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Deloitte Document Management

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Deloitte Document Management

Deloitte DocuManager provides advanced, fit-for-purpose document management capabilities within Workday

Many businesses are buckling under the weight of their document burdens. In addition to complying with retention rules and privacy regulations, robust document management capabilities are essential for workflow management, project management, collaboration, version control—and ultimately, employee satisfaction. To avoid frustration and poor productivity, workers need to be able to store and locate documents quickly and securely , even as the amount of workplace content soars. Using Workday Extend, Deloitte has created a solution that makes employees’ lives a lot easier by enabling them to store, manage, locate and audit documents effortlessly within the Workday platform.

Business Benefits

As organizations come under increasing pressure to remain compliant, the Deloitte DocuManager for Workday gives them the opportunity to adapt their document management policies and capabilities to local requirements. The solution provides advanced search and storage capabilities and automates the retention and purge processes. By enhancing the native document management capabilities within Workday, the Deloitte DocuManager accelerates the document management cycle from creation and storage to proper retention and disposition.

In short, Deloitte DocuManager for Workday makes the entire document management process more efficient. It also lessens the burden on compliance managers by eliminating the need for periodic, manual purging. With everything kept in Workday, leaders can be confident that all document-related activities can be tracked, reported upon, and audited. In essence, with Deloitte DocuManager, the system does the heavy lifting, not the employees.

More specifically, it gives users the ability to

Quickly locate documents by country, category, and type down to the level of individual employees

Search for legal holds by categories

Gain greater control over who can access documents

Set different retention rules by country and category

Tailor review and approval processes

Comply with local regulations

Facilitate auditing and reporting

Effectively manage and secure employee documents within Workday, utilizing the provided security models

To schedule a demo of the Deloitte DocuManager for Workday or to learn more about how Workday Extend can be used to enhance the employee experience while creating a more efficient and compliant organization, please contact.

About Workday Extend

Workday Extend is a Workday technology platform that allows business developers, and hybrid business and IT teams to build and deploy new capabilities, apps, and solutions that run natively on Workday. The business functionality provided by Deloitte’s pre-built Workday Extend apps deeply interacts with core Workday data and processes, allowing customers to maximize their Workday investments by streamlining processes and consolidating systems within their IT environments.

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