. “This will help our customers automate business processes with mobile applications on SharePoint and has already excited our solution partners in the beta program who have created compelling proof-of-concept scenarios,” said Fitzmaurice.

Forms can be published to the internet, via the Nintex Live service, and accessed by anyone outside the corporate network with a single click and without the need for extra hardware, software or infrastructure configuration. Wayne Woolston, Nintex managing director, elaborated on this, “Nintex has made a considerable investment in our Azure cloud-based service, Nintex Live, and this enables forms to be published to the internet and open new practical opportunities for customers and partners to offer and access forms.”

In addition to its ease of use and the ability to publish forms to the internet, Nintex Forms includes a large number of features out of the box that help business users to create forms including predefined device layouts, custom buttons and rich HTML formatting. With support for mobile smartphones like iPhones, Android smartphones, Windows mobile devices and the iPad, Highland Martin wants to help you craft a powerful mobile solution for your organization.

Talk to a Highland Martin representative to get a demo of this exciting new addition to the Sharepoint Workflow and Nintex community.

Highland Martin Announces Sharepoint 2007/2010 Document Connector for Dynamics GP and AX

sharepoint 2007/2010 document connectorOctober 1, 2011 – Highland Martin announces the availability of their SharePoint 2007/2010 document connector for the Microsoft Dynamics GP (Great Plains) and Dynamics AX (Axapta) accounting and ERP environments. By leveraging the document storage and metadata searching capabilities of the Microsoft Sharepoint 2007 and 2010 platform, Highland Martin creates a powerful, yet cost-effective, model for document management and workflow relating to any corporate document. From accounting to human resources, this set of tools creates an electronic filing cabinet for any size company using the fastest growing software platform in the world, Microsoft Sharepoint.

Direct integration into the Microsoft Dynamics platform ensures ease of use for your users. By allowing employees to stay within the Dynamics platform that they use everyday, there is no complicated learning curve and the efficiency can begin immediately. Back-file conversion services available to scan and index historical documents, freeing up those physical filing cabinets, offices full of boxes and expensive off-site storage.

Contact a Highland Martin representative for more information about how your organization can go paperless and create an efficient workflow routing system for any office document.