For F.M. Servis we built an information system for recording and managing the storage units of its clients' registries, including a client portal for submitting requests.
Management and registration of storage units
The application records clients' storage units from pickup through storage at warehouse locations, loans and digitization to shredding, and keeps the complete movement history of each of them. Clients submit requests and search for their storage units directly in the portal, incoming e-mails are automatically saved as activities and invoicing documents are created from the operations performed. The introduction of NET Genium thus contributed to the automation of core business processes, simpler administration and easier communication with clients.
Implemented functions and modules
- Client records (CRM)
- Client cards with departments, contacts, addresses and the registry plan
- Specifics and exceptions set for each client
- Automatic creation of activities from incoming and outgoing e-mails, linked to a request or task
- Base price list and special prices for individual clients
- Client service
- Submitting requests and tracking their status
- Searching for one's own storage units
- Access restricted to the client and its departments, switching between multiple clients
- Announcements on the portal home page
- Requests and tasks
- Request types – pickup, loan, delivery, digitization, shredding and other services
- Request items selected from the records, by importing identifiers or from a file
- Tasks created from templates, scheduling and deadline monitoring
- Temporary delivery of scans to the client
- Storage unit warehouse
- Locations, boxes and barcodes including suggestions of free positions
- Handling (receiving, searching, returning, removal from storage)
- Storage unit history
- Automatic import of storage units from the client's external system
- Transfers
- Loan and return
- Re-archiving
- Permanent removal and disposal
- Handover protocols with bulk printing
- Shredding – shredding proposals, their review by the client and the Ministry of the Interior, and disposal of storage units
- Operations and material records – recurring operations, billing and invoicing documents
- Statistics – monthly overviews of stored and permanently removed storage units for clients
Project results
- Records of all clients' storage units, their warehouse locations and movement history in a single application
- Easier communication with clients, who submit requests directly in the portal
- Automation of core business processes and simpler administration
Basic characteristics of the company
The Slovak company F.M. Servis has been engaged in the professional management of registry records since 1999. It provides comprehensive management services – from the preparation of the registry rules and plan through the long-term storage (archiving) of registry records, digitization and extraction of data from records, and implementation of the entire disposal procedure to environmentally friendly destruction.
- Website:
- www.fmservis.sk
- Field of activity:
- Management of company registries
- Launched:
- 2022
- Implemented solution:
- Storage unit warehouse and client service