Document management software package

Tender description

Stonewater has been using the Castleton Electronic Document Management (EDM), ePost and Purchase to Pay (P2P) solution since 2012. The contract is now up for renewal. Stonewater wishes to tender for the same scope of functionality within ideally one system. Project objectives and scope Stonewater's key priorities for this and other systems and in the use of use of technology are as follows: — the delivery of on-line and enhanced digital technology to increase customer satisfaction and drive down transactional operating costs, — transforming back-office processes using digital automation to reduce costs and increase efficiency, — enhancing information management practices to achieve better performance insights from Stonewater’s data and information assets. The desired outcome will provide functionality that is used to: — manage all house and customer files; and, also, is used for development files, including integration to the housing management system to automatically file “system generated” letters, — manage all incoming post (E-post), scanning it and distributing it to the relevant users, — operate the invoice approval system, which integrates with the housing management system and finance system is used to manage incoming invoices and the approval process leading to payment, — manage all documentation that is generated and maintained through self-service offering, — manage all shared documentation through organisation on one platform.