Products

Our products deliver quality and systematic performance that are all intended to maximize time, cost and effort in completing all tasks. We ensure proper installation, work efficiency and high level of customer service for our valued clients.

FinESS (Financial Electronic Storage System)

FinESS (Financial Electronic Storage System)

THE FINANCIAL ARCHIVING CHALLENGE As a business grows, the volume of vital documents also grows. In particular, the Bureau of Internal Revenue (BIR) requires books of accounts, including subsidiary books and other accounting records to be kept for a period of ten years. Storing hard copies of all these documents is impractical and can be costly. Older documents also have the tendency to be lost or misplaced. And whenever a document needs to be taken out, say for a tax audit, physical search and retrieval can take time and translate to administrative costs. Keeping older documents in good physical and readable condition can also be difficult especially for some documents such as Official Receipts printed on thermal paper or vouchers that are lightly printed on thin paper. With the BIR issued Revenue Regulations (RR) No. 5-2014, companies now have the option to preserve only electronic copy of documents older than 5 years as long as there is an Electronic Storage System (ESS) in place that meets BIR’s criteria. This is where FinESS comes in. MANAGE YOUR FINANCIAL DOCUMENTS WITH FINESS Declutter your office space and cut your physical storage requirements by half. With FinESS, companies no longer need to store physical copies of financial documents older than five years and still comply with BIR’s ten-year retention period requirement. Instead, documents can be kept electronically where the original readability of documents is preserved. At the same time, security measures are in place to ensure integrity, accuracy and reliability of the system. Finding documents becomes as easy as a few taps on the keyboard. Even generating reports and summaries of expenses, revenues and P&L are also made easily available in FinESS. These facilities increase efficiency and thus contribute to productivity. Download...

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Compleo for Leasing

Compleo for Leasing

THE LEASING DOCUMENTATION CHALLENGE Over the last few years, several development firms and corporations have been engaged in providing leasing services. With the opening of more available lands for occupation, the number of areas being leased and tenants has also increased. But through the course of the leasing process, vital documents including applications, contracts and agreements are at a crucial state with the absence of effective administration and collaboration among members. In handling thousands of documents, the issues being faced include the lost and misplacement of documents, submission of repeating documents, and bypassed approvals. Accuracy of lease information being kept and compliance to deadlines and expiration of contracts are dealt as well. Because of these difficulties, operational efficiency cannot be raised to its maximum level and more opportunities are lost in return. CONTROL, COMPLY, SIMPLIFY Optimized for use and first in the Philippines, Compleo for Leasing is a centralized platform designed to work with any task-oriented lease processing system configured according to the conditions of clients. With a user-friendly interface, it covers all lifecycle stages of retail leasing application including, but not limited to Retail Leasing Application, Pre Termination, Renewal or Extension, End of Contract, Amendment, Change in Area, Reconcept, Change in Company Name, Change in Management, Assignment of Lease, and Sub Leasing. Among many, the solution also offers a clear document version history and prevents the loss of critical communications with its tracker and notification features. Accompanied with an advanced search capability, users can also quickly and accurately search and retrieve documents with proper authorization. The status of applications and actions required are described as well. To fully represent a powerful leasing document management system, Compleo for Leasing fulfills three (3) core modules: [spoiler title=”Modules:” open=”0″ style=”2″] Initiator: Allows application definition by describing the applicant’s information, application type, document checklist and submission process to include creators, reviewers, approvers, document restriction, prerequisites and completion targets. My Task: Allows performers (creators, reviewers and approvers) to upload and update documents in each lifecycle stage. It enables them to check out documents, check in updates, approve and attach additional documents and comments, and more. Alerts are triggered to each performer to remind them of all impending tasks assigned to them. Project Tracker: Allows viewers to track the progress of each application. It can track where and why the application is progressing and even tracks each document and its corresponding performer. [/spoiler] [spoiler title=”Benefits:” open=”0″ style=”2″] By using Compleo for Leasing by Infobuilder, the risks and struggles of managing the growing number of tenants and its associated documents are controlled and supervised. With the several stages involved, the system provides an organized and clear management of multiple tasks. Specifically, the solution offers: New and enhanced efficiencies in the management of leasing documentation lifecycle Provision of a detailed document checklist Simple procedures on viewing documents with set permissions On-time task delivery to all performers with deadline and expiration prompts Document submission, review, and approval tracking with application status Convenient web access to core EMC Documentum content services Security, version control, library services, content lifecycles [/spoiler] Download...

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Compleo

Compleo

The Project Document Challenge When executing large-scale projects in fields like construction, energy, and utilities, many organizations struggle to maintain control over project documents. Even the most sophisticated project management tools often lack sufficient document governance and fail to provide sufficient access and version control. As a result, the creation and approval of project documents can become a sluggish process with uncertain accountability. Documents may be submitted multiple times; approvals and communications may be bypassed; lost or misplaced communications may confuse responsibility. The result: time and cost are wasted while compliance and decision-making are jeopardized. Control, Comply, Simplify Specifically optimized for use in the Philippines, Compleo works with any task-oriented project management system to control document submission, versioning, and compliance for large-scale projects in construction, energy, and utilities. The solution creates a clear document version history, prevents the loss of critical communications, offers quick and accurate search and retrieval, and enables an easy instant viewing of project status, actions required, project timeline, and responsible parties. By ensuring ease and speed in the creation, routing, approval and filing of change orders, Compleo reinforces accountability and prompt action, and helps save time and cost. To fully complement a modern project management system, Compleo uses a series of intuitive modules: [spoiler title=”Features:” open=”0″ style=”2″] Configuration Module: Defines templates for other modules and creates system parameters. Project Initiator: Project documents are registered together with the project headers and project details. These contain all metadata about the project, including category, manager, location, and document structure breakdown. Forms Manager: Allows users to trigger electronic or manual forms through pre-defined workflows. Manual forms use barcodes to facilitate uploading and integration of manually triggered forms into the system. Create Job: Assigns tasks for the document nodes in each project. Users choose the job template applicable to a specific project to execute the necessary tasks. Task Manager: All workflow processes can be managed by a single task manager that delivers tasks to individuals on the project. Everyone involved receives a list of pending tasks with criticality and deadlines. Messages: A module that offers powerful collaboration within or outside of the project group. Enables messaging with document details, comments, progress tracking, document events, and versioning. Project Tracker: Project statuses are viewed in this module with traffic color conventions for quick identification of problem areas. It also presents an S_Curve for quick visual assessment of the project, a Google map integration for project locales, and can drill down to specific phases, documents, and logs. [/spoiler] [spoiler title=”Benefits:” open=”0″ style=”2″] Compleo by Infobuilder enables users to control the risks and challenges of managing any large-scale project. The simple step-by-step system ensures straightforward management of multiple tasks within a project delivery lifecycle. The solution offers: New efficiencies in project management Definition and enforcement of the project lifecycle Management of workflows, virtual documents, content subscriptions, and categorization Powerful tools to define the document breakdown structure Simple document viewing procedures and viewing permissions Task delivery to all performers with deadline prompts Easy status tracking to identify problem areas and metrics to help solve issues Convenient web access to core EMC Documentum content services Security, version control, library services, content lifecycles Access to both core and advanced content [/spoiler] [spoiler title=”Essentials:” open=”0″ style=”2″] Built with reliable EMC Documentum® xCP technology Ideal for large-scale projects in fields like...

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Claims Processing

Claims Processing

REASONS FOR THE SYSTEM INITIATIVE Claims processing involves easy steps to be accomplished like entering data, categorizing and reviewing them on the side of health maintenance organizations (HMO). But when such transaction is multiplied to hundreds and thousands of different cases, the supposedly simple processing becomes a very complicated procedure if done manually. By being heavily paper-based in processing claims, even recording and copying information are already highly prone to errors such as typographical ones. Paper documents are also difficult to manage as they can get lost, misplaced and damaged easily. With the tedious and critical steps involved, the turnaround time that is tied to incentives is risked to a slower and delayed processing as well. These inefficiencies with inaccurate information kept then limit insurers in making better decisions and in delivering their responsibilities. RECOGNIZING AN INNOVATIVE STRATEGY TO PROCESS CLAIMS As various challenges and consequences are discovered from the manual practice of processing claims, Claims Processing by Infobuilder is offered as the new tool to revolutionize the current unproductive method. This is also to help insurers manage and process health benefit claims faster and easier. From filing, assigning of control number, processing, reviewing, and to the paying of claims, all these steps are simplified with the use of the system. When the medical forms related to claims are received from hospitals, these documents are easily captured by scanning them. As they are scanned, data are extracted intelligently, and managed and stored effectively through an organized platform and repository. The solution can also serve multiple clients as form templates and terms used by different hospitals can be created, added and updated. Because of this, the identification and categorization of claims are automatically done to save time and effort. Claims Processing system is also empowered with an automatic document routing capability to specific users or performers for them to accomplish their tasks on time. The performers include the scanners, extractors, processors, checkers, and MA reviewers. Records management and retention policies are also applied as documents on claims are processed. While granular data are kept accurately, the system is then able to generate more comprehensive reports that provide summaries and analytics. BEYOND EXPECTATIONS Designed to streamline the processing of claims, this highly scalable solution by Infobuilder offers a set of benefits that can surely overcome the challenges being experienced which includes the following: Faster processing and turnaround time Reduced processing errors and costs Improved delivery of service to partners and customers Enhanced productivity and accuracy Easier claim and document categorization and review Automatic routing of documents to target authorized users Robust flexibility to different medical terms and forms Competent generation of useful reports with summaries and analytical data Effective application of records management and retention policies Download...

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Documentum is Leading!

Documentum is Leading!

Documentum remains the leader across the overall business and transactional segment in Enterprise Content Management according to the latest Forrester report Q3 2013. Forrester is a market research company present in the United States, Europe, Asia and Australia and is dedicated to guide companies decide in choosing technologies for their business success. Infobuilder has the richest experience in Documentum implementation here in the Philippines and has earned their first product certification in Documentum.   Complete Report...

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Vendor Portal

Vendor Portal

Vendor Portal is a web-based system that can be integrated with your website to allow your vendors to register and submit their accreditation papers online. A comprehensive suite of tools and facilities are available to manage online documents that cover the process of document compliance, to accreditation approval and vendor publishing thereby transforming your accreditation procedure into a totally paperless business process. While the Vendor Portal is exposed to the internet, the documents submitted are forwarded behind your company firewall ensuring that succeeding processes are secured and protected from the outside and unauthorized users. Vendor Portal allows the aspiring vendors to make online registration with the use of company website. It also helps the accredited vendors of companies to make a review, documentation and processing. Apart from this, the companies can also create vendor codes to easily identify their accredited vendors. The end to end process of the vendor accreditation via Vendor Portal is as follows:     [spoiler title=”Features” open=”0″ style=”2″] Required products and services are published online Online pre-registration of vendors Vendors may be selected, invited or failed Online submission of accreditation papers Online compliance review Integration with email system for non-compliance process Availability of a waiver facility Endorsement to group specialists like finance, engineering, and legal Workflow facility for final approval Workflow facility to acquire vendor code from ERP system Vendor publishing to ERP system and vendor search engines [/spoiler] [spoiler title=”Benefits” open=”0″ style=”2″] Documents are instantly accessible online Eliminate paper copies, printing and filing Instant searching of vendors by category, by location, by size Vendor pooling for future requirements Automatic annual updating Customizable document requirement listing [/spoiler] [spoiler title=”Essentials” open=”0″ style=”2″] Built around world-class Documentum technology Ensures all vendor records are accessible at any stage of the application Developed for a large company with over 1,000 vendors [/spoiler]...

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Document Tracking

Document Tracking

When thousands of data are fed to you everyday, it is almost impossible to save time and effort especially when you are tracking manually. Lengthen your track and achieve more in a day as Infobuilder gives you Document Tracking solution that would speed up the process of your department.  Think about these questions:       Are all pages secured? Has each page been encoded and verified? Have all queries answered and sent? This list of uncertainties can go on and on and can stop, once you get Document Tracking on your system. Document Tracking basically allows you to track information with ease, accuracy and speed. It is an IT solution in which you get to manage your data. It can run in Documentum and Sharepoint that provide better efficiency and productivity for the...

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Fundraiser’s Toolkit

Fundraiser’s Toolkit

A tool to help fundraisers, FRT or Fundraiser’s Toolkit is a reliable partner in achieving fundraising goals with less effort and ease.  This IT solution helps you plan programs with efficiency and systematically as it brings the technology into your own tailor-fit processes through matching programs with fund raising campaigns and meeting your prospects strategically.  Clients are assured of the smooth and efficient flow of FRT especially when it comes to fund sourcing, donor prospecting, campaign development, constituent relations management and project management. With FRT, your target audience can participate with ease and less effort through online pledge forms plus, it provides an engaging and participative venue for the fundraisers to connect with prospects and donors...

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