Certificate management with email automation
Document management for issuing certificates
From manual administration to automated certificate issuance
Collecting documents for issuing certificates was a tedious process, characterized by sending lots of email back and forth, manual checklists and resubmissions. This manual work is very time-consuming and can lead to great frustration among employees. Yet this process is easily digitalized! The core of our solution is a structured document repository with metadata for more than 16 different document types that are managed in SharePoint. The objects required for each client are initially created as a tree.
Digital process for email traffic with maximum efficiency
- Send structured e-mails to certificate applicants directly from the system. They contain detailed information on what still needs to be submitted, what is still open or what needs to be renewed.
- The documents can be added directly by replying to the email. These documents are automatically indexed by AI - implemented with the AI Builder - and submitted for review. Further evaluations and classifications of documents, including AI support.
- Further evaluations and classifications of documents, including AI support.
- At the end of the check, the documents are checked in and update the status and tracking.
- Other functions: Send queries, manage open to-do's or automatically generate reminders.
Central database and tracking of certificates
- Query and track your created database any time as a central repository.
- The certificates can be filtered by customer, system, type, etc. We have implemented this in the PowerApp for better user guidance.
- A revision-proof record of the basis and the certificate is created upon issue.
Would you like more information about our examples? Then please contact us directly and talk to us about how we can implement a modern solution for your digital workplace!