bossDMS
Document management system with ERP integration
Save time and concentrate on your core business with the seamless integration of all documents into existing peripheral systems. Increase your efficiency and productivity now.
Swiss Document Management System (DMS)
bossDMS allows you to consolidate all company-wide archiving needs in one system with central access control, independently of the underlying storage technology and the lifecycle of applications. Typical applications of our document management system include archiving of all business documents such as emails, ERP documents and contracts, as well as data, file servers and SharePoint objects. Thanks to bossDMS, you gain valuable time to focus on your core business.
Compliance
All compliance requirements for the retention of information are met to ensure you pass your audits.
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Tutorial video: bossDMS – First Impression (DE)
Tutorial video: bossDMS – New Collaboration Features (DE)
What is a DMS?Details + White Paper (DE)
The 6 most important advantages of bossDMS
Gain time
A simple keyword search means it’s a matter of seconds to search and find documents.
Reduce costs and avoid duplicates
Avoiding duplicates across your businesses significantly reduces storage requirements, and therefore costs. Cost-intensive silo archiving is replaced by one efficient platform.
Benefit from flexibility
Mobile access options for all documents and business-relevant information via laptop, smartphone or tablet.
Eliminate data loss
The secure cloud storage means no more documents are lost.
Meet legal requirements
Compliance with legal requirements such as retention periods. All requirements of the Federal Ordinance on the Preservation of Corporate Books (GeBüV), the Swiss Financial Market Supervisory Authority (Finma) and GDPR are supported.
Exploit versioning
Versioning provides transparency about changes in a document. CheckIn and CheckOut features guarantee exclusive editing.
Consulting serviceDMS Archiving (DE)
ERP / CRM integration of bossDMS
We offer legally compliant, audit-proof archiving directly integrated into your ERP, CRM or core banking system:
DMS integration in MS Dynamics 365 Business Central (NAV)
bossDMS enables professional document management and electronic archiving of commercial documents from Microsoft Dynamics 365 Business Central (NAV/Navision). The seamless integration makes document management as convenient as possible.
Learn more (PDF, DE)DMS integration in Microsoft Dynamics 365 Finance & Supply Chain Management (AX)
bossDMS enables professional document management and electronic archiving of commercial documents from Microsoft Dynamics 365 F & SCM. The seamless integration offers the highest comfort in document management.
DMS integration in bossERP
bossDMS enables professional document management and electronic archiving of commercial documents directly from bossERP, giving you maximum convenience in document management.
Learn more about bossERPDMS integration in Core-Banking Systeme
bossDMS offers standard integrations in Avaloq, Finnova, Apsys, NewBanking, OLYMPIC, TCS BaNCS as well as completely customized solutions for electronic archiving and content and document management.
Solutions for banks and financial institutions (DE)DMS integration in SAP
bossDMS enables professional document management and electronic archiving of commercial documents directly from SAP, giving you maximum convenience in document management.
Learn more (PDF, DE)DMS integration to Salesforce
With the integration of Salesforce in bossDMS you optimize your sales processes. You can view all documents relating to a customer directly in Salesforce - regardless of which system the documents originate from. Without leaving Salesforce, you receive all relevant data and thus save storage costs in Salesforce.
DMS integration to Microsoft SharePoint
bossDMS for SharePoint enables what everyone has been waiting for: The connection of SharePoint and Teams to the bossDMS document management solution.
Learn more about SharePoint connectivity (DE)Videos about DMS connections
From webinars or short presentations you can find here some video recordings:
Webinar ReviewsbossDMS (DE)
Go deeper
bossDMS case studies
Bertschi AG opts for Business Process Management
Bertschi AG has decided to introduce Business Process Management (BPM) from Boss Info, with automated invoice processing.
Read the case study (DE)SR Technics with dg archive DMS system
Safety is a corporate philosophy practiced at SR Technics, a global aircraft maintenance company. Comprehensive documentation is just one benefit of the dg archive document management system (DMS).
Read the case study (DE)Snappy DMS for Zweifel Pomy-Chips
The existing delivery note scanning solution no longer met the high demands of Zweifel Pomy-Chips, so it was gradually replaced with the dg archive solution with interfaces to SAP and MS Exchange/Outlook.
Read the case study (DE)Our customers
Some customers who use bossDMS successfully
Nolax
netto Einkaufsgruppe AG
Bataillard & Cie AG
Matterhorn Gotthard Bahn
SR Technics Switzerland AG
Etter & Berno
Avag
Chromos Prografica Group
Optimatik AG
CDS Bausoftware AG
ITRIS One
Learn more about bossDMS
