IntelliChief has announced the release of its latest version of the IntelliChief paperless process management solution for IBM Power Systems (iSeries/System i) and Windows enterprises. With IntelliChief, companies can create, capture, manage, archive, retrieve, and distribute documents electronically directly from their desktops and ERP applications. 

IntelliChief V2.6.1 builds upon the solid foundation of the previous version and adds more flexibility that will help companies of all sizes process their documents more efficiently, the company says. With V2.6.1, IntelliChief's Workflow becomes more of a BPM (business process management) that enables companies to configure it to mimic their internal business processes rather than only focusing on the movement of documents in the system. New key features include: 

New Workflow Routing 

Workflow has incorporated additional options to facilitate the routing of documents for review and approval. A new option, Routing Group, allows routing of documents to a Group instead of selecting a particular user. The document is then routed to the appropriate user in the group based on the document type. 

For example, IT invoices related to hardware purchases need to be routed to the MIS manager, not the network manager. An Accounts Payable clerk may not know that, and, so instead of guessing or trying to find the appropriate user from the users list, the AP clerk can simply route it to "MIS Dept" group, and IntelliChief will route it to the MIS manager, saving time and simplifying the process. 

Enhanced Monitoring and Processing of Documents

Documents routed by IntelliChief's Workflow are sent to different electronic in-boxes from where users can view and decide what to do with them. In Accounts Payable, for example, typical work flow in-boxes are, "Invoices Pending Approval", "Invoices Pending Purchase Order", "Invoices Ready for Voucher", and "Expense Invoices"—just to name a few. Companies processing high volumes of documents, however, may find themselves having to look in multiple places when searching for "pending" items to be processed (i.e. a manager looking for all pending invoices for the day could have to look under "Invoices Pending Approval" and also under "Invoices Pending Purchase Order"). 

With the new V2.6.1 release, IntelliChief comes with default Workflow in-boxes to make working with and monitoring electronic documents even easier. Default Workflow inboxes now include "Initial", "Pending", "Exception", and "Return" inboxes which are used in addition to the typical electronic inboxes a company creates during installation. Following the earlier example, a manager looking for all pending documents to be processed can now simply go to the "Pending" inbox for an overview of all pending items. Measuring productivity and looking for specific documents is now easier for the entire company. 

Better Control for Document Distribution

When ERP generated documents were automatically distributed via print, fax or email, they would go to IntelliChief's archive for future retrieval. For many public companies dealing with SOX, however, documents such as purchase orders are required to be approved before they are distributed. This meant forgoing automatic fax/email and instead manually emailing the approved PO via IntelliChief, one by one.

The latest IntelliChief release fixes this problem by allowing documents that are to be automatically printed, faxed or emailed to first go through IntelliChief's Workflow for approval. Only after they are electronically approved are they faxed or emailed. This keeps the automation in place since users only need to approve the document before it is sent out and also helps companies comply with SOX more easily. 

New Routing Administration Screen

A new screen called "Routing Administration" makes the configuration of Workflow rules even easier by providing options for routing based on groups, departments and users for each type of document. In addition, documents that require multiple approval levels (i.e. more than one person having to review and approve a purchase order, an invoice, check, or other document) can be easily set up. 

Typical examples of this functionality include:

• Invoices larger than $10,000 must have a manager's approval prior to processing
• Purchase requisitions with values up to $5,000 don't require approvals, while requisitions over $5,000 require approval by a manager
• All customer contracts need to be reviewed by the Customer Service Manager before being emailed to the customer

Availability

IntelliChief V2.6.1 is available immediately and is free of charge to existing IntelliChief customers. Current Quadrant Software customers can achieve significant savings and improvements in their business processes by taking advantage of the new release, the company says. For more information about IntelliChief, visitwww.IntelliChief.com or call 508-594-2700 or email This email address is being protected from spambots. You need JavaScript enabled to view it..

About IntelliChief

IntelliChief, LLC, a Quadrant Software company, is a leader in providing paperless process management (PPM) solutions for the IBM Power Systems (iSeries/System i) and Windows enterprises. Leveraging Quadrant Software's 20 years of expertise in the market and seamless integration with leading ERP software vendors, IntelliChief takes companies of all sizes paperless with a typical ROI of less than eight months. Users can create, capture, manage, archive, retrieve, and distribute mission-critical documents directly from their familiar ERP screens, eliminating the need for filing cabinets, storage facilities, fax machines, copiers, and paper files in general. 

For more information about how IntelliChief helps companies eliminate paper, go green, and save money, visit www.IntelliChief.com.